Recent Quarter Total Invested
$4.86 M
Recent Quarter Institutional Ownership Percentage
16.25%
Total Invested of Last Quarter
$8.27 M
Ownership Percentage of Last Quarter
16.79%
Issuer Direct Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 150,611 | $1.18 M | 0.00% | 3.95% |
| BARD ASSOCIATES INC | 08/12/2024 | 117,185 | $919,317 | -0.37% | 3.07% |
| HERALD INVESTMENT MANAGEMENT LTD | 08/09/2024 | 90,000 | $699,300 | 0.00% | 2.36% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 88,000 | $690,360 | 0.00% | 2.31% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 38,338 | $300,762 | -16.36% | 1.00% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 35,894 | $281,589 | -18.34% | 0.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 26,898 | $211,072 | 0.00% | 0.70% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 18,168 | $142,528 | 0.00% | 0.48% |
| MAN GROUP PLC | 08/14/2024 | 17,277 | $135,538 | 2.61% | 0.45% |
| CITADEL ADVISORS LLC | 08/14/2024 | 14,138 | $110,913 | 21.86% | 0.37% |
| BLACKROCK INC. | 08/13/2024 | 12,848 | $100,792 | 2.98% | 0.34% |
| PERRITT CAPITAL MANAGEMENT INC | 08/07/2024 | 10,133 | $79,493 | 0.00% | 0.27% |
| BARCLAYS PLC | 08/14/2024 | 432 | $3,000 | 0.00% | 0.01% |
| ADIRONDACK TRUST CO | 07/09/2024 | 320 | $2,508 | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 22 | $173 | 2,100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 6 | $47 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
Issuer Direct Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of ISDR shares?
During the previous two years, 12 institutional investors and hedge funds held shares of Issuer Direct Corporation. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 35,894
GEODE CAPITAL MANAGEMENT, LLC: 26,898
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 18,168
CITADEL ADVISORS LLC: 14,138
BlackRock Inc.: 12,848
BARCLAYS PLC: 432
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What percentage of Issuer Direct Corporation stock is owned by institutional investors?
16.25% of Issuer Direct Corporation stock is owned by institutional investors.
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How much institutional buying is happening at ISDR ?
Institutional investors have bought a total of 109,674 shares in the last 24 months. This purchase volume represents approximately $1.08 M in transactions.