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 143 NaN 0.00 61.90
Previous Quarter 145 NaN 0.00 68.35

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 6 48 8 0 4 4
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 1 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 3 6 0 2 4
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
Susquehanna International Group, Llp 1,510,400 63.63
Susquehanna International Group, Llp 848,300 63.63
Cumberland Advisors Inc 683,310 34.87
Cutler Group LP 390,100 5.22
CRDBX - Conquer Risk Defensive Bull Fund 335,370 152.56
Citadel Advisors Llc 326,500 63.63
Jane Street Group, Llc 313,200 63.63
Jane Street Group, Llc 289,500 63.63
LGH - HCM Defender 500 Index ETF 244,369 152.56
Paragon Advisors, LLC 190,869 34.87
Flow Traders U.s. Llc 172,184 63.63
Cutler Group LP 168,300 2.61
Miller Value Partners, Llc 153,900 63.63
HCMEX - HCM Income Plus Fund Class A Shares 150,694 63.63
Citadel Advisors Llc 149,700 63.63
F3Logic, LLC 148,913 63.63
Jane Street Group, Llc 147,931 63.63
Jump Financial, LLC 147,547 63.63
FXSAX - PSI Strategic Growth Fund Class A Shares 116,279 63.63
Sanctuary Wealth Advisors, LLC 79,813 63.64

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
Susquehanna International Group, Llp 1,510,400 63.63
Susquehanna International Group, Llp 848,300 63.63
Cumberland Advisors Inc 712,410 63.63
GPTUX - GuidePath(R) Tactical Allocation Fund Service Shares 445,396 113.71
Cutler Group LP 390,100 5.22
CRDBX - Conquer Risk Defensive Bull Fund 335,370 152.56
Citadel Advisors Llc 326,500 63.63
Jane Street Group, Llc 313,200 63.63
Jane Street Group, Llc 289,500 63.63
LGH - HCM Defender 500 Index ETF 244,369 152.56
Paragon Advisors, LLC 239,893 63.63
Flow Traders U.s. Llc 172,184 63.63
Cutler Group LP 168,300 2.61
Miller Value Partners, Llc 153,900 63.63
HCMEX - HCM Income Plus Fund Class A Shares 150,694 63.63
Citadel Advisors Llc 149,700 63.63
F3Logic, LLC 148,913 63.63
Jane Street Group, Llc 147,931 63.63
Jump Financial, LLC 147,547 63.63
FXSAX - PSI Strategic Growth Fund Class A Shares 116,279 63.63

 

Recent Quarter Analysis

Name Shares PPS
XR Securities LLC 27,364 34.86
Oxinas Partners Wealth Management LLC 7,200 34.86
Provident Wealth Management, LLC 2,000 35.00
Money Concepts Capital Corp 182 38.46
Allworth Financial LP 113 35.40
Gables Capital Management Inc. 25 40.00
Name Shares PPS
GPTUX - GuidePath(R) Tactical Allocation Fund Service Shares 445,396 113.71
Citadel Advisors Llc 326,500 63.63
SOL Capital Management CO 36,000 63.64
Bell Rock Capital Llc 14,700 57.96
Stone House Investment Management, LLC 14,283 63.64
MPS Loria Financial Planners, LLC 9,905 63.60
First Heartland Consultants, Inc. 4,512 63.61
Truist Financial Corp 4,400 63.64
Kwmg, Llc 4,394 63.72
Innova Wealth Partners 4,100 63.66
Koshinski Asset Management, Inc. 2,092 63.58
IFP Advisors, Inc 792 151.52
Steward Financial Group LLC 90 55.56
Barclays Plc 64 62.50
Atlas Private Wealth Advisors
Castleview Partners, Llc
Nicholas Hoffman & Company, LLC.
Two Sigma Securities, Llc
Proequities, Inc.
Assetmark, Inc
HBW Advisory Services LLC
Ironwood Financial, llc
Squarepoint Ops LLC
Menard Financial Group LLC
Howard Capital Management Inc.
Maxi Investments CY Ltd
Eqis Capital Management, Inc.
United Capital Financial Advisers, Llc
Toroso Investments, LLC
Charter Oak Capital Management, LLC
Montag A & Associates Inc
GWM Advisors LLC
IMC-Chicago, LLC
Wolverine Asset Management Llc
Financial Insights, Inc.
TCG Advisory Services, LLC
Wolverine Asset Management Llc
Wolverine Asset Management Llc
Stratos Wealth Partners, LTD.
Mv Capital Management, Inc.
Orion Portfolio Solutions, LLC
Johnson Midwest Financial, LLC
Exencial Wealth Advisors, Llc
Hrt Financial Lp
Envestnet Asset Management Inc
Renaissance Technologies Llc
Signet Financial Management, Llc
CoreCap Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cumberland Advisors Inc 683,310 34.87 712,410 63.63
Paragon Advisors, LLC 190,869 34.87 239,893 63.63
Toth Financial Advisory Corp 28,278 34.87 27,138 63.64
Commonwealth Equity Services, Llc 18,665 34.82 17,250 63.59
Howard Capital Management Group, LLC 16,606 34.87 18,110 63.61
Harvest Investment Services, LLC 13,903 34.81 13,317 63.60
Spire Wealth Management 2,311 35.05 3,860 63.73
Geneos Wealth Management Inc. 87 34.48 64 62.50
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 1,415 18,665 34.82 17,250 63.59 8.20
Toth Financial Advisory Corp 1,140 28,278 34.87 27,138 63.64 4.20
Harvest Investment Services, LLC 586 13,903 34.81 13,317 63.60 4.40
Geneos Wealth Management Inc. 23 87 34.48 64 62.50 35.94
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Paragon Advisors, LLC 49,024 190,869 34.87 239,893 63.63 -20.44
Cumberland Advisors Inc 29,100 683,310 34.87 712,410 63.63 -4.08
Spire Wealth Management 1,549 2,311 35.05 3,860 63.73 -40.13
Howard Capital Management Group, LLC 1,504 16,606 34.87 18,110 63.61 -8.30
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Asset Management Llc 0
Name Previous Calls
TCG Advisory Services, LLC 0
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
Steward Financial Group LLC 90 55.56
SOL Capital Management CO 36,000 63.64
Truist Financial Corp 4,400 63.64
Name Current Shares Current PPS Previous Shares Previous PPS
Cumberland Advisors Inc 683,310 34.87 712,410 63.63
Paragon Advisors, LLC 190,869 34.87 239,893 63.63
Toth Financial Advisory Corp 28,278 34.87 27,138 63.64
Howard Capital Management Group, LLC 16,606 34.87 18,110 63.61
Spire Wealth Management 2,311 35.05 3,860 63.73
Geneos Wealth Management Inc. 87 34.48 64 62.50
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Toth Financial Advisory Corp 1,140 28,278 34.87 27,138 63.64 4.20
Geneos Wealth Management Inc. 23 87 34.48 64 62.50 35.94
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Paragon Advisors, LLC 49,024 190,869 34.87 239,893 63.63 -20.44
Cumberland Advisors Inc 29,100 683,310 34.87 712,410 63.63 -4.08
Spire Wealth Management 1,549 2,311 35.05 3,860 63.73 -40.13
Howard Capital Management Group, LLC 1,504 16,606 34.87 18,110 63.61 -8.30
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