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 34 NaN 0.00 19.43
Previous Quarter 37 NaN 0.00 19.45

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 0 18 1 0 0 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 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
TPDAX - Timothy Plan Defensive Strategies Fund Class A 76,000 19.64
Susquehanna International Group, Llp 63,377 20.24
Morgan Stanley 41,146 19.64
Signaturefd, Llc 40,000 19.65
Group One Trading, L.p. 37,664 19.65
Simplex Trading, Llc 34,147 19.62
Flow Traders U.s. Llc 26,065 19.64
Cutter & CO Brokerage, Inc. 21,925 19.66
Change Path, LLC 10,358 19.60
Citadel Advisors Llc 10,300 19.61
Bank Of America Corp /de/ 9,221 19.63
Cutler Group LP 6,300 0.16
Surevest, LLC 5,225 19.71
Ancora Advisors, LLC 5,000 21.00
Spire Wealth Management 4,897 18.38
UBS Group AG 1,935 19.64
Royal Bank Of Canada 1,849 19.47
Rise Advisors, LLC 1,100 20.00
Cutler Group LP 100
Harbour Investments, Inc. 0

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
TPDAX - Timothy Plan Defensive Strategies Fund Class A 76,000 19.64
Susquehanna International Group, Llp 63,377 20.24
Morgan Stanley 41,146 19.64
Signaturefd, Llc 40,000 19.65
Group One Trading, L.p. 37,664 19.65
Simplex Trading, Llc 34,147 19.62
Flow Traders U.s. Llc 26,065 19.64
Cutter & CO Brokerage, Inc. 21,925 19.66
Change Path, LLC 10,358 19.60
Citadel Advisors Llc 10,300 19.61
Spire Wealth Management 9,593 19.60
Bank Of America Corp /de/ 9,221 19.63
Cutler Group LP 6,300 0.16
Surevest, LLC 5,225 19.71
Ancora Advisors, LLC 5,000 21.00
UBS Group AG 1,935 19.64
Royal Bank Of Canada 1,849 19.47
Rise Advisors, LLC 1,100 20.00
AdvisorNet Financial, Inc 197 20.30
Cutler Group LP 100

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
AdvisorNet Financial, Inc 197 20.30
Wolverine Trading, Llc
Bbva Usa
LPL Financial LLC
Harbour Investments, Inc.
Fmr Llc
Solstein Capital, LLC
Northwestern Mutual Wealth Management Co
Jane Street Group, Llc
Wolverine Trading, Llc
Commonwealth Equity Services, Llc
FourThought Financial, LLC
Wintrust Investments Llc
Goldman Sachs Group Inc
Harbor Investment Advisory, Llc
Proequities, Inc.
Rockefeller Capital Management L.P.
Jpmorgan Chase & Co
Name Current Shares Current PPS Previous Shares Previous PPS
Spire Wealth Management 4,897 18.38 9,593 19.60
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
Spire Wealth Management 4,696 4,897 18.38 9,593 19.60 -48.95
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
Spire Wealth Management 4,897 18.38 9,593 19.60
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
Spire Wealth Management 4,696 4,897 18.38 9,593 19.60 -48.95
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