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 17 507.00 3.94 1.79
Previous Quarter 28 4.00 3.64 3.65

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 12 3 6 3 1
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 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

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
Renaissance Technologies Llc 270,263 3.64
Geode Capital Management, Llc 12,236 3.60
FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,236 3.84
Tower Research Capital LLC (TRC) 302 3.31
Morgan Stanley 250 4.00
Whittier Trust Co Of Nevada Inc 83
UBS Group AG 70
Gables Capital Management Inc. 25
Global Retirement Partners, LLC 16
IFP Advisors, Inc 8 125.00
Advisor Group Holdings, Inc. 4
Cwm, Llc 1
Proequities, Inc. 0
Millennium Management Llc 0
Citigroup Inc 0
Simplex Trading, Llc 0
Parallel Advisors, LLC 0
Group One Trading, L.p. 0
Pinnacle Associates Ltd 0
Hrt Financial Lp 0

 

Recent Quarter Analysis

Name Shares PPS
Advisory Services Network, LLC 507 3.94
Name Shares PPS
Morgan Stanley 250 4.00
Simplex Trading, Llc
Millennium Management Llc
Hrt Financial Lp
Wells Fargo & Company/mn
Northern Trust Corp
Pinnacle Associates Ltd
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
Group One Trading, L.p.
Proequities, Inc.
Parallel Advisors, LLC
Citigroup Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Renaissance Technologies Llc 245,162 0.00 270,263 3.64
Geode Capital Management, Llc 12,236 12,236 3.60
IFP Advisors, Inc 8 8 125.00
Name Current Shares Current PPS Previous Shares Previous PPS
FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,236 4.17 12,236 3.84
Susquehanna International Group, Llp 12,113 3.55 0
UBS Group AG 1,390 3.60 70
Tower Research Capital LLC (TRC) 465 4.30 302 3.31
Whittier Trust Co Of Nevada Inc 83 3530.12 83
Gables Capital Management Inc. 25 3560.00 25
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Susquehanna International Group, Llp 12,113 12,113 3.55 0 0.00
UBS Group AG 1,320 1,390 3.60 70 1885.71
Tower Research Capital LLC (TRC) 163 465 4.30 302 3.31 53.97
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Renaissance Technologies Llc 25,101 245,162 0.00 270,263 3.64 -9.29
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 Percentage Decrease
Name

Past Week Analysis

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