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	69	15.00	15.08	14.95
Previous Quarter	82	16.00	15.08	15.19

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	34	3	0	1	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	0	1	2	0	1	1
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	105,682	0.46	15.08	0	0.00	0.00
Previous Quarter	105,682	0.46	15.08	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
KBWD - Invesco KBW High Dividend Yield Financial ETF	687,453	15.32
Invesco Ltd.	687,453	15.08
Resource Credit Income Fund	363,028	15.08
Sound Income Strategies, LLC	341,942	13.14
Advisors Asset Management, Inc.	287,517	15.08
UBS Group AG	252,948	15.08
Two Sigma Advisers, Lp	136,179	15.08
Legal & General Group Plc	124,399	15.06
Two Sigma Investments, Lp	117,608	15.08
BlackRock Inc.	105,682	15.08
Raymond James & Associates	103,865	15.08
Gables Capital Management Inc.	93,656	15.08
Mackenzie Financial Corp	77,144	15.08
Toroso Investments, LLC	44,785	15.07
Virtus ETF Advisers LLC	44,557	15.08
VPC - Virtus Private Credit Strategy ETF	44,557	14.77
SDEF - Sound Enhanced Fixed Income ETF	41,986	15.31
Advisory Research Inc	40,306	15.08
Bank Of America Corp /de/	32,687	15.08
Dimension Capital Management Llc	31,812	15.09

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
KBWD - Invesco KBW High Dividend Yield Financial ETF	687,453	15.32
Invesco Ltd.	687,453	15.08
Resource Credit Income Fund	363,028	15.08
Sound Income Strategies, LLC	308,664	15.08
Advisors Asset Management, Inc.	287,517	15.08
UBS Group AG	252,948	15.08
Two Sigma Advisers, Lp	136,179	15.08
Legal & General Group Plc	124,399	15.06
Two Sigma Investments, Lp	117,608	15.08
BlackRock Inc.	105,682	15.08
Raymond James & Associates	103,865	15.08
Gables Capital Management Inc.	93,656	15.08
Mackenzie Financial Corp	77,144	15.08
VPC - Virtus Private Credit Strategy ETF	47,601	15.34
Toroso Investments, LLC	44,785	15.07
Virtus ETF Advisers LLC	44,557	15.08
SDEF - Sound Enhanced Fixed Income ETF	41,986	15.31
Advisory Research Inc	40,306	15.08
Bank Of America Corp /de/	32,687	15.08
Dimension Capital Management Llc	31,812	15.09

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 34 Institutes closed out their positions

Name	Shares	PPS
Alternative Strategies Fund	14,492	15.25
Rivernorth Opportunities Fund, Inc.	13,169	25.51
Citadel Advisors Llc	10,500	15.05
Rivernorth Marketplace Lending Corp	5,802	25.16
IFP Advisors, Inc	4,226	15.62
OMOAX - Vivaldi Multi-Strategy Fund Class A Shares	1,800	25.00
Koshinski Asset Management, Inc.	1,400	15.00
Relative Value Fund	786	25.45
Aquatic Capital Management LLC
Stifel Financial Corp
Tower Research Capital LLC (TRC)
Gradient Investments LLC
Eagle Global Advisors Llc
Truist Financial Corp
Cahill Financial Advisors Inc
Fmr Llc
Marshall Wace, Llp
Outfitter Financial LLC
Proequities, Inc.
Sumitomo Mitsui Trust Holdings, Inc.
Arkadios Wealth Advisors
Citigroup Inc
Ares Management Llc
Cornerstone Advisory, LLC
Virtu Financial LLC
Cetera Advisors LLC
Capital Analysts, Inc.
Acadian Asset Management Llc
Putnam High Income Securities Fund
Larson Financial Group LLC
Wolverine Asset Management Llc
Muzinich & Co., Inc.
Axa S.a.
Quadrature Capital Ltd

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sound Income Strategies, LLC	341,942	13.14	308,664	15.08
VPC - Virtus Private Credit Strategy ETF	44,557	14.77	47,601	15.34
Cambridge Investment Research Advisors, Inc.	24,494	13.15	26,479	15.07

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sound Income Strategies, LLC	33,278	341,942	13.14	308,664	15.08	10.78

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
VPC - Virtus Private Credit Strategy ETF	3,044	44,557	14.77	47,601	15.34	-6.39
Cambridge Investment Research Advisors, Inc.	1,985	24,494	13.15	26,479	15.07	-7.50

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
Koshinski Asset Management, Inc.	1,400	15.00

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sound Income Strategies, LLC	341,942	13.14	308,664	15.08
Cambridge Investment Research Advisors, Inc.	24,494	13.15	26,479	15.07

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sound Income Strategies, LLC	33,278	341,942	13.14	308,664	15.08	10.78

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	1,985	24,494	13.15	26,479	15.07	-7.50

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