IES (IESC) Institutional Ownership

$136.86
+4.32 (+3.26%)
(As of 05/2/2024 ET)

Institutional Ownership Changes (13F Filings) for IES (NASDAQ:IESC)

Current
Institutional Ownership
Percentage
86.60%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$48.88M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$14.69M
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IESC Institutional Buying and Selling by Quarter

IES Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Janney Montgomery Scott LLC27,592$3.36M0.0%+4.4%0.136%
5/1/2024BNP Paribas Financial Markets20,727$2.52M0.0%+31.1%0.103%
5/1/2024Peterson Wealth Services6,937$844K0.3%+151.8%0.034%
4/30/2024 Allspring Global Investments Holdings LLC1,794$218K0.0%+5,687.1%0.009%
4/29/2024 Principal Financial Group Inc.4,148$505K0.0%N/A0.021%
4/25/2024 Mendota Financial Group LLC1,828$222K0.1%N/A0.009%
4/24/2024 Assenagon Asset Management S.A.79,388$9.66M0.0%+302.1%0.393%
4/23/2024 Raymond James Financial Services Advisors Inc.13,909$1.69M0.0%N/A0.069%
4/19/2024 Bourgeon Capital Management LLC4,918$598K0.1%-9.2%0.024%
4/18/2024 Allspring Global Investments Holdings LLC1,794$218K0.0%+5,687.1%0.009%
4/15/2024 Sunbelt Securities Inc.395$48K0.0%N/A0.002%
3/25/2024Quadrature Capital Ltd16,537$1.31M0.0%+11.4%0.082%
2/26/2024Virtu Financial LLC3,270$259K0.0%N/A0.016%
2/15/2024Gendell Jeffrey L11,317,450$896.57M48.8%-0.8%55.972%
2/14/2024Breach Inlet Capital Management LLC129,244$10.24M9.3%N/A0.639%
2/14/2024Quadrature Capital Ltd16,537$1.31M0.0%+11.4%0.082%
2/9/2024Quest Partners LLC1,695$134K0.0%N/A0.008%
2/9/2024Trexquant Investment LP9,237$732K0.0%-19.5%0.046%
2/9/2024Dynamic Technology Lab Private Ltd8,052$638K0.1%+68.1%0.040%
2/8/2024Janney Montgomery Scott LLC26,428$2.09M0.0%+8.9%0.131%
2/7/2024Dimensional Fund Advisors LP728,832$57.74M0.0%+1.1%3.605%
2/7/2024Jump Financial LLC9,621$762K0.0%-14.1%0.048%
2/7/2024BNP Paribas Financial Markets15,814$1.25M0.0%+14.5%0.078%
2/7/2024Teacher Retirement System of Texas9,668$766K0.0%+10.3%0.048%
2/6/2024Charles Schwab Investment Management Inc.87,243$6.91M0.0%+12.2%0.432%
2/6/2024Swiss National Bank15,900$1.26M0.0%-9.7%0.079%
2/6/2024 Coombe Bender & Co LLC62,647$4.96M3.1%+2.8%0.310%
2/6/2024New York Life Investment Management LLC8,047$637K0.0%-2.5%0.040%
2/5/2024Victory Capital Management Inc.4,496$356K0.0%N/A0.022%
2/5/2024Islay Capital Management LLC6,078$481K0.4%N/A0.030%
2/5/2024Russell Investments Group Ltd.11,966$948K0.0%-18.8%0.059%
2/1/2024New York State Common Retirement Fund90,449$7.17M0.0%-0.4%0.448%
1/31/2024Peterson Wealth Services2,755$218K0.1%N/A0.014%
1/30/2024 Bourgeon Capital Management LLC5,418$429K0.1%-24.9%0.027%
1/30/2024Strs Ohio7,500$594K0.0%-13.8%0.037%
1/19/2024 Denali Advisors LLC2,600$206K0.1%-23.5%0.013%
1/17/2024 Assenagon Asset Management S.A.19,745$1.56M0.0%+163.2%0.098%
1/16/2024 Legato Capital Management LLC95,240$7.55M1.0%-0.3%0.472%
1/12/2024SG Americas Securities LLC2,624$208K0.0%N/A0.013%
1/5/2024 Exchange Traded Concepts LLC4,667$370K0.0%N/A0.023%
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12/18/2023Vanguard Group Inc.436,085$28.73M0.0%+1.5%2.160%
11/15/2023Kennedy Capital Management LLC82,226$5.42M0.1%-0.8%0.407%
11/15/2023Alps Advisors Inc.4,760$314K0.0%N/A0.024%
11/14/2023Quadrature Capital Ltd14,850$977K0.0%-48.6%0.074%
11/14/2023Trexquant Investment LP11,475$756K0.0%-13.0%0.057%
11/13/2023Connor Clark & Lunn Investment Management Ltd.8,900$586K0.0%+52.8%0.044%
11/13/2023Dark Forest Capital Management LP5,077$334K0.0%N/A0.025%
11/13/2023Acadian Asset Management LLC634$41K0.0%N/A0.003%
11/13/2023FMR LLC1,106,623$72.89M0.0%+12.4%5.481%
11/13/2023 Coombe Bender & Co LLC60,964$4.02M3.0%-9.8%0.302%
11/8/2023Charles Schwab Investment Management Inc.77,780$5.12M0.0%+0.2%0.385%
11/8/2023Janney Montgomery Scott LLC24,269$1.60M0.0%N/A0.120%
11/8/2023Exencial Wealth Advisors LLC5,500$362K0.0%-21.4%0.027%
11/8/2023New York Life Investment Management LLC8,250$543K0.0%-13.7%0.041%
11/7/2023Quantbot Technologies LP1,898$125K0.0%-21.7%0.009%
11/7/2023Barclays PLC2,915$192K0.0%-13.0%0.014%
11/7/2023Jump Financial LLC11,200$738K0.0%+93.4%0.055%
10/31/2023Teacher Retirement System of Texas8,764$577K0.0%+98.3%0.043%
10/27/2023 Allspring Global Investments Holdings LLC589$39K0.0%+1,078.0%0.003%
10/26/2023 Yorktown Management & Research Co Inc5,400$356K0.4%N/A0.027%
10/26/2023Strs Ohio8,700$573K0.0%-22.3%0.043%
10/24/2023 Bank of New York Mellon Corp39,480$2.60M0.0%+27.4%0.196%
9/21/2023Barclays PLC3,352$190K0.0%-22.5%0.017%
8/18/2023 Coombe Bender & Co LLC67,574$3.84M2.8%-4.4%0.335%
8/18/2023 Legato Capital Management LLC95,510$5.43M0.7%N/A0.473%
8/14/2023Wexford Capital LP5,900$336K0.1%-10.6%0.029%
8/14/2023State of Wyoming75,236$4.28M1.2%+25.5%0.373%
8/11/2023Trexquant Investment LP13,187$750K0.0%+79.7%0.065%
8/9/2023Dimensional Fund Advisors LP707,899$40.27M0.0%+1.4%3.506%
8/9/20231ST Source Bank4,000$228K0.0%N/A0.020%
8/7/2023Modera Wealth Management LLC17,140$975K0.0%+73.1%0.085%
8/7/2023Royce & Associates LP417,313$23.74M0.2%-10.3%2.069%
8/7/2023New York Life Investment Management LLC9,564$544K0.0%-12.6%0.047%
8/4/2023American International Group Inc.3,944$224K0.0%-4.3%0.020%
8/3/2023 Bank of New York Mellon Corp30,984$1.76M0.0%-4.5%0.154%
7/31/2023Strs Ohio11,200$637K0.0%-11.8%0.056%
7/27/2023 New York State Teachers Retirement System617$35K0.0%N/A0.003%
7/25/2023 Assenagon Asset Management S.A.7,503$427K0.0%N/A0.037%
7/20/2023Bailard Inc.4,100$233K0.0%-18.0%0.020%
7/19/2023Teacher Retirement System of Texas4,420$251K0.0%N/A0.022%
7/18/2023 Denali Advisors LLC3,400$193K0.1%N/A0.017%
5/12/2023Perritt Capital Management Inc.9,000$388K0.2%-23.7%0.045%
5/11/2023Aldebaran Capital LLC5,856$252K0.3%-4.1%0.029%
5/8/2023New York Life Investment Management LLC10,948$472K0.0%-22.2%0.054%
5/8/2023Bailard Inc.5,000$215K0.0%N/A0.025%
5/5/2023 Coombe Bender & Co LLC70,674$3.05M2.4%+3.5%0.350%
5/4/2023Royce & Associates LP465,173$20.04M0.2%-3.5%2.306%
5/3/2023Jump Financial LLC5,400$233K0.0%N/A0.027%
5/2/2023Exencial Wealth Advisors LLC7,000$302K0.0%-12.5%0.035%
4/28/2023SG Americas Securities LLC3,679$159K0.0%N/A0.018%
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4/27/2023Strs Ohio12,700$547K0.0%-21.6%0.063%
2/16/2023State of Wyoming69,395$2.47M0.8%+3.2%0.344%
2/13/2023Aldebaran Capital LLC6,106$217K0.2%N/A0.030%
2/10/2023New York Life Investment Management LLC14,076$501K0.0%+12.4%0.070%
2/10/2023AltraVue Capital LLC511,361$18.19M2.5%+1.8%2.535%
2/9/2023Dimensional Fund Advisors LP701,418$24.95M0.0%+1.5%3.478%
2/8/2023 Coombe Bender & Co LLC68,278$2.43M2.2%-5.0%0.339%
2/6/2023Parsec Financial Management Inc.7,240$258K0.0%N/A0.036%
2/2/2023Gladius Capital Management LP1,125$41K0.0%N/A0.006%
1/30/2023New York State Common Retirement Fund92,211$3.28M0.0%+1.8%0.457%
(Data available from 1/1/2016 forward)

IESC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IESC shares?

During the previous two years, 69 institutional investors and hedge funds held shares of IES. The most heavily invested institutionals were Gendell Jeffrey L ($896.57M), FMR LLC ($72.89M), Dimensional Fund Advisors LP ($57.74M), Vanguard Group Inc. ($28.73M), Royce & Associates LP ($23.74M), AltraVue Capital LLC ($18.19M), and Breach Inlet Capital Management LLC ($10.24M).Learn more on IESC's institutional investors.

What percentage of IES stock is owned by institutional investors?

86.60% of IES stock is owned by institutional investors. Learn more on IESC's institutional investor holdings.

Which institutional investors have been buying IES stock?

Of the 54 institutional investors that purchased IES stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($210.44K), Breach Inlet Capital Management LLC ($129.24K), Legato Capital Management LLC ($105.76K), Assenagon Asset Management S.A. ($85.23K), Coombe Bender & Co LLC ($75.98K), AltraVue Capital LLC ($54.84K), and Dimensional Fund Advisors LP ($51.52K).

How much institutional buying is happening at IES?

Institutional investors have bought a total of 1,070,785 shares in the last 24 months. This purchase volume represents approximately $62.65M in transactions.

Which IES major shareholders have been selling company stock?

Of the 30 institutional investors that sold IES stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royce & Associates LP ($177.66K), Gendell Jeffrey L ($92.70K), Victory Capital Management Inc. ($52.67K), Otter Creek Advisors LLC ($47.53K), Apis Capital Advisors LLC ($40K), Renaissance Technologies LLC ($24.60K), and Legato Capital Management LLC ($21.93K).

How much institutional selling is happening at IES?

Institutional investors have sold a total of 529,186 shares in the last 24 months. This volume of shares sold represents approximately $24.86M in transactions.


This page (NASDAQ:IESC) was last updated on 5/3/2024 by MarketBeat.com Staff

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