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	84	26.00	26.32	24.90
Previous Quarter	112	26.00	26.93	26.14

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	1	47	18	5	7	14
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	1	0	0	2	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	0	1	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	4	8	3	4	7
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	2	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
Wells Fargo & Company/mn	238,324	25.23
Highland Global Allocation Fund	206,850	26.93
Highland Capital Management Fund Advisors, L.p.	206,850	26.93
D. Scott Neal, Inc.	144,687	25.23
Susquehanna International Group, Llp	116,180	26.93
Citadel Advisors Llc	113,600	26.93
Mirae Asset Global Investments Co., Ltd.	104,000	25.23
Wolverine Trading, Llc	89,100	26.92
Anfield Capital Management, LLC	81,830	25.24
DALT - Anfield Capital Diversified Alternatives ETF	76,577	26.57
Wolverine Trading, Llc	74,744	26.93
Flow Traders U.s. Llc	64,251	0.03
Advisory Services Network, LLC	49,654	26.93
Wolverine Trading, Llc	49,300	26.94
Susquehanna International Group, Llp	48,100	26.92
Advisor Group Holdings, Inc.	47,684	25.23
Ibex Investors LLC	47,000	7.06
Stifel Financial Corp	42,973	25.23
Envestnet Asset Management Inc	41,603	25.24
Citadel Advisors Llc	40,400	26.93

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
D. Scott Neal, Inc.	308,788	26.93
Wells Fargo & Company/mn	231,542	26.93
Highland Capital Management Fund Advisors, L.p.	206,850	26.93
Highland Global Allocation Fund	206,850	26.93
Susquehanna International Group, Llp	116,180	26.93
Citadel Advisors Llc	113,600	26.93
Mirae Asset Global Investments Co., Ltd.	109,000	26.93
Wolverine Trading, Llc	89,100	26.92
Anfield Capital Management, LLC	76,577	26.93
Wolverine Trading, Llc	74,744	26.93
DALT - Anfield Capital Diversified Alternatives ETF	72,869	27.41
Group One Trading, L.p.	64,795	26.93
Old Mission Capital Llc	64,170	26.93
Advisor Group Holdings, Inc.	62,496	26.95
Advisory Services Network, LLC	49,654	26.93
Wolverine Trading, Llc	49,300	26.94
Susquehanna International Group, Llp	48,100	26.92
Stifel Financial Corp	44,722	26.92
Envestnet Asset Management Inc	44,385	26.92
Group One Trading, L.p.	42,100	26.94

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
IFP Advisors, Inc	0

Recent Quarter 47 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	116,180	26.93
Group One Trading, L.p.	64,795	26.93
LPL Financial LLC	34,884	26.92
HAP Trading, LLC	23,610	0.04
HAP Trading, LLC	23,610	0.04
HAP Trading, LLC	23,610	0.04
Bnp Paribas Arbitrage, Sa	11,707	26.91
Frontier Wealth Management LLC	8,375	25.19
Praetorian Capital Management LLC	3,000	23.33
Itau Unibanco Holding S.A.	2,059	27.20
Danda Trouve Investment Management, Inc.	565	26.55
Optimum Investment Advisors
Fmr Llc
Scotia Capital Inc.
Jefferies Group LLC
JT Stratford LLC
IWIN - Amplify Inflation Fighter ETF
FNY Investment Advisers, LLC
Barometer Capital Management Inc.
National Bank Of Canada /fi/
IFP Advisors, Inc
XR Securities LLC
Two Sigma Securities, Llc
SG3 Management, LLC
IFP Advisors, Inc
Oxinas Partners Wealth Management LLC
Virtu Financial LLC
Walleye Capital LLC
Wolff Wiese Magana Llc
CWA Asset Management Group, LLC
Belvedere Trading LLC
Icapital Wealth Llc
HighTower Advisors, LLC
Trustcore Financial Services, Llc
Axxcess Wealth Management, Llc
CIBC World Markets Inc.
Worth Asset Management, LLC
Guardian Wealth Advisors, LLC
Mml Investors Services, Llc
IMC-Chicago, LLC
Qube Research & Technologies Ltd
Sowell Financial Services LLC
Captrust Financial Advisors
Seacrest Wealth Management, Llc
Bessemer Group Inc
Capital Analysts, Inc.
Cambridge Investment Research Advisors, Inc.

Recent Quarter 18 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wells Fargo & Company/mn	238,324	25.23	231,542	26.93
D. Scott Neal, Inc.	144,687	25.23	308,788	26.93
Mirae Asset Global Investments Co., Ltd.	104,000	25.23	109,000	26.93
Anfield Capital Management, LLC	81,830	25.24	76,577	26.93
DALT - Anfield Capital Diversified Alternatives ETF	76,577	26.57	72,869	27.41
Advisor Group Holdings, Inc.	47,684	25.23	62,496	26.95
Stifel Financial Corp	42,973	25.23	44,722	26.92
Envestnet Asset Management Inc	41,603	25.24	44,385	26.92
Laffer Investments	24,177	25.23	27,028	26.94
Old Mission Capital Llc	24,103	25.23	64,170	26.93
Cyndeo Wealth Partners, LLC	19,815	25.23	21,922	26.91
Simplex Trading, Llc	13,339		37,676	0.03
Group One Trading, L.p.	12,628	25.26	64,795	26.93
Bank Of America Corp /de/	1,910	25.13	1,910	26.70
Glassman Wealth Services	834	25.18	834	26.38
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	400	25.00	400	27.50
Accel Wealth Management	250	24.00	250	28.00
Blue Bell Private Wealth Management, Llc	85	23.53	275	25.45

Recent Quarter 5 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flow Traders U.s. Llc	64,251	0.03	14,196
Jpmorgan Chase & Co	7,458	25.21	13,092
U S Global Investors Inc	2,000	25.00	0
Allworth Financial LP	100	30.00	227	26.43
UBS Group AG	70	28.57	151	26.49

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Flow Traders U.s. Llc	50,055	64,251	0.03	14,196		352.60
Wells Fargo & Company/mn	6,782	238,324	25.23	231,542	26.93	2.93
Anfield Capital Management, LLC	5,253	81,830	25.24	76,577	26.93	6.86
DALT - Anfield Capital Diversified Alternatives ETF	3,708	76,577	26.57	72,869	27.41	5.09
U S Global Investors Inc	2,000	2,000	25.00	0		0.00
Commonwealth Equity Services, Llc	1,910	12,462		10,552		18.10
Tower Research Capital LLC (TRC)	1	1		0		0.00

Recent Quarter 14 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
D. Scott Neal, Inc.	164,101	144,687	25.23	308,788	26.93	-53.14
Group One Trading, L.p.	52,167	12,628	25.26	64,795	26.93	-80.51
Old Mission Capital Llc	40,067	24,103	25.23	64,170	26.93	-62.44
Simplex Trading, Llc	24,337	13,339		37,676	0.03	-64.60
Advisor Group Holdings, Inc.	14,812	47,684	25.23	62,496	26.95	-23.70
Jpmorgan Chase & Co	5,634	7,458	25.21	13,092		-43.03
Mirae Asset Global Investments Co., Ltd.	5,000	104,000	25.23	109,000	26.93	-4.59
Laffer Investments	2,851	24,177	25.23	27,028	26.94	-10.55
Envestnet Asset Management Inc	2,782	41,603	25.24	44,385	26.92	-6.27
Cyndeo Wealth Partners, LLC	2,107	19,815	25.23	21,922	26.91	-9.61
Stifel Financial Corp	1,749	42,973	25.23	44,722	26.92	-3.91
Blue Bell Private Wealth Management, Llc	190	85	23.53	275	25.45	-69.09
Allworth Financial LP	127	100	30.00	227	26.43	-55.95
UBS Group AG	81	70	28.57	151	26.49	-53.64

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 1 New Institutes added Call Positions

Name	Current Calls
Ibex Investors LLC	47,000

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 2 Previous Institutes closed Call Positions

Name	Previous Calls
HAP Trading, LLC	23,610
Praetorian Capital Management LLC	3,000

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 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Cutler Group LP	17,500	3,100	20,600	-84.95

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
HAP Trading, LLC	23,610	0.04
Itau Unibanco Holding S.A.	2,059	27.20
Bnp Paribas Arbitrage, Sa	11,707	26.91
LPL Financial LLC	34,884	26.92

Past Week 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wells Fargo & Company/mn	238,324	25.23	231,542	26.93
Advisor Group Holdings, Inc.	47,684	25.23	62,496	26.95
Stifel Financial Corp	42,973	25.23	44,722	26.92
Envestnet Asset Management Inc	41,603	25.24	44,385	26.92
Laffer Investments	24,177	25.23	27,028	26.94
Old Mission Capital Llc	24,103	25.23	64,170	26.93
Bank Of America Corp /de/	1,910	25.13	1,910	26.70
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	400	25.00	400	27.50

Past Week 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Flow Traders U.s. Llc	64,251	0.03	14,196
Jpmorgan Chase & Co	7,458	25.21	13,092
UBS Group AG	70	28.57	151	26.49

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Flow Traders U.s. Llc	50,055	64,251	0.03	14,196		352.60
Wells Fargo & Company/mn	6,782	238,324	25.23	231,542	26.93	2.93
Commonwealth Equity Services, Llc	1,910	12,462		10,552		18.10
Tower Research Capital LLC (TRC)	1	1		0		0.00

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Old Mission Capital Llc	40,067	24,103	25.23	64,170	26.93	-62.44
Advisor Group Holdings, Inc.	14,812	47,684	25.23	62,496	26.95	-23.70
Jpmorgan Chase & Co	5,634	7,458	25.21	13,092		-43.03
Laffer Investments	2,851	24,177	25.23	27,028	26.94	-10.55
Envestnet Asset Management Inc	2,782	41,603	25.24	44,385	26.92	-6.27
Stifel Financial Corp	1,749	42,973	25.23	44,722	26.92	-3.91
UBS Group AG	81	70	28.57	151	26.49	-53.64

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Group One Trading, L.p.	64,795
HAP Trading, LLC	23,610

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