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Investar (ISTR) Institutional Ownership

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$22.36 +0.54 (+2.47%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Investar (NASDAQ:ISTR)

Current
Institutional Ownership
Percentage
50.17%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$7.60M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.39M
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ISTR Institutional Buying and Selling by Quarter

Investar Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024 Franklin Resources Inc.189,982$3.77M0.0%-5.9%1.933%
11/19/2024 Barclays PLC26,122$507K0.0%+25.0%0.266%
11/16/2024 Geode Capital Management LLC222,054$4.31M0.0%+0.2%2.259%
11/15/2024 Barclays PLC26,122$507K0.0%+25.0%0.266%
11/15/2024 Wellington Management Group LLP161,182$3.13M0.0%+49.6%1.640%
11/15/2024 State Street Corp108,540$2.12M0.0%+5.6%1.104%
11/15/2024 Hotchkis & Wiley Capital Management LLC135,850$2.64M0.0%-30.5%1.382%
11/15/2024 Banc Funds Co. LLC583,925$11.33M1.2%-4.2%5.940%
11/14/2024 MetLife Investment Management LLC5,429$105K0.0%+129.1%0.055%
11/13/2024 BNP Paribas Financial Markets14,320$278K0.0%+851.5%0.146%
11/12/2024 Charles Schwab Investment Management Inc.26,778$519K0.0%+6.8%0.272%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.29,481$572K0.0%N/A0.300%
11/6/2024 Empowered Funds LLC51,524$1M0.0%+5.2%0.524%
11/6/2024 Cornercap Investment Counsel Inc.14,031$272K0.1%N/A0.143%
10/21/2024 Copeland Capital Management LLC2,938$57K0.0%N/A0.030%
10/10/2024 Ritholtz Wealth Management39,037$757K0.0%+88.9%0.397%
8/9/2024 Renaissance Technologies LLC30,075$463K0.0%+34.4%0.306%
8/9/2024 Dimensional Fund Advisors LP251,235$3.87M0.0%+14.4%2.556%
8/6/2024 Acadian Asset Management LLC21,456$329K0.0%N/A0.218%
8/1/2024 Rhumbline Advisers10,622$164K0.0%+2,810.1%0.108%
8/1/2024 Ritholtz Wealth Management20,670$318K0.0%+92.3%0.210%
7/26/2024 Bank of New York Mellon Corp48,073$740K0.0%+111.4%0.489%
5/28/2024 Boston Partners23,188$379K0.0%+24.8%0.236%
5/16/2024 Kennedy Capital Management LLC214,513$3.51M0.1%+36.3%2.182%
5/15/2024 Steel Grove Capital Advisors LLC50,961$834K0.0%-10.1%0.518%
5/13/2024 O Shaughnessy Asset Management LLC30,813$504K0.0%N/A0.313%
5/11/2024 Hillsdale Investment Management Inc.11,300$185K0.0%N/A0.115%
5/8/2024 Russell Investments Group Ltd.99,326$1.63M0.0%+14.3%1.010%
5/7/2024 Empowered Funds LLC45,558$745K0.0%+7.9%0.463%
2/13/2024 Banc Funds Co. LLC609,617$9.09M0.9%+2.9%6.252%
2/9/2024 Franklin Resources Inc.215,100$3.21M0.0%+18.9%2.206%
2/7/2024 Boston Partners18,574$277K0.0%-44.8%0.191%
2/6/2024 AJOVista LLC3,705$55K0.1%N/A0.038%
2/5/2024 Russell Investments Group Ltd.86,914$1.30M0.0%-12.4%0.891%
1/24/2024Stratos Wealth Partners LTD.12,065$180K0.0%N/A0.124%
11/14/2023 Quadrature Capital Ltd10,157$107K0.0%-23.2%0.104%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.14,061$149K0.0%N/A0.144%
11/8/2023 Janney Montgomery Scott LLC40,466$429K0.0%+231.7%0.412%
11/7/2023 Barclays PLC13,166$139K0.0%+23.0%0.134%
10/27/2023River Oaks Capital LLC20,150$213K0.3%-13.5%0.205%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

10/11/2023 CWM LLC2,955$31K0.0%-25.2%0.030%
9/21/2023 Barclays PLC10,705$130K0.0%-14.5%0.109%
8/11/2023 Hotchkis & Wiley Capital Management LLC217,700$2.64M0.0%+76.9%2.215%
8/11/2023 Banc Funds Co. LLC592,699$7.18M0.8%+3.5%6.029%
8/11/2023 Franklin Resources Inc.213,010$2.58M0.0%+15.5%2.167%
8/10/2023 Russell Investments Group Ltd.99,195$1.20M0.0%-9.0%1.009%
8/7/2023 Royce & Associates LP264,310$3.20M0.0%-2.3%2.664%
8/3/2023 CWM LLC3,948$48K0.0%+96.4%0.040%
8/2/2023 Fourthstone LLC974,235$11.80M3.1%-1.5%9.821%
7/27/2023EA Series Trust35,340$428K0.0%N/A0.356%
7/14/2023 Copeland Capital Management LLC2,514$30K0.0%N/A0.025%
7/13/2023 Green Square Capital Advisors LLC56,911$689K0.1%+2.6%0.574%
5/23/2023 Royce & Associates LP270,610$3.78M0.0%+5.2%2.729%
5/16/2023 Fourthstone LLC989,441$13.81M4.9%+0.6%9.977%
5/15/2023 Maltese Capital Management LLC298,000$4.16M1.6%-1.6%3.005%
5/15/2023 ELCO Management Co. LLC10,000$140K0.1%-38.9%0.101%
5/12/2023 M3F Inc.344,447$4.81M1.6%+13.8%3.472%
5/9/2023 Russell Investments Group Ltd.109,044$1.52M0.0%-4.6%1.099%
5/4/2023 Royce & Associates LP270,610$3.78M0.0%+5.2%2.733%
5/2/2023River Oaks Capital LLC30,470$425K0.6%-3.1%0.308%
5/1/2023 CWM LLC2,010$28K0.0%N/A0.020%
4/12/2023 Ellsworth Advisors LLC18,136$253K0.1%+6.2%0.183%
2/13/2023 Stieven Capital Advisors L.P.402,487$8.67M1.6%-2.3%4.070%
2/10/2023 M3F Inc.302,652$6.52M2.0%-13.0%3.060%
2/8/2023 LSV Asset Management3,400$73K0.0%N/A0.034%
2/8/2023 Russell Investments Group Ltd.114,263$2.46M0.0%-4.8%1.155%
2/8/2023 Boston Partners33,666$725K0.0%-7.4%0.340%
2/7/2023 LPL Financial LLC32,042$690K0.0%-12.7%0.324%
2/3/2023River Oaks Capital LLC31,444$677K0.8%-16.1%0.318%
2/1/2023 Bank of Montreal Can14,835$339K0.0%N/A0.150%
11/15/2022 M3F Inc.348,034$6.93M2.4%-1.9%3.519%
11/14/2022 ELCO Management Co. LLC20,000$398K0.3%N/A0.202%
11/10/2022 Hillsdale Investment Management Inc.38,200$761K0.1%+50.9%0.386%
11/4/2022River Oaks Capital LLC37,500$746K0.8%-14.6%0.374%
11/4/2022 Russell Investments Group Ltd.120,052$2.39M0.0%-6.5%1.198%
11/3/2022 Royce & Associates LP257,310$5.12M0.1%-1.2%2.568%
11/3/2022 Barclays PLC11,252$224K0.0%+5.1%0.112%
10/20/2022 Ellsworth Advisors LLC16,874$336K0.1%N/A0.168%
8/15/2022 Maltese Capital Management LLC387,500$8.49M1.8%-21.1%3.868%
8/13/2022 Concourse Financial Group Securities Inc.5,951$131K0.0%N/A0.059%
8/12/2022 Franklin Resources Inc.214,481$4.70M0.0%-2.1%2.141%
8/11/2022Wealthsource Partners LLC47,404$1.04M0.1%-20.0%0.473%
8/10/2022 Kennedy Capital Management Inc.304,050$6.66M0.2%-6.2%2.953%
8/10/2022River Oaks Capital LLC43,924$962K1.0%-11.4%0.427%
8/4/2022 Royce & Associates LP260,310$5.70M0.1%-0.8%2.528%
7/29/2022 Russell Investments Group Ltd.128,370$2.81M0.0%-2.9%1.247%
5/17/2022Greenwich Investment Management Inc.39,724$758K0.5%-1.4%0.386%
5/11/2022 Banc Funds Co. LLC572,699$10.93M0.9%+1.3%5.562%
5/11/2022BHZ Capital Management LP27,435$524K0.2%+10.2%0.266%
5/9/2022Wealthsource Partners LLC59,248$1.13M0.1%N/A0.575%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

5/5/2022 Royce & Associates LP262,310$5.01M0.0%-1.7%2.544%
5/5/2022 Russell Investments Group Ltd.132,197$2.52M0.0%-13.8%1.282%
5/4/2022 Janney Montgomery Scott LLC12,500$239K0.0%N/A0.121%
5/2/2022 Smith Shellnut Wilson LLC ADV38,000$725K0.4%-52.0%0.369%
4/22/2022River Oaks Capital LLC49,600$947K0.9%-46.6%0.481%
2/15/2022 Kennedy Capital Management Inc.319,928$5.89M0.1%+1.7%3.093%
2/15/2022 Maltese Capital Management LLC491,000$9.04M1.5%+0.6%4.747%
2/14/2022Greenwich Investment Management Inc.40,294$742K0.5%N/A0.390%
2/11/2022 Petiole USA ltd172,043$3.17M2.3%N/A1.663%
2/10/2022 Stieven Capital Advisors L.P.479,375$8.83M1.1%-0.2%4.635%
(Data available from 1/1/2016 forward)

ISTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISTR shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Investar. The most heavily invested institutionals were Fourthstone LLC ($11.80M), Banc Funds Co. LLC ($11.33M), Stieven Capital Advisors L.P. ($8.67M), M3F Inc. ($4.81M), Geode Capital Management LLC ($4.31M), Maltese Capital Management LLC ($4.16M), and Dimensional Fund Advisors LP ($3.87M).Learn more on ISTR's institutional investors.

What percentage of Investar stock is owned by institutional investors?

50.17% of Investar stock is owned by institutional investors. Learn more on ISTR's institutional investor holdings.

Which institutional investors have been buying Investar stock?

Of the 37 institutional investors that purchased Investar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hotchkis & Wiley Capital Management LLC ($94.61K), Franklin Resources Inc. ($62.80K), Kennedy Capital Management LLC ($57.18K), Wellington Management Group LLP ($53.43K), Connor Clark & Lunn Investment Management Ltd. ($43.54K), M3F Inc. ($41.80K), and Banc Funds Co. LLC ($36.92K).

How much institutional buying is happening at Investar?

Institutional investors have bought a total of 772,404 shares in the last 24 months. This purchase volume represents approximately $11.78M in transactions.

Which Investar major shareholders have been selling company stock?

Of the 17 institutional investors that sold Investar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hotchkis & Wiley Capital Management LLC ($59.60K), M3F Inc. ($45.38K), Russell Investments Group Ltd. ($33.14K), Banc Funds Co. LLC ($25.69K), Boston Partners ($17.79K), Fourthstone LLC ($15.21K), and Franklin Resources Inc. ($11.93K).

How much institutional selling is happening at Investar?

Institutional investors have sold a total of 261,942 shares in the last 24 months. This volume of shares sold represents approximately $4.70M in transactions.



This page (NASDAQ:ISTR) was last updated on 12/21/2024 by MarketBeat.com Staff
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