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 67 8.00 7.54 6.56
Previous Quarter 79 8.00 7.56 7.52

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 1 33 7 0 2 1
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 3 0 1 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 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
Wealthfront Advisers Llc 55,219 3.69
3D/L Capital Management, LLC 37,258 7.57
Susquehanna International Group, Llp 34,900 7.56
Envestnet Asset Management Inc 31,291 7.57
Advisor Group Holdings, Inc. 30,516 7.57
Mml Investors Services, Llc 30,235 7.57
Alera Investment Advisors, LLC 29,050 7.57
Commonwealth Equity Services, Llc 26,014 3.65
Peconic Partners Llc 23,963 7.55
ShoreHaven Wealth Partners, LLC 20,833 7.54
BerganKDV Wealth Management, LLC 19,000 3.68
Susquehanna International Group, Llp 17,000 7.59
Simplex Trading, Llc 13,643 7.55
Morgan Stanley 12,072 7.62
Cetera Advisor Networks LLC 10,903 7.61
Actinver Wealth Management, Inc. 10,000 7.60
Perigon Wealth Management, LLC 10,000 7.60
Optimum Investment Advisors 5,200 3.65
Fortitude Advisory Group L.L.C. 4,500 7.56
Cutler Group LP 3,300 2.42

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
3D/L Capital Management, LLC 37,258 7.57
Susquehanna International Group, Llp 34,900 7.56
Wealthfront Advisers Llc 33,332 7.56
Commonwealth Equity Services, Llc 31,476 7.56
Envestnet Asset Management Inc 31,291 7.57
Advisor Group Holdings, Inc. 30,516 7.57
Mml Investors Services, Llc 30,235 7.57
Alera Investment Advisors, LLC 29,050 7.57
Peconic Partners Llc 23,963 7.55
ShoreHaven Wealth Partners, LLC 20,833 7.54
Susquehanna International Group, Llp 17,000 7.59
Simplex Trading, Llc 13,643 7.55
Morgan Stanley 12,072 7.62
Cetera Advisor Networks LLC 10,903 7.61
Actinver Wealth Management, Inc. 10,000 7.60
Perigon Wealth Management, LLC 10,000 7.60
Optimum Investment Advisors 5,200 7.50
Fortitude Advisory Group L.L.C. 4,500 7.56
Cutler Group LP 3,300 2.42
Captrust Financial Advisors 2,310 7.36

 

Recent Quarter Analysis

Name Shares PPS
BerganKDV Wealth Management, LLC 19,000 3.68
Name Shares PPS
Susquehanna International Group, Llp 34,900 7.56
Money Concepts Capital Corp 398 7.54
Carroll Financial Associates, Inc. 115 8.70
Crescent Capital Consulting, LLC 21
Citadel Advisors Llc
Cowen And Company, Llc
Gibson Wealth Advisors LLC
IFP Advisors, Inc
Belpointe Asset Management LLC
HAP Trading, LLC
Red Door Wealth Management, LLC
HHM Wealth Advisors, LLC
Asset Dedication, LLC
Florin Court Capital LLP
Wolverine Trading, Llc
Byrne Asset Management LLC
Jaffetilchin Investment Partners, LLC
Bank Of America Corp /de/
Hoey Investments, Inc
Hrt Financial Lp
Bellevue Asset Management, Llc
Jane Street Group, Llc
Ten Capital Wealth Advisors, LLC
Us Bancorp \de\
Tradition Wealth Management, LLC
Kestra Advisory Services, LLC
Capital Analysts, Inc.
Snowden Capital Advisors LLC
Fmr Llc
Cambridge Investment Research Advisors, Inc.
UBS Group AG
Cetera Advisors LLC
Ironwood Financial, llc
Name Current Shares Current PPS Previous Shares Previous PPS
Wealthfront Advisers Llc 55,219 3.69 33,332 7.56
Commonwealth Equity Services, Llc 26,014 3.65 31,476 7.56
Optimum Investment Advisors 5,200 3.65 5,200 7.50
Baldwin Brothers Inc/ma 1,750 3.43 1,750 7.43
Sugarloaf Wealth Management, LLC 1,501 4.00 1,100 7.27
Geneos Wealth Management Inc. 226 226 4.42
Bogart Wealth, LLC 105 105 9.52
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wealthfront Advisers Llc 21,887 55,219 3.69 33,332 7.56 65.66
Sugarloaf Wealth Management, LLC 401 1,501 4.00 1,100 7.27 36.45
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 5,462 26,014 3.65 31,476 7.56 -17.35
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Citadel Advisors Llc 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Kestra Advisory Services, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Wealthfront Advisers Llc 55,219 3.69 33,332 7.56
Geneos Wealth Management Inc. 226 226 4.42
Bogart Wealth, LLC 105 105 9.52
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wealthfront Advisers Llc 21,887 55,219 3.69 33,332 7.56 65.66
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name