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 4 NaN 0.00 NaN
Previous Quarter 114 0.00 0.29 0.29

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 3 104 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 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 426,984 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

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
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 2,397,410 0.28
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 1,414,981 0.28
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 487,157 0.29
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 270,500 0.28
FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp 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 159,316 0.28
IWC - iShares Micro-Cap 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 156,484 0.35
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 123,850 0.29
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 121,670 0.29
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 106,584 0.29
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 88,496 0.28
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 26,570 0.26
United Capital Financial Advisers, Llc 24,617 0.32
BTEC - Principal Healthcare Innovators Index ETF 19,514 0.36
IFP Advisors, Inc 18,000 3.28
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 17,692 0.28
USMIX - Extended Market Index Fund 16,693 0.30
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 16,692 0.30
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 14,865 0.34
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 2,900 0.34
VQNPX - Vanguard Growth and Income 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 600

 

Recent Quarter Analysis

Name Shares PPS
Metropolitan Life Insurance Co/ny 0
American Portfolios Advisors 0
MetLife Investment Management, 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 2,397,410 0.28
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 1,414,981 0.28
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 487,157 0.29
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 270,500 0.28
FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp 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 159,316 0.28
IWC - iShares Micro-Cap 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 156,484 0.35
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 123,850 0.29
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 121,670 0.29
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 106,584 0.29
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 88,496 0.28
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 26,570 0.26
United Capital Financial Advisers, Llc 24,617 0.32
BTEC - Principal Healthcare Innovators Index ETF 19,514 0.36
IFP Advisors, Inc 18,000 3.28
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 17,692 0.28
USMIX - Extended Market Index Fund 16,693 0.30
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 16,692 0.30
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 14,865 0.34
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 2,900 0.34
VQNPX - Vanguard Growth and Income 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 600
D. E. Shaw & Co., Inc.
Virtu Financial LLC
Total Clarity Wealth Management, Inc.
HAP Trading, LLC
Kestra Advisory Services, LLC
Rockwood Wealth Management, LLC
Victory Capital Management Inc
HighTower Advisors, LLC
Simplex Trading, Llc
Principal Financial Group Inc
Royal Bank Of Canada
Personal Cfo Solutions, Llc
National Bank Of Canada /fi/
Diker Management Llc
Pathstone Family Office, Llc
Diametric Capital, LP
Advisor Group Holdings, Inc.
Financial Futures Ltd Liability Co.
Charles Schwab Investment Management Inc
Proequities, Inc.
Migdal Insurance & Financial Holdings Ltd.
Tower Research Capital LLC (TRC)
Strategic Family Wealth Counselors, L.L.C.
Bnp Paribas Arbitrage, Sa
Transatlantique Private Wealth Llc
Maple Capital Management, Inc.
BlackRock Inc.
Geode Capital Management, Llc
Jane Street Group, Llc
Group One Trading, L.p.
Susquehanna International Group, Llp
State Street Corp
Private Advisor Group, LLC
Renaissance Technologies Llc
National Asset Management, Inc.
1492 Capital Management LLC
Edmond De Rothschild Holding S.a.
Cornerstone Advisory, LLC
Barclays Plc
Two Sigma Investments, Lp
Prelude Capital Management, Llc
Morgan Stanley
Engineers Gate Manager LP
Citadel Advisors Llc
Fmr Llc
Retirement Group, LLC
Northern Trust Corp
Hrt Financial Lp
Ten Capital Wealth Advisors, LLC
Pnc Financial Services Group, Inc.
Baker Avenue Asset Management, LP
Sterneck Capital Management, LLC
UBS Group AG
Ameriprise Financial Inc
Vanguard Group Inc
Wells Fargo & Company/mn
Jpmorgan Chase & Co
Cwm, Llc
Hoffman Steve
Stifel Financial Corp
Merit Financial Group, LLC
American Portfolios Advisors
Cetera Advisor Networks LLC
Two Sigma Securities, Llc
Gsa Capital Partners Llp
Kercheville Advisors, LLC
Marion Wealth Management
Bank of New York Mellon Corp
Franklin Street Advisors Inc /nc
Bank Of America Corp /de/
Journey Strategic Wealth Llc
Fifth Third Bancorp
Cutler Group LP
Metropolitan Life Insurance Co/ny
Heritage Wealth Management, Llc
Atom Investors LP
Cambridge Investment Research Advisors, Inc.
Wolverine Trading, Llc
MetLife Investment Management, LLC
Signaturefd, Llc
Two Sigma Advisers, Lp
WoodTrust Financial Corp
First Trust Advisors Lp
Millennium Management 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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
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