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 | 5 | NaN | 0.00 | NaN |
| Previous Quarter | 121 | 0.00 | 0.11 | 0.11 |
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 | 107 | 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 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 | 78,024 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| 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 | 6,549,709 | 0.11 |
| 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 | 2,150,741 | 0.11 |
| 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 | 877,428 | 0.12 |
| BRSIX - Ultra-Small Company Market Fund Class N | 250,000 | 0.11 |
| 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 | 242,249 | 0.12 |
| 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 | 188,608 | 0.11 |
| 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 | 171,064 | 0.12 |
| 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 | 170,096 | 0.12 |
| 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 | 161,426 | 0.12 |
| 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 | 134,241 | 0.11 |
| McAdam, LLC | 113,201 | |
| 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 | 78,024 | 0.12 |
| USMIX - Extended Market Index Fund | 39,627 | 0.10 |
| IFP Advisors, Inc | 6,300 | |
| LPL Financial LLC | 0 | |
| Credit Agricole S A | 0 | |
| 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 | 0 | |
| First Manhattan Co | 0 | |
| Bnp Paribas Arbitrage, Sa | 0 | |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 | 0 |
| Name | Shares | PPS |
|---|---|---|
| Fortis Group Advisors, LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| 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 | 6,549,709 | 0.11 |
| 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 | 2,150,741 | 0.11 |
| 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 | 877,428 | 0.12 |
| BRSIX - Ultra-Small Company Market Fund Class N | 250,000 | 0.11 |
| 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 | 242,249 | 0.12 |
| 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 | 188,608 | 0.11 |
| 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 | 171,064 | 0.12 |
| 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 | 170,096 | 0.12 |
| 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 | 161,426 | 0.12 |
| 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 | 134,241 | 0.11 |
| McAdam, LLC | 113,201 | |
| 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 | 78,024 | 0.12 |
| USMIX - Extended Market Index Fund | 39,627 | 0.10 |
| IFP Advisors, Inc | 6,300 | |
| Ameriprise Financial Inc | ||
| Ridgecrest Wealth Partners, Llc | ||
| HighTower Advisors, LLC | ||
| Bollard Group LLC | ||
| Franklin Resources Inc | ||
| Courier Capital Llc | ||
| Creative Planning | ||
| Inspire Advisors, LLC | ||
| Hnp Capital Llc | ||
| Asset Management Corp /il/ /adv | ||
| Altium Capital Management LP | ||
| Cutler Group LP | ||
| 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 | ||
| Traynor Capital Management, Inc. | ||
| Bank Of America Corp /de/ | ||
| Bnp Paribas Arbitrage, Sa | ||
| Valeo Financial Advisors, LLC | ||
| Goldman Sachs Group Inc | ||
| Citadel Advisors Llc | ||
| Us Bancorp \de\ | ||
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 | ||
| WealthPlan Investment Management, LLC | ||
| Cim, Llc | ||
| Avantax Planning Partners, Inc. | ||
| AE Wealth Management LLC | ||
| Janney Montgomery Scott LLC | ||
| Charles Schwab Investment Management Inc | ||
| LMBAX - QS U.S. Small Capitalization Equity Fund Class A | ||
| LPL Financial LLC | ||
| Citigroup Inc | ||
| BlackRock Inc. | ||
| Cambridge Trust Co | ||
| Geneos Wealth Management Inc. | ||
| Claro Advisors LLC | ||
| Wells Fargo & Company/mn | ||
| Victory Capital Management Inc | ||
| Susquehanna International Group, Llp | ||
| Ironwood Financial, llc | ||
| Levin Capital Strategies, L.p. | ||
| State Street Corp | ||
| Gagnon Securities Llc | ||
| Commonwealth Equity Services, Llc | ||
| Brave Asset Management Inc | ||
| UBS Group AG | ||
| Principal Financial Group Inc | ||
| BTEC - Principal Healthcare Innovators Index ETF | ||
| Morgan Stanley | ||
| Simplex Trading, Llc | ||
| Vanguard Group Inc | ||
| Cwm, Llc | ||
| Captrust Financial Advisors | ||
| Koshinski Asset Management, Inc. | ||
| Harbour Investments, Inc. | ||
| Advisor Group Holdings, Inc. | ||
| Proequities, Inc. | ||
| Virtu Financial LLC | ||
| Hrt Financial Lp | ||
| Millennium Management Llc | ||
| Dividend Asset Capital, Llc | ||
| First Manhattan Co | ||
| HAP Trading, LLC | ||
| Fmr Llc | ||
| Wolverine Trading, Llc | ||
| Navis Wealth Advisors, LLC | ||
| PSC - Principal U.S. Small-Cap Multi-Factor Index ETF | ||
| High Net Worth Advisory Group LLC | ||
| Jane Street Group, Llc | ||
| Two Sigma Securities, Llc | ||
| Continuum Advisory, LLC | ||
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class | ||
| Banco Bilbao Vizcaya Argentaria, S.a. | ||
| Credit Agricole S A | ||
| Moors & Cabot, Inc. | ||
| WealthPLAN Partners, LLC | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class | ||
| Fortis Group Advisors, LLC | ||
| FNY Investment Advisers, LLC | ||
| Founders Capital Management | ||
| Focused Wealth Management, Inc | ||
| Raymond James & Associates | ||
| Cambridge Investment Research Advisors, Inc. | ||
| Bridgeway Capital Management Inc | ||
| Howe & Rusling Inc | ||
| National Bank Of Canada /fi/ | ||
| Charter Oak Capital Management, LLC | ||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | ||
| Gsa Capital Partners Llp | ||
| Northern Trust Corp | ||
| Bank of New York Mellon Corp | ||
| Tower Research Capital LLC (TRC) | ||
| Group One Trading, L.p. | ||
| Geode Capital Management, Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
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| 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 |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
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| Name | Previous Calls |
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| 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 |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
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