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	74	14.00	15.23	14.44
Previous Quarter	80	281.00	15.23	19.93

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	25	5	1	1	2
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	1	1	5	0	1	1
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	11,368	0.00	0.00
Previous Quarter	0	0.00	0.00	11,368	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
Morgan Stanley	860,071	15.23
Royal Bank Of Canada	636,571	15.23
UBS Group AG	293,614	15.23
Commonwealth Equity Services, Llc	285,595	15.23
CoreCap Advisors, LLC	282,445	15.23
Raymond James & Associates	167,725	15.23
Advisor Group Holdings, Inc.	154,086	15.23
Wells Fargo & Company/mn	141,208	15.23
LPL Financial LLC	140,711	15.23
Centaurus Financial, Inc.	133,149	15.23
Steward Partners Investment Advisory, Llc	115,750	0.02
Cambridge Investment Research Advisors, Inc.	98,821	14.40
MCF Advisors LLC	76,000	1.00
Ameriprise Financial Inc	59,962	15.23
Janney Montgomery Scott LLC	59,492	15.23
Stifel Financial Corp	49,557	15.23
Rockefeller Capital Management L.P.	48,000	15.23
Bank Of America Corp /de/	45,732	15.22
Stockman Wealth Management, Inc.	42,609	15.23
Raymond James Financial Services Advisors, Inc.	39,400	15.23

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
Morgan Stanley	860,071	15.23
Royal Bank Of Canada	636,571	15.23
UBS Group AG	293,614	15.23
Commonwealth Equity Services, Llc	285,595	15.23
CoreCap Advisors, LLC	282,445	15.23
Raymond James & Associates	167,725	15.23
Advisor Group Holdings, Inc.	154,086	15.23
Wells Fargo & Company/mn	141,208	15.23
LPL Financial LLC	140,711	15.23
Centaurus Financial, Inc.	133,149	15.23
Steward Partners Investment Advisory, Llc	115,750	0.02
Cambridge Investment Research Advisors, Inc.	99,789	15.23
MCF Advisors LLC	76,000	1.00
Ameriprise Financial Inc	59,962	15.23
Janney Montgomery Scott LLC	59,492	15.23
Stifel Financial Corp	49,557	15.23
Rockefeller Capital Management L.P.	48,000	15.23
Bank Of America Corp /de/	45,732	15.22
Stockman Wealth Management, Inc.	42,609	15.23
Wealth Quarterback LLC	41,855	0.02

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Tompkins Financial Corp	640	14.06

Recent Quarter 25 Institutes closed out their positions

Name	Shares	PPS
Foundations Investment Advisors, LLC	29,737	16.14
Moors & Cabot, Inc.	16,000	1.06
Future Financial Wealth Managment LLC	5,500	15.27
Herold Advisors, Inc.	1,600	15230.00
OTA Financial Group L.P.
Citigroup Inc
Yakira Capital Management, Inc.
Aurora Private Wealth, Inc.
Amplius Wealth Advisors, LLC
Harbour Investments, Inc.
Sandbox Financial Partners, LLC
Mid Atlantic Financial Management Inc/adv
Atlas Private Wealth Advisors
Sit Investment Associates Inc
Mv Capital Management, Inc.
International Assets Investment Management, Llc
Camden Capital, LLC
Proequities, Inc.
Pnc Financial Services Group, Inc.
Bessemer Group Inc
Virtu Financial LLC
Beacon Financial Advisory LLC
AdvisorNet Financial, Inc
Cornerstone Advisors Inc
Newbridge Financial Services Group, Inc.

Recent Quarter 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	98,821	14.40	99,789	15.23
Private Advisor Group, LLC	15,124	14.41	13,191	15.24
Global Retirement Partners, LLC	12,623	14.42	12,623	15.53
Sugarloaf Wealth Management, LLC	1,900	14.21	1,900	15.26
Sound Income Strategies, LLC	500	14.00	500	16.00

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wealth Quarterback LLC	34,202	15.23	41,855	0.02

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	1,933	15,124	14.41	13,191	15.24	14.65

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wealth Quarterback LLC	7,653	34,202	15.23	41,855	0.02	-18.28
Cambridge Investment Research Advisors, Inc.	968	98,821	14.40	99,789	15.23	-0.97

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 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 1 New Institutes added position

Name	Shares	PPS
Tompkins Financial Corp	640	14.06

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Herold Advisors, Inc.	1,600	15230.00

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	98,821	14.40	99,789	15.23
Private Advisor Group, LLC	15,124	14.41	13,191	15.24
Global Retirement Partners, LLC	12,623	14.42	12,623	15.53
Sugarloaf Wealth Management, LLC	1,900	14.21	1,900	15.26
Sound Income Strategies, LLC	500	14.00	500	16.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Private Advisor Group, LLC	1,933	15,124	14.41	13,191	15.24	14.65

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	968	98,821	14.40	99,789	15.23	-0.97

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