Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter	Institute Count	Mean PPS	Median PPS	True Value PPS
Current Quarter	71	9.00	9.19	9.11
Previous Quarter	74	9.00	9.19	9.13

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Current Quarter	2	24	6	1	2	4
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	1	4	1	1	3
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Past Week	0	0	0	0	0	0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

	BlackRock			Vanguard
Quarter	Shares	% Ownership	PPS	Shares	% Ownership	PPS
Current Quarter	0	0.00	0.00	0	0.00	0.00
Previous Quarter	0	0.00	0.00	0	0.00	0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name	Shares	PPS
Daiwa Securities Group Inc.	1,950,000	9.19
LPL Financial LLC	1,095,471	9.19
Jane Street Group, Llc	1,078,852	9.19
ALTY - Global X SuperDividend Alternatives ETF	845,785	8.82
Mirae Asset Global Investments Co., Ltd.	809,270	9.19
Bank Of America Corp /de/	773,173	9.19
Morgan Stanley	261,725	9.19
Royal Bank Of Canada	252,872	9.19
Wealthsource Partners, Llc	226,205	9.19
Advisor Group Holdings, Inc.	117,644	9.20
Susquehanna International Group, Llp	116,030	9.53
Founders Financial Alliance, LLC	87,771	9.19
Investors Research Corp	80,936	8.04
HAP Trading, LLC	76,950	9.19
IHT Wealth Management, LLC	33,626	9.19
Commonwealth Equity Services, Llc	31,727	8.04
Northwestern Mutual Wealth Management Co	30,463	9.19
Citadel Advisors Llc	23,800	9.20
Private Advisor Group, LLC	23,435	8.02
Envestnet Asset Management Inc	21,679	9.18

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name	Shares	PPS
Daiwa Securities Group Inc.	1,950,000	9.19
LPL Financial LLC	1,095,471	9.19
Jane Street Group, Llc	1,078,852	9.19
ALTY - Global X SuperDividend Alternatives ETF	845,785	8.82
Mirae Asset Global Investments Co., Ltd.	809,270	9.19
Bank Of America Corp /de/	773,173	9.19
Morgan Stanley	261,725	9.19
Royal Bank Of Canada	252,872	9.19
Wealthsource Partners, Llc	226,205	9.19
Advisor Group Holdings, Inc.	117,644	9.20
Susquehanna International Group, Llp	116,030	9.53
Founders Financial Alliance, LLC	87,771	9.19
Investors Research Corp	81,167	9.19
HAP Trading, LLC	76,950	9.19
Commonwealth Equity Services, Llc	70,164	9.18
IHT Wealth Management, LLC	33,626	9.19
Northwestern Mutual Wealth Management Co	30,463	9.19
Private Advisor Group, LLC	27,512	9.20
Citadel Advisors Llc	23,800	9.20
Envestnet Asset Management Inc	21,679	9.18

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Global Retirement Partners, LLC	1,500	8.00
City Holding Co	545	7.34

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Money Concepts Capital Corp	2,224	8.99
IFP Advisors, Inc	1,020	9.80
Barclays Plc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Kestra Advisory Services, LLC
Advisory Services Network, LLC
Sigma Planning Corp
CWM Advisors, LLC
Bank Of Montreal /can/
Stelac Advisory Services LLC
Proequities, Inc.
National Asset Management, Inc.
Stratos Wealth Partners, LTD.
Harbour Investments, Inc.
AdvisorNet Financial, Inc
Fortitude Advisory Group L.L.C.
Sterling Financial Planning, Inc.
Sightline Wealth Advisors, LLC
Flow Traders U.s. Llc
Tower Research Capital LLC (TRC)
Tru Independence Asset Management 2, Llc
Beacon Pointe Advisors, LLC
Citigroup Inc
Wolverine Trading, Llc

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Investors Research Corp	80,936	8.04	81,167	9.19
Commonwealth Equity Services, Llc	31,727	8.04	70,164	9.18
Private Advisor Group, LLC	23,435	8.02	27,512	9.20
Cambridge Investment Research Advisors, Inc.	18,421	8.03	18,411	9.18
Geneos Wealth Management Inc.	1,154	7.80	1,154	8.67
Spire Wealth Management	800	7.50	1,600	9.38

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Harbor Investment Advisory, Llc	194	10.31	111	9.01

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Harbor Investment Advisory, Llc	83	194	10.31	111	9.01	74.77
Cambridge Investment Research Advisors, Inc.	10	18,421	8.03	18,411	9.18	0.05

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	38,437	31,727	8.04	70,164	9.18	-54.78
Private Advisor Group, LLC	4,077	23,435	8.02	27,512	9.20	-14.82
Spire Wealth Management	800	800	7.50	1,600	9.38	-50.00
Investors Research Corp	231	80,936	8.04	81,167	9.19	-0.28

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Wolverine Trading, Llc	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Money Concepts Capital Corp	2,224	8.99

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Investors Research Corp	80,936	8.04	81,167	9.19
Commonwealth Equity Services, Llc	31,727	8.04	70,164	9.18
Geneos Wealth Management Inc.	1,154	7.80	1,154	8.67
Spire Wealth Management	800	7.50	1,600	9.38

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Harbor Investment Advisory, Llc	194	10.31	111	9.01

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Harbor Investment Advisory, Llc	83	194	10.31	111	9.01	74.77

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	38,437	31,727	8.04	70,164	9.18	-54.78
Spire Wealth Management	800	800	7.50	1,600	9.38	-50.00
Investors Research Corp	231	80,936	8.04	81,167	9.19	-0.28

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name