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.
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.
Recent Quarter 1 New Institutes added
position
| Name |
Shares |
PPS |
| Provident Wealth Management, LLC |
3,600
|
48.89 |
Recent Quarter 39 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| Emfo, Llc |
161,905
|
0.99 |
| Moors & Cabot, Inc. |
45,000
|
1.00 |
| Cutler Group LP |
16,300
|
5.34 |
| Money Concepts Capital Corp |
400
|
72.50 |
| Koshinski Asset Management, Inc. |
278
|
71.94 |
| IMC-Chicago, LLC |
|
| Smith Chas P & Associates Pa Cpas |
|
| TCG Advisory Services, LLC |
|
| Howe & Rusling Inc |
|
| Pnc Financial Services Group, Inc. |
|
| Venturi Wealth Management, LLC |
|
| Credit Suisse Ag/ |
|
| Parallax Volatility Advisers, L.P. |
|
| SG Americas Securities, LLC |
|
| Ahrens Investment Partners LLC |
|
| Wolverine Trading, Llc |
|
| Triton Wealth Management, PLLC |
|
| Advisory Services Network, LLC |
|
| Envestnet Asset Management Inc |
|
| Parallax Volatility Advisers, L.P. |
|
| Wolverine Trading, Llc |
|
| Squarepoint Ops LLC |
|
| Harbour Investments, Inc. |
|
| Wolverine Trading, Llc |
|
| Lindbrook Capital, Llc |
|
| Castleview Partners, Llc |
|
| Ironwood Financial, llc |
|
| IMC-Chicago, LLC |
|
| IMC-Chicago, LLC |
|
| Jpmorgan Chase & Co |
|
| Fortitude Advisory Group L.L.C. |
|
| Garde Capital, Inc. |
|
| MADDEN SECURITIES Corp |
|
| Proequities, Inc. |
|
| Bank Of America Corp /de/ |
|
| Nwam Llc |
|
| Spire Wealth Management |
|
| UBS Group AG |
|
| HighTower Advisors, LLC |
|
Recent Quarter 5 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Capital Investment Advisors, LLC |
10,470
|
48.90 |
11,030
|
72.62 |
| Canal Capital Management, LLC |
8,980
|
48.89 |
8,980
|
72.61 |
| Harvest Investment Services, LLC |
6,309
|
48.82 |
5,201
|
72.49 |
| Toth Financial Advisory Corp |
1,766
|
48.70 |
18,520
|
72.68 |
| Sound Income Strategies, LLC |
10
|
|
10
|
100.00 |
Recent Quarter 0 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Recent Quarter 1 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
| Harvest Investment Services, LLC |
1,108
|
6,309
|
48.82 |
5,201
|
72.49 |
21.30 |
Recent Quarter 2 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
| Toth Financial Advisory Corp |
16,754
|
1,766
|
48.70 |
18,520
|
72.68 |
-90.46 |
| Capital Investment Advisors, LLC |
560
|
10,470
|
48.90 |
11,030
|
72.62 |
-5.08 |
Recent Quarter 0 New Institutes added
Put
Positions
Recent Quarter 0 New Institutes added
Call
Positions
Recent Quarter 0 New Institutes added
Short Position
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 2 Previous
Institutes closed Call
Positions
| Name |
Previous Calls |
| TCG Advisory Services, LLC |
0
|
| Parallax Volatility Advisers, L.P. |
0
|
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 0 New Institutes added
position
Past Week 0 Institutes closed out their
positions
Past Week 2 Institutes averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Canal Capital Management, LLC |
8,980
|
48.89 |
8,980
|
72.61 |
| Toth Financial Advisory Corp |
1,766
|
48.70 |
18,520
|
72.68 |
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 |
| Toth Financial Advisory Corp |
16,754
|
1,766
|
48.70 |
18,520
|
72.68 |
-90.46 |
Past Week 0 New Institutes added Put
Positions
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
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
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