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	290	NaN	0.00	959.31
Previous Quarter	308	NaN	0.00	986.62

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	3	90	25	1	12	8
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	4	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	1	3	13	0	7	2
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
Morgan Stanley	4,001,699	26.16
Susquehanna International Group, Llp	1,619,500	26.16
Susquehanna International Group, Llp	1,433,303	26.16
Goldman Sachs Group Inc	1,417,200	26.16
Jefferies Group LLC	1,381,500	26.16
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	1,330,000	18.56
SPX Equities Gestao de Recursos Ltda	1,208,272	26160.00
Susquehanna International Group, Llp	1,128,200	26.16
Brevan Howard Capital Management LP	962,776	22.30
First Republic Investment Management, Inc.	941,725	26.16
Segra Capital Management, LLC	920,500	26.16
Castle Hook Partners LP	802,810	26.16
GenTrust, LLC	784,533	18.66
Eisler Capital (UK) Ltd.	690,000	26.16
Wells Fargo & Company/mn	653,536	26.16
Royal Bank Of Canada	621,541	26.16
Jane Street Group, Llc	571,529	26.16
Itau Unibanco Holding S.A.	438,304	26.16
Jane Street Group, Llc	430,500	26.16
LPL Financial LLC	389,229	26.16

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
Morgan Stanley	4,001,699	26.16
Susquehanna International Group, Llp	1,619,500	26.16
Susquehanna International Group, Llp	1,433,303	26.16
Goldman Sachs Group Inc	1,417,200	26.16
Jefferies Group LLC	1,381,500	26.16
SPX Equities Gestao de Recursos Ltda	1,208,272	26160.00
Susquehanna International Group, Llp	1,128,200	26.16
Brevan Howard Capital Management LP	962,776	22.30
First Republic Investment Management, Inc.	941,725	26.16
Segra Capital Management, LLC	920,500	26.16
Castle Hook Partners LP	802,810	26.16
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	750,000	26.16
Eisler Capital (UK) Ltd.	690,000	26.16
Wells Fargo & Company/mn	653,536	26.16
Royal Bank Of Canada	621,541	26.16
GenTrust, LLC	601,574	26.16
Jane Street Group, Llc	571,529	26.16
Itau Unibanco Holding S.A.	438,304	26.16
Jane Street Group, Llc	430,500	26.16
LPL Financial LLC	389,229	26.16

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Peak Financial Advisors Llc	90,197	18.56
Heartwood Wealth Advisors LLC	12,657	18.57
ACG Wealth	1,891	18.51

Recent Quarter 90 Institutes closed out their positions

Name	Shares	PPS
Goldman Sachs Group Inc	1,417,200	26.16
Jefferies Group LLC	1,381,500	26.16
UBS Group AG	253,042	26.16
HAP Trading, LLC	209,400	1.65
Credit Suisse Ag/	205,616	26.16
Tudor Investment Corp Et Al	200,000	26.16
SG3 Management, LLC	177,800	26.16
SG3 Management, LLC	177,800	26.16
Bank Of Montreal /can/	104,704	26.04
Bluefin Capital Management, Llc	104,200	0.54
Carroll Financial Associates, Inc.	91,475	25.48
Sycomore Asset Management	83,100	25.60
SFG Wealth Management, LLC.	70,843	26.16
PEAK6 Investments LLC	25,000	26.16
Private Advisor Group, LLC	23,141	26.14
Cooper Financial Group	19,774	26.15
Good Life Advisors, LLC	18,721	26.17
Fulcrum Equity Management	17,764	26.18
Citigroup Inc	17,563	26.13
Parallax Volatility Advisers, L.P.	17,084	26.16
Flagship Harbor Advisors, Llc	17,044	26.17
Brookstone Capital Management	11,353	27.31
FNY Investment Advisers, LLC	10,000	26.10
Money Concepts Capital Corp	2,575	26.02
Danda Trouve Investment Management, Inc.	2,560	26.17
IFP Advisors, Inc	1,370	23.36
Koshinski Asset Management, Inc.	998	26.05
Millburn Ridgefield Corp	440	27.27
Wealth Quarterback LLC	275
Atwood & Palmer Inc	50	20.00
Private Ocean, LLC	35	28.57
Tradewinds Capital Management, LLC	7
Financial Enhancement Group LLC
Synergy Financial Management, LLC
Sepio Capital, LP
Larson Financial Group LLC
Manatuck Hill Partners, LLC
Verity Asset Management, Inc.
Financial Services Advisory Inc
Sterling Investment Advisors, Ltd.
GFG Capital, LLC
Rinkey Investments
Hrt Financial Lp
Centiva Capital, LP
Ibex Investors LLC
Mystic Asset Management, Inc.
Orion Portfolio Solutions, LLC
South Shore Capital Advisors
Plaisance Capital LLC
Sigma Planning Corp
Bank Julius Baer & Co. Ltd, Zurich
Nvwm, Llc
Newbridge Financial Services Group, Inc.
Banco BTG Pactual S.A.
J. Goldman & Co LP
Captrust Financial Advisors
Atlas Private Wealth Advisors
First Horizon Advisors, Inc.
Privium Fund Management (UK) Ltd
Proequities, Inc.
FDx Advisors, Inc.
Penserra Capital Management LLC
Clear Street Markets Llc
Caas Capital Management Lp
Cahill Financial Advisors Inc
McGowan Group Asset Management, Inc.
Signet Financial Management, Llc
Montag A & Associates Inc
J. Goldman & Co LP
Gerber Kawasaki Wealth & Investment Management
Hsbc Holdings Plc
Bank Of Nova Scotia
Waratah Capital Advisors Ltd.
O'Dell Group, LLC
Caption Management, LLC
Consolidated Planning Corp
Caption Management, LLC
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Powell Investment Advisors, LLC
Mirabella Financial Services Llp
Jacobi Capital Management LLC
Waratah Capital Advisors Ltd.
Ade, Llc
BlueCrest Capital Management Ltd
BlueCrest Capital Management Ltd
Belvedere Trading LLC
Tower Research Capital LLC (TRC)
Financial Sense Advisors, Inc.
Deuterium Capital Management, LLC
Kercheville Advisors, LLC

Recent Quarter 25 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	1,330,000	18.56	750,000	26.16
GenTrust, LLC	784,533	18.66	601,574	26.16
Stratos Wealth Partners, LTD.	383,736	18.56	269,072	26.16
Econ Financial Services Corp	377,812	21.21	28,785	26.16
Juncture Wealth Strategies, Llc	196,540	18.56	212,223	26.16
Ameraudi Asset Management, Inc.	102,903	18.56	90,393	26.16
Commonwealth Equity Services, Llc	67,278	18.55	110,736	26.15
Wedbush Securities Inc	52,531	18.56	19,563	26.17
Geneos Wealth Management Inc.	50,494	19.01	51,889	26.15
Gemmer Asset Management LLC	33,282	18.57	27,667	26.13
Cambridge Investment Research Advisors, Inc.	32,580	18.57	37,907	26.17
Pettinga Financial Advisors, LLC	24,071	18.57	21,771	26.18
One + One Wealth Management, Llc	15,325	18.53	15,181	26.15
Claraphi Advisory Network, LLC	12,895	18.53	12,905	26.19
Legacy Advisors, LLC	10,438	18.68	10,438	26.15
Lincoln Capital Corp	10,000	18.60	10,000	26.20
Exane Derivatives	9,969	18.56	10,149	26.11
Capital Investment Advisory Services, LLC	4,577	18.57	4,682	26.06
Nkcfo Llc	2,716	18.41	20,716	26.16
Sandy Spring Bank	1,380	18.84	687	26.20

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DALT - Anfield Capital Diversified Alternatives ETF	102,252	23.19	92,344	20.66

Recent Quarter 12 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	580,000	1,330,000	18.56	750,000	26.16	77.33
Econ Financial Services Corp	349,027	377,812	21.21	28,785	26.16	1212.53
GenTrust, LLC	182,959	784,533	18.66	601,574	26.16	30.41
Stratos Wealth Partners, LTD.	114,664	383,736	18.56	269,072	26.16	42.61
Wedbush Securities Inc	32,968	52,531	18.56	19,563	26.17	168.52
Ameraudi Asset Management, Inc.	12,510	102,903	18.56	90,393	26.16	13.84
DALT - Anfield Capital Diversified Alternatives ETF	9,908	102,252	23.19	92,344	20.66	10.73
Gemmer Asset Management LLC	5,615	33,282	18.57	27,667	26.13	20.29
Pettinga Financial Advisors, LLC	2,300	24,071	18.57	21,771	26.18	10.56
Sandy Spring Bank	693	1,380	18.84	687	26.20	100.87
Sargent Bickham Lagudis LLC	200	300	20.00	100	30.00	200.00
One + One Wealth Management, Llc	144	15,325	18.53	15,181	26.15	0.95

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	43,458	67,278	18.55	110,736	26.15	-39.24
Nkcfo Llc	18,000	2,716	18.41	20,716	26.16	-86.89
Juncture Wealth Strategies, Llc	15,683	196,540	18.56	212,223	26.16	-7.39
Cambridge Investment Research Advisors, Inc.	5,327	32,580	18.57	37,907	26.17	-14.05
Geneos Wealth Management Inc.	1,395	50,494	19.01	51,889	26.15	-2.69
Exane Derivatives	180	9,969	18.56	10,149	26.11	-1.77
Capital Investment Advisory Services, LLC	105	4,577	18.57	4,682	26.06	-2.24
Claraphi Advisory Network, LLC	10	12,895	18.53	12,905	26.19	-0.08

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 4 Previous Institutes closed Call Positions

Name	Previous Calls
Belvedere Trading LLC	0
BlueCrest Capital Management Ltd	0
Caption Management, LLC	0
Waratah Capital Advisors Ltd.	0

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 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
Heartwood Wealth Advisors LLC	12,657	18.57

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Private Ocean, LLC	35	28.57
Atwood & Palmer Inc	50	20.00
Tradewinds Capital Management, LLC	7

Past Week 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	1,330,000	18.56	750,000	26.16
GenTrust, LLC	784,533	18.66	601,574	26.16
Stratos Wealth Partners, LTD.	383,736	18.56	269,072	26.16
Ameraudi Asset Management, Inc.	102,903	18.56	90,393	26.16
Wedbush Securities Inc	52,531	18.56	19,563	26.17
Geneos Wealth Management Inc.	50,494	19.01	51,889	26.15
Gemmer Asset Management LLC	33,282	18.57	27,667	26.13
Legacy Advisors, LLC	10,438	18.68	10,438	26.15
Lincoln Capital Corp	10,000	18.60	10,000	26.20
Capital Investment Advisory Services, LLC	4,577	18.57	4,682	26.06
Sandy Spring Bank	1,380	18.84	687	26.20
Pacifica Partners Inc.	330	21.21	330	24.24
Spire Wealth Management	100	20.00	100	30.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	580,000	1,330,000	18.56	750,000	26.16	77.33
GenTrust, LLC	182,959	784,533	18.66	601,574	26.16	30.41
Stratos Wealth Partners, LTD.	114,664	383,736	18.56	269,072	26.16	42.61
Wedbush Securities Inc	32,968	52,531	18.56	19,563	26.17	168.52
Ameraudi Asset Management, Inc.	12,510	102,903	18.56	90,393	26.16	13.84
Gemmer Asset Management LLC	5,615	33,282	18.57	27,667	26.13	20.29
Sandy Spring Bank	693	1,380	18.84	687	26.20	100.87

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Geneos Wealth Management Inc.	1,395	50,494	19.01	51,889	26.15	-2.69
Capital Investment Advisory Services, LLC	105	4,577	18.57	4,682	26.06	-2.24

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 0 Previous Institutes closed Put Positions

Name	Previous Puts

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