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 | 0 | NaN | 0.00 | NaN |
| Previous Quarter | 78 | 11.00 | 0.00 | 10.84 |
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 | 0 | 67 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 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 | 0 | 0 | 0 | 0 | 0 |
| 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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Bulldog Investors, LLP | 469,209 | 10.84 |
| Red Door Wealth Management, LLC | 0 | |
| NJ State Employees Deferred Compensation Plan | 0 | |
| Susquehanna International Group, Llp | 0 | |
| Wolverine Trading, Llc | 0 | |
| Proequities, Inc. | 0 | |
| Janney Montgomery Scott LLC | 0 | |
| Proequities, Inc. | 0 | |
| Group One Trading, L.p. | 0 | |
| Intrinsic Edge Capital Management LLC | 0 | |
| Proequities, Inc. | 0 | |
| Group One Trading, L.p. | 0 | |
| Total Clarity Wealth Management, Inc. | 0 | |
| Oxford Asset Management Llp | 0 | |
| Wolverine Trading, Llc | 0 | |
| Needham Investment Management Llc | 0 | |
| Wolverine Asset Management Llc | 0 | |
| Centaurus Financial, Inc. | 0 | |
| Bank of New York Mellon Corp | 0 | |
| Wunderlich Securities, Inc. | 0 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Bulldog Investors, LLP | 469,209 | 10.84 |
| Morgan Stanley | ||
| Arrowstreet Capital, Limited Partnership | ||
| Cetera Advisor Networks LLC | ||
| Susquehanna International Group, Llp | ||
| Marshall Wace, Llp | ||
| USMIX - Extended Market Index Fund | ||
| EES - WisdomTree U.S. SmallCap Fund N/A | ||
| Trexquant Investment LP | ||
| Winslow, Evans & Crocker, Inc. | ||
| Red Door Wealth Management, LLC | ||
| Wolverine Trading, Llc | ||
| Citigroup Inc | ||
| Invesco Ltd. | ||
| Resource America, Inc. | ||
| Total Clarity Wealth Management, Inc. | ||
| BOTSX - Omni Tax-Managed Small-Cap Value Fund Class N | ||
| Md Sass Investors Services Inc | ||
| Supplemental Annuity Collective Trust of NJ | ||
| Advisor Group Holdings, Inc. | ||
| Lighthouse Financial Advisors, Inc. | ||
| Oxford Asset Management Llp | ||
| Yakira Capital Management, Inc. | ||
| Claraphi Advisory Network, LLC | ||
| Cutler Group LP | ||
| Leap Investments Lp | ||
| Gemmer Asset Management LLC | ||
| Wells Fargo & Company/mn | ||
| Northwestern Mutual Wealth Management Co | ||
| Victory Capital Management Inc | ||
| Resource Credit Income Fund | ||
| Virtu Financial LLC | ||
| NJ State Employees Deferred Compensation Plan | ||
| Bank of New York Mellon Corp | ||
| Special Opportunities Fund, Inc. | ||
| AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares | ||
| Key FInancial Inc | ||
| Wolverine Asset Management Llc | ||
| Royal Bank Of Canada | ||
| Parametric Portfolio Associates Llc | ||
| Centaurus Financial, Inc. | ||
| Tower Research Capital LLC (TRC) | ||
| Synovus Financial Corp | ||
| Proequities, Inc. | ||
| Optimum Investment Advisors | ||
| Cooperman Leon G | ||
| Callodine Capital Management, LP | ||
| California Public Employees Retirement System | ||
| Needham Investment Management Llc | ||
| Beach Point Capital Management LP | ||
| BOSVX - Omni Small-Cap Value Fund Class N | ||
| Group One Trading, L.p. | ||
| Intrinsic Edge Capital Management LLC | ||
| Oppenheimer & Co Inc | ||
| Citadel Advisors Llc | ||
| UBS Group AG | ||
| Raymond James Financial Services Advisors, Inc. | ||
| Janney Montgomery Scott LLC | ||
| Us Bancorp \de\ | ||
| State of New Jersey Common Pension Fund D | ||
| Thomas J. Herzfeld Advisors, Inc. | ||
| Simplex Trading, Llc | ||
| Bridgeway Capital Management Inc | ||
| Millennium Management Llc | ||
| Wunderlich Securities, Inc. | ||
| Two Sigma Investments, Lp | ||
| Summit X, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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| Name |
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| Name | Shares | PPS |
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| Name | Shares | PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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