Latest Institutional Transactions on Issuer Direct Corp (ISDR)

ISDR Quotes by TradingView

This table provides information on the latest institutional transactions involving Issuer Direct Corp (ISDR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 14, 2024 Q3 2024
Man Group PLC

London, X0
BUY
 -
329
+ 1.9%
$2.64K - $3.97K
17.6K $158K
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
250
New
$2K - $3.02K
250 $2.25K
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
5
+ 22.73%
$40.1 - $60.3
27 $242
Nov 14, 2024 Q3 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
41.2K
New
$330K - $497K
41.2K $370K
Nov 14, 2024 Q3 2024
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
1.9K
+ 2.16%
$15.2K - $22.9K
89.9K $807K
Nov 14, 2024 Q3 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
589
New
$4.72K - $7.1K
589 $5.29K
Nov 13, 2024 Q3 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-2.9K
- 7.56%
$23.2K - $35K
35.4K $318K
Nov 12, 2024 Q3 2024
Perritt Capital Management Inc

Chicago, IL
BUY
 -
4.09K
+ 40.31%
$32.7K - $49.3K
14.2K $128K
Nov 12, 2024 Q3 2024
Geode Capital Management, LLC

Boston, MA
BUY
 -
980
+ 3.64%
$7.85K - $11.8K
27.9K $250K
Nov 07, 2024 Q3 2024
Dimensional Fund Advisors LP

Austin, TX
SELL
 -
-4.67K
- 13.0%
$37.4K - $56.3K
31.2K $280K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 14, 2024 Q2 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.54K
+ 21.86%
$19.4K - $32.6K
14.1K $127K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
372
+ 2.98%
$2.84K - $4.79K
12.8K $115K
Q1 2024
Nov 05, 2024 Q1 2024
Royal Bank Of Canada

Toronto, A6
SELL
 -
-28
- 51.85%
$323 - $531
26 $233
May 13, 2024 Q1 2024
Ubs Group Ag

SELL
 -
-226
- 44.75%
$2.61K - $4.28K
279 $2.51K
May 10, 2024 Q1 2024
Acadian Asset Management LLC

Boston, MA
SELL
 -
-2.76K
- 29.0%
$31.9K - $52.3K
6.76K $60.7K
May 10, 2024 Q1 2024
Vanguard Group Inc

Valley Forge, PA
SELL
 -
-848
- 0.56%
$9.79K - $16.1K
151K $1.35M
May 10, 2024 Q1 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
1
+ 20.0%
$11.6 - $19
6 $53.9
May 10, 2024 Q1 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
+ 4.76%
$11.6 - $19
22 $198
Q4 2023
Feb 14, 2024 Q4 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 CALL
99.8K
New
$1.49M - $1.86M
99.8K $896K
Feb 14, 2024 Q4 2023
Forager Capital Management, LLC

Birmingham, AL
SELL
 -
-163K
- 41.55%
$2.45M - $3.04M
230K $2.06M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
4
New
$59.8 - $74.4
4 $35.9
Q3 2023
Nov 09, 2023 Q3 2023
Cove Street Capital, LLC

El Segundo, CA
BUY
 -
141
+ 38.32%
$2.6K - $3.2K
509 $4.57K
Nov 07, 2023 Q3 2023
Barclays PLC

London, X0
BUY
 -
432
New
$7.95K - $9.82K
432 $3.88K
Nov 06, 2023 Q3 2023
Seizert Capital Partners, LLC

SELL
 -
-1.33K
- 10.95%
$24.5K - $30.3K
10.8K $97.3K
Q2 2023
Aug 14, 2023 Q2 2023
Globeflex Capital L P

San Diego, CA
SELL
 -
-1.51K
- 11.03%
$26.1K - $31.8K
12.2K $110K
Q1 2023
May 15, 2023 Q1 2023
State Street Corp

Boston, MA
SELL
 -
-8.37K
Closed
$173K - $240K
0 $0
May 15, 2023 Q1 2023
Bridgeway Capital Management, LLC

Houston, TX
SELL
 -
-800
- 4.22%
$16.6K - $23K
18.2K $163K
Q4 2022
Feb 01, 2023 Q4 2022
Legato Capital Management LLC

BUY
 -
9.27K
New
$183K - $258K
9.27K $83.2K
Q2 2022
Aug 12, 2022 Q2 2022
Navellier & Associates Inc

Reno, NV
SELL
 -
-15.8K
Closed
$308K - $474K
0 $0
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2K
- 80.0%
$39K - $60K
500 $4.49K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
503
New
$9.81K - $15.1K
503 $4.52K
Jul 25, 2022 Q2 2022
Toth Financial Advisory Corp

SELL
 -
-100
Closed
$1.95K - $3K
0 $0
Q1 2022
Apr 05, 2022 Q1 2022
Adirondack Trust CO

BUY
 -
160
+ 100.0%
$4.07K - $5.03K
320 $2.87K
Q4 2021
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-10.5K
Closed
$258K - $338K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-140
Closed
$3.18K - $4.06K
0 $0
Aug 13, 2021 Q2 2021
Ci Investments Inc.

Toronto, A6
SELL
 -
-18.3K
Closed
$414K - $529K
0 $0
Aug 13, 2021 Q2 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-20K
Closed
$454K - $580K
0 $0
Q1 2021
Jun 17, 2021 Q1 2021
Geneos Wealth Management Inc.

SELL
 -
-550
Closed
$9.52K - $14K
0 $0
May 11, 2021 Q1 2021
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-34.7K
Closed
$600K - $882K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Prelude Capital Management, LLC

New York, NY
SELL
 -
-200
Closed
$3.5K - $4.7K
0 $0
Q3 2020
Nov 12, 2020 Q3 2020
Royce & Associates LP

SELL
 -
-1.65K
Closed
$16.6K - $32.9K
0 $0
Nov 03, 2020 Q3 2020
Sky Oak Wealth, LLC

SELL
 -
-12K
Closed
$120K - $238K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Polar Asset Management Partners Inc.

Toronto, A6
SELL
 -
-298K
Closed
$2.58M - $3.55M
0 $0
Aug 07, 2020 Q2 2020
Victory Capital Management Inc

SELL
 -
-512
Closed
$4.43K - $6.1K
0 $0
Q1 2020
May 14, 2020 Q1 2020
Panagora Asset Management Inc

Boston, MA
SELL
 -
-194
Closed
$1.72K - $2.4K
0 $0
May 14, 2020 Q1 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-1.23K
Closed
$10.9K - $15.2K
0 $0
Q4 2018
Feb 14, 2019 Q4 2018
1492 Capital Management LLC

Milwaukee, WI
SELL
 -
-47.4K
Closed
$474K - $739K
0 $0
Q3 2018
Nov 13, 2018 Q3 2018
Ativo Capital Management LLC

Chicago, IL
SELL
 -
-55K
Closed
$756K - $1.14M
0 $0

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