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 NaN 0.00 NaN
Previous Quarter 64 0.00 0.35 0.36

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 61 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 2 3 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 1 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 608,779 25.69 0.34 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
Susquehanna International Group, Llp 0
BlackRock Inc. 0
Bank of New York Mellon Corp 0
Proequities, Inc. 0
Proequities, Inc. 0
Morgan Stanley 0
Tower Research Capital LLC (TRC) 0
Proequities, Inc. 0
Lincoln National Corp 0
Susquehanna International Group, Llp 0
Susquehanna International Group, Llp 0
FCFMX - Fidelity Series Total Market 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 0
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 0
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 0
Hrt Financial Lp 0
Millennium Management Llc 0
Two Sigma Securities, Llc 0
ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. 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 0
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 0
Cornerstone Planning Group LLC 0

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
Vanguard Group Inc 1,837,070 0.35
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 1,119,195 0.34
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 668,746 0.35
BlackRock Inc. 608,775 0.34
Geode Capital Management, Llc 449,602 0.34
FSMAX - Fidelity Extended Market 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 292,778 0.50
Citadel Advisors Llc 235,636 0.34
State Street Corp 188,221 0.35
Barclays Plc 175,000
Group One Trading, L.p. 109,355 0.35
Susquehanna International Group, Llp 96,532 0.34
Northern Trust Corp 79,594 0.34
Jane Street Group, Llc 77,227 0.35
Lincoln National Corp 72,052 0.35
FSKAX - Fidelity Total Market 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 65,360 0.50
Susquehanna International Group, Llp 58,400 0.34
Virtu Financial LLC 54,517
Group One Trading, L.p. 49,800 0.34
FCFMX - Fidelity Series Total Market 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 42,158 0.50
Citadel Advisors Llc 40,000 0.35

 

Recent Quarter Analysis

Name Shares PPS
Miller Carleton M 0
Name Shares PPS
Vanguard Group Inc 1,837,070 0.35
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 1,119,195 0.34
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc 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 668,746 0.35
BlackRock Inc. 608,775 0.34
Geode Capital Management, Llc 449,602 0.34
FSMAX - Fidelity Extended Market 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 292,778 0.50
Citadel Advisors Llc 235,636 0.34
Citadel Advisors Llc 235,636 0.34
Citadel Advisors Llc 235,636 0.34
State Street Corp 188,221 0.35
Barclays Plc 175,000
Group One Trading, L.p. 109,355 0.35
Group One Trading, L.p. 109,355 0.35
Group One Trading, L.p. 109,355 0.35
Susquehanna International Group, Llp 96,532 0.34
Susquehanna International Group, Llp 96,532 0.34
Susquehanna International Group, Llp 96,532 0.34
Northern Trust Corp 79,594 0.34
Jane Street Group, Llc 77,227 0.35
Lincoln National Corp 72,052 0.35
FSKAX - Fidelity Total Market 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 65,360 0.50
Virtu Financial LLC 54,517
FCFMX - Fidelity Series Total Market 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 42,158 0.50
Millennium Management Llc 38,756
Simplex Trading, Llc 36,300
Simplex Trading, Llc 36,300
Simplex Trading, Llc 36,300
Bank of New York Mellon Corp 33,234 0.33
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc 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 33,062 0.33
Two Sigma Securities, Llc 29,132 0.34
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 25,373 0.51
Tower Research Capital LLC (TRC) 24,933
UBS Group AG 23,510 0.34
Two Sigma Advisers, Lp 22,500 0.36
Renaissance Technologies Llc 19,200
We Are One Seven, LLC 16,503 0.36
USMIX - Extended Market Index Fund 4,575 0.44
Householder Group Estate & Retirement Specialist, LLC 1,515
Advisor Group Holdings, Inc. 1,059
Cornerstone Planning Group LLC 1,050 0.95
Royal Bank Of Canada 855
Morgan Stanley 700
Wells Fargo & Company/mn 298
Focused Wealth Management, Inc 26
Godsey & Gibb Associates 9
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6
ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. 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 4
Jpmorgan Chase & Co 2
Bank Of America Corp /de/
Fmr Llc
Wolverine Trading, Llc
Merit Financial Group, LLC
Northwestern Mutual Wealth Management Co
Cutler Group LP
Wolverine Trading, Llc
Susquehanna Fundamental Investments, Llc
IFP Advisors, Inc
Advisory Services Network, LLC
Hrt Financial Lp
Hexagon Capital Partners LLC
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc 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 0.23
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
Group One Trading, L.p. 109,355
Proequities, Inc. 0
Name Previous Calls
Citadel Advisors Llc 235,636
Susquehanna International Group, Llp 96,532
Wolverine Trading, Llc 0
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
Householder Group Estate & Retirement Specialist, LLC 1,515
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