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.
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.
Recent Quarter 3 New Institutes added
position
| Name |
Shares |
PPS |
| EA Series Trust |
147,724
|
10.96 |
| Gts Securities Llc |
27,172
|
10.97 |
| Global Retirement Partners, LLC |
185
|
10.81 |
Recent Quarter 21 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| Cutler Group LP |
286,000
|
|
| Jump Financial, LLC |
108,904
|
9.33 |
| Virtu Financial LLC |
84,975
|
0.01 |
| SG Americas Securities, LLC |
15,000
|
|
| Bank Of America Corp /de/ |
12,359
|
9.30 |
| Bank Of Montreal /can/ |
350
|
11.43 |
| TB Alternative Assets Ltd. |
|
| Goldman Sachs Group Inc |
|
| Cantor Fitzgerald, L. P. |
|
| Hexagon Capital Partners LLC |
|
| IFP Advisors, Inc |
|
| Bnp Paribas Arbitrage, Sa |
|
| Barclays Plc |
|
| Citigroup Inc |
|
| Millennium Management Llc |
|
| FNY Investment Advisers, LLC |
|
| Headlands Technologies LLC |
|
| Insight Advisors, LLC/ PA |
|
| Proequities, Inc. |
|
| Spire Wealth Management |
|
| Belpointe Asset Management LLC |
|
Recent Quarter 1 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Simplex Trading, Llc |
17,458
|
|
107,537
|
0.01 |
Recent Quarter 14 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Hrt Financial Lp |
1,579,636
|
0.01 |
309,270
|
0.01 |
| Susquehanna International Group, Llp |
789,300
|
10.96 |
665,500
|
9.33 |
| Jane Street Group, Llc |
216,956
|
10.96 |
70,570
|
9.32 |
| Squarepoint Ops LLC |
189,797
|
10.96 |
279,677
|
9.33 |
| Citadel Advisors Llc |
182,900
|
10.96 |
211,300
|
9.33 |
| Empowered Funds, LLC |
147,724
|
10.96 |
0
|
|
| Two Sigma Securities, Llc |
52,307
|
10.95 |
16,010
|
9.31 |
| UBS Group AG |
24,226
|
10.98 |
28,440
|
9.32 |
| Morgan Stanley |
14,497
|
10.97 |
26,018
|
9.34 |
| HAP Trading, LLC |
10,500
|
1.62 |
10,700
|
|
| Tower Research Capital LLC (TRC) |
9,941
|
10.96 |
6,544
|
|
| Qube Research & Technologies Ltd |
380
|
121.05 |
478
|
8.37 |
| Ancora Advisors, LLC |
150
|
13.33 |
150
|
6.67 |
| Miller Wealth Advisors, Llc |
60
|
16.67 |
0
|
|
Recent Quarter 7 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
| Hrt Financial Lp |
1,270,366
|
1,579,636
|
0.01 |
309,270
|
0.01 |
410.76 |
| Empowered Funds, LLC |
147,724
|
147,724
|
10.96 |
0
|
|
0.00 |
| Jane Street Group, Llc |
146,386
|
216,956
|
10.96 |
70,570
|
9.32 |
207.43 |
| Flow Traders U.s. Llc |
39,758
|
39,758
|
|
0
|
|
0.00 |
| Two Sigma Securities, Llc |
36,297
|
52,307
|
10.95 |
16,010
|
9.31 |
226.71 |
| Tower Research Capital LLC (TRC) |
3,397
|
9,941
|
10.96 |
6,544
|
|
51.91 |
| Miller Wealth Advisors, Llc |
60
|
60
|
16.67 |
0
|
|
0.00 |
Recent Quarter 5 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
| Simplex Trading, Llc |
90,079
|
17,458
|
|
107,537
|
0.01 |
-83.77 |
| Squarepoint Ops LLC |
89,880
|
189,797
|
10.96 |
279,677
|
9.33 |
-32.14 |
| Morgan Stanley |
11,521
|
14,497
|
10.97 |
26,018
|
9.34 |
-44.28 |
| UBS Group AG |
4,214
|
24,226
|
10.98 |
28,440
|
9.32 |
-14.82 |
| Qube Research & Technologies Ltd |
98
|
380
|
121.05 |
478
|
8.37 |
-20.50 |
Recent Quarter 0 New Institutes added
Put
Positions
Recent Quarter 0 New Institutes added
Call
Positions
Recent Quarter 0 New Institutes added
Short Position
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 0 Previous
Institutes closed Call
Positions
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 1 New Institutes added
position
| Name |
Shares |
PPS |
| Gts Securities Llc |
27,172
|
10.97 |
Past Week 0 Institutes closed out their
positions
Past Week 0 Institutes averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
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 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
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
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
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