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	60	33.00	26.47	28.03
Previous Quarter	61	33.00	26.47	27.82

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	5	13	1	4	3	2
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	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	1	1	0	1	1	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
Assetmark, Inc	997,171	26.47
TDSB - Cabana Target Drawdown 7 ETF	941,138	27.53
McElhenny Sheffield Capital Management, LLC	847,161	26.47
Worth Asset Management, LLC	624,287	27.91
Morgan Stanley	575,888	26.47
HighTower Advisors, LLC	449,843	26.46
GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares	436,074	26.47
Accurate Wealth Management, LLC	407,448	26.47
Cetera Advisor Networks LLC	347,731	26.47
Envestnet Asset Management Inc	263,643	26.47
Nvwm, Llc	212,941	26.47
Foundations Investment Advisors, LLC	192,398	28.46
Summit Place Financial Advisors, LLC	175,435	26.47
MSMR - McElhenny Sheffield Managed Risk ETF	152,670	27.53
Beaumont Capital Management, LLC	150,571	26.47
Aptus Capital Advisors, LLC	146,309	26.47
Bank Of America Corp /de/	137,629	26.47
CLSM - Cabana Target Leading Sector Moderate ETF	133,272	27.53
TDSA - Cabana Target Drawdown 5 ETF	127,542	27.53
CLSC - Cabana Target Leading Sector Conservative ETF	89,655	27.53

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
Assetmark, Inc	997,171	26.47
CLSC - Cabana Target Leading Sector Conservative ETF	858,188	25.87
McElhenny Sheffield Capital Management, LLC	847,161	26.47
Morgan Stanley	575,888	26.47
Worth Asset Management, LLC	502,615	27.97
HighTower Advisors, LLC	449,843	26.46
GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares	436,074	26.47
Accurate Wealth Management, LLC	407,448	26.47
Cetera Advisor Networks LLC	347,731	26.47
Envestnet Asset Management Inc	263,643	26.47
Nvwm, Llc	212,941	26.47
Summit Place Financial Advisors, LLC	175,435	26.47
Beaumont Capital Management, LLC	150,571	26.47
Aptus Capital Advisors, LLC	146,309	26.47
Bank Of America Corp /de/	137,629	26.47
TDSA - Cabana Target Drawdown 5 ETF	123,606	25.87
Centaurus Financial, Inc.	69,831	26.46
NewSquare Capital LLC	65,460	26.47
Raleigh Capital Management Inc.	61,241	26.47
Centric Wealth Management	54,979	26.46

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
TDSB - Cabana Target Drawdown 7 ETF	941,138	27.53
Foundations Investment Advisors, LLC	192,398	28.46
MSMR - McElhenny Sheffield Managed Risk ETF	152,670	27.53
CLSM - Cabana Target Leading Sector Moderate ETF	133,272	27.53
Brookstone Capital Management	40,391	28.35

Recent Quarter 13 Institutes closed out their positions

Name	Shares	PPS
Ignite Planners, LLC	19,893	27.20
HAP Trading, LLC
Wolverine Trading, Llc
IFP Advisors, Inc
Exchange Traded Concepts, Llc
Kestra Advisory Services, LLC
Proequities, Inc.
Cwm, Llc
Harbour Investments, Inc.
Janney Montgomery Scott LLC
Q3 Asset Management
Money Concepts Capital Corp
Jane Street Group, Llc

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Worth Asset Management, LLC	624,287	27.91	502,615	27.97

Recent Quarter 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
TDSA - Cabana Target Drawdown 5 ETF	127,542	27.53	123,606	25.87
CLSC - Cabana Target Leading Sector Conservative ETF	89,655	27.53	858,188	25.87
Centric Wealth Management	53,304	27.92	54,979	26.46
HBW Advisory Services LLC	50,587	27.91	0

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Worth Asset Management, LLC	121,672	624,287	27.91	502,615	27.97	24.21
HBW Advisory Services LLC	50,587	50,587	27.91	0		0.00
TDSA - Cabana Target Drawdown 5 ETF	3,936	127,542	27.53	123,606	25.87	3.18

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
CLSC - Cabana Target Leading Sector Conservative ETF	768,533	89,655	27.53	858,188	25.87	-89.55
Centric Wealth Management	1,675	53,304	27.92	54,979	26.46	-3.05

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 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
Brookstone Capital Management	40,391	28.35

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Ignite Planners, LLC	19,893	27.20

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
HBW Advisory Services LLC	50,587	27.91	0

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
HBW Advisory Services LLC	50,587	50,587	27.91	0		0.00

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