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 56 0.00 0.31 0.31
Previous Quarter 63 3.00 0.31 1.31

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 26 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 3 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
Renaissance Technologies Llc 611,000 0.31
Guild Investment Management, Inc. 418,000 0.31
Bank Of Montreal /can/ 277,500 0.32
HighTower Advisors, LLC 250,500 0.31
Virtu Financial LLC 144,152 0.31
Susquehanna International Group, Llp 130,954 0.31
Citadel Advisors Llc 119,428 0.31
First Foundation Advisors 117,371 0.31
Morgan Stanley 94,073 0.31
Bedel Financial Consulting, Inc. 61,000 0.31
Group One Trading, L.p. 60,159 0.32
Advisor Group Holdings, Inc. 57,900 0.31
LPL Financial LLC 46,032 0.30
Millennium Management Llc 44,909 0.31
Citadel Advisors Llc 39,900 0.30
HAP Trading, LLC 35,700 0.03
Captrust Financial Advisors 34,913 0.29
Asset Advisors Investment Management, LLC 30,000 0.30
Scotia Capital Inc. 29,079 0.31
Creative Planning 20,000 0.30

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
Renaissance Technologies Llc 611,000 0.31
Guild Investment Management, Inc. 418,000 0.31
Bank Of Montreal /can/ 277,500 0.32
HighTower Advisors, LLC 250,500 0.31
Virtu Financial LLC 144,152 0.31
Susquehanna International Group, Llp 130,954 0.31
Citadel Advisors Llc 119,428 0.31
First Foundation Advisors 117,371 0.31
Morgan Stanley 94,073 0.31
Bedel Financial Consulting, Inc. 61,000 0.31
Group One Trading, L.p. 60,159 0.32
Advisor Group Holdings, Inc. 57,900 0.31
LPL Financial LLC 46,032 0.30
Cambridge Investment Research Advisors, Inc. 45,300 0.31
Millennium Management Llc 44,909 0.31
Citadel Advisors Llc 39,900 0.30
HAP Trading, LLC 35,700 0.03
Captrust Financial Advisors 34,913 0.29
Asset Advisors Investment Management, LLC 30,000 0.30
Koshinski Asset Management, Inc. 29,192 99.07

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Susquehanna International Group, Llp 130,954 0.31
Citadel Advisors Llc 119,428 0.31
Cambridge Investment Research Advisors, Inc. 45,300 0.31
Koshinski Asset Management, Inc. 29,192 99.07
Marcum Wealth, LLC 25,000 0.32
Commonwealth Equity Services, Llc 18,500 0.27
Blue Zone Wealth Advisors, LLC 15,972 0.31
Wedbush Securities Inc 10,000 0.30
Tradewinds Capital Management, LLC 950
Allworth Financial LP 200
McClarren Financial Advisors, Inc.
Geneos Wealth Management Inc.
Intrua Financial, LLC
Sabby Management, Llc
Financial Sense Advisors, Inc.
Boston Financial Mangement Llc
Cutler Group LP
Kestra Private Wealth Services, Llc
Proequities, Inc.
Wolverine Trading, Llc
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Wolverine Trading, Llc
Woodward Diversified Capital, Llc
Two Sigma Securities, Llc
Fmr Llc
1832 Asset Management L.P.
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
Wolverine Trading, Llc 0
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
Tradewinds Capital Management, LLC 950
Wedbush Securities Inc 10,000 0.30
Kestra Private Wealth Services, 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 Percent Decrease
Name