Free Trial

IES (IESC) Institutional Ownership

IES logo
$212.50 -0.53 (-0.25%)
(As of 12/20/2024 05:31 PM ET)

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

Current
Institutional Ownership
Percentage
86.60%
Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$171.12M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$71.78M
Get IESC Insider Trade Alerts

Want to know when executives and insiders are buying or selling IES stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
12/19/2024 Principal Financial Group Inc.7,269$1.45M0.0%+56.9%0.036%
11/27/2024 Franklin Resources Inc.155,426$31.03M0.0%+79.3%0.778%
11/25/2024 Tidal Investments LLC1,664$332K0.0%N/A0.008%
11/18/2024 Arete Wealth Advisors LLC1,697$335K0.0%N/A0.008%
11/16/2024 Geode Capital Management LLC209,146$41.76M0.0%+0.3%1.047%
11/15/2024 Barclays PLC15,176$3.03M0.0%+411.1%0.076%
11/15/2024 Orion Portfolio Solutions LLC1,336$267K0.0%N/A0.007%
11/15/2024 Insigneo Advisory Services LLC1,500$299K0.0%N/A0.008%
11/15/2024 Wexford Capital LP2,150$429K0.1%-4.4%0.011%
11/15/2024 State Street Corp209,943$41.91M0.0%+3.2%1.051%
11/15/2024 Stifel Financial Corp3,162$631K0.0%N/A0.016%
11/15/2024 Polar Asset Management Partners Inc.17,300$3.45M0.1%N/A0.087%
11/15/2024 Portolan Capital Management LLC39,391$7.86M0.6%-43.3%0.197%
11/15/2024 Janus Henderson Group PLC29,973$5.98M0.0%+2.3%0.150%
11/14/2024 Martingale Asset Management L P3,306$660K0.0%-65.2%0.017%
11/14/2024 Summit Partners Public Asset Management LLC119,438$23.84M0.7%+165.4%0.598%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC19,461$3.89M0.0%-19.3%0.097%
11/13/2024 Freedom Investment Management Inc.1,421$284K0.0%-7.2%0.007%
11/13/2024 Cynosure Group LLC2,103$420K0.1%-25.3%0.011%
11/13/2024 BNP Paribas Financial Markets7,159$1.43M0.0%+23.3%0.036%
11/13/2024 FMR LLC1,476,238$294.69M0.0%+4.6%7.389%
11/13/2024 The Manufacturers Life Insurance Company7,298$1.46M0.0%-1.8%0.037%
11/13/2024 Truvestments Capital LLC5,286$1.06M0.3%+9.1%0.026%
11/12/2024 Algert Global LLC27,318$5.45M0.1%-19.4%0.137%
11/12/2024 Charles Schwab Investment Management Inc.76,739$15.32M0.0%+1.5%0.384%
11/12/2024 Navellier & Associates Inc.3,037$606K0.1%-42.3%0.015%
11/9/2024 Intech Investment Management LLC3,048$608K0.0%N/A0.015%
11/8/2024 Moran Wealth Management LLC3,340$667K0.0%+30.8%0.017%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.10,556$2.11M0.0%+17.3%0.053%
11/7/2024 Quest Partners LLC768$153K0.0%+159.5%0.004%
11/7/2024 Thrivent Financial for Lutherans52,229$10.43M0.0%N/A0.261%
11/6/2024 Gladius Capital Management LP220$44K0.0%N/A0.001%
11/6/2024 Royce & Associates LP294,808$58.85M0.5%+15.1%1.476%
11/5/2024 Souders Financial Advisors1,209$241K0.0%N/A0.006%
11/5/2024 Victory Capital Management Inc.8,822$1.76M0.0%-11.9%0.044%
11/5/2024 GSA Capital Partners LLP4,501$898K0.1%+75.0%0.023%
11/4/2024 Versor Investments LP1,893$378K0.1%-71.7%0.009%
11/4/2024 Colonial River Investments LLC3,794$757K0.4%N/A0.019%
11/4/2024 Axxcess Wealth Management LLC3,782$755K0.0%N/A0.019%
11/2/2024 Covestor Ltd1,143$228K0.1%+10,290.9%0.006%
Crypto’s hidden gem + greatest crypto bull run in history = $$$? (Ad)

You don’t actually want to buy Bitcoin this time around. That’s because there’s a better way to take advantage of this new bull market… One market expert calls it Crypto’s Hidden Gem And it’s a new way that has given folks like you and me the chance to see bigger and faster moves than the traditional way of buying Bitcoin… That means if you’ve stayed away from Bitcoin and crypto because it's confusing or seems risky… This is a much safer and better approach to ride this years’ crypto bull run. Because believe it or not… The 2024 crypto bull run is one you DON’T want to miss.

Click Here to get the full details about Crypto’s Hidden Gem
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%
8/22/2024 Aurora Investment Counsel2,867$399K0.2%-86.5%0.014%
8/22/2024 Cetera Investment Advisers8,690$1.21M0.0%+2.2%0.043%
8/16/2024 Algert Global LLC33,903$4.72M0.2%+6.3%0.167%
8/15/2024 Scientech Research LLC1,780$248K0.1%N/A0.009%
8/15/2024 The Manufacturers Life Insurance Company7,434$1.04M0.0%+4.5%0.037%
8/15/2024 Millennium Management LLC30,446$4.24M0.0%-16.6%0.150%
8/15/2024 Dark Forest Capital Management LP7,470$1.04M0.2%+90.8%0.037%
8/15/2024 AQR Capital Management LLC25,819$3.60M0.0%-38.8%0.128%
8/14/2024 Cubist Systematic Strategies LLC22,175$3.09M0.0%+42.1%0.111%
8/14/2024 Marshall Wace LLP4,534$632K0.0%N/A0.022%
8/14/2024 Apis Capital Advisors LLC46,000$6.41M4.7%N/A0.227%
8/14/2024 Gabelli Funds LLC1,500$209K0.0%N/A0.007%
8/13/2024 Sei Investments Co.3,313$462K0.0%-28.4%0.016%
8/12/2024 XTX Topco Ltd4,314$601K0.1%+64.2%0.021%
8/12/2024 AltraVue Capital LLC269,689$37.58M3.7%-30.5%1.332%
8/12/2024 Seven Eight Capital LP4,383$611K0.1%N/A0.022%
8/9/2024 Renaissance Technologies LLC186,532$25.99M0.0%+2.8%0.921%
8/9/2024 Dimensional Fund Advisors LP721,089$100.47M0.0%-0.9%3.562%
8/8/2024 Federated Hermes Inc.269$37K0.0%+258.7%0.001%
8/8/2024 American Century Companies Inc.55,167$7.69M0.0%+57.9%0.273%
8/6/2024 Quest Partners LLC296$41K0.0%+41.0%0.001%
8/6/2024 Acadian Asset Management LLC3,899$543K0.0%-68.7%0.019%
8/5/2024 Arizona State Retirement System2,546$355K0.0%+14.6%0.013%
8/5/2024 Victory Capital Management Inc.10,014$1.40M0.0%+106.9%0.049%
8/1/2024 Rhumbline Advisers12,400$1.73M0.0%+1.6%0.061%
8/1/2024 Versor 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%
Buy this coin BEFORE Inauguration Day … (Ad)

Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $125,000 by the end of his first month in office.

7/29/2024 Principal Financial Group Inc.4,633$646K0.0%+11.7%0.023%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank1,223$170K0.0%N/A0.006%
7/26/2024 Legato 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%
7/26/2024 Bank 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%
7/16/2024 Edmonds Duncan Registered Investment Advisors LLC1,552$216K0.1%N/A0.008%
(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, 136 institutional investors and hedge funds held shares of IES. The most heavily invested institutionals were Gendell Jeffrey L ($1.36B), FMR LLC ($294.69M), Dimensional Fund Advisors LP ($100.47M), Royce & Associates LP ($58.85M), Vanguard Group Inc. ($58.30M), State Street Corp ($41.91M), and Geode Capital Management LLC ($41.76M).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 117 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 ($187.12K), Breach Inlet Capital Management LLC ($129.24K), Legato Capital Management LLC ($95.51K), Assenagon Asset Management S.A. ($95.18K), Summit Partners Public Asset Management LLC ($74.44K), Franklin Resources Inc. ($68.75K), and Hennessy Advisors Inc. ($68.60K).

How much institutional buying is happening at IES?

Institutional investors have bought a total of 1,547,762 shares in the last 24 months. This purchase volume represents approximately $194.70M in transactions.

Which IES major shareholders have been selling company stock?

Of the 49 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 ($64.66K), Portolan Capital Management LLC ($30.06K), Stephens Inc. AR ($29.09K), Legato Capital Management LLC ($23.09K), and Aurora Investment Counsel ($18.38K).

How much institutional selling is happening at IES?

Institutional investors have sold a total of 646,197 shares in the last 24 months. This volume of shares sold represents approximately $78.33M in transactions.



This page (NASDAQ:IESC) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners