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 2 NaN 0.00 NaN
Previous Quarter 118 10.00 9.95 10.01

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 0 105 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 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

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
Ubs Oconnor Llc 515,324 10.02
Rivernorth Opportunities Fund, Inc. 100,000 9.98
Exos Asset Management LLC 13,613 9.92
SPXZ - Morgan Creek-Exos SPAC Originated ETF 5,691 9.84
SPAK - Defiance Next Gen SPAC Derived ETF 3,786 10.04
MERFX - The Merger Fund - Investor Class Shares 2,078 10.11
CSH - Morgan Creek-Exos Active SPAC Arbitrage ETF 320 9.38
IFP Advisors, Inc 300
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 208 9.62
Hc Financial Advisors Inc 151 6.62
Wipfli Financial Advisors Llc, 100
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 96 10.42
MERVX - The Merger Fund VL 27
Millennium Management Llc 0
Proequities, Inc. 0
Spartan Fund Management Inc. 0
Sculptor Capital LP 0
Marshall Wace, Llp 0
Jane Street Group, Llc 0
Goldman Sachs Group Inc 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Ubs Oconnor Llc 515,324 10.02
Rivernorth Opportunities Fund, Inc. 100,000 9.98
Exos Asset Management LLC 13,613 9.92
SPXZ - Morgan Creek-Exos SPAC Originated ETF 5,691 9.84
SPAK - Defiance Next Gen SPAC Derived ETF 3,786 10.04
MERFX - The Merger Fund - Investor Class Shares 2,078 10.11
CSH - Morgan Creek-Exos Active SPAC Arbitrage ETF 320 9.38
IFP Advisors, Inc 300
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 208 9.62
Hc Financial Advisors Inc 151 6.62
Wipfli Financial Advisors Llc, 100
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 96 10.42
MERVX - The Merger Fund VL 27
D. E. Shaw & Co., Inc.
XTX Topco Ltd
Wolverine Trading, Llc
Citigroup Inc
Public Sector Pension Investment Board
Nomura Holdings Inc
Jane Street Group, Llc
SOA Wealth Advisors, LLC.
TIG Advisors, LLC
Banque Cantonale Vaudoise
Arena Investors LP
Citadel Advisors Llc
Elequin Capital Lp
Millennium Management Llc
Westchester Capital Management, LLC
Wealthspring Capital LLC
Investors Research Corp
Wells Fargo & Company/mn
RPHYX - RiverPark Short Term High Yield Fund Retail Class
Prelude Capital Management, Llc
Susquehanna International Group, Llp
Yaupon Capital Management LP
Springhouse Capital Management, LP
Adage Capital Partners Gp, L.l.c.
Cohanzick Management, Llc
Schonfeld Strategic Advisors LLC
Fox Run Management, L.l.c.
Privium Fund Management (UK) Ltd
Periscope Capital Inc.
Goldman Sachs Group Inc
Hartree Partners, LP
Berry Street Capital Management LLP
O'Dell Group, LLC
Proequities, Inc.
Basso Capital Management, L.p.
Advisor Group Holdings, Inc.
Private Advisor Group, LLC
Fifth Third Bancorp
Tucker Asset Management Llc
Bank Of Montreal /can/
Belpointe Asset Management LLC
Pinnacle Wealth Management Group, Inc.
FNY Investment Advisers, LLC
Antara Capital LP
Rockefeller Capital Management L.P.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Empyrean Capital Partners, LP
RP Investment Advisors LP
Morgan Stanley
Meteora Capital, LLC
Radcliffe Capital Management, L.P.
Anson Funds Management LP
Schechter Investment Advisors, LLC
Centiva Capital, LP
RiverPark Advisors, LLC
Rivernorth Capital Management, Llc
Kohlberg Kravis Roberts & Co. L.P.
Salem Investment Counselors Inc
MOORE CAPITAL MANAGEMENT, LP
Bank Of America Corp /de/
Barclays Plc
Moore Capital Management, Lp
Tower Research Capital LLC (TRC)
Berkley W R Corp
Ergoteles LLC
Verition Fund Management LLC
Spartan Fund Management Inc.
Penserra Capital Management LLC
Baldwin Brothers Inc/ma
Marshall Wace, Llp
Royal Bank Of Canada
Weiss Asset Management LP
TPG GP A, LLC
Sculptor Capital LP
Virtu Financial LLC
Saba Capital Management, L.P.
UBS Group AG
OMERS ADMINISTRATION Corp
Glazer Capital, Llc
Steward Partners Investment Advisory, Llc
Exos TFP Holdings LLC
Kepos Capital LP
Miracle Mile Advisors, LLC
Pnc Financial Services Group, Inc.
Eisler Capital (UK) Ltd.
Hudson Bay Capital Management LP
Oliver Lagore Vanvalin Investment Group
Woodline Partners LP
Cutler Group LP
Td Asset Management Inc
Arena Capital Advisors, LLC- CA
Creative Financial Designs Inc /adv
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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