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	182	NaN	0.00	21.43
Previous Quarter	182	NaN	0.00	20.43

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	7	30	19	5	7	4
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	2	0	4	3	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	90,006	1.02	20.60	771,628	8.74	20.60
Previous Quarter	90,006	1.02	20.60	771,628	8.74	20.60

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
Dimensional Fund Advisors Lp	627,200	20.60
DIMENSIONAL FUND ADVISORS LP	625,280
Grace & White Inc /ny	595,044	31.42
Magnetar Financial LLC	542,355
Vanguard Group Inc	387,427	20.60
Acadian Asset Management Llc	291,165	20.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	269,651	20.60
Hillsdale Investment Management Inc.	240,257	20.60
Flint Ridge Capital LLC	194,000
Assenagon Asset Management S.A.	191,342	20.60
Acuitas Investments, LLC	191,246	20.60
Bridgeway Capital Management Inc	188,431	20.60
Lsv Asset Management	182,300	20.60
RK Capital Management, LLC	178,900	20.60
Naviter Wealth, LLC	177,943	31.42
Morgan Stanley	176,391	20.60
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	169,057	16.41
EAM Investors, LLC	133,061	20.60
Globeflex Capital L P	124,100	20.60
Us Bancorp \de\	114,535	20.60

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
Dimensional Fund Advisors Lp	627,200	20.60
Grace & White Inc /ny	525,694	20.60
Vanguard Group Inc	387,427	20.60
Acadian Asset Management Llc	291,165	20.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	269,651	20.60
Hillsdale Investment Management Inc.	240,257	20.60
Assenagon Asset Management S.A.	191,342	20.60
Acuitas Investments, LLC	191,246	20.60
Bridgeway Capital Management Inc	188,431	20.60
Lsv Asset Management	182,300	20.60
RK Capital Management, LLC	178,900	20.60
Morgan Stanley	176,391	20.60
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	161,535	18.87
EAM Investors, LLC	133,061	20.60
Globeflex Capital L P	124,100	20.60
Us Bancorp \de\	114,535	20.60
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	110,239	18.87
Hennessy Advisors Inc	107,000	20.60
VEXMX - Vanguard Extended Market Index Fund Investor Shares	102,838	20.60
Millennium Management Llc	100,553	20.60

Recent Quarter Analysis

Recent Quarter 7 New Institutes added position

Name	Shares	PPS
DIMENSIONAL FUND ADVISORS LP	625,280
Magnetar Financial LLC	542,355
Flint Ridge Capital LLC	194,000
HFCGX - Hennessy Cornerstone Growth Fund Investor Class	107,000	16.41
Foundations Investment Advisors, LLC	15,102	31.39
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	718	16.71
GRACE & WHITE INC /NY	0

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
CSCVX - CornerCap Small-Cap Value Fund Investor Shares	43,933	15.27
Susquehanna International Group, Llp	23,100	20.61
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I	6,144	15.30
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I	4,215	15.18
Dorsey Wright & Associates	2,638	20.47
GSCYX - SMALL CAP EQUITY FUND Institutional	2,530	15.42
Group One Trading, L.p.	800	20.00
Koshinski Asset Management, Inc.	290	20.69
Spire Wealth Management	118	16.95
Cutler Group LP	100
Trexquant Investment LP
PDT Partners, LLC
Advisory Services Network, LLC
Boston Partners
FSCFX - Strategic Advisers Small-Mid Cap Fund
BancorpSouth Bank
Exchange Traded Concepts, Llc
Barclays Plc
Price T Rowe Associates Inc /md/
Thompson Davis & Co., Inc.
Winton Capital Group Ltd
Windsor Creek Advisors, Llc
Panagora Asset Management Inc
Dupont Capital Management Corp
Squarepoint Ops LLC
Crewe Advisors LLC
Harbour Investments, Inc.
Kowal Investment Group, LLC
Public Employees Retirement System Of Ohio
Cornercap Investment Counsel Inc

Recent Quarter 19 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	169,057	16.41	161,535	18.87
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	97,993	16.41	110,239	18.87
DFSTX - U.s. Small Cap Portfolio - Institutional Class	66,052	16.41	66,052	18.86
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	64,005	16.40	64,005	18.87
DFAS - Dimensional U.S. Small Cap ETF	32,079	16.40	27,325	18.88
DFAT - Dimensional U.S. Targeted Value ETF	27,090	16.43	20,269	18.85
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	21,820	16.41	13,003	18.84
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	20,287	16.41	20,287	18.88
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	19,734	16.42	19,734	18.85
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	9,332	16.40	9,332	18.86
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	7,482	16.44	7,482	18.85
DFAC - Dimensional U.S. Core Equity 2 ETF	7,165	16.47	7,165	18.84
NWHDX - Nationwide Bailard Cognitive Value Fund Class A	4,100	16.34	15,200	18.88
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	3,957	16.43	3,957	18.95
SWTSX - Schwab Total Stock Market Index Fund	3,572	16.52	3,572	18.76
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	2,800	16.43	2,800	18.93
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares	1,300	16.15	1,300	19.23
DFUS - Dimensional U.S. Equity ETF	951	16.82	951	18.93
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	905	16.57	905	18.78

Recent Quarter 5 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Grace & White Inc /ny	595,044	31.42	525,694	20.60
Naviter Wealth, LLC	177,943	31.42	67,355	20.61
Ritholtz Wealth Management	7,648	31.38	11,072	20.59
Denali Advisors Llc	4,800	31.46	3,600	20.56
GPS Wealth Strategies Group, LLC	635	31.50	745	20.13

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Naviter Wealth, LLC	110,588	177,943	31.42	67,355	20.61	164.19
Grace & White Inc /ny	69,350	595,044	31.42	525,694	20.60	13.19
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	8,817	21,820	16.41	13,003	18.84	67.81
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	7,522	169,057	16.41	161,535	18.87	4.66
DFAT - Dimensional U.S. Targeted Value ETF	6,821	27,090	16.43	20,269	18.85	33.65
DFAS - Dimensional U.S. Small Cap ETF	4,754	32,079	16.40	27,325	18.88	17.40
Denali Advisors Llc	1,200	4,800	31.46	3,600	20.56	33.33

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	12,246	97,993	16.41	110,239	18.87	-11.11
NWHDX - Nationwide Bailard Cognitive Value Fund Class A	11,100	4,100	16.34	15,200	18.88	-73.03
Ritholtz Wealth Management	3,424	7,648	31.38	11,072	20.59	-30.92
GPS Wealth Strategies Group, LLC	110	635	31.50	745	20.13	-14.77

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Proequities, Inc.	0

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 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 0 New Institutes added position

Name	Shares	PPS

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Spire Wealth Management	118	16.95
Dorsey Wright & Associates	2,638	20.47

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Grace & White Inc /ny	595,044	31.42	525,694	20.60
Naviter Wealth, LLC	177,943	31.42	67,355	20.61
Denali Advisors Llc	4,800	31.46	3,600	20.56
GPS Wealth Strategies Group, LLC	635	31.50	745	20.13

Past Week 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Naviter Wealth, LLC	110,588	177,943	31.42	67,355	20.61	164.19
Grace & White Inc /ny	69,350	595,044	31.42	525,694	20.60	13.19
Denali Advisors Llc	1,200	4,800	31.46	3,600	20.56	33.33

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
GPS Wealth Strategies Group, LLC	110	635	31.50	745	20.13	-14.77

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