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	90	72.00	75.03	74.73
Previous Quarter	97	74.00	75.04	70.75

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	4	27	7	0	2	5
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	2	1	4	0	0	4
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
New Harbor Financial Group, LLC	376,400	75.04
Susquehanna International Group, Llp	262,800	75.04
Wellington Management Group Llp	221,299	75.04
Morgan Stanley	219,753	75.04
Jpmorgan Chase & Co	134,473	75.04
LPL Financial LLC	130,402	75.04
Goldman Sachs Group Inc	103,222	75.04
Wells Fargo & Company/mn	75,606	75.03
Bank Of America Corp /de/	61,880	75.03
Hrt Financial Lp	57,877	75.04
Royal Bank Of Canada	50,542	75.03
Pnc Financial Services Group, Inc.	41,104	75.03
Old Mission Capital Llc	39,465	75.03
SPC Financial, Inc.	36,730	75.03
Susquehanna International Group, Llp	32,740	75.05
UBS Group AG	31,994	75.05
Botty Investors LLC	23,000	75.04
Blair William & Co/il	20,460	75.02
Susquehanna International Group, Llp	19,800	75.05
One + One Wealth Management, Llc	16,564	59.71

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
New Harbor Financial Group, LLC	376,400	75.04
Susquehanna International Group, Llp	262,800	75.04
Wellington Management Group Llp	221,299	75.04
Morgan Stanley	219,753	75.04
Moors & Cabot, Inc.	145,000	1.03
Jpmorgan Chase & Co	134,473	75.04
LPL Financial LLC	130,402	75.04
Goldman Sachs Group Inc	103,222	75.04
Stratos Wealth Partners, LTD.	92,169	75.04
Wells Fargo & Company/mn	75,606	75.03
Bank Of America Corp /de/	61,880	75.03
Hrt Financial Lp	57,877	75.04
Royal Bank Of Canada	50,542	75.03
Pnc Financial Services Group, Inc.	41,104	75.03
Old Mission Capital Llc	39,465	75.03
SPC Financial, Inc.	36,730	75.03
Susquehanna International Group, Llp	32,740	75.05
UBS Group AG	31,994	75.05
Botty Investors LLC	23,000	75.04
Blair William & Co/il	20,460	75.02

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
One + One Wealth Management, Llc	16,564	59.71
Financial Sense Advisors, Inc.	16,278	59.65
Wealthfront Advisers Llc	6,647	59.73
Cambridge Investment Research Advisors, Inc.	6,214	59.70

Recent Quarter 27 Institutes closed out their positions

Name	Shares	PPS
Moors & Cabot, Inc.	145,000	1.03
Jane Street Group, Llc	9,500	75.05
Cutler Group LP	600	16.67
Money Concepts Capital Corp	120	75.00
IFP Advisors, Inc	5	200.00
Ameriprise Financial Inc
Liberty Wealth Management Llc
Truist Financial Corp
Financial Management Professionals, Inc.
Wolverine Trading, Llc
Raymond James & Associates
Fmr Llc
DAVENPORT & Co LLC
CBIZ Investment Advisory Services, LLC
Arlington Partners LLC
Stifel Financial Corp
Paragon Capital Management Ltd
New Century Advisors, LLC
Pacitti Group Inc.
Advisory Services Network, LLC
THRC Management, LLC
Capital Investment Advisory Services, LLC
Qube Research & Technologies Ltd
Barometer Capital Management Inc.
Edge Wealth Management LLC
Flow Traders U.s. Llc
Retirement Planning Co of New England, Inc.

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stratos Wealth Partners, LTD.	10,897	59.65	92,169	75.04
Washburn Capital Management, Inc.	8,650	59.65	7,115	75.05
Commonwealth Equity Services, Llc	4,877	59.67	4,946	75.01
Hollencrest Capital Management	4,024	59.64	4,124	74.93
Spire Wealth Management	973	59.61	1,123	74.80
Global Retirement Partners, LLC	822	59.61	621	74.07
Newbridge Financial Services Group, Inc.	229	61.14	457	74.40

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Washburn Capital Management, Inc.	1,535	8,650	59.65	7,115	75.05	21.57
Global Retirement Partners, LLC	201	822	59.61	621	74.07	32.37

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Stratos Wealth Partners, LTD.	81,272	10,897	59.65	92,169	75.04	-88.18
Newbridge Financial Services Group, Inc.	228	229	61.14	457	74.40	-49.89
Spire Wealth Management	150	973	59.61	1,123	74.80	-13.36
Hollencrest Capital Management	100	4,024	59.64	4,124	74.93	-2.42
Commonwealth Equity Services, Llc	69	4,877	59.67	4,946	75.01	-1.40

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 2 New Institutes added position

Name	Shares	PPS
Financial Sense Advisors, Inc.	16,278	59.65
Wealthfront Advisers Llc	6,647	59.73

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Money Concepts Capital Corp	120	75.00

Past Week 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Stratos Wealth Partners, LTD.	10,897	59.65	92,169	75.04
Commonwealth Equity Services, Llc	4,877	59.67	4,946	75.01
Hollencrest Capital Management	4,024	59.64	4,124	74.93
Spire Wealth Management	973	59.61	1,123	74.80

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Stratos Wealth Partners, LTD.	81,272	10,897	59.65	92,169	75.04	-88.18
Spire Wealth Management	150	973	59.61	1,123	74.80	-13.36
Hollencrest Capital Management	100	4,024	59.64	4,124	74.93	-2.42
Commonwealth Equity Services, Llc	69	4,877	59.67	4,946	75.01	-1.40

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