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	19	7.00	7.08	7.11
Previous Quarter	25	7.00	6.20	6.23

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	0	10	1	11	4	3
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	4	1	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	5,279	0.00	0.00	55,876	0.00	0.00
Previous Quarter	5,369	0.00	0.00	54,176	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
RBF Capital, LLC	73,071	6.30
Vanguard Group Inc	27,088	6.28
VEXMX - Vanguard Extended Market Index Fund Investor Shares	26,052	6.10
Geode Capital Management, Llc	25,080	6.06
FSMAX - Fidelity Extended Market Index Fund	18,383	5.60
TRUE Private Wealth Advisors	16,548	7.19
FNCMX - Fidelity Nasdaq Composite Index Fund	6,650	5.56
BlackRock Inc.	5,369	6.33
IWC - iShares Micro-Cap ETF	5,054	6.13
Tower Research Capital LLC (TRC)	1,187	5.90
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,036	5.79
USMIX - Extended Market Index Fund	506	5.93
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	315	6.35
SSMHX - State Street Small/mid Cap Equity Index Portfolio	300	10.00
Royal Bank Of Canada	141	7.09
Bank Of America Corp /de/	86	11.63
Wells Fargo & Company/mn	14
Stockman Wealth Management, Inc.	0
Morgan Stanley	0
Jpmorgan Chase & Co	0

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 10 Institutes closed out their positions

Name	Shares	PPS
Tower Research Capital LLC (TRC)	1,187	5.90
SSMHX - State Street Small/mid Cap Equity Index Portfolio	300	10.00
Bank Of America Corp /de/	86	11.63
Inspirion Wealth Advisors, Llc
Hrt Financial Lp
Stockman Wealth Management, Inc.
Proequities, Inc.
Jpmorgan Chase & Co
New York State Common Retirement Fund
Morgan Stanley

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
TRUE Private Wealth Advisors	16,548	7.07	16,548	7.19

Recent Quarter 11 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
RBF Capital, LLC	73,071	7.13	73,071	6.30
Vanguard Group Inc	27,988	7.15	27,088	6.28
VEXMX - Vanguard Extended Market Index Fund Investor Shares	26,052	7.14	26,052	6.10
Geode Capital Management, Llc	25,080	7.10	25,080	6.06
FSMAX - Fidelity Extended Market Index Fund	18,383	7.02	18,383	5.60
FNCMX - Fidelity Nasdaq Composite Index Fund	6,650	7.07	6,650	5.56
BlackRock Inc.	5,279	7.01	5,369	6.33
IWC - iShares Micro-Cap ETF	4,964	7.05	5,054	6.13
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,836	7.08	1,036	5.79
UBS Group AG	1,260	7.14	0
USMIX - Extended Market Index Fund	504	7.94	506	5.93

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
UBS Group AG	1,260	1,260	7.14	0		0.00
Vanguard Group Inc	900	27,988	7.15	27,088	6.28	3.32
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	800	1,836	7.08	1,036	5.79	77.22
Wells Fargo & Company/mn	1	15		14		7.14

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
IWC - iShares Micro-Cap ETF	90	4,964	7.05	5,054	6.13	-1.78
BlackRock Inc.	90	5,279	7.01	5,369	6.33	-1.68
USMIX - Extended Market Index Fund	2	504	7.94	506	5.93	-0.40

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 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 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VEXMX - Vanguard Extended Market Index Fund Investor Shares	26,052	7.14	26,052	6.10
IWC - iShares Micro-Cap ETF	4,964	7.05	5,054	6.13
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,836	7.08	1,036	5.79
USMIX - Extended Market Index Fund	504	7.94	506	5.93

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	800	1,836	7.08	1,036	5.79	77.22

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
IWC - iShares Micro-Cap ETF	90	4,964	7.05	5,054	6.13	-1.78
USMIX - Extended Market Index Fund	2	504	7.94	506	5.93	-0.40

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