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Issuer Direct (ISDR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Issuer Direct (NYSE:ISDR)

Current
Institutional Ownership
Percentage
50.02%
Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$427.94K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$527.32K
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ISDR Institutional Buying and Selling by Quarter

Issuer Direct Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2023Acadian Asset Management LLC9,887$185K0.0%-7.6%0.260%
11/6/2023 Seizert Capital Partners LLC10,831$204K0.0%-11.0%0.284%
10/26/2023Punch & Associates Investment Management Inc.87,795$1.65M0.1%+35.0%2.304%
8/7/2023Acadian Asset Management LLC10,705$199K0.0%-37.0%0.282%
7/27/2023 Seizert Capital Partners LLC12,163$229K0.0%-50.3%0.321%
5/11/2023Acadian Asset Management LLC17,001$357K0.0%-4.3%0.449%
5/9/2023 Seizert Capital Partners LLC24,481$515K0.0%-19.1%0.646%
2/15/2023Forager Capital Management LLC459,909$11.50M4.9%+2.8%12.132%
2/10/2023Bard Associates Inc.115,181$2.88M1.2%-0.3%3.038%
2/1/2023 Legato Capital Management LLC9,265$232K0.0%N/A0.244%
11/15/2022Forager Capital Management LLC447,554$9.09M5.7%-1.5%11.806%
11/2/2022 Seizert Capital Partners LLC30,247$614K0.0%-8.8%0.838%
8/11/2022Bard Associates Inc.115,873$2.95M1.3%+5.4%3.209%
4/29/2022Navellier & Associates Inc.15,809$470K0.1%-4.2%0.417%
2/14/2022Navellier & Associates Inc.16,509$486K0.1%+25.0%0.435%
2/14/2022Forager Capital Management LLC394,697$11.62M5.6%N/A10.411%
2/10/2022Acadian Asset Management LLC17,758$522K0.0%+11.9%0.468%
11/12/2021Renaissance Technologies LLC42,038$1.10M0.0%-5.0%1.109%
11/9/2021BlackRock Inc.11,599$304K0.0%+143.1%0.306%
11/3/2021 Seizert Capital Partners LLC33,148$867K0.0%+16.7%0.875%
10/28/2021Navellier & Associates Inc.13,208$345K0.1%+11.3%0.349%
8/17/2021Bridgeway Capital Management LLC17,900$485K0.0%+8.5%0.473%
8/13/2021Renaissance Technologies LLC44,267$1.20M0.0%-32.7%1.169%
8/13/2021Geode Capital Management LLC22,095$599K0.0%+11.6%0.584%
8/13/2021Vanguard Group Inc.176,175$4.78M0.0%-8.2%4.653%
8/12/2021Dimensional Fund Advisors LP32,906$892K0.0%+41.7%0.869%
8/12/2021Globeflex Capital L P13,718$372K0.1%N/A0.362%
8/12/2021Bard Associates Inc.111,068$3.01M1.0%+14.6%2.934%
8/9/2021Navellier & Associates Inc11,862$322K0.0%+27.3%0.315%
8/5/2021 Legato Capital Management LLC14,538$394K0.1%N/A0.386%
8/5/2021 Seizert Capital Partners LLC28,393$770K0.0%+105.5%0.753%
8/2/2021Advisor Group Holdings Inc.2,620$71K0.0%+133.9%0.070%
5/25/2021Cove Street Capital LLC1,300$29K0.0%-48.0%0.035%
5/14/2021Dimensional Fund Advisors LP23,216$509K0.0%+45.5%0.616%
5/14/2021O Shaughnessy Asset Management LLC10,368$227K0.0%-30.5%0.275%
5/13/2021Renaissance Technologies LLC65,738$1.44M0.0%-38.2%1.746%
5/12/2021Geode Capital Management LLC19,805$434K0.0%-33.5%0.526%
5/12/2021Navellier & Associates Inc9,319$204K0.0%N/A0.247%
5/5/2021 Seizert Capital Partners LLC13,814$303K0.0%-20.1%0.367%
3/8/2021Dimensional Fund Advisors LP15,951$279K0.0%N/A0.426%
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2/25/2021Dimensional Fund Advisors LP15,951$279K0.0%N/A0.426%
2/16/2021Punch & Associates Investment Management Inc.45,500$797K0.1%-5.2%1.216%
2/10/2021Renaissance Technologies LLC106,338$1.86M0.0%+39.5%2.842%
2/9/2021CI Investments Inc.27,500$506K0.0%N/A0.735%
2/8/2021 Seizert Capital Partners LLC17,281$303K0.0%N/A0.462%
2/5/2021BlackRock Inc.14,201$248K0.0%+48.2%0.380%
11/16/2020Punch & Associates Investment Management Inc.48,000$954K0.1%-4.1%1.283%
11/9/2020Acadian Asset Management LLC4,642$93K0.0%N/A0.124%
11/6/2020BlackRock Inc.9,585$191K0.0%+32.8%0.256%
8/31/2020Bridgeway Capital Management Inc.20,000$203K0.0%-20.0%0.536%
8/13/2020Cove Street Capital LLC4,100$42K0.0%-96.4%0.110%
8/13/2020Perritt Capital Management Inc.18,000$183K0.1%-10.0%0.482%
8/6/2020 Seizert Capital Partners LLC18,809$191K0.0%N/A0.504%
7/31/2020UBS Group AG3,459$35K0.0%N/A0.092%
(Data available from 1/1/2016 forward)

ISDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISDR shares?

During the previous two years, the following institutional investors and hedge funds held shares of Issuer Direct shares: Forager Capital Management LLC ($11.50M), Bard Associates Inc. ($2.88M), Punch & Associates Investment Management Inc. ($1.65M), Legato Capital Management LLC ($232K), and Seizert Capital Partners LLC ($204K), Acadian Asset Management LLC ($185K).Learn more on ISDR's institutional investors.

What percentage of Issuer Direct stock is owned by institutional investors?

50.02% of Issuer Direct stock is owned by institutional investors. Learn more on ISDR's institutional investor holdings.

Which institutional investors have been buying Issuer Direct stock?

The following institutional investors have purchased Issuer Direct stock in the last 24 months: Punch & Associates Investment Management Inc. ($22.76K), Forager Capital Management LLC ($12.36K), Legato Capital Management LLC ($9.27K), and Bard Associates Inc. ($5.91K).

How much institutional buying is happening at Issuer Direct?

Institutional investors have bought a total of 50,288 shares in the last 24 months. This purchase volume represents approximately $1.12M in transactions.

Which Issuer Direct major shareholders have been selling company stock?

The following institutional investors have sold Issuer Direct stock in the last 24 months: Seizert Capital Partners LLC ($22.32K), Acadian Asset Management LLC ($7.87K), Forager Capital Management LLC ($6.59K), and Bard Associates Inc. ($400.00).

How much institutional selling is happening at Issuer Direct?

Institutional investors have sold a total of 37,181 shares in the last 24 months. This volume of shares sold represents approximately $730.07K in transactions.


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This page (NYSE:ISDR) was last updated on 5/4/2024 by MarketBeat.com Staff

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