Issuer Direct Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TOPLINE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 709,264 | $6.34 M | 100.00% | 18.50% |
| VANGUARD GROUP INC | 02/11/2025 | 150,611 | $1.35 M | 0.00% | 3.93% |
| BARD ASSOCIATES INC | 02/06/2025 | 132,931 | $1.19 M | -0.65% | 3.47% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 111,500 | $996,810 | 24.03% | 2.91% |
| HERALD INVESTMENT MANAGEMENT LTD | 02/13/2025 | 90,000 | $783,000 | 0.00% | 2.35% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 35,738 | $319,498 | 0.85% | 0.93% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 31,226 | $279,161 | 0.00% | 0.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 27,878 | $249,306 | 0.00% | 0.73% |
| MAN GROUP PLC | 02/14/2025 | 18,689 | $167,080 | 6.15% | 0.49% |
| PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 18,000 | $160,920 | 26.60% | 0.47% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 17,268 | $154,376 | -4.95% | 0.45% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 13,192 | $117,936 | -0.58% | 0.34% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 959 | $8,573 | 62.82% | 0.03% |
| UBS GROUP AG | 02/14/2025 | 485 | $4,336 | 100.00% | 0.01% |
| BARCLAYS PLC | 02/13/2025 | 432 | $4,000 | 0.00% | 0.01% |
| ADIRONDACK TRUST CO | 01/17/2025 | 320 | $2,860 | 0.00% | 0.01% |
| 02/14/2025 | 54 | $483 | 100.00% | 0.00% | |
| 02/06/2025 | 20 | $179 | 100.00% | 0.00% | |
| JPMORGAN CHASE & CO | 02/12/2025 | 6 | $54 | 0.00% | 0.00% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
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Issuer Direct Corporation institutional Ownership - FAQ's
During the previous two years, 24 institutional investors and hedge funds held shares of Issuer Direct Corporation. The most heavily invested institutionals were:
Topline Capital Management, LLC: 709,264
VANGUARD GROUP INC: 150,611
BARD ASSOCIATES INC: 132,931
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 111,500
Herald Investment Management Ltd: 90,000
RENAISSANCE TECHNOLOGIES LLC: 35,738
36.22% of Issuer Direct Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 1.37 M shares in the last 24 months. This purchase volume represents approximately $12.42 M in transactions.