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 |
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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
Name | Shares | PPS |
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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 |
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 |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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Name | Shares | PPS |
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Name | Shares | PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Puts |
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Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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