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 7 NaN 0.00 NaN
Previous Quarter 160 0.00 0.16 0.18

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 1 151 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 109,465 0.80 0.16 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
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,309,501 0.15
FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 845,824 0.22
FOCPX - Fidelity OTC Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 447,843 0.17
FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 223,656 0.21
FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 186,442 0.21
FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 183,963 0.22
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 127,859 0.16
VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 123,816 0.15
ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109,465 0.16
SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93,743 0.25
FOKFX - Fidelity OTC K6 Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,835 0.16
USMIX - Extended Market Index Fund 19,127 0.16
Coastal Capital Group, Inc. 12,146 0.16
Guggenheim Active Allocation Fund 974
Bnp Paribas Arbitrage, Sa 0
URTY - ProShares UltraPro Russell2000 0
Cambridge Investment Research Advisors, Inc. 0
Tobias Financial Advisors, Inc. 0
VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0
Advisor Group Holdings, Inc. 0

 

Recent Quarter Analysis

Name Shares PPS
American Portfolios Advisors 0
Name Shares PPS
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,309,501 0.15
FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 845,824 0.22
FOCPX - Fidelity OTC Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 447,843 0.17
FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 223,656 0.21
FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 186,442 0.21
FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 183,963 0.22
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 127,859 0.16
VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 123,816 0.15
ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109,465 0.16
SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93,743 0.25
FOKFX - Fidelity OTC K6 Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,835 0.16
USMIX - Extended Market Index Fund 19,127 0.16
Coastal Capital Group, Inc. 12,146 0.16
Guggenheim Active Allocation Fund 974
Virtu Financial LLC
Sentinus, LLC
Voya Investment Management Llc
TIEIX - TIAA-CREF Equity Index Fund Institutional Class
Connectus Wealth, LLC
Bogart Wealth, LLC
Group One Trading, L.p.
Credit Suisse Ag/
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Money Concepts Capital Corp
Deutsche Bank Ag\
Qube Research & Technologies Ltd
Tower Research Capital LLC (TRC)
O'Dell Group, LLC
NTKI - Nationwide Russell 2000 Risk-Managed Income ETF
PJARX - SmallCap Value Fund II R-3
BlackRock Inc.
Two Sigma Investments, Lp
GMRAX - Nationwide Small Cap Index Fund Class A
New York State Common Retirement Fund
Millennium Management Llc
Kingsview Wealth Management, LLC
Northern Trust Corp
Ausdal Financial Partners, Inc.
Clarkston Capital Partners, LLC
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Prudential Financial Inc
Harbour Investments, Inc.
RYLD - Global X Russell 2000 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Tobias Financial Advisors, Inc.
SLPIX - Small-cap Profund Investor Class
Jane Street Group, Llc
VCSLX - Small Cap Index Fund
Wells Fargo & Company/mn
SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Sound Income Strategies, LLC
Resources Investment Advisors, LLC.
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
HighTower Advisors, LLC
UAPIX - Ultrasmall-cap Profund Investor Class
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Cubist Systematic Strategies, LLC
D. E. Shaw & Co., Inc.
Renaissance Technologies Llc
Morgan Stanley
Rhumbline Advisers
Bank Of America Corp /de/
Cambridge Investment Research Advisors, Inc.
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Russell Investments Group, Ltd.
UWM - ProShares Ultra Russell2000
Y-Intercept (Hong Kong) Ltd
UBS Group AG
American International Group, Inc.
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
Cedar Mountain Advisors, LLC
Ergoteles LLC
VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Rockefeller Capital Management L.P.
360 Financial, Inc.
Legal & General Group Plc
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
Citizens & Northern Corp
FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Geode Capital Management, Llc
Bedel Financial Consulting, Inc.
Raymond James Financial Services Advisors, Inc.
LPL Financial LLC
Citigroup Inc
Old Mission Capital Llc
Two Sigma Advisers, Lp
Charles Schwab Investment Management Inc
BBVSX - Bridge Builder Small/Mid Cap Value Fund
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
HAP Trading, LLC
Commonwealth Equity Services, Llc
Ameritas Investment Partners, Inc.
Bank of New York Mellon Corp
LMR Partners LLP
TSGUX - Small-Mid Cap Equity Fund
AE Wealth Management LLC
Nuveen Asset Management, LLC
Barclays Plc
URTY - ProShares UltraPro Russell2000
Vanguard Group Inc
Principal Financial Group Inc
Bnp Paribas Arbitrage, Sa
SMXAX - SIIT Extended Market Index Fund - Class A
Invesco Ltd.
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Jacobi Capital Management LLC
VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
American Portfolios Advisors
Steward Partners Investment Advisory, Llc
Alliancebernstein L.p.
Gsa Capital Partners Llp
Susquehanna International Group, Llp
Wellington Shields Capital Management, LLC
Proequities, Inc.
Ancora Advisors, LLC
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
Jpmorgan Chase & Co
Goldman Sachs Group Inc
Eudaimonia Partners, LLC
ProShare Advisors LLC
Hartford Financial Management Inc.
Amalgamated Bank
Summit X, LLC
Royal Bank Of Canada
Clear Creek Financial Management, LLC
Advisor Group Holdings, Inc.
Two Sigma Securities, Llc
BBGSX - Bridge Builder Small/Mid Cap Growth Fund
IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
HDG - ProShares Hedge Replication ETF
Captrust Financial Advisors
Fmr Llc
Simplex Trading, Llc
State Board Of Administration Of Florida Retirement System
Price T Rowe Associates Inc /md/
FinTrust Capital Advisors, LLC
Man Group plc
FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Ameriprise Financial Inc
Balyasny Asset Management Llc
PNASX - SmallCap Growth Fund I R-1
Citadel Advisors Llc
California State Teachers Retirement System
Pnc Financial Services Group, Inc.
Mutual Advisors, LLC
Victory Capital Management Inc
State Street Corp
Manufacturers Life Insurance Company, The
Wedbush Securities Inc
F&V Capital Management, LLC
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