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 11 New Institutes added
position
| Name |
Shares |
PPS |
| RVW Wealth, LLC |
17,000
|
32000.00 |
| Drive Wealth Management, Llc |
15,750
|
32000.00 |
| SG Americas Securities, LLC |
8,893
|
|
| Financial Sense Advisors, Inc. |
8,000
|
32.00 |
| Envestnet Asset Management Inc |
7,700
|
31.95 |
| Mercer Global Advisors Inc /adv |
7,700
|
31.95 |
| Pathstone Family Office, Llc |
4,985
|
155.07 |
| Compass Wealth Management LLC |
1,009
|
31.71 |
| Harbour Investments, Inc. |
100
|
30.00 |
| NewSquare Capital LLC |
50
|
40.00 |
| American Portfolios Advisors |
0
|
|
Recent Quarter 17 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| Citadel Advisors Llc |
135,100
|
20.76 |
| HAP Trading, LLC |
16,600
|
16.69 |
| Flow Traders U.s. Llc |
10,273
|
20.73 |
| Bnp Paribas Arbitrage, Sa |
3,000
|
20.67 |
| Dixon Hughes Goodman Wealth Advisors LLC |
2,100
|
38.57 |
| Signaturefd, Llc |
1,200
|
20.83 |
| Trellus Management Company, LLC |
|
| HighTower Advisors, LLC |
|
| Hellman Jordan Management Co Inc /ma/ |
|
| Fmr Llc |
|
| Blair William & Co/il |
|
| Plante Moran Financial Advisors, LLC |
|
| Signet Financial Management, Llc |
|
| American Portfolios Advisors |
|
| Bank Of America Corp /de/ |
|
| Proequities, Inc. |
|
| Castleview Partners, Llc |
|
Recent Quarter 4 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Wolverine Trading, Llc |
164,100
|
0.03 |
116,500
|
20.34 |
| Cutler Group LP |
60,900
|
|
35,200
|
1.53 |
| HAP Trading, LLC |
37,100
|
|
16,600
|
16.69 |
| Commonwealth Equity Services, Llc |
31,262
|
0.03 |
32,862
|
20.75 |
Recent Quarter 26 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
| Susquehanna International Group, Llp |
534,000
|
32.00 |
739,700
|
20.76 |
| Citadel Advisors Llc |
291,100
|
32.00 |
135,100
|
20.76 |
| Savior LLC |
197,647
|
32000.00 |
182,638
|
20.76 |
| Jane Street Group, Llc |
176,299
|
32.00 |
0
|
|
| IMC-Chicago, LLC |
87,303
|
32.00 |
0
|
|
| Hrt Financial Lp |
32,688
|
32.00 |
10,677
|
20.70 |
| YHB Investment Advisors, Inc. |
21,000
|
32000.00 |
21,000
|
20.76 |
| Two Sigma Securities, Llc |
20,823
|
31.98 |
0
|
|
| Dubuque Bank & Trust Co |
19,683
|
32.01 |
19,683
|
20.78 |
| Morgan Stanley |
13,927
|
32.02 |
27,693
|
20.76 |
| Cadent Capital Advisors, LLC |
12,000
|
32000.00 |
20,000
|
20.75 |
| UBS Group AG |
9,574
|
31.96 |
0
|
|
| Simplex Trading, Llc |
9,542
|
31.96 |
47,879
|
20.74 |
| Hollencrest Capital Management |
5,300
|
32000.00 |
0
|
|
| Jpmorgan Chase & Co |
3,627
|
31.98 |
2,078
|
20.69 |
| First Horizon Advisors, Inc. |
3,600
|
31.94 |
3,600
|
20.56 |
| Allworth Financial LP |
2,115
|
32000.00 |
2,115
|
20.80 |
| Advisor Group Holdings, Inc. |
1,300
|
32.31 |
0
|
|
| Tower Research Capital LLC (TRC) |
1,029
|
32.07 |
919
|
20.67 |
| Citigroup Inc |
1,000
|
32.00 |
1,000
|
21.00 |
Recent Quarter 12 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
| Jane Street Group, Llc |
176,299
|
176,299
|
32.00 |
0
|
|
0.00 |
| IMC-Chicago, LLC |
87,303
|
87,303
|
32.00 |
0
|
|
0.00 |
| Hrt Financial Lp |
22,011
|
32,688
|
32.00 |
10,677
|
20.70 |
206.15 |
| Two Sigma Securities, Llc |
20,823
|
20,823
|
31.98 |
0
|
|
0.00 |
| Savior LLC |
15,009
|
197,647
|
32000.00 |
182,638
|
20.76 |
8.22 |
| UBS Group AG |
9,574
|
9,574
|
31.96 |
0
|
|
0.00 |
| Hollencrest Capital Management |
5,300
|
5,300
|
32000.00 |
0
|
|
0.00 |
| Jpmorgan Chase & Co |
1,549
|
3,627
|
31.98 |
2,078
|
20.69 |
74.54 |
| Advisor Group Holdings, Inc. |
1,300
|
1,300
|
32.31 |
0
|
|
0.00 |
| Money Concepts Capital Corp |
202
|
412
|
31.55 |
210
|
19.05 |
96.19 |
| Old Mission Capital Llc |
200
|
200
|
30.00 |
0
|
|
0.00 |
| Tower Research Capital LLC (TRC) |
110
|
1,029
|
32.07 |
919
|
20.67 |
11.97 |
Recent Quarter 5 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
| Simplex Trading, Llc |
38,337
|
9,542
|
31.96 |
47,879
|
20.74 |
-80.07 |
| Morgan Stanley |
13,766
|
13,927
|
32.02 |
27,693
|
20.76 |
-49.71 |
| Cadent Capital Advisors, LLC |
8,000
|
12,000
|
32000.00 |
20,000
|
20.75 |
-40.00 |
| Commonwealth Equity Services, Llc |
1,600
|
31,262
|
0.03 |
32,862
|
20.75 |
-4.87 |
| Qube Research & Technologies Ltd |
109
|
109
|
27.52 |
218
|
22.94 |
-50.00 |
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 |
| American Portfolios Advisors |
0
|
|
Past Week 1 Institutes closed out their
positions
| Name |
Shares |
PPS |
| American Portfolios Advisors |
|
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