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 | 709.26 K | $6.34 M | 100.00% | 18.50% |
| VANGUARD GROUP INC | 02/11/2025 | 150.61 K | $1.35 M | 0.00% | 3.93% |
| BARD ASSOCIATES INC | 02/06/2025 | 132.93 K | $1.19 M | -0.65% | 3.47% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 111.50 K | $996.81 K | 24.03% | 2.91% |
| HERALD INVESTMENT MANAGEMENT LTD | 02/13/2025 | 90.00 K | $783.00 K | 0.00% | 2.35% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 35.74 K | $319.50 K | 0.85% | 0.93% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 31.23 K | $279.16 K | 0.00% | 0.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 27.88 K | $249.31 K | 0.00% | 0.73% |
| MAN GROUP PLC | 02/14/2025 | 18.69 K | $167.08 K | 6.15% | 0.49% |
| PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 18.00 K | $160.92 K | 26.60% | 0.47% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 17.27 K | $154.38 K | -4.95% | 0.45% |
| CITADEL ADVISORS LLC | 02/14/2025 | 16.06 K | $143.53 K | 100.00% | 0.42% |
| NORTHERN TRUST CORP | 02/14/2025 | 13.53 K | $120.98 K | 100.00% | 0.35% |
| BLACKROCK, INC. | 02/07/2025 | 13.19 K | $117.94 K | -0.58% | 0.34% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 959 | $8.57 K | 62.82% | 0.03% |
| UBS GROUP AG | 02/14/2025 | 485 | $4.34 K | 100.00% | 0.01% |
| BARCLAYS PLC | 02/13/2025 | 432 | $4.00 K | 0.00% | 0.01% |
| ADIRONDACK TRUST CO | 01/17/2025 | 320 | $2.86 K | 0.00% | 0.01% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 02/14/2025 | 54 | $483 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 23 | $206 | -14.81% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/06/2025 | 20 | $179 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 6 | $54 | 0.00% | 0.00% |
| MORGAN STANLEY | 05/15/2025 | 2 | $18 | -99.20% | 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, 3 institutional investors and hedge funds held shares of Issuer Direct Corporation. The most heavily invested institutionals were:
BlackRock Inc.: 12,848
BlackRock Fund Advisors: 318
UBS AG: 950
36.22% of Issuer Direct Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 14.12 K shares in the last 24 months. This purchase volume represents approximately $150.05 K in transactions.