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	190	4.00	4.26	4.25
Previous Quarter	204	4.00	4.26	4.27

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	2	42	13	0	5	6
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	1	6	0	2	3
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
Morgan Stanley	11,500,632	4.26
MORGAN STANLEY	10,869,700
FIRST TRUST PORTFOLIOS LP	8,843,148
Saba Capital Management, L.P.	8,373,693
Bramshill Investments, LLC	8,178,895	4.26
Oak Hill Advisors Lp	5,111,368	4.26
Bank Of America Corp /de/	2,959,311	4.26
Parametric Portfolio Associates Llc	2,748,854	4.26
Rivernorth Capital Management, Llc	2,260,043	4.26
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	2,260,043	4.26
CEFS - Saba Closed-End Funds ETF	2,191,512	4.36
PCEF - Invesco CEF Income Composite ETF	2,168,588	4.36
YYY - Amplify High Income ETF	2,097,551	4.14
Saba Capital Management, L.P.	2,078,260	4.26
Penserra Capital Management LLC	2,068,935	4.26
Invesco Ltd.	1,859,212	4.26
Amundi	1,623,898	4.25
PMAIX - Pioneer Multi-Asset Income Fund : Class A	1,623,898	4.14
FFSAX - Touchstone Flexible Income Fund Class A	1,496,043	4.26
Advisors Asset Management, Inc.	1,456,168	4.26

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
Morgan Stanley	11,500,632	4.26
Bramshill Investments, LLC	8,178,895	4.26
Oak Hill Advisors Lp	5,111,368	4.26
Bank Of America Corp /de/	2,959,311	4.26
Parametric Portfolio Associates Llc	2,748,854	4.26
Rivernorth Capital Management, Llc	2,260,043	4.26
RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R	2,260,043	4.26
CEFS - Saba Closed-End Funds ETF	2,191,512	4.36
PCEF - Invesco CEF Income Composite ETF	2,168,588	4.36
YYY - Amplify High Income ETF	2,117,991	4.42
Saba Capital Management, L.P.	2,078,260	4.26
Penserra Capital Management LLC	2,068,935	4.26
Invesco Ltd.	1,859,212	4.26
PMAIX - Pioneer Multi-Asset Income Fund : Class A	1,806,898	4.42
Amundi	1,623,898	4.25
FFSAX - Touchstone Flexible Income Fund Class A	1,496,043	4.26
Advisors Asset Management, Inc.	1,456,168	4.26
Wells Fargo & Company/mn	1,389,257	4.26
UBS Group AG	1,361,239	4.26
BRMSX - Bramshill Income Performance Fund Institutional Class	1,361,171	4.26

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
MORGAN STANLEY	10,869,700
FIRST TRUST PORTFOLIOS LP	8,843,148

Recent Quarter 42 Institutes closed out their positions

Name	Shares	PPS
Rivernorth Opportunities Fund, Inc.	354,557	4.49
RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P	36,404	4.45
Brookstone Capital Management	32,817	4.27
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity	22,563	4.43
Carroll Financial Associates, Inc.	875	3.43
Signaturefd, Llc
Jane Street Group, Llc
Lenox Wealth Advisors, LLC
Seelaus Asset Management LLC
Mid Atlantic Financial Management Inc/adv
Citigroup Inc
Sit Investment Associates Inc
Baillie Gifford & Co
Oppenheimer & Co Inc
Susquehanna International Group, Llp
55i, Llc
Fiduciary Trust Co
City Of London Investment Management Co Ltd
First Foundation Advisors
Lazard Asset Management Llc
Newbridge Financial Services Group, Inc.
Mercer Global Advisors Inc /adv
CoreCap Advisors, LLC
Shaker Financial Services, LLC
CENTRAL TRUST Co
Relative Value Partners Group, LLC
Kestra Advisory Services, LLC
Centerpoint Advisors, LLC
Guggenheim Capital Llc
Wealth Management Solutions, LLC
Financial Enhancement Group LLC
Landscape Capital Management, L.l.c.
Paragon Capital Management Ltd
Autumn Glory Partners, LLC
Huntington National Bank
Nomura Holdings Inc
Eagle Bay Advisors LLC
FNY Investment Advisers, LLC
Congress Park Capital LLC
Lloyd Park, LLC
Clean Yield Group
WCFIX - WCM Alternatives: Credit Event Fund Institutional Class

Recent Quarter 13 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Saba Capital Management, L.P.	8,373,693		2,078,260	4.26
YYY - Amplify High Income ETF	2,097,551	4.14	2,117,991	4.42
PMAIX - Pioneer Multi-Asset Income Fund : Class A	1,623,898	4.14	1,806,898	4.42
Capital Investment Advisors, LLC	612,007	3.89	417,033	4.26
Eaton Vance Senior Floating Rate Trust	361,124	4.14	361,124	4.42
Wela Strategies, Inc.	223,371	3.89	231,038	4.26
VPC - Virtus Private Credit Strategy ETF	109,769	4.14	104,820	4.42
Ford Financial Group, LLC	57,809	3.87	85,606	4.25
Private Advisor Group, LLC	56,908	3.88	59,174	4.26
Raymond James Trust N.a.	27,588	3.88	29,520	4.27
Cambridge Investment Research Advisors, Inc.	12,761	3.92	11,916	4.28
180 Wealth Advisors, Llc	11,193	3.93	11,137	4.31
Allworth Financial LP	1,400	3.57	1,400	4.29

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Saba Capital Management, L.P.	6,295,433	8,373,693		2,078,260	4.26	302.92
Capital Investment Advisors, LLC	194,974	612,007	3.89	417,033	4.26	46.75
VPC - Virtus Private Credit Strategy ETF	4,949	109,769	4.14	104,820	4.42	4.72
Cambridge Investment Research Advisors, Inc.	845	12,761	3.92	11,916	4.28	7.09
180 Wealth Advisors, Llc	56	11,193	3.93	11,137	4.31	0.50

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
PMAIX - Pioneer Multi-Asset Income Fund : Class A	183,000	1,623,898	4.14	1,806,898	4.42	-10.13
Ford Financial Group, LLC	27,797	57,809	3.87	85,606	4.25	-32.47
YYY - Amplify High Income ETF	20,440	2,097,551	4.14	2,117,991	4.42	-0.97
Wela Strategies, Inc.	7,667	223,371	3.89	231,038	4.26	-3.32
Private Advisor Group, LLC	2,266	56,908	3.88	59,174	4.26	-3.83
Raymond James Trust N.a.	1,932	27,588	3.88	29,520	4.27	-6.54

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 1 Institutes closed out their positions

Name	Shares	PPS
Brookstone Capital Management	32,817	4.27

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Ford Financial Group, LLC	57,809	3.87	85,606	4.25
Private Advisor Group, LLC	56,908	3.88	59,174	4.26
Raymond James Trust N.a.	27,588	3.88	29,520	4.27
Cambridge Investment Research Advisors, Inc.	12,761	3.92	11,916	4.28
180 Wealth Advisors, Llc	11,193	3.93	11,137	4.31
Allworth Financial LP	1,400	3.57	1,400	4.29

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	845	12,761	3.92	11,916	4.28	7.09
180 Wealth Advisors, Llc	56	11,193	3.93	11,137	4.31	0.50

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Ford Financial Group, LLC	27,797	57,809	3.87	85,606	4.25	-32.47
Private Advisor Group, LLC	2,266	56,908	3.88	59,174	4.26	-3.83
Raymond James Trust N.a.	1,932	27,588	3.88	29,520	4.27	-6.54

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