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	45	28.00	29.30	29.13
Previous Quarter	45	28.00	29.31	29.07

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	3	16	3	2	3	1
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	1	2	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	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
RIVERNORTH CAPITAL MANAGEMENT, LLC	259,395
Rivernorth Capital Management, Llc	244,688	29.32
BARD ASSOCIATES INC	184,180
Bard Associates Inc	174,150	29.32
Lincoln National Corp	154,707	29.32
Saba Capital Management, L.P.	131,632
Aristides Capital LLC	87,033	29.32
Rivernorth Opportunities Fund, Inc.	66,900	28.04
Saba Capital Management, L.P.	51,026	29.32
Cannell Capital Llc	44,900	29.31
Morgan Stanley	26,611	29.31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	26,100
Css Llc/il	13,720	29.30
Almitas Capital LLC	12,881	29.35
Cambridge Investment Research Advisors, Inc.	12,878	24.85
Royal Bank Of Canada	12,867	29.30
Clough Capital Partners L P	12,441	29.34
Ameriprise Financial Inc	11,773	29.30
Bank Of America Corp /de/	11,725	29.34
Rockefeller Capital Management L.P.	10,725	29.28

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
Rivernorth Capital Management, Llc	244,688	29.32
Bard Associates Inc	174,150	29.32
Lincoln National Corp	154,707	29.32
Aristides Capital LLC	87,033	29.32
Rivernorth Opportunities Fund, Inc.	66,900	25.90
Saba Capital Management, L.P.	51,026	29.32
Cannell Capital Llc	44,900	29.31
Morgan Stanley	26,611	29.31
Private Advisor Group, LLC	15,550	29.32
Css Llc/il	13,720	29.30
Almitas Capital LLC	12,881	29.35
Royal Bank Of Canada	12,867	29.30
Clough Capital Partners L P	12,441	29.34
Ameriprise Financial Inc	11,773	29.30
Bank Of America Corp /de/	11,725	29.34
Cambridge Investment Research Advisors, Inc.	11,631	29.32
Rockefeller Capital Management L.P.	10,725	29.28
D.a. Davidson & Co.	6,908	29.39
Voya Prime Rate Trust	4,342	25.79
Wells Fargo & Company/mn	4,166	29.28

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
RIVERNORTH CAPITAL MANAGEMENT, LLC	259,395
BARD ASSOCIATES INC	184,180
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	26,100

Recent Quarter 16 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	250	24.00
FNY Investment Advisers, LLC	1
Matisse Capital
Invesco Ltd.
Citigroup Inc
Lindbrook Capital, Llc
Tower Research Capital LLC (TRC)
Relative Value Fund
OTA Financial Group L.P.
Guggenheim Capital Llc
Punch & Associates Investment Management, Inc.
OMOAX - Vivaldi Multi-Strategy Fund Class A Shares
Proequities, Inc.
Tower View Investment Management & Research LLC
Wolverine Asset Management Llc
MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Saba Capital Management, L.P.	131,632		51,026	29.32
Cambridge Investment Research Advisors, Inc.	12,878	24.85	11,631	29.32
Private Advisor Group, LLC	8,050	24.84	15,550	29.32

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Rivernorth Opportunities Fund, Inc.	66,900	28.04	66,900	25.90
Voya Prime Rate Trust	4,587	28.12	4,342	25.79

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Saba Capital Management, L.P.	80,606	131,632		51,026	29.32	157.97
Cambridge Investment Research Advisors, Inc.	1,247	12,878	24.85	11,631	29.32	10.72
Voya Prime Rate Trust	245	4,587	28.12	4,342	25.79	5.64

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	7,500	8,050	24.84	15,550	29.32	-48.23

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 0 New Institutes added position

Name	Shares	PPS

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
FNY Investment Advisers, LLC	1

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	12,878	24.85	11,631	29.32
Private Advisor Group, LLC	8,050	24.84	15,550	29.32

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
Cambridge Investment Research Advisors, Inc.	1,247	12,878	24.85	11,631	29.32	10.72

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Private Advisor Group, LLC	7,500	8,050	24.84	15,550	29.32	-48.23

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