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	55	18.00	18.99	2.20
Previous Quarter	65	38.00	39.95	2.35

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	1	33	23	2	9	7
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	0	0	0	0	0	0
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
Advanced Research Investment Solutions, Llc	4,031,754	0.00
Laurel Wealth Advisors, Inc.	188,520	18.98
Susquehanna International Group, Llp	58,962	19.00
Susquehanna International Group, Llp	38,600	18.99
Susquehanna International Group, Llp	28,400	18.98
Citadel Advisors Llc	24,553	18.98
Old Mission Capital Llc	23,165	18.99
Jane Street Group, Llc	19,418	19.00
Retirement Planning Co of New England, Inc.	19,156	18.95
Blair William & Co/il	18,700	18.98
Citadel Advisors Llc	17,400	18.97
Howard Capital Management Inc.	15,900	18.99
Belpointe Asset Management LLC	15,745	18.99
IMC-Chicago, LLC	14,635	19.00
US Asset Management LLC	13,155	19.00
Valeo Financial Advisors, LLC	12,390	18.97
Tower Research Capital LLC (TRC)	12,110	18.99
Simplex Trading, Llc	2,520	18.65
Citigroup Inc	1,781	19.09
Cutler Group LP	1,200

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
Advanced Research Investment Solutions, Llc	21,518,021	0.00
EFG Asset Management (North America) Corp.	9,142,669	1.00
HCMGX - HCM Tactical Growth Fund Class A Shares	843,023	52.82
Laurel Wealth Advisors, Inc.	188,520	39.96
Susquehanna International Group, Llp	60,700	39.97
Moors & Cabot, Inc.	55,000	1.02
Susquehanna International Group, Llp	52,900	39.96
Old Mission Capital Llc	30,756	39.96
Susquehanna International Group, Llp	25,665	39.98
Citadel Advisors Llc	19,900	39.95
Blair William & Co/il	18,700	39.95
Retirement Planning Co of New England, Inc.	16,769	39.95
Belpointe Asset Management LLC	14,927	39.99
Cutler Group LP	14,500	3.59
IMC-Chicago, LLC	13,135	39.97
US Asset Management LLC	12,869	39.94
Valeo Financial Advisors, LLC	12,390	39.95
Jane Street Group, Llc	11,309	39.97
J.w. Cole Advisors, Inc.	10,669
Citadel Advisors Llc	9,700	40.00

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Coastal Capital Group, Inc.	125	16.00

Recent Quarter 33 Institutes closed out their positions

Name	Shares	PPS
EFG Asset Management (North America) Corp.	9,142,669	1.00
HCMGX - HCM Tactical Growth Fund Class A Shares	843,023	52.82
Moors & Cabot, Inc.	55,000	1.02
Citadel Advisors Llc	19,900	39.95
J.w. Cole Advisors, Inc.	10,669
Beaton Management Co. Inc.	8,440	39.93
Avaii Wealth Management, Llc	6,216	39.90
AlphaStar Capital Management, LLC	5,090	39.88
Advisory Alpha, LLC	5,089	39.89
Investmark Advisory Group LLC	4,272	52.67
IFP Advisors, Inc	3,821	51.56
Fortitude Advisory Group L.L.C.	1,901	39.98
Harbour Investments, Inc.	710	53.52
Barclays Plc	280	53.57
Crescent Capital Consulting, LLC	59	50.85
Tradewinds Capital Management, LLC	40	50.00
Fmr Llc	1
UBS Group AG
HCMEX - HCM Income Plus Fund Class A Shares
Voss Capital, LLC
Toth Financial Advisory Corp
Proequities, Inc.
Advisory Services Network, LLC
Sprott Inc.
Orion Portfolio Solutions, LLC
Institutional & Family Asset Management, Llc
Goldman Sachs Group Inc
Annapolis Financial Services, LLC
CPR Investments Inc.
Geneos Wealth Management Inc.
Qube Research & Technologies Ltd
Coastal Investment Advisors, Inc.
Advisor Group Holdings, Inc.

Recent Quarter 23 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Advanced Research Investment Solutions, Llc	4,031,754	0.00	21,518,021	0.00
Laurel Wealth Advisors, Inc.	188,520	18.98	188,520	39.96
Susquehanna International Group, Llp	58,962	19.00	60,700	39.97
Citadel Advisors Llc	24,553	18.98	19,900	39.95
Old Mission Capital Llc	23,165	18.99	30,756	39.96
Jane Street Group, Llc	19,418	19.00	11,309	39.97
Retirement Planning Co of New England, Inc.	19,156	18.95	16,769	39.95
Blair William & Co/il	18,700	18.98	18,700	39.95
Belpointe Asset Management LLC	15,745	18.99	14,927	39.99
IMC-Chicago, LLC	14,635	19.00	13,135	39.97
US Asset Management LLC	13,155	19.00	12,869	39.94
Valeo Financial Advisors, LLC	12,390	18.97	12,390	39.95
Tower Research Capital LLC (TRC)	12,110	18.99	186	37.63
Simplex Trading, Llc	2,520	18.65	4,892	35.16
Citigroup Inc	1,781	19.09	1,781	39.87
Cutler Group LP	1,200		14,500	3.59
Capital Asset Advisory Services LLC	609	19.70	659	39.45
Spire Wealth Management	564	19.50	564	40.78
Pnc Financial Services Group, Inc.	400	20.00	400	40.00
Signaturefd, Llc	300	20.00	300	40.00

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Howard Capital Management Inc.	15,900	18.99	0
Bank Of America Corp /de/	100	20.00	0

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Howard Capital Management Inc.	15,900	15,900	18.99	0		0.00
Tower Research Capital LLC (TRC)	11,924	12,110	18.99	186	37.63	6410.75
Jane Street Group, Llc	8,109	19,418	19.00	11,309	39.97	71.70
Citadel Advisors Llc	4,653	24,553	18.98	19,900	39.95	23.38
Retirement Planning Co of New England, Inc.	2,387	19,156	18.95	16,769	39.95	14.23
IMC-Chicago, LLC	1,500	14,635	19.00	13,135	39.97	11.42
Belpointe Asset Management LLC	818	15,745	18.99	14,927	39.99	5.48
US Asset Management LLC	286	13,155	19.00	12,869	39.94	2.22
Bank Of America Corp /de/	100	100	20.00	0		0.00

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Advanced Research Investment Solutions, Llc	17,486,267	4,031,754	0.00	21,518,021	0.00	-81.26
Old Mission Capital Llc	7,591	23,165	18.99	30,756	39.96	-24.68
Simplex Trading, Llc	2,372	2,520	18.65	4,892	35.16	-48.49
Royal Bank Of Canada	1,846	68	14.71	1,914	39.71	-96.45
Susquehanna International Group, Llp	1,738	58,962	19.00	60,700	39.97	-2.86
Morgan Stanley	400	233	17.17	633	39.49	-63.19
Capital Asset Advisory Services LLC	50	609	19.70	659	39.45	-7.59

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
Cutler Group LP	13,300	1,200	14,500	-91.72

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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