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Investar (ISTR) Institutional Ownership

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$20.39 +0.27 (+1.34%)
As of 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
50.17%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$8.14M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.41M
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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
1/17/2025 Janney Montgomery Scott LLC30,715$675K0.0%-3.3%0.312%
1/15/2025 Ritholtz Wealth Management59,233$1.30M0.0%+51.7%0.603%
12/26/2024JPMorgan Chase & Co.16,417$318K0.0%+46.2%0.167%
11/27/2024Franklin Resources Inc.189,982$3.77M0.0%-5.9%1.933%
11/19/2024Barclays PLC26,122$507K0.0%+25.0%0.266%
11/16/2024Geode Capital Management LLC222,054$4.31M0.0%+0.2%2.259%
11/15/2024Barclays PLC26,122$507K0.0%+25.0%0.266%
11/15/2024Wellington Management Group LLP161,182$3.13M0.0%+49.6%1.640%
11/15/2024State Street Corp108,540$2.12M0.0%+5.6%1.104%
11/15/2024Hotchkis & Wiley Capital Management LLC135,850$2.64M0.0%-30.5%1.382%
11/15/2024Banc Funds Co. LLC583,925$11.33M1.2%-4.2%5.940%
11/14/2024MetLife Investment Management LLC5,429$105K0.0%+129.1%0.055%
11/13/2024BNP Paribas Financial Markets14,320$278K0.0%+851.5%0.146%
11/12/2024Charles Schwab Investment Management Inc.26,778$519K0.0%+6.8%0.272%
11/8/2024Connor Clark & Lunn Investment Management Ltd.29,481$572K0.0%N/A0.300%
11/6/2024Empowered Funds LLC51,524$1M0.0%+5.2%0.524%
11/6/2024Cornercap Investment Counsel Inc.14,031$272K0.1%N/A0.143%
10/21/2024Copeland Capital Management LLC2,938$57K0.0%N/A0.030%
10/10/2024 Ritholtz Wealth Management39,037$757K0.0%+88.9%0.397%
8/9/2024Renaissance Technologies LLC30,075$463K0.0%+34.4%0.306%
8/9/2024Dimensional Fund Advisors LP251,235$3.87M0.0%+14.4%2.556%
8/6/2024Acadian Asset Management LLC21,456$329K0.0%N/A0.218%
8/1/2024Rhumbline Advisers10,622$164K0.0%+2,810.1%0.108%
8/1/2024 Ritholtz Wealth Management20,670$318K0.0%+92.3%0.210%
7/26/2024Bank of New York Mellon Corp48,073$740K0.0%+111.4%0.489%
5/28/2024Boston Partners23,188$379K0.0%+24.8%0.236%
5/16/2024Kennedy Capital Management LLC214,513$3.51M0.1%+36.3%2.182%
5/15/2024Steel Grove Capital Advisors LLC50,961$834K0.0%-10.1%0.518%
5/13/2024O Shaughnessy Asset Management LLC30,813$504K0.0%N/A0.313%
5/11/2024Hillsdale Investment Management Inc.11,300$185K0.0%N/A0.115%
5/8/2024Russell Investments Group Ltd.99,326$1.63M0.0%+14.3%1.010%
5/7/2024Empowered Funds LLC45,558$745K0.0%+7.9%0.463%
2/13/2024Banc Funds Co. LLC609,617$9.09M0.9%+2.9%6.252%
2/9/2024Franklin Resources Inc.215,100$3.21M0.0%+18.9%2.206%
2/7/2024Boston Partners18,574$277K0.0%-44.8%0.191%
2/6/2024AJOVista LLC3,705$55K0.1%N/A0.038%
2/5/2024Russell 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%
11/14/2023Quadrature Capital Ltd10,157$107K0.0%-23.2%0.104%
11/13/2023Connor Clark & Lunn Investment Management Ltd.14,061$149K0.0%N/A0.144%
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11/8/2023 Janney Montgomery Scott LLC40,466$429K0.0%+231.7%0.412%
11/7/2023Barclays PLC13,166$139K0.0%+23.0%0.134%
10/27/2023River Oaks Capital LLC20,150$213K0.3%-13.5%0.205%
10/11/2023CWM LLC2,955$31K0.0%-25.2%0.030%
9/21/2023Barclays PLC10,705$130K0.0%-14.5%0.109%
8/11/2023Hotchkis & Wiley Capital Management LLC217,700$2.64M0.0%+76.9%2.215%
8/11/2023Banc Funds Co. LLC592,699$7.18M0.8%+3.5%6.029%
8/11/2023Franklin Resources Inc.213,010$2.58M0.0%+15.5%2.167%
8/10/2023Russell Investments Group Ltd.99,195$1.20M0.0%-9.0%1.009%
8/7/2023Royce & Associates LP264,310$3.20M0.0%-2.3%2.664%
8/3/2023CWM LLC3,948$48K0.0%+96.4%0.040%
8/2/2023Fourthstone LLC974,235$11.80M3.1%-1.5%9.821%
7/27/2023EA Series Trust35,340$428K0.0%N/A0.356%
7/14/2023Copeland Capital Management LLC2,514$30K0.0%N/A0.025%
7/13/2023Green Square Capital Advisors LLC56,911$689K0.1%+2.6%0.574%
5/23/2023Royce & Associates LP270,610$3.78M0.0%+5.2%2.729%
5/16/2023Fourthstone LLC989,441$13.81M4.9%+0.6%9.977%
5/15/2023Maltese Capital Management LLC298,000$4.16M1.6%-1.6%3.005%
5/15/2023ELCO Management Co. LLC10,000$140K0.1%-38.9%0.101%
5/12/2023M3F Inc.344,447$4.81M1.6%+13.8%3.472%
5/9/2023Russell Investments Group Ltd.109,044$1.52M0.0%-4.6%1.099%
5/4/2023Royce & Associates LP270,610$3.78M0.0%+5.2%2.733%
5/2/2023River Oaks Capital LLC30,470$425K0.6%-3.1%0.308%
5/1/2023CWM LLC2,010$28K0.0%N/A0.020%
4/12/2023 Ellsworth Advisors LLC18,136$253K0.1%+6.2%0.183%
2/13/2023Stieven Capital Advisors L.P.402,487$8.67M1.6%-2.3%4.070%
2/10/2023M3F Inc.302,652$6.52M2.0%-13.0%3.060%
2/8/2023LSV Asset Management3,400$73K0.0%N/A0.034%
2/8/2023Russell Investments Group Ltd.114,263$2.46M0.0%-4.8%1.155%
2/8/2023Boston Partners33,666$725K0.0%-7.4%0.340%
2/7/2023LPL Financial LLC32,042$690K0.0%-12.7%0.324%
2/3/2023River Oaks Capital LLC31,444$677K0.8%-16.1%0.318%
2/1/2023Bank of Montreal Can14,835$339K0.0%N/A0.150%
11/15/2022M3F Inc.348,034$6.93M2.4%-1.9%3.519%
11/14/2022ELCO Management Co. LLC20,000$398K0.3%N/A0.202%
11/10/2022Hillsdale Investment Management Inc.38,200$761K0.1%+50.9%0.386%
11/4/2022River Oaks Capital LLC37,500$746K0.8%-14.6%0.374%
11/4/2022Russell Investments Group Ltd.120,052$2.39M0.0%-6.5%1.198%
11/3/2022Royce & Associates LP257,310$5.12M0.1%-1.2%2.568%
11/3/2022Barclays PLC11,252$224K0.0%+5.1%0.112%
10/20/2022 Ellsworth Advisors LLC16,874$336K0.1%N/A0.168%
8/15/2022Maltese Capital Management LLC387,500$8.49M1.8%-21.1%3.868%
8/13/2022Concourse Financial Group Securities Inc.5,951$131K0.0%N/A0.059%
8/12/2022Franklin Resources Inc.214,481$4.70M0.0%-2.1%2.141%
8/11/2022Wealthsource Partners LLC47,404$1.04M0.1%-20.0%0.473%
8/10/2022Kennedy 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%
8/4/2022Royce & Associates LP260,310$5.70M0.1%-0.8%2.528%
7/29/2022Russell 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%
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5/11/2022Banc 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%
5/5/2022Royce & Associates LP262,310$5.01M0.0%-1.7%2.544%
5/5/2022Russell 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%
5/2/2022Smith Shellnut Wilson LLC ADV38,000$725K0.4%-52.0%0.369%
4/22/2022River Oaks Capital LLC49,600$947K0.9%-46.6%0.481%
2/15/2022Kennedy Capital Management Inc.319,928$5.89M0.1%+1.7%3.093%
2/15/2022Maltese Capital Management LLC491,000$9.04M1.5%+0.6%4.747%
(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, 45 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 38 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), Ritholtz Wealth Management ($48.48K), Connor Clark & Lunn Investment Management Ltd. ($43.54K), and M3F Inc. ($41.80K).

How much institutional buying is happening at Investar?

Institutional investors have bought a total of 797,790 shares in the last 24 months. This purchase volume represents approximately $12.32M in transactions.

Which Investar major shareholders have been selling company stock?

Of the 18 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 262,975 shares in the last 24 months. This volume of shares sold represents approximately $4.72M in transactions.



This page (NASDAQ:ISTR) was last updated on 1/21/2025 by MarketBeat.com Staff
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