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IES (IESC) Institutional Ownership

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$232.63
+13.96 (+6.38%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for IES (NASDAQ:IESC)

Current
Institutional Ownership
Percentage
86.60%
Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$108.90M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$62.21M
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IESC Institutional Buying and Selling by Quarter

IES Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Covestor Ltd1,143$228K0.1%+10,290.9%0.006%
10/31/2024 Principal Financial Group Inc.7,269$1.45M0.0%+56.9%0.036%
10/30/2024 Asset Management One Co. Ltd.15,610$3.12M0.0%N/A0.077%
10/29/2024 Janney Montgomery Scott LLC28,119$5.61M0.0%-0.4%0.139%
10/29/2024 F M Investments LLC54,536$10.89M0.4%N/A0.269%
10/28/2024 Stephens Inc. AR39,604$7.91M0.1%-42.3%0.196%
10/28/2024 Petra Financial Advisors Inc.3,899$778K0.5%+14.1%0.020%
10/25/2024 Andina Capital Management LLC2,496$498K0.4%+4.0%0.012%
10/24/2024 Cavalier Investments LLC5,472$1.09M0.3%N/A0.027%
10/23/2024 Assenagon Asset Management S.A.84,779$16.92M0.0%-5.1%0.419%
10/23/2024 Ausbil Investment Management Ltd1,880$375K0.1%N/A0.009%
10/21/2024 Precision Wealth Strategies LLC2,045$408K0.4%N/A0.010%
10/19/2024 Allspring Global Investments Holdings LLC208$42K0.0%-28.5%0.001%
10/16/2024 Optimum Investment Advisors3,000$599K0.3%N/A0.015%
10/12/2024 BlueSky Wealth Advisors LLC1,100$220K0.0%N/A0.006%
10/11/2024 Creative Planning1,650$329K0.0%N/A0.008%
10/10/2024 Annex Advisory Services LLC10,015$2.00M0.1%+94.5%0.049%
10/10/2024 Ritholtz Wealth Management3,337$666K0.0%+6.3%0.016%
10/8/2024 CWM LLC682$136K0.0%+17.2%0.003%
10/8/2024 Insight Wealth Strategies LLC1,338$267K0.0%N/A0.007%
10/8/2024 City Center Advisors LLC2,107$421K0.5%N/A0.010%
10/5/2024 Handelsbanken Fonder AB3,200$639K0.0%+28.0%0.016%
10/3/2024 SG Americas Securities LLC5,789$1.16M0.0%-75.8%0.029%
8/22/2024Aurora Investment Counsel2,867$399K0.2%-86.5%0.014%
8/22/2024Cetera Investment Advisers8,690$1.21M0.0%+2.2%0.043%
8/16/2024Algert Global LLC33,903$4.72M0.2%+6.3%0.167%
8/15/2024Scientech Research LLC1,780$248K0.1%N/A0.009%
8/15/2024The Manufacturers Life Insurance Company7,434$1.04M0.0%+4.5%0.037%
8/15/2024Millennium Management LLC30,446$4.24M0.0%-16.6%0.150%
8/15/2024Dark Forest Capital Management LP7,470$1.04M0.2%+90.8%0.037%
8/15/2024AQR Capital Management LLC25,819$3.60M0.0%-38.8%0.128%
8/14/2024Cubist Systematic Strategies LLC22,175$3.09M0.0%+42.1%0.111%
8/14/2024Marshall Wace LLP4,534$632K0.0%N/A0.022%
8/14/2024Apis Capital Advisors LLC46,000$6.41M4.7%N/A0.227%
8/14/2024Gabelli Funds LLC1,500$209K0.0%N/A0.007%
8/13/2024Sei Investments Co.3,313$462K0.0%-28.4%0.016%
8/12/2024XTX Topco Ltd4,314$601K0.1%+64.2%0.021%
8/12/2024AltraVue Capital LLC269,689$37.58M3.7%-30.5%1.332%
8/12/2024Seven Eight Capital LP4,383$611K0.1%N/A0.022%
8/9/2024Renaissance Technologies LLC186,532$25.99M0.0%+2.8%0.921%
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8/9/2024Dimensional Fund Advisors LP721,089$100.47M0.0%-0.9%3.562%
8/8/2024Federated Hermes Inc.269$37K0.0%+258.7%0.001%
8/8/2024American Century Companies Inc.55,167$7.69M0.0%+57.9%0.273%
8/6/2024Quest Partners LLC296$41K0.0%+41.0%0.001%
8/6/2024Acadian Asset Management LLC3,899$543K0.0%-68.7%0.019%
8/5/2024Arizona State Retirement System2,546$355K0.0%+14.6%0.013%
8/5/2024Victory Capital Management Inc.10,014$1.40M0.0%+106.9%0.049%
8/1/2024Rhumbline Advisers12,400$1.73M0.0%+1.6%0.061%
8/1/2024Versor Investments LP6,700$934K0.2%N/A0.033%
8/1/2024 Convergence Investment Partners LLC5,868$818K0.2%+77.3%0.029%
8/1/2024 Ritholtz Wealth Management3,140$437K0.0%+11.5%0.016%
7/29/2024 Principal Financial Group Inc.4,633$646K0.0%+11.7%0.023%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank1,223$170K0.0%N/A0.006%
7/26/2024Legato Capital Management LLC54,159$7.55M1.0%-29.6%0.268%
7/26/2024 Allspring Global Investments Holdings LLC291$41K0.0%-83.8%0.001%
7/26/2024Bank of New York Mellon Corp38,215$5.32M0.0%+9.1%0.189%
7/23/2024 Hennessy Advisors Inc.68,600$9.56M0.4%N/A0.339%
7/19/2024 Petra Financial Advisors Inc.3,418$476K0.3%N/A0.017%
7/18/2024 Ellsworth Advisors LLC5,806$809K0.2%+2.7%0.029%
7/18/2024 Assenagon Asset Management S.A.89,330$12.45M0.0%+12.5%0.441%
7/16/2024Edmonds Duncan Registered Investment Advisors LLC1,552$216K0.1%N/A0.008%
7/16/2024 Andina Capital Management LLC2,400$334K0.3%-46.1%0.012%
7/12/2024 SG Americas Securities LLC23,885$3.33M0.0%N/A0.118%
7/12/2024 Annex Advisory Services LLC5,148$717K0.0%N/A0.025%
7/11/2024 Mendota Financial Group LLC280$39K0.0%-84.7%0.001%
7/10/2024 Contravisory Investment Management Inc.341$48K0.0%N/A0.002%
7/10/2024 CWM LLC582$81K0.0%+252.7%0.003%
6/4/2024Aurora Investment Counsel21,244$2.58M1.5%N/A0.105%
5/16/2024California State Teachers Retirement System8,096$985K0.0%-5.3%0.040%
5/16/2024Janus Henderson Group PLC26,609$3.24M0.0%+27.4%0.131%
5/16/2024Kennedy Capital Management LLC75,963$9.24M0.2%+11.4%0.375%
5/15/2024First Sabrepoint Capital Management LP15,000$1.83M0.5%N/A0.074%
5/15/2024Gendell Jeffrey L11,210,152$1.36B52.7%-0.9%55.386%
5/15/2024Price T Rowe Associates Inc. MD2,347$286K0.0%N/A0.012%
5/15/2024Truvestments Capital LLC4,099$499K0.2%N/A0.020%
5/14/2024EntryPoint Capital LLC1,065$130K0.1%+217.0%0.005%
5/13/2024O Shaughnessy Asset Management LLC4,285$521K0.0%+30.6%0.021%
5/11/2024Cynosure Group LLC3,037$369K0.1%N/A0.015%
5/10/2024Acadian Asset Management LLC12,446$1.51M0.0%+1,863.1%0.061%
5/10/2024Vanguard Group Inc.479,315$58.30M0.0%+10.0%2.368%
5/10/2024Forge First Asset Management Inc.19,876$2.42M0.8%N/A0.098%
5/10/20241ST Source Bank2,000$243K0.0%N/A0.010%
5/9/2024Kingsview Wealth Management LLC2,168$264K0.0%N/A0.011%
5/8/2024Russell Investments Group Ltd.13,712$1.67M0.0%+14.6%0.068%
5/7/2024Susquehanna Portfolio Strategies LLC1,700$207K0.0%N/A0.008%
5/7/2024 PFG Advisors3,664$446K0.0%N/A0.018%
5/6/2024Quantbot Technologies LP1,877$228K0.0%-52.8%0.009%
5/3/2024GSA Capital Partners LLP4,343$528K0.0%N/A0.021%
5/1/2024 Janney 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%
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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%
4/23/2024Raymond 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%
4/15/2024Sunbelt Securities Inc.395$48K0.0%N/A0.002%
3/25/2024Quadrature Capital Ltd16,537$1.31M0.0%+11.4%0.082%
(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, 116 institutional investors and hedge funds held shares of IES. The most heavily invested institutionals were Gendell Jeffrey L ($1.36B), Dimensional Fund Advisors LP ($100.47M), FMR LLC ($72.89M), Vanguard Group Inc. ($58.30M), AltraVue Capital LLC ($37.58M), Renaissance Technologies LLC ($25.99M), and Royce & Associates LP ($23.74M).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 99 institutional investors that purchased IES stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Breach Inlet Capital Management LLC ($129.24K), FMR LLC ($121.98K), Legato Capital Management LLC ($95.51K), Assenagon Asset Management S.A. ($95.18K), Hennessy Advisors Inc. ($68.60K), F M Investments LLC ($54.54K), and Dimensional Fund Advisors LP ($51.52K).

How much institutional buying is happening at IES?

Institutional investors have bought a total of 1,205,195 shares in the last 24 months. This purchase volume represents approximately $121.88M in transactions.

Which IES major shareholders have been selling company stock?

Of the 42 institutional investors that sold IES stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gendell Jeffrey L ($200K), AltraVue Capital LLC ($118.21K), Royce & Associates LP ($94.66K), Victory Capital Management Inc. ($34.68K), Stephens Inc. AR ($29.09K), Renaissance Technologies LLC ($24.60K), and Legato Capital Management LLC ($23.09K).

How much institutional selling is happening at IES?

Institutional investors have sold a total of 682,857 shares in the last 24 months. This volume of shares sold represents approximately $69.57M in transactions.


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This page (NASDAQ:IESC) was last updated on 11/2/2024 by MarketBeat.com Staff
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