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	36	6.00	6.13	6.13
Previous Quarter	43	7.00	6.84	6.84

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	2	18	17	0	5	3
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	1	0	0	3	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	1	0	0	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
Punch & Associates Investment Management, Inc.	682,331	6.13
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	671,781
Greenwich Investment Management, Inc.	594,543	6.13
Financial Consulate, Inc	537,191	6.13
Raffles Associates Lp	233,731	6.13
Morgan Stanley	176,234	6.13
Ancora Advisors, LLC	124,955	6.13
Shufro Rose & Co Llc	77,001	6.13
Group One Trading, L.p.	49,300	6.11
Susquehanna International Group, Llp	44,700	6.11
Round Table Services, LLC	40,934	6.13
ANCIX - Ancora Microcap Fund Class I	39,195	6.12
Susquehanna International Group, Llp	30,268	6.11
Citadel Advisors Llc	23,300	6.09
Wunderlich Securities, Inc.	19,000	6.84
Simplex Trading, Llc	7,200	6.11
UBS Group AG	5,300	6.04
Bank Of America Corp /de/	4,333	6.23
USMIX - Extended Market Index Fund	1,299	6.16
Valley National Advisers Inc	403	4.96

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
Punch & Associates Investment Management, Inc.	664,331	6.84
Greenwich Investment Management, Inc.	599,419	6.84
Financial Consulate, Inc	572,476	6.84
Raffles Associates Lp	233,731	6.84
Morgan Stanley	168,504	6.84
Citadel Advisors Llc	127,900	6.83
Ancora Advisors, LLC	124,955	6.84
Shufro Rose & Co Llc	76,001	6.84
Susquehanna International Group, Llp	63,600	6.82
Round Table Services, LLC	40,934	6.84
B. Riley Financial, Inc.	40,755	6.85
Susquehanna International Group, Llp	39,776	6.84
ANCIX - Ancora Microcap Fund Class I	39,195	6.84
Group One Trading, L.p.	38,000	6.84
Simplex Trading, Llc	21,900	6.80
Wunderlich Securities, Inc.	19,000	6.84
Bank Of America Corp /de/	4,333	6.92
UBS Group AG	3,000	7.00
USMIX - Extended Market Index Fund	1,305	6.90
Valley National Advisers Inc	403	7.44

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	671,781
Captrust Financial Advisors	33

Recent Quarter 18 Institutes closed out their positions

Name	Shares	PPS
B. Riley Financial, Inc.	40,755	6.85
Group One Trading, L.p.	38,000	6.84
Simplex Trading, Llc	21,900	6.80
IFP Advisors, Inc	332	6.02
Advisor Group Holdings, Inc.
Jpmorgan Chase & Co
Wolverine Trading, Llc
Millennium Management Llc
Citigroup Inc
Eaton Vance Management
Atlas Private Wealth Advisors
Koshinski Asset Management, Inc.
Geneos Wealth Management Inc.
Ariel Investments, Llc
Northwestern Mutual Wealth Management Co
Amplius Wealth Advisors, LLC
Cutler Group LP
Proequities, Inc.

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Punch & Associates Investment Management, Inc.	682,331	6.13	664,331	6.84
Greenwich Investment Management, Inc.	594,543	6.13	599,419	6.84
Financial Consulate, Inc	537,191	6.13	572,476	6.84
Raffles Associates Lp	233,731	6.13	233,731	6.84
Morgan Stanley	176,234	6.13	168,504	6.84
Ancora Advisors, LLC	124,955	6.13	124,955	6.84
Shufro Rose & Co Llc	77,001	6.13	76,001	6.84
Group One Trading, L.p.	49,300	6.11	38,000	6.84
Susquehanna International Group, Llp	44,700	6.11	63,600	6.82
Round Table Services, LLC	40,934	6.13	40,934	6.84
ANCIX - Ancora Microcap Fund Class I	39,195	6.12	39,195	6.84
Citadel Advisors Llc	23,300	6.09	127,900	6.83
Simplex Trading, Llc	7,200	6.11	21,900	6.80
UBS Group AG	5,300	6.04	3,000	7.00
Bank Of America Corp /de/	4,333	6.23	4,333	6.92
USMIX - Extended Market Index Fund	1,299	6.16	1,305	6.90
Valley National Advisers Inc	403	4.96	403	7.44

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Punch & Associates Investment Management, Inc.	18,000	682,331	6.13	664,331	6.84	2.71
Morgan Stanley	7,730	176,234	6.13	168,504	6.84	4.59
UBS Group AG	2,300	5,300	6.04	3,000	7.00	76.67
Shufro Rose & Co Llc	1,000	77,001	6.13	76,001	6.84	1.32
CoreCap Advisors, LLC	1	1		0		0.00

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Financial Consulate, Inc	35,285	537,191	6.13	572,476	6.84	-6.16
Greenwich Investment Management, Inc.	4,876	594,543	6.13	599,419	6.84	-0.81
USMIX - Extended Market Index Fund	6	1,299	6.16	1,305	6.90	-0.46

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Cutler Group LP	0

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 1 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Group One Trading, L.p.	11,300	49,300	38,000	29.74

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 3 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Citadel Advisors Llc	104,600	23,300	127,900	-81.78
Susquehanna International Group, Llp	18,900	44,700	63,600	-29.72
Simplex Trading, Llc	14,700	7,200	21,900	-67.12

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
USMIX - Extended Market Index Fund	1,299	6.16	1,305	6.90

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

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

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
USMIX - Extended Market Index Fund	6	1,299	6.16	1,305	6.90	-0.46

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