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	76	14.00	14.95	14.43
Previous Quarter	83	14.00	14.95	14.75

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	0	28	7	0	2	3
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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	0	6	0	2	3
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	726,229	14.95
Advisor Group Holdings, Inc.	307,017	14.95
Brookstone Capital Management	261,941	12.77
Morgan Stanley	255,021	14.95
Marks Group Wealth Management, Inc	112,445	14.95
Cetera Advisor Networks LLC	95,598	14.95
Commonwealth Equity Services, Llc	95,362	14.94
Centaurus Financial, Inc.	82,908	14.94
Independent Wealth Network Inc.	82,746	14.95
GWM Advisors LLC	71,376	14.95
Ausdal Financial Partners, Inc.	63,263	14.95
Mml Investors Services, Llc	56,719	14.95
Verity Asset Management, Inc.	53,521	0.07
Kestra Private Wealth Services, Llc	47,272	14.96
Susquehanna International Group, Llp	40,249	14.96
Kestra Advisory Services, LLC	37,587	14.95
AE Wealth Management LLC	37,226	14.96
International Assets Investment Management, Llc	31,859	23.16
Wedbush Securities Inc	31,295	14.95
Lincoln National Corp	25,235	14.94

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
LPL Financial LLC	726,229	14.95
Brookstone Capital Management	324,758	14.56
Advisor Group Holdings, Inc.	307,017	14.95
Morgan Stanley	255,021	14.95
Marks Group Wealth Management, Inc	112,445	14.95
Cetera Advisor Networks LLC	95,598	14.95
Commonwealth Equity Services, Llc	95,362	14.94
Centaurus Financial, Inc.	82,908	14.94
Independent Wealth Network Inc.	82,746	14.95
DALT - Anfield Capital Diversified Alternatives ETF	74,671	17.07
GWM Advisors LLC	71,376	14.95
Ausdal Financial Partners, Inc.	63,263	14.95
Mml Investors Services, Llc	56,719	14.95
Verity Asset Management, Inc.	53,521	0.07
Mid Atlantic Financial Management Inc/adv	48,700	16.82
Kestra Private Wealth Services, Llc	47,272	14.96
Susquehanna International Group, Llp	40,249	14.96
Kestra Advisory Services, LLC	37,587	14.95
AE Wealth Management LLC	37,226	14.96
International Assets Investment Management, Llc	31,859	23.16

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 28 Institutes closed out their positions

Name	Shares	PPS
DALT - Anfield Capital Diversified Alternatives ETF	74,671	17.07
Mid Atlantic Financial Management Inc/adv	48,700	16.82
Future Financial Wealth Managment LLC	5,589	15.03
Parallel Advisors, LLC	145	13.79
Citadel Advisors Llc
Mutual Advisors, LLC
Wells Fargo & Company/mn
Us Bancorp \de\
Emerald Investment Partners, Llc
Captrust Financial Advisors
AdvisorNet Financial, Inc
Wagner Wealth Management, Llc
Jane Street Group, Llc
Raymond James & Associates
Citadel Advisors Llc
Cahill Financial Advisors Inc
Regal Investment Advisors LLC
Cwm, Llc
Dixon Hughes Goodman Wealth Advisors LLC
Valley National Advisers Inc
Proequities, Inc.
HighTower Advisors, LLC
Anfield Capital Management, LLC
Resolute Financial, Llc
Pnc Financial Services Group, Inc.
Aurora Private Wealth, Inc.
HAP Trading, LLC
First Financial Corp /in/

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Brookstone Capital Management	261,941	12.77	324,758	14.56
Cambridge Investment Research Advisors, Inc.	24,885	12.66	23,469	14.96
Atlantic Private Wealth, LLC	17,687	12.66	17,687	14.93
RWM Asset Management, LLC	16,294	12.64	16,294	14.97
Advisory Alpha, LLC	14,198	12.61	15,503	14.96
Global Retirement Partners, LLC	10,262	12.67	10,257	13.26
Optimum Investment Advisors	500	12.00	500	14.00

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
Cambridge Investment Research Advisors, Inc.	1,416	24,885	12.66	23,469	14.96	6.03
Global Retirement Partners, LLC	5	10,262	12.67	10,257	13.26	0.05

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	62,817	261,941	12.77	324,758	14.56	-19.34
Arkadios Wealth Advisors	3,330	11,994		15,324		-21.73
Advisory Alpha, LLC	1,305	14,198	12.61	15,503	14.96	-8.42

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Citadel Advisors Llc	0

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Brookstone Capital Management	261,941	12.77	324,758	14.56
Cambridge Investment Research Advisors, Inc.	24,885	12.66	23,469	14.96
RWM Asset Management, LLC	16,294	12.64	16,294	14.97
Advisory Alpha, LLC	14,198	12.61	15,503	14.96
Global Retirement Partners, LLC	10,262	12.67	10,257	13.26
Optimum Investment Advisors	500	12.00	500	14.00

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
Cambridge Investment Research Advisors, Inc.	1,416	24,885	12.66	23,469	14.96	6.03
Global Retirement Partners, LLC	5	10,262	12.67	10,257	13.26	0.05

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	62,817	261,941	12.77	324,758	14.56	-19.34
Arkadios Wealth Advisors	3,330	11,994		15,324		-21.73
Advisory Alpha, LLC	1,305	14,198	12.61	15,503	14.96	-8.42

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