Issuer Direct (ISDR) Institutional Ownership $9.75 +0.07 (+0.72%) (As of 11/20/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsTrends Institutional Ownership Changes (13F Filings) for Issuer Direct (NYSE:ISDR)CurrentInstitutional OwnershipPercentage50.02%Number ofInstitutional Buyers(last 12 months)2TotalInstitutional Inflows(last 12 months)$690.95KNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$157.76K 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 Ad Colonial MetalsTrump’s IRS Hands Massive ‘Victory Gift’ To 401K OwnersThe "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you. A tax-free gift so powerful it could reshape the financial destinies of millions of IRA and 401(k) owners…Claim your FREE 2024 Gold Guide Issuer Direct Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/15/2024 Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.076% 11/6/2024 Bard Associates Inc.133,805$1.60M0.5%+14.2%3.494% 8/9/2024 Renaissance Technologies LLC38,338$301K0.0%-16.4%1.004% 8/9/2024 Dimensional Fund Advisors LP35,894$282K0.0%-18.3%0.940% 5/10/2024 Acadian Asset Management LLC6,761$86K0.0%-29.0%0.177% 11/13/2023 Acadian Asset Management LLC9,887$185K0.0%-7.6%0.260% 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. 11/6/2023 Seizert Capital Partners LLC10,831$204K0.0%-11.0%0.284% 10/26/2023 Punch & Associates Investment Management Inc.87,795$1.65M0.1%+35.0%2.304% 8/7/2023 Acadian Asset Management LLC10,705$199K0.0%-37.0%0.282% 7/27/2023 Seizert Capital Partners LLC12,163$229K0.0%-50.3%0.321% 5/11/2023 Acadian Asset Management LLC17,001$357K0.0%-4.3%0.449% 5/9/2023 Seizert Capital Partners LLC24,481$515K0.0%-19.1%0.646% 2/15/2023 Forager Capital Management LLC459,909$11.50M4.9%+2.8%12.132% 2/10/2023 Bard Associates Inc.115,181$2.88M1.2%-0.3%3.038% 2/1/2023 Legato Capital Management LLC9,265$232K0.0%N/A0.244% 11/15/2022 Forager Capital Management LLC447,554$9.09M5.7%-1.5%11.806% 11/2/2022 Seizert Capital Partners LLC30,247$614K0.0%-8.8%0.838% 8/11/2022 Bard Associates Inc.115,873$2.95M1.3%+5.4%3.209% 4/29/2022 Navellier & Associates Inc.15,809$470K0.1%-4.2%0.417% 2/14/2022 Navellier & Associates Inc.16,509$486K0.1%+25.0%0.435% 2/14/2022 Forager Capital Management LLC394,697$11.62M5.6%N/A10.411% 2/10/2022 Acadian Asset Management LLC17,758$522K0.0%+11.9%0.468% 11/12/2021 Renaissance Technologies LLC42,038$1.10M0.0%-5.0%1.109% 11/9/2021BlackRock Inc.11,599$304K0.0%+143.1%0.306% 11/3/2021 Seizert Capital Partners LLC33,148$867K0.0%+16.7%0.875% 10/28/2021 Navellier & Associates Inc.13,208$345K0.1%+11.3%0.349% 8/17/2021 Bridgeway Capital Management LLC17,900$485K0.0%+8.5%0.473% 8/13/2021 Renaissance Technologies LLC44,267$1.20M0.0%-32.7%1.169% 8/13/2021 Geode Capital Management LLC22,095$599K0.0%+11.6%0.584% 8/13/2021 Vanguard Group Inc.176,175$4.78M0.0%-8.2%4.653% 8/12/2021 Dimensional Fund Advisors LP32,906$892K0.0%+41.7%0.869% 8/12/2021 Globeflex Capital L P13,718$372K0.1%N/A0.362% 8/12/2021 Bard Associates Inc.111,068$3.01M1.0%+14.6%2.934% 8/9/2021 Navellier & Associates Inc11,862$322K0.0%+27.3%0.315% 8/5/2021 Legato Capital Management LLC14,538$394K0.1%N/A0.386% 8/5/2021 Seizert Capital Partners LLC28,393$770K0.0%+105.5%0.753% 8/2/2021 Advisor Group Holdings Inc.2,620$71K0.0%+133.9%0.070% 5/25/2021 Cove Street Capital LLC1,300$29K0.0%-48.0%0.035% 5/14/2021 Dimensional Fund Advisors LP23,216$509K0.0%+45.5%0.616% 5/14/2021 O Shaughnessy Asset Management LLC10,368$227K0.0%-30.5%0.275% “This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad)Now it's your time to return the favor by taking advantage of this tax "revenge loophole." 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Send Me My FREE Gold Guide!5/13/2021 Renaissance Technologies LLC65,738$1.44M0.0%-38.2%1.746% 5/12/2021 Geode Capital Management LLC19,805$434K0.0%-33.5%0.526% 5/12/2021 Navellier & Associates Inc9,319$204K0.0%N/A0.247% 5/5/2021 Seizert Capital Partners LLC13,814$303K0.0%-20.1%0.367% 3/8/2021 Dimensional Fund Advisors LP15,951$279K0.0%N/A0.426% 2/25/2021 Dimensional Fund Advisors LP15,951$279K0.0%N/A0.426% 2/16/2021 Punch & Associates Investment Management Inc.45,500$797K0.1%-5.2%1.216% 2/10/2021 Renaissance Technologies LLC106,338$1.86M0.0%+39.5%2.842% 2/9/2021 CI Investments Inc.27,500$506K0.0%N/A0.735% 2/8/2021 Seizert Capital Partners LLC17,281$303K0.0%N/A0.462% 2/5/2021BlackRock Inc.14,201$248K0.0%+48.2%0.380% 11/16/2020 Punch & Associates Investment Management Inc.48,000$954K0.1%-4.1%1.283% 11/9/2020 Acadian Asset Management LLC4,642$93K0.0%N/A0.124% 11/6/2020BlackRock Inc.9,585$191K0.0%+32.8%0.256% (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, 9 institutional investors and hedge funds held shares of Issuer Direct. The most heavily invested institutionals were Forager Capital Management LLC ($11.50M), 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 Legato Capital Management LLC ($232K).Learn more on ISDR's institutional investors. What percentage of Issuer Direct stock is owned by institutional investors? 50.02% of Issuer Direct stock is owned by institutional investors. Learn more on ISDR's institutional investor holdings. Which institutional investors have been buying Issuer Direct stock? The following institutional investors have purchased Issuer Direct stock in the last 24 months: Garden State Investment Advisory Services LLC ($41.20K), Punch & Associates Investment Management Inc. ($22.76K), Bard Associates Inc. ($16.62K), Forager Capital Management LLC ($12.36K), and Legato Capital Management LLC ($9.27K). How much institutional buying is happening at Issuer Direct? Institutional investors have bought a total of 102,203 shares in the last 24 months. This purchase volume represents approximately $1.66M in transactions. Which Issuer Direct major shareholders have been selling company stock? The following institutional investors have sold Issuer Direct stock in the last 24 months: Seizert Capital Partners LLC ($19.42K), Acadian Asset Management LLC ($10.63K), Dimensional Fund Advisors LP ($8.06K), Renaissance Technologies LLC ($7.50K), and Bard Associates Inc. ($400.00). How much institutional selling is happening at Issuer Direct? Institutional investors have sold a total of 46,010 shares in the last 24 months. This volume of shares sold represents approximately $695.10K in transactions. Related Companies QRHC Major Shareholders AHG Major Shareholders DLHC Major Shareholders TRVG Major Shareholders NOTE Major Shareholders MPLN Major Shareholders VERI Major Shareholders LTBR Major Shareholders SY Major Shareholders PHUN Major Shareholders This page (NYSE:ISDR) was last updated on 11/21/2024 by MarketBeat.com Staff From Our PartnersThe Crypto That’s Making Wall Street SweatThe Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...Crypto 101 Media | SponsoredMissed Nvidia? Watch this ASAPThis little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredMusk’s new company could top a trillion?The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...Paradigm Press | Sponsored24/7 Automated Profits in CryptoWhat if you could make consistent daily profits in crypto with minimal effort? 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