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 74 9.00 9.76 9.70
Previous Quarter 85 9.00 9.76 9.73

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 2 22 4 0 2 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 1 0 4 0 2 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 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
Morgan Stanley 2,030,678 9.76
Centaurus Financial, Inc. 1,113,093 9.76
Guggenheim Capital Llc 453,615 9.76
LPL Financial LLC 390,813 9.76
Sigma Planning Corp 112,536 9.76
Bulldog Investors, LLP 74,443 9.77
Special Opportunities Fund, Inc. 67,498 9.76
Private Advisor Group, LLC 66,485 8.11
Bank Of America Corp /de/ 56,730 9.77
Royal Bank Of Canada 55,129 9.78
Stifel Financial Corp 50,087 9.76
Sit Investment Associates Inc 45,173 9.76
UBS Group AG 45,065 9.76
Advisor Group Holdings, Inc. 40,808 9.70
Asset Management Corp /il/ /adv 29,419 9.76
San Luis Wealth Advisors LLC 27,093 9.49
Commonwealth Equity Services, Llc 25,930 9.76
Sheaff Brock Investment Advisors, LLC 23,575 9.76
Ameritas Advisory Services, LLC 23,549 9.77
Mariner, LLC 21,678 9.78

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
Morgan Stanley 2,030,678 9.76
Centaurus Financial, Inc. 1,113,093 9.76
Guggenheim Capital Llc 453,615 9.76
LPL Financial LLC 390,813 9.76
Sigma Planning Corp 112,536 9.76
Bulldog Investors, LLP 74,443 9.77
Special Opportunities Fund, Inc. 67,498 9.76
Bank Of America Corp /de/ 56,730 9.77
Royal Bank Of Canada 55,129 9.78
Stifel Financial Corp 50,087 9.76
Sit Investment Associates Inc 45,173 9.76
UBS Group AG 45,065 9.76
Advisor Group Holdings, Inc. 40,808 9.70
Mid Atlantic Financial Management Inc/adv 35,300 9.32
Private Advisor Group, LLC 34,245 9.75
Asset Management Corp /il/ /adv 29,419 9.76
San Luis Wealth Advisors LLC 27,093 9.49
Commonwealth Equity Services, Llc 25,930 9.76
Sheaff Brock Investment Advisors, LLC 23,575 9.76
Ameritas Advisory Services, LLC 23,549 9.77

 

Recent Quarter Analysis

Name Shares PPS
Raymond James Financial Services Advisors, Inc. 19,953 9.77
Parkside Financial Bank & Trust 5,320 8.08
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 35,300 9.32
Raymond James Financial Services Advisors, Inc. 19,953 9.77
Ameritas Investment Corp 18,119
Invesco Ltd.
Carolinas Wealth Consulting Llc
Trust Co
Advisors Asset Management, Inc.
Emerald Investment Partners, Llc
Stephens Inc /ar/
Gradient Investments LLC
Newbridge Financial Services Group, Inc.
Northern Trust Corp
Parisi Gray Wealth Management
Fmr Llc
Pacitti Group Inc.
Widmann Financial Services, Inc.
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares
Tower Research Capital LLC (TRC)
Vectors Research Management, LLC
GWM Advisors LLC
Tortoise Investment Management, LLC
Wolverine Asset Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 66,485 8.11 34,245 9.75
Cambridge Investment Research Advisors, Inc. 20,371 8.10 20,221 9.74
Mascoma Wealth Management LLC 11,900 8.15 11,900 9.75
Global Retirement Partners, LLC 2,833 8.12 2,833 8.82
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 32,240 66,485 8.11 34,245 9.75 94.15
Cambridge Investment Research Advisors, Inc. 150 20,371 8.10 20,221 9.74 0.74
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
Parkside Financial Bank & Trust 5,320 8.08
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 66,485 8.11 34,245 9.75
Cambridge Investment Research Advisors, Inc. 20,371 8.10 20,221 9.74
Mascoma Wealth Management LLC 11,900 8.15 11,900 9.75
Global Retirement Partners, LLC 2,833 8.12 2,833 8.82
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 32,240 66,485 8.11 34,245 9.75 94.15
Cambridge Investment Research Advisors, Inc. 150 20,371 8.10 20,221 9.74 0.74
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