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 56 14.00 0.22 0.23
Previous Quarter 60 13.00 0.22 0.23

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 21 0 0 0 0
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 0 0 0 0
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 2,051,108 0.00 0.00 10,253,525 0.00 0.00
Previous Quarter 2,051,108 0.00 0.00 10,253,525 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
Vanguard Group Inc 5,148,907 0.23
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 3,151,527 0.22
Aisling Capital Management LP 2,718,226 0.23
BlackRock Inc. 2,051,108 0.23
VEXMX - Vanguard Extended Market Index Fund Investor Shares 1,678,758 0.23
FSMAX - Fidelity Extended Market Index Fund 553,081 0.17
State Street Corp 436,338 0.22
Renaissance Technologies Llc 249,014 0.22
Telemetry Investments, L.L.C. 210,000 0.22
Northern Trust Corp 199,497 0.23
Barclays Plc 150,000 0.23
UBS Group AG 144,667 0.22
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 143,266 0.22
VBINX - Vanguard Balanced Index Fund Investor Shares 131,067 0.22
FSKAX - Fidelity Total Market Index Fund 130,714 0.18
Citigroup Inc 124,700 0.22
Blackstone Group Inc 122,120 0.23
Morgan Stanley 118,962 0.23
FCFMX - Fidelity Series Total Market Index Fund 92,202 0.17
ITOT - iShares Core S&P Total U.S. Stock Market ETF 91,138 0.23

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
Vanguard Group Inc 5,148,907 0.23
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 3,151,527 0.22
Aisling Capital Management LP 2,718,226 0.23
BlackRock Inc. 2,051,108 0.23
VEXMX - Vanguard Extended Market Index Fund Investor Shares 1,678,758 0.23
FSMAX - Fidelity Extended Market Index Fund 553,081 0.17
State Street Corp 436,338 0.22
Renaissance Technologies Llc 249,014 0.22
Telemetry Investments, L.L.C. 210,000 0.22
Northern Trust Corp 199,497 0.23
Barclays Plc 150,000 0.23
UBS Group AG 144,667 0.22
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 143,266 0.22
VBINX - Vanguard Balanced Index Fund Investor Shares 131,067 0.22
FSKAX - Fidelity Total Market Index Fund 130,714 0.18
Citigroup Inc 124,700 0.22
Blackstone Group Inc 122,120 0.23
Morgan Stanley 118,962 0.23
FCFMX - Fidelity Series Total Market Index Fund 92,202 0.17
ITOT - iShares Core S&P Total U.S. Stock Market ETF 91,138 0.23

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
North Star Investment Management Corp. 25,000 0.24
Global Retirement Partners, LLC 35
Advisory Services Network, LLC
Hartford Financial Management Inc.
Virtu Financial LLC
Meridian Wealth Partners, LLC
SWTSX - Schwab Total Stock Market Index Fund
Millennium Management Llc
Gsa Capital Partners Llp
Victory Capital Management Inc
Natixis
Fmr Llc
First Republic Investment Management, Inc.
Charles Schwab Investment Management Inc
StoneX Group Inc.
Hrt Financial Lp
Geode Capital Management, Llc
Bank Of America Corp /de/
Morgan Jess S & Co Inc
Proequities, Inc.
Jane Street Group, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
North Star Investment Management Corp. 25,000 0.24
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name