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	22.00	22.05	22.02
Previous Quarter	29	18.00	18.06	17.88

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	4	6	0	19	9	6
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	1	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	1	1	0	11	6	4
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	1	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
Jane Street Group, Llc	131,092	22.05
Wells Fargo & Company/mn	105,858	22.06
Stifel Financial Corp	55,480	22.04
Envestnet Asset Management Inc	51,826	22.05
Ellsworth Advisors, LLC	40,500	22.05
Prospera Financial Services Inc	38,535	22.03
Advisor Group Holdings, Inc.	35,460	22.02
LPL Financial LLC	25,068	22.06
Susquehanna International Group, Llp	20,800	22.07
Laffer Investments	13,844	22.03
Simplex Trading, Llc	6,025	21.91
UBS Group AG	5,622	22.06
Proequities, Inc.	4,024	22.12
Cutler Group LP	1,500	22.00
Newbridge Financial Services Group, Inc.	1,381	21.72
Wipfli Financial Advisors Llc,	1,335
Morgan Stanley	1,250	22.40
Cutler Group LP	1,100	5.45
Cwm, Llc	433	23.09
Royal Bank Of Canada	352	22.73

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
Jane Street Group, Llc	163,303	18.06
Wells Fargo & Company/mn	115,456	18.06
Stifel Financial Corp	54,639	18.06
Envestnet Asset Management Inc	44,142	18.06
Susquehanna International Group, Llp	40,990	18.05
Ellsworth Advisors, LLC	40,500	18.05
Prospera Financial Services Inc	29,449	18.07
Advisor Group Holdings, Inc.	26,576	18.10
LPL Financial LLC	26,528	18.06
Laffer Investments	11,014	18.07
Simplex Trading, Llc	5,307	17.90
Cutler Group LP	5,300	0.57
ACG Wealth	5,070	18.15
Proequities, Inc.	4,997	18.01
Tower Research Capital LLC (TRC)	1,685	17.80
Newbridge Financial Services Group, Inc.	1,381	18.10
Morgan Stanley	1,250	18.40
Cutler Group LP	1,100	9.09
UBS Group AG	336	17.86
Simplex Trading, Llc	200	15.00

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
Wipfli Financial Advisors Llc,	1,335
Royal Bank Of Canada	352	22.73
Western Pacific Wealth Management, LP	40
STIFEL NICOLAUS & CO INC \MO\	0

Recent Quarter 6 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	40,990	18.05
ACG Wealth	5,070	18.15
Tradewinds Capital Management, LLC
OneAscent Wealth Management LLC
Huntington National Bank
Financial Services Advisory Inc

Recent Quarter 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 19 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Jane Street Group, Llc	131,092	22.05	163,303	18.06
Wells Fargo & Company/mn	105,858	22.06	115,456	18.06
Stifel Financial Corp	55,480	22.04	54,639	18.06
Envestnet Asset Management Inc	51,826	22.05	44,142	18.06
Ellsworth Advisors, LLC	40,500	22.05	40,500	18.05
Prospera Financial Services Inc	38,535	22.03	29,449	18.07
Advisor Group Holdings, Inc.	35,460	22.02	26,576	18.10
LPL Financial LLC	25,068	22.06	26,528	18.06
Susquehanna International Group, Llp	20,800	22.07	40,990	18.05
Laffer Investments	13,844	22.03	11,014	18.07
Simplex Trading, Llc	6,025	21.91	5,307	17.90
UBS Group AG	5,622	22.06	336	17.86
Proequities, Inc.	4,024	22.12	4,997	18.01
Cutler Group LP	1,500	22.00	5,300	0.57
Newbridge Financial Services Group, Inc.	1,381	21.72	1,381	18.10
Morgan Stanley	1,250	22.40	1,250	18.40
Cwm, Llc	433	23.09	100	20.00
Tower Research Capital LLC (TRC)	205	24.39	1,685	17.80
Jpmorgan Chase & Co	170	23.53	0

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Prospera Financial Services Inc	9,086	38,535	22.03	29,449	18.07	30.85
Advisor Group Holdings, Inc.	8,884	35,460	22.02	26,576	18.10	33.43
Envestnet Asset Management Inc	7,684	51,826	22.05	44,142	18.06	17.41
UBS Group AG	5,286	5,622	22.06	336	17.86	1573.21
Laffer Investments	2,830	13,844	22.03	11,014	18.07	25.69
Stifel Financial Corp	841	55,480	22.04	54,639	18.06	1.54
Simplex Trading, Llc	718	6,025	21.91	5,307	17.90	13.53
Cwm, Llc	333	433	23.09	100	20.00	333.00
Jpmorgan Chase & Co	170	170	23.53	0		0.00

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Jane Street Group, Llc	32,211	131,092	22.05	163,303	18.06	-19.72
Wells Fargo & Company/mn	9,598	105,858	22.06	115,456	18.06	-8.31
Cutler Group LP	3,800	1,500	22.00	5,300	0.57	-71.70
Tower Research Capital LLC (TRC)	1,480	205	24.39	1,685	17.80	-87.83
LPL Financial LLC	1,460	25,068	22.06	26,528	18.06	-5.50
Proequities, Inc.	973	4,024	22.12	4,997	18.01	-19.47

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 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Susquehanna International Group, Llp	20,190	20,800	40,990	-49.26

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
Royal Bank Of Canada	352	22.73

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	40,990	18.05

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 11 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Jane Street Group, Llc	131,092	22.05	163,303	18.06
Wells Fargo & Company/mn	105,858	22.06	115,456	18.06
Stifel Financial Corp	55,480	22.04	54,639	18.06
Envestnet Asset Management Inc	51,826	22.05	44,142	18.06
Advisor Group Holdings, Inc.	35,460	22.02	26,576	18.10
LPL Financial LLC	25,068	22.06	26,528	18.06
Laffer Investments	13,844	22.03	11,014	18.07
UBS Group AG	5,622	22.06	336	17.86
Morgan Stanley	1,250	22.40	1,250	18.40
Tower Research Capital LLC (TRC)	205	24.39	1,685	17.80
Jpmorgan Chase & Co	170	23.53	0

Past Week 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Advisor Group Holdings, Inc.	8,884	35,460	22.02	26,576	18.10	33.43
Envestnet Asset Management Inc	7,684	51,826	22.05	44,142	18.06	17.41
UBS Group AG	5,286	5,622	22.06	336	17.86	1573.21
Laffer Investments	2,830	13,844	22.03	11,014	18.07	25.69
Stifel Financial Corp	841	55,480	22.04	54,639	18.06	1.54
Jpmorgan Chase & Co	170	170	23.53	0		0.00

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Jane Street Group, Llc	32,211	131,092	22.05	163,303	18.06	-19.72
Wells Fargo & Company/mn	9,598	105,858	22.06	115,456	18.06	-8.31
Tower Research Capital LLC (TRC)	1,480	205	24.39	1,685	17.80	-87.83
LPL Financial LLC	1,460	25,068	22.06	26,528	18.06	-5.50

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Proequities, Inc.	4,997

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