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	110	31.00	37.62	10.62
Previous Quarter	110	31.00	37.63	10.75

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	6	21	2	7	5	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	0	1	0	2	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	985,369	0.41	37.66	0	0.00	0.00
Previous Quarter	985,369	0.41	37.66	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
IEMG - iShares Core MSCI Emerging Markets ETF	3,425,208	0.73
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	2,441,328	0.68
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	1,558,405	0.68
BlackRock Inc.	985,369	37.66
Parametric Portfolio Associates Llc	881,310	37.66
QCSTRX - Stock Account Class R1	406,308	0.72
Thomas White International Ltd	162,413	37.66
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	153,406	0.69
Bank Of America Corp /de/	124,628	37.66
AVEM - Avantis Emerging Markets Equity ETF	116,113	0.72
Arrowstreet Capital, Limited Partnership	106,602	37.66
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	103,902	0.68
Aaron Wealth Advisors LLC	78,973	26.55
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class	77,941	0.68
Morgan Stanley	71,822	37.66
DAADX - Emerging Markets ex China Core Equity Portfolio Institutional Class	56,594	0.69
Veriti Management LLC	53,736	37.67
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class	53,517	0.69
Wetherby Asset Management Inc	50,482	37.66
Ethic Inc.	40,914	37.66

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
IEMG - iShares Core MSCI Emerging Markets ETF	3,425,208	0.73
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	2,043,055	0.68
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	1,694,201	0.68
BlackRock Inc.	985,369	37.66
Parametric Portfolio Associates Llc	881,310	37.66
QCSTRX - Stock Account Class R1	406,308	0.72
Thomas White International Ltd	162,413	37.66
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	136,593	0.68
Bank Of America Corp /de/	124,628	37.66
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	124,300	0.67
AVEM - Avantis Emerging Markets Equity ETF	116,113	0.72
Arrowstreet Capital, Limited Partnership	106,602	37.66
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	103,902	0.67
Aaron Wealth Advisors LLC	78,973	26.55
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class	77,941	0.68
Morgan Stanley	71,822	37.66
Veriti Management LLC	53,736	37.67
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class	53,517	0.67
Wetherby Asset Management Inc	50,482	37.66
DAADX - Emerging Markets ex China Core Equity Portfolio Institutional Class	41,601	0.67

Recent Quarter Analysis

Recent Quarter 6 New Institutes added position

Name	Shares	PPS
Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF	6,500	0.62
SNTKX - Steward International Enhanced Index Fund Class A	5,490	34.61
FSYNX - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M	1,248	34.46
FSSGX - Fidelity SAI Sustainable Emerging Markets Equity Fund	905	34.25
UUPIX - Ultraemerging Markets Profund Investor Class	635	34.65
Allworth Financial LP	166	30.12

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Berman Capital Advisors, LLC	278	28.78
Balentine LLC
Lsv Asset Management
Renaissance Technologies Llc
Enterprise Financial Services Corp
TCI Wealth Advisors, Inc.
Cresset Asset Management, LLC
Deutsche Bank Ag\
Barclays Plc
Mbb Public Markets I Llc
O'shaughnessy Asset Management, Llc
Cerity Partners LLC
Eagle Bay Advisors LLC
D'Orazio & Associates, Inc.
Eqis Capital Management, Inc.
RGT Wealth Advisors, LLC
Johnson Financial Group, Inc.
Comerica Bank
Proequities, Inc.
Meridian Wealth Partners, LLC
Eaton Vance Management

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	4,929	34.69	4,929	36.92
Global Retirement Partners, LLC	130	30.77	54	37.04

Recent Quarter 7 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	2,441,328	0.68	2,043,055	0.68
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	1,558,405	0.68	1,694,201	0.68
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	153,406	0.69	124,300	0.67
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	103,902	0.68	103,902	0.67
DAADX - Emerging Markets ex China Core Equity Portfolio Institutional Class	56,594	0.69	41,601	0.67
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class	53,517	0.69	53,517	0.67
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	950	34.74	136,593	0.68

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	398,273	2,441,328	0.68	2,043,055	0.68	19.49
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	29,106	153,406	0.69	124,300	0.67	23.42
DAADX - Emerging Markets ex China Core Equity Portfolio Institutional Class	14,993	56,594	0.69	41,601	0.67	36.04
Global Retirement Partners, LLC	76	130	30.77	54	37.04	140.74
Marquette Asset Management, LLC	1	14		13		7.69

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	135,796	1,558,405	0.68	1,694,201	0.68	-8.02
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	135,643	950	34.74	136,593	0.68	-99.30

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
Allworth Financial LP	166	30.12

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	130	30.77	54	37.04

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
Global Retirement Partners, LLC	76	130	30.77	54	37.04	140.74
Marquette Asset Management, LLC	1	14		13		7.69

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