Issuer Direct (ISDR) Institutional Ownership → The Worst is Yet to Come… (From Porter & Company) (Ad) Free ISDR Stock Alerts $9.70 +0.20 (+2.11%) (As of 05/31/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsTrendsStock AnalysisChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsTrends Institutional Ownership Changes (13F Filings) for Issuer Direct (NYSE:ISDR)CurrentInstitutional OwnershipPercentage50.02%Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$427.94KNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$425.86K 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 Paradigm PressDems have chosen Biden replacement?On November 16, 2023… Joe Biden accidentally revealed the name of the candidate… Who will replace him in the 2024 presidential election.See who it is HERE. Issuer Direct Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/10/2024 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% 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% 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. 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% 11/9/2021 BlackRock 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% 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% The Only Energy Play You Should Be Looking At (Ad)Open AI’s Sam Altman recently helped this company raise $577 million in funding… What’s more is, It has already inked deals with the Department of Energy.Click here to get all the information about it.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% 2/5/2021 BlackRock 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% 11/6/2020 BlackRock Inc.9,585$191K0.0%+32.8%0.256% 8/31/2020 Bridgeway Capital Management Inc.20,000$203K0.0%-20.0%0.536% 8/13/2020 Cove Street Capital LLC4,100$42K0.0%-96.4%0.110% 8/13/2020 Perritt Capital Management Inc.18,000$183K0.1%-10.0%0.482% 8/6/2020 Seizert Capital Partners LLC18,809$191K0.0%N/A0.504% 7/31/2020 UBS Group AG3,459$35K0.0%N/A0.092% (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, the following institutional investors and hedge funds held shares of Issuer Direct shares: Forager Capital Management LLC ($11.50M), Bard Associates Inc. ($2.88M), Punch & Associates Investment Management Inc. ($1.65M), Legato Capital Management LLC ($232K), and Seizert Capital Partners LLC ($204K), Acadian Asset Management LLC ($86K).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: Punch & Associates Investment Management Inc. ($22.76K), Forager Capital Management LLC ($12.36K), Legato Capital Management LLC ($9.27K), and Bard Associates Inc. ($5.91K). How much institutional buying is happening at Issuer Direct? Institutional investors have bought a total of 50,288 shares in the last 24 months. This purchase volume represents approximately $1.12M 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 ($22.32K), Acadian Asset Management LLC ($10.63K), Forager Capital Management LLC ($6.59K), and Bard Associates Inc. ($400.00). How much institutional selling is happening at Issuer Direct? Institutional investors have sold a total of 39,943 shares in the last 24 months. This volume of shares sold represents approximately $765.75K in transactions. Related Companies: LTBR Major Shareholders AERT Major Shareholders INTJ Major Shareholders CISO Major Shareholders RVYL Major Shareholders ROMA Major Shareholders FRGT Major Shareholders GIB Major Shareholders BAH Major Shareholders FCN Major Shareholders This page (NYSE:ISDR) was last updated on 6/2/2024 by MarketBeat.com Staff From Our PartnersTrump’s Gift Could Unleash $51 Billion in New WealthWealthpin ProBiden replacement revealed?Paradigm PressBiden Nomination CANCELED?The Freeport SocietyBuy this small stock before coming AI Tidal WaveChaikin AnalyticsWarren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector…InvestorPlaceNvidia has Apple and Microsoft within striking rangeWeiss RatingsDon’t buy a single NVIDIA share before you see this...Behind the MarketsExposed: 10 CENT Crypto to Explode May 20th?True Market Insiders Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. 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