Issuer Direct (ISDR) Institutional Ownership $9.14 -0.03 (-0.33%) (As of 12/20/2024 04:33 PM 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)$1.18MNumber 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 Brownstone ResearchMedia Humiliated: Demo of Elon’s Tech Proves They’re WrongElon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.Click here to watch this demo and decide for yourself. Issuer Direct Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails12/10/2024 Garden State Investment Advisory Services LLC41,200$492K0.1%N/A1.075% 11/15/2024 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% 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. 11/13/2023 Acadian Asset Management LLC9,887$185K0.0%-7.6%0.260% 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% First JFK… next Elon? (Ad)Today, I have another controversial prediction. One which I will take no pleasure in seeing come true. See, even with President Trump returning as the leader of our free country, I believe Elon Musk is in mortal danger.I share with you in this special investigative documentary.5/14/2021 O Shaughnessy Asset Management LLC10,368$227K0.0%-30.5%0.275% 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% 11/6/2020BlackRock 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 ($82.40K), 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 143,403 shares in the last 24 months. This purchase volume represents approximately $2.15M 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 MPLN Major Shareholders DLHC Major Shareholders SY Major Shareholders BRAG Major Shareholders VERI Major Shareholders VCSA Major Shareholders OPRX Major Shareholders PHUN Major Shareholders LTBR Major Shareholders This page (NYSE:ISDR) was last updated on 12/22/2024 by MarketBeat.com Staff From Our PartnersWhy Buffett, Griffin and 100 members of Congress are Piling into this One InvestmentThis isn't just another investment. It might be the last retirement stock you'll ever need. But this win...Behind the Markets | SponsoredThis Crypto Is Set to Explode in DecemberIt's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...Crypto 101 Media | SponsoredAI breakthrough about to upend industryEveryone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the m...Porter & Company | SponsoredYour bank is lying to you.You might think you have your money in a high-yield savings account, but do you really? The national average A...MyBankTracker | SponsoredMUST SEE: The most important video in the world right now?If you have a significant amount of money in the stock market right now — or if you're sitting on the sideline...InvestorPlace | Sponsored$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...Stansberry Research | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowIt’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life...Crypto Swap Profits | SponsoredDid You See Trump’s Bombshell Exec. Order 001?Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...Banyan Hill Publishing | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Issuer Direct Co. Please log in to your account or sign up in order to add this asset to your watchlist. Share Issuer Direct With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
