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	175	30.00	30.83	29.97
Previous Quarter	185	31.00	30.84	30.86

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	40	19	0	12	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	1	0	13	0	7	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
Bard Financial Services, Inc.	654,885	26.17
Parametric Portfolio Associates Llc	537,671	30.84
Lazard Asset Management Llc	451,748	30.84
Blue Bell Private Wealth Management, Llc	446,260	30.84
Relative Value Partners Group, LLC	385,844	30.84
Shaker Financial Services, LLC	336,694	30.84
Dubuque Bank & Trust Co	298,054	26.17
Raymond James & Associates	298,010	30.84
Morgan Stanley	296,609	30.84
Cornerstone Advisors, LLC	289,521	31.84
Raymond James Financial Services Advisors, Inc.	287,649	30.84
Wells Fargo & Company/mn	269,015	30.84
Allspring Global Investments Holdings, LLC	239,213	30.84
Bank Of America Corp /de/	180,189	30.84
Stifel Financial Corp	172,300	30.84
Uncommon Cents Investing LLC	171,179	26.17
UBS Group AG	147,589	30.84
Wolverine Asset Management Llc	145,461	30.84
1832 Asset Management L.P.	118,469	30.41
Cornerstone Advisors Inc	111,511	33.42

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
Bard Financial Services, Inc.	608,876	30.84
Parametric Portfolio Associates Llc	537,671	30.84
Lazard Asset Management Llc	451,748	30.84
Blue Bell Private Wealth Management, Llc	446,260	30.84
Relative Value Partners Group, LLC	385,844	30.84
Shaker Financial Services, LLC	336,694	30.84
Raymond James & Associates	298,010	30.84
Morgan Stanley	296,609	30.84
Cornerstone Advisors, LLC	289,521	31.84
Raymond James Financial Services Advisors, Inc.	287,649	30.84
Dubuque Bank & Trust Co	279,374	30.84
Wells Fargo & Company/mn	269,015	30.84
Allspring Global Investments Holdings, LLC	239,213	30.84
Bank Of America Corp /de/	180,189	30.84
Stifel Financial Corp	172,300	30.84
Uncommon Cents Investing LLC	167,521	30.84
UBS Group AG	147,589	30.84
Wolverine Asset Management Llc	145,461	30.84
1832 Asset Management L.P.	118,469	30.41
Cornerstone Advisors Inc	111,511	33.42

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	7,406	26.19
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A	4,023	30.82

Recent Quarter 40 Institutes closed out their positions

Name	Shares	PPS
Crestwood Advisors Group LLC	7,227	30.86
Segall Bryant & Hamill, Llc	6,197	33.40
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A	4,023	30.82
Wealth Quarterback LLC	1,109
Bradley Foster & Sargent Inc/ct
Personal Wealth Partners
Evermay Wealth Management Llc
Wade G W & Inc
Bassett Hargrove Investment Counsel, Llc
Advisory Services Network, LLC
Walleye Trading LLC
Selective Wealth Management, Inc.
Citigroup Inc
Widmann Financial Services, Inc.
Pinnacle Associates Ltd
Rsm Us Wealth Management Llc
Confluence Wealth Services, Inc.
Richwood Investment Advisors, LLC
BlueSky Wealth Advisors, LLC
Twin Lakes Capital Management, LLC
Ropes Wealth Advisors Llc
Piscataqua Savings Bank
Minot Wealth Management LLC
Cassady Schiller Wealth Management, LLC
Gradient Investments LLC
Virtu Financial LLC
Fsb Premier Wealth Management, Inc.
Citadel Advisors Llc
Trust Co Of Vermont
Private Ocean, LLC
Cwm, Llc
Weiss Asset Management LP
Silicon Hills Wealth Management, LLC
Thompson Davis & Co., Inc.
Cetera Advisor Networks LLC
Strategy Asset Managers Llc
Main Street Financial Solutions, LLC
Proequities, Inc.
AdvisorNet Financial, Inc
BlackRock Inc.

Recent Quarter 19 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bard Financial Services, Inc.	654,885	26.17	608,876	30.84
Dubuque Bank & Trust Co	298,054	26.17	279,374	30.84
Uncommon Cents Investing LLC	171,179	26.17	167,521	30.84
RB Capital Management, LLC	60,264	26.17	59,596	30.84
Stolper Co	56,583	26.17	55,478	30.84
Cambridge Investment Research Advisors, Inc.	52,186	26.18	52,080	30.84
Koshinski Asset Management, Inc.	21,996	0.05	21,978	30.85
Private Advisor Group, LLC	12,656	26.15	10,518	30.80
Raymond James Trust N.a.	9,561	26.15	9,561	30.85
Ferguson Wellman Capital Management, Inc	9,266	26.12	9,266	30.87
Gofen & Glossberg Llc /il/	8,831	26.16	8,831	30.80
AAINX - Thrivent Opportunity Income Plus Fund Class A	5,523	29.15	3,923	31.10
First Community Trust Na	3,000	26.33	3,000	31.00
Global Retirement Partners, LLC	2,086	26.37	2,048	27.83
AABFX - Thrivent Balanced Income Plus Fund Class A	1,269	29.16	919	31.56
M&r Capital Management Inc	871	25.26	856	30.37
CVA Family Office, LLC	464	25.86	464	30.17
Sugarloaf Wealth Management, LLC	417	26.38	417	31.18
Sound Income Strategies, LLC	85	23.53	85	35.29

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 12 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bard Financial Services, Inc.	46,009	654,885	26.17	608,876	30.84	7.56
Dubuque Bank & Trust Co	18,680	298,054	26.17	279,374	30.84	6.69
Uncommon Cents Investing LLC	3,658	171,179	26.17	167,521	30.84	2.18
Private Advisor Group, LLC	2,138	12,656	26.15	10,518	30.80	20.33
AAINX - Thrivent Opportunity Income Plus Fund Class A	1,600	5,523	29.15	3,923	31.10	40.79
Stolper Co	1,105	56,583	26.17	55,478	30.84	1.99
RB Capital Management, LLC	668	60,264	26.17	59,596	30.84	1.12
AABFX - Thrivent Balanced Income Plus Fund Class A	350	1,269	29.16	919	31.56	38.08
Cambridge Investment Research Advisors, Inc.	106	52,186	26.18	52,080	30.84	0.20
Global Retirement Partners, LLC	38	2,086	26.37	2,048	27.83	1.86
Koshinski Asset Management, Inc.	18	21,996	0.05	21,978	30.85	0.08
M&r Capital Management Inc	15	871	25.26	856	30.37	1.75

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 1 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	7,406	26.19

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Dubuque Bank & Trust Co	298,054	26.17	279,374	30.84
Uncommon Cents Investing LLC	171,179	26.17	167,521	30.84
RB Capital Management, LLC	60,264	26.17	59,596	30.84
Cambridge Investment Research Advisors, Inc.	52,186	26.18	52,080	30.84
Koshinski Asset Management, Inc.	21,996	0.05	21,978	30.85
Private Advisor Group, LLC	12,656	26.15	10,518	30.80
Raymond James Trust N.a.	9,561	26.15	9,561	30.85
Ferguson Wellman Capital Management, Inc	9,266	26.12	9,266	30.87
Gofen & Glossberg Llc /il/	8,831	26.16	8,831	30.80
Global Retirement Partners, LLC	2,086	26.37	2,048	27.83
CVA Family Office, LLC	464	25.86	464	30.17
Sugarloaf Wealth Management, LLC	417	26.38	417	31.18
Sound Income Strategies, LLC	85	23.53	85	35.29

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Dubuque Bank & Trust Co	18,680	298,054	26.17	279,374	30.84	6.69
Uncommon Cents Investing LLC	3,658	171,179	26.17	167,521	30.84	2.18
Private Advisor Group, LLC	2,138	12,656	26.15	10,518	30.80	20.33
RB Capital Management, LLC	668	60,264	26.17	59,596	30.84	1.12
Cambridge Investment Research Advisors, Inc.	106	52,186	26.18	52,080	30.84	0.20
Global Retirement Partners, LLC	38	2,086	26.37	2,048	27.83	1.86
Koshinski Asset Management, Inc.	18	21,996	0.05	21,978	30.85	0.08

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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