Issuer Direct (ISDR) Institutional Ownership Add Compare Share Share Ownership Stock AnalysisChartEarningsInsider TradesOwnershipSEC FilingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Issuer Direct (NYSE:ISDR)CurrentInstitutional OwnershipPercentage50.02%Number ofInstitutional Buyers(last 12 months)2TotalInstitutional Inflows(last 12 months)$1.18MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$122.08K Get ISDR Insider Trade Alerts Want to know when executives and insiders are buying or selling Issuer Direct stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data ISDR Institutional Buying and Selling by Quarter Issuer Direct Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails12/10/2024Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.075% 11/15/2024Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.076% 11/6/2024Bard Associates Inc.133,805$1.60M0.5%+14.2%3.494% 8/9/2024Renaissance Technologies LLC38,338$301K0.0%-16.4%1.004% 8/9/2024Dimensional Fund Advisors LP35,894$282K0.0%-18.3%0.940% 5/10/2024Acadian Asset Management LLC6,761$86K0.0%-29.0%0.177% 11/13/2023Acadian Asset Management LLC9,887$185K0.0%-7.6%0.260% 11/6/2023Seizert 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% Get the Latest News and Ratings for ISDR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Issuer Direct and its competitors with MarketBeat's FREE daily newsletter. 7/27/2023Seizert Capital Partners LLC12,163$229K0.0%-50.3%0.321% 5/11/2023Acadian Asset Management LLC17,001$357K0.0%-4.3%0.449% 5/9/2023Seizert 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% 2/1/2023Legato Capital Management LLC9,265$232K0.0%N/A0.244% 11/15/2022Forager Capital Management LLC447,554$9.09M5.7%-1.5%11.806% 11/2/2022Seizert 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% 11/3/2021Seizert 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% 8/5/2021Legato Capital Management LLC14,538$394K0.1%N/A0.386% 8/5/2021Seizert 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% Forget Nvidia, This “Ghost Town” Company Holds the Key to the AI Boom (Ad)Cold War Discovery Could Unlock $100 Trillion in Wealth Jeff recently traveled to an American ghost town to investigate this crazy Cold War story… Because it could hold the key to the entire $100 trillion AI boom. It involves an American ghost town with just 30 people… And a new twist to the AI boom that could make a lot of people rich. Click here to see the details on what could be the biggest tech story of this decade.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% (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: Punch & Associates Investment Management Inc. ($1.65M), Bard Associates Inc. ($1.60M), Garden State Investment Advisory Services LLC ($492K), Renaissance Technologies LLC ($301K), Dimensional Fund Advisors LP ($282K), and Seizert Capital Partners LLC ($204K), and Acadian Asset Management LLC ($86K).Learn more on Issuer Direct's institutional investors. What percentage of Issuer Direct's stock is owned by institutional investors? 50.02% of Issuer Direct's stock is owned by institutional investors. Learn more on ISDR's institutional investor holdings. Which institutional investors have been buying Issuer Direct's stock? The following institutional investors have purchased Issuer Direct's stock in the last 24 months: Garden State Investment Advisory Services LLC ($82.40K), Punch & Associates Investment Management Inc. ($22.76K), and Bard Associates Inc. ($16.62K). How much institutional buying is happening at Issuer Direct? Institutional investors have bought a total of 99,020 shares in the last 24 months. This purchase volume represents approximately $1.18M in transactions. Which of Issuer Direct's major shareholders have been selling company stock? The following institutional investors have sold Issuer Direct stock in the last 24 months: Dimensional Fund Advisors LP ($8.06K), and Renaissance Technologies LLC ($7.50K). How much institutional selling is happening at Issuer Direct? Institutional investors have sold a total of 15,561 shares in the last 24 months. This volume of shares sold represents approximately $122.08K in transactions. Related Companies AMWL Major Shareholders VCSA Major Shareholders SKLZ Major Shareholders BRAG Major Shareholders ASPS Major Shareholders RSSS Major Shareholders PSQH Major Shareholders BAER Major Shareholders MHH Major Shareholders HGBL Major Shareholders This page (NYSE:ISDR) was last updated on 7/8/2025 by MarketBeat.com Staff From Our PartnersThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredNobel Prize Material Finally Goes CommercialA Nobel Prize–winning material just got its biggest breakthrough in 30 years. A little-known company has cr...True Market Insiders | SponsoredBuffett’s $325 Billion Cash Problem — Solved by Gold?A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...Golden Portfolio | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...Banyan Hill Publishing | SponsoredTrump set to Boost Social Security Checks by 400%?If you're collecting or planning to collect social security... You should see this presentation about Presi...InvestorPlace | SponsoredREVEALED FREE: Our top 3 stocks to own in 2025 and beyondEvery time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Issuer Direct Co. Please log in to your account or sign up in order to add this asset to your watchlist. Share Issuer Direct With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free ISDR Stock Alerts