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	92	3.00	2.57	2.60
Previous Quarter	113	12.00	2.92	4.02

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	3	48	26	5	17	14
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	1	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	1	3	1	1	2
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
LPL Financial LLC	112,772	2.57
Jane Street Group, Llc	109,710	2.57
Old Mission Capital Llc	95,082	2.57
Wealthfront Advisers Llc	39,595	2.58
Cambridge Investment Research Advisors, Inc.	37,955
Mutual Advisors, LLC	34,966	2.57
Commonwealth Equity Services, Llc	33,423
Navis Wealth Advisors, LLC	25,802	2.56
Alera Investment Advisors, LLC	24,138	2.57
Advisor Group Holdings, Inc.	23,200	2.59
Concorde Asset Management, LLC	22,920	2.57
Royal Bank Of Canada	19,999	2.55
Lincoln National Corp	19,645	2.55
Waycross Investment Management Co	15,500	2.58
Janney Montgomery Scott LLC	15,125
Citadel Advisors Llc	13,900	2.59
IHT Wealth Management, LLC	12,344	2.59
International Assets Investment Management, Llc	10,278	3.79
Citadel Advisors Llc	8,800	2.61
Morgan Stanley	6,566	2.59

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
Banco BTG Pactual S.A.	389,800	2.88
LPL Financial LLC	126,078	2.90
Jane Street Group, Llc	76,174	2.90
Kingsbury Capital Investment Advisors LLC	65,973	4.24
Old Mission Capital Llc	60,131	2.89
Cambridge Investment Research Advisors, Inc.	41,012
Commonwealth Equity Services, Llc	33,504
Wealthfront Advisers Llc	32,870	2.89
Concorde Asset Management, LLC	26,920	2.90
Navis Wealth Advisors, LLC	25,896	2.90
Mutual Advisors, LLC	24,899	2.89
Alera Investment Advisors, LLC	24,138	2.90
Advisor Group Holdings, Inc.	23,029	2.91
Lincoln National Corp	22,628	2.92
Royal Bank Of Canada	21,300	2.86
Hrt Financial Lp	16,164
Waycross Investment Management Co	15,500	2.90
Janney Montgomery Scott LLC	13,909
IHT Wealth Management, LLC	12,693	2.91
Citadel Advisors Llc	12,200	2.87

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Safeguard Financial, LLC	500
Geneos Wealth Management Inc.	220	4.55
Roffman Miller Associates Inc /pa/	104

Recent Quarter 48 Institutes closed out their positions

Name	Shares	PPS
Banco BTG Pactual S.A.	389,800	2.88
Kingsbury Capital Investment Advisors LLC	65,973	4.24
Hrt Financial Lp	16,164
ETF Store, Inc.	10,063	2.58
Psagot Value Holdings Ltd. / (Israel)	8,735
Ameritas Advisory Services, LLC	4,442	2.93
Cerity Partners LLC	2,761	393.70
Cutler Group LP	552
Kalos Management, Inc.	256	3.91
Trustcore Financial Services, Llc	255	3.92
CoreCap Advisors, LLC	200	5.00
Advisory Services Network, LLC	185	5.41
ICA Group Wealth Management, LLC	80
Belpointe Asset Management LLC	75
TCI Wealth Advisors, Inc.	50
Captrust Financial Advisors
Atria Wealth Solutions, Inc.
Ahrens Investment Partners LLC
Patriot Financial Group Insurance Agency, LLC
Ellis Investment Partners, LLC
Avantax Advisory Services, Inc.
Annapolis Financial Services, LLC
IFP Advisors, Inc
National Bank Of Canada /fi/
Truist Financial Corp
Truvestments Capital Llc
Money Concepts Capital Corp
Pittenger & Anderson Inc
Susquehanna International Group, Llp
A. D. Beadell Investment Counsel, Inc.
Guardian Wealth Advisors, LLC
Glassman Wealth Services
Sigma Planning Corp
SJS Investment Consulting Inc.
Wolff Wiese Magana Llc
Two Sigma Securities, Llc
Gradient Investments LLC
Northwestern Mutual Wealth Management Co
Tocqueville Asset Management L.p.
Bank Of Montreal /can/
Cwm, Llc
Rockefeller Capital Management L.P.
Coastal Capital Group, Inc.
Proequities, Inc.
Minichmacgregor Wealth Management, Llc
Retirement Group, LLC
Gerber Kawasaki Wealth & Investment Management
Financial Enhancement Group LLC

Recent Quarter 26 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
LPL Financial LLC	112,772	2.57	126,078	2.90
Jane Street Group, Llc	109,710	2.57	76,174	2.90
Old Mission Capital Llc	95,082	2.57	60,131	2.89
Wealthfront Advisers Llc	39,595	2.58	32,870	2.89
Mutual Advisors, LLC	34,966	2.57	24,899	2.89
Navis Wealth Advisors, LLC	25,802	2.56	25,896	2.90
Alera Investment Advisors, LLC	24,138	2.57	24,138	2.90
Advisor Group Holdings, Inc.	23,200	2.59	23,029	2.91
Concorde Asset Management, LLC	22,920	2.57	26,920	2.90
Royal Bank Of Canada	19,999	2.55	21,300	2.86
Lincoln National Corp	19,645	2.55	22,628	2.92
Waycross Investment Management Co	15,500	2.58	15,500	2.90
Citadel Advisors Llc	13,900	2.59	12,200	2.87
IHT Wealth Management, LLC	12,344	2.59	12,693	2.91
Morgan Stanley	6,566	2.59	5,279	2.84
Cary Street Partner Investment Advisory Llc	6,000	2.50	6,200	2.90
Harbour Investments, Inc.	3,611	2.49	4,704	2.98
GWM Advisors LLC	3,182	2.51	3,174	2.84
AllSquare Wealth Management LLC	3,150	2.54	3,150	2.86
UBS Group AG	2,103	2.38	6,049	2.98

Recent Quarter 5 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
International Assets Investment Management, Llc	10,278	3.79	0
Rocky Mountain Advisers, Llc	750	2.67	750
Gordian Capital Singapore Pte Ltd	430	2.33	430
Global Wealth Management Investment Advisory, Inc.	300	3.33	0
FinTrust Capital Advisors, LLC	200	5.00	400	2.50

Recent Quarter 17 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Old Mission Capital Llc	34,951	95,082	2.57	60,131	2.89	58.12
Jane Street Group, Llc	33,536	109,710	2.57	76,174	2.90	44.03
International Assets Investment Management, Llc	10,278	10,278	3.79	0		0.00
Mutual Advisors, LLC	10,067	34,966	2.57	24,899	2.89	40.43
Wealthfront Advisers Llc	6,725	39,595	2.58	32,870	2.89	20.46
Morgan Stanley	1,287	6,566	2.59	5,279	2.84	24.38
Janney Montgomery Scott LLC	1,216	15,125		13,909		8.74
Global Wealth Management Investment Advisory, Inc.	300	300	3.33	0		0.00
Advisor Group Holdings, Inc.	171	23,200	2.59	23,029	2.91	0.74
Cutler Group LP	100	652		552		18.12
Signaturefd, Llc	41	82		41		100.00
Fmr Llc	33	36		3		1100.00
GWM Advisors LLC	8	3,182	2.51	3,174	2.84	0.25
Glass Jacobson Investment Advisors llc	5	777	2.57	772	3.89	0.65
Allworth Financial LP	1	252	3.97	251	3.98	0.40
Beacon Capital Management, LLC	1	50		49		2.04
Larson Financial Group LLC	1	315	3.17	314	3.18	0.32

Recent Quarter 14 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
LPL Financial LLC	13,306	112,772	2.57	126,078	2.90	-10.55
Concorde Asset Management, LLC	4,000	22,920	2.57	26,920	2.90	-14.86
UBS Group AG	3,946	2,103	2.38	6,049	2.98	-65.23
Cambridge Investment Research Advisors, Inc.	3,057	37,955		41,012		-7.45
Lincoln National Corp	2,983	19,645	2.55	22,628	2.92	-13.18
Royal Bank Of Canada	1,301	19,999	2.55	21,300	2.86	-6.11
Simplex Trading, Llc	1,117	486		1,603		-69.68
Harbour Investments, Inc.	1,093	3,611	2.49	4,704	2.98	-23.24
Valley National Advisers Inc	627	142		769		-81.53
IHT Wealth Management, LLC	349	12,344	2.59	12,693	2.91	-2.75
Cary Street Partner Investment Advisory Llc	200	6,000	2.50	6,200	2.90	-3.23
FinTrust Capital Advisors, LLC	200	200	5.00	400	2.50	-50.00
Navis Wealth Advisors, LLC	94	25,802	2.56	25,896	2.90	-0.36
Commonwealth Equity Services, Llc	81	33,423		33,504		-0.24

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 1 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Citadel Advisors Llc	1,700	13,900	12,200	13.93

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
Belpointe Asset Management LLC	75

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Advisor Group Holdings, Inc.	23,200	2.59	23,029	2.91
IHT Wealth Management, LLC	12,344	2.59	12,693	2.91
Harbour Investments, Inc.	3,611	2.49	4,704	2.98

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gordian Capital Singapore Pte Ltd	430	2.33	430

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Advisor Group Holdings, Inc.	171	23,200	2.59	23,029	2.91	0.74

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Harbour Investments, Inc.	1,093	3,611	2.49	4,704	2.98	-23.24
IHT Wealth Management, LLC	349	12,344	2.59	12,693	2.91	-2.75

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