Institutional Ownership Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $3.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10,288
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Added 69.43%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
10,015
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2024
Added 94.54%
|
|
|
G2 Investment Partners Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,953
shares
|
$2.1 Million
0.69% of portfolio
|
Q3 2024
Reduced 74.21%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
8,822
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,664
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
8,551
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,404
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 129.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
8,366
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 80.61%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
8,010
shares
|
$1.69 Million
0.51% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
7,974
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.12%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,712
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
7,693
shares
|
$1.62 Million
0.21% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
7,307
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,298
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
7,240
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,008
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
6,748
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 48.57%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 25, 2024 Q3 2024 |
6,340
shares
|
$1.33 Million
1.36% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,216
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 56.89%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
5,789
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.76%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,789
shares
|
$1.22 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,655
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
5,607
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
5,547
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
5,472
shares
|
$1.15 Million
0.34% of portfolio
|
Q3 2024
New holding
|