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	200	7.00	6.93	6.76
Previous Quarter	211	7.00	6.93	6.89

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	3	47	31	0	9	7
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	2	3	18	0	5	5
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	2,341,191	6.93
LPL Financial LLC	1,942,183	6.93
Bank Of America Corp /de/	1,799,025	6.93
Commonwealth Equity Services, Llc	1,494,831	6.10
Philadelphia Trust Co	1,083,874	6.93
Wells Fargo & Company/mn	916,052	6.93
Gamco Investors, Inc. Et Al	865,948	6.93
International Assets Investment Management, Llc	734,717	6.95
BerganKDV Wealth Management, LLC	622,514	6.10
Cohen & Steers, Inc.	530,452	6.93
Live Oak Private Wealth LLC	514,176	6.93
Golden State Wealth Management, LLC	514,119	6.93
Royal Bank Of Canada	488,922	6.93
Cetera Advisor Networks LLC	373,833	6.93
Marks Group Wealth Management, Inc	351,955	6.93
Ameriprise Financial Inc	335,521	6.93
UBS Group AG	332,367	6.93
Accel Wealth Management	310,466	6.96
Advisor Group Holdings, Inc.	286,647	6.93
Scotia Capital Inc.	250,793	6.93

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
Morgan Stanley	2,341,191	6.93
LPL Financial LLC	1,942,183	6.93
Bank Of America Corp /de/	1,799,025	6.93
Commonwealth Equity Services, Llc	1,522,441	6.93
Philadelphia Trust Co	1,083,874	6.93
Wells Fargo & Company/mn	916,052	6.93
Gamco Investors, Inc. Et Al	865,948	6.93
International Assets Investment Management, Llc	734,717	6.95
BerganKDV Wealth Management, LLC	622,514	6.93
Cohen & Steers, Inc.	530,452	6.93
Live Oak Private Wealth LLC	514,176	6.93
Golden State Wealth Management, LLC	514,119	6.93
Royal Bank Of Canada	488,922	6.93
Cetera Advisor Networks LLC	373,833	6.93
Marks Group Wealth Management, Inc	351,955	6.93
Ameriprise Financial Inc	335,521	6.93
UBS Group AG	332,367	6.93
Accel Wealth Management	310,466	6.96
Advisor Group Holdings, Inc.	286,647	6.93
Scotia Capital Inc.	250,793	6.93

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
GPS Wealth Strategies Group, LLC	17,290	6.07
YorkBridge Wealth Partners, LLC	15,000	6.13
Good Life Advisors, LLC	11,377	6.06

Recent Quarter 47 Institutes closed out their positions

Name	Shares	PPS
Mid Atlantic Financial Management Inc/adv	56,243	6.65
Harbor Financial Services, Llc	55,925	6.65
Ameritas Investment Corp	51,114
Affiance Financial, LLC	20,132	6.95
Homrich & Berg	19,690	6.65
Qci Asset Management Inc/ny	13,000	6.62
Filbrandt Wealth Management, LLC	10,460	6.69
Conrad Siegel Investment Advisors, Inc.	844	7.11
Gemmer Asset Management LLC	774	6.46
Savior LLC	220	9.09
Asset Dedication, LLC
Fmr Llc
Credit Suisse Ag/
Millennium Management Llc
Hunting Hill Global Capital, LLC
Platform Technology Partners
TRUE Private Wealth Advisors
Signet Financial Management, Llc
Newbridge Financial Services Group, Inc.
Tiedemann Advisors, Llc
Clough Capital Partners L P
Sowell Financial Services LLC
Summit Financial Strategies, Inc.
Shaker Financial Services, LLC
CNB Bank
Hamilton Capital, LLC
Confluence Wealth Services, Inc.
Yakira Capital Management, Inc.
Valley National Advisers Inc
Raymond James Trust N.a.
White Lighthouse Investment Management Inc.
Foundations Investment Advisors, LLC
TCI Wealth Advisors, Inc.
Capital Directions Investment Advisors, LLC
Barclays Plc
Ford Financial Group, LLC
Thompson Davis & Co., Inc.
Citadel Advisors Llc
Pacitti Group Inc.
Huntington National Bank
Horizon Financial Services, Llc
City Of London Investment Management Co Ltd
Day & Ennis, LLC
Citigroup Inc
Integrated Wealth Concepts LLC
Doliver Advisors, Lp
Isthmus Partners, Llc

Recent Quarter 31 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	1,494,831	6.10	1,522,441	6.93
BerganKDV Wealth Management, LLC	622,514	6.10	622,514	6.93
Stratos Wealth Partners, LTD.	171,094	6.10	176,850	6.93
Cambridge Investment Research Advisors, Inc.	100,182	6.10	99,531	6.93
Hollencrest Capital Management	95,533	6.09	95,533	6.93
Wedbush Securities Inc	77,967	6.11	64,898	6.93
Truist Financial Corp	77,384	6.10	70,754	6.93
Shulman DeMeo Asset Management LLC	59,666	6.10	59,723	6.93
Great Valley Advisor Group, Inc.	55,146	6.09	53,374	7.19
Koshinski Asset Management, Inc.	41,569		42,019	6.93
Private Advisor Group, LLC	35,445	6.09	26,727	6.92
PCG Wealth Advisors, LLC	27,250	6.09	27,250	6.94
David J Yvars Group	22,322	6.18	20,107	6.91
Brookstone Capital Management	21,142	6.05	21,266	7.01
HB Wealth Management, LLC	19,690	6.09	19,690	6.91
Beacon Investment Advisory Services, Inc.	19,000	6.11	19,000	6.95
Geneos Wealth Management Inc.	18,150	6.17	21,284	6.91
Western Wealth Management, LLC	13,000	6.15	13,000	6.92
Savant Capital, LLC	12,297	6.10	12,297	6.91
RDA Financial Network	12,265	6.11	12,265	6.93

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wedbush Securities Inc	13,069	77,967	6.11	64,898	6.93	20.14
Private Advisor Group, LLC	8,718	35,445	6.09	26,727	6.92	32.62
Truist Financial Corp	6,630	77,384	6.10	70,754	6.93	9.37
David J Yvars Group	2,215	22,322	6.18	20,107	6.91	11.02
Great Valley Advisor Group, Inc.	1,772	55,146	6.09	53,374	7.19	3.32
Cambridge Investment Research Advisors, Inc.	651	100,182	6.10	99,531	6.93	0.65
Montz Harcus Wealth Management LLC	516	11,501	6.09	10,985	7.19	4.70
SYM FINANCIAL Corp	242	10,478	6.11	10,236	6.94	2.36
Covington Capital Management	81	3,499	6.00	3,418	7.02	2.37

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	27,610	1,494,831	6.10	1,522,441	6.93	-1.81
Spire Wealth Management	7,857	7,014	6.13	14,871	6.93	-52.83
Stratos Wealth Partners, LTD.	5,756	171,094	6.10	176,850	6.93	-3.25
Geneos Wealth Management Inc.	3,134	18,150	6.17	21,284	6.91	-14.72
Koshinski Asset Management, Inc.	450	41,569		42,019	6.93	-1.07
Brookstone Capital Management	124	21,142	6.05	21,266	7.01	-0.58
Shulman DeMeo Asset Management LLC	57	59,666	6.10	59,723	6.93	-0.10

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 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 2 New Institutes added position

Name	Shares	PPS
GPS Wealth Strategies Group, LLC	17,290	6.07
Good Life Advisors, LLC	11,377	6.06

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Conrad Siegel Investment Advisors, Inc.	844	7.11
Savior LLC	220	9.09
Gemmer Asset Management LLC	774	6.46

Past Week 18 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	1,494,831	6.10	1,522,441	6.93
Stratos Wealth Partners, LTD.	171,094	6.10	176,850	6.93
Hollencrest Capital Management	95,533	6.09	95,533	6.93
Wedbush Securities Inc	77,967	6.11	64,898	6.93
Truist Financial Corp	77,384	6.10	70,754	6.93
Shulman DeMeo Asset Management LLC	59,666	6.10	59,723	6.93
Great Valley Advisor Group, Inc.	55,146	6.09	53,374	7.19
Beacon Investment Advisory Services, Inc.	19,000	6.11	19,000	6.95
Geneos Wealth Management Inc.	18,150	6.17	21,284	6.91
Western Wealth Management, LLC	13,000	6.15	13,000	6.92
Savant Capital, LLC	12,297	6.10	12,297	6.91
Montz Harcus Wealth Management LLC	11,501	6.09	10,985	7.19
SYM FINANCIAL Corp	10,478	6.11	10,236	6.94
Stratos Wealth Advisors, LLC	10,248	6.15	10,248	6.93
Spire Wealth Management	7,014	6.13	14,871	6.93
Atwood & Palmer Inc	5,286	6.05	5,286	7.00
Centerpoint Advisors, LLC	2,549	6.28	2,549	7.06
North Star Investment Management Corp.	1,617	6.18	1,617	6.80

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wedbush Securities Inc	13,069	77,967	6.11	64,898	6.93	20.14
Truist Financial Corp	6,630	77,384	6.10	70,754	6.93	9.37
Great Valley Advisor Group, Inc.	1,772	55,146	6.09	53,374	7.19	3.32
Montz Harcus Wealth Management LLC	516	11,501	6.09	10,985	7.19	4.70
SYM FINANCIAL Corp	242	10,478	6.11	10,236	6.94	2.36

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Commonwealth Equity Services, Llc	27,610	1,494,831	6.10	1,522,441	6.93	-1.81
Spire Wealth Management	7,857	7,014	6.13	14,871	6.93	-52.83
Stratos Wealth Partners, LTD.	5,756	171,094	6.10	176,850	6.93	-3.25
Geneos Wealth Management Inc.	3,134	18,150	6.17	21,284	6.91	-14.72
Shulman DeMeo Asset Management LLC	57	59,666	6.10	59,723	6.93	-0.10

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