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 |
|---|---|---|---|---|---|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
5,411
shares
|
$1.14 Million
0.99% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
5,286
shares
|
$1.11 Million
0.29% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
4,918
shares
|
$1.04 Million
0.19% of portfolio
|
Q1 2024
Reduced 9.23%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,890
shares
|
$1.03 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
4,813
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Added 21.82%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,501
shares
|
$947,460
0.07% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Nov 08, 2024 Q3 2024 |
4,496
shares
|
$946,408
0.49% of portfolio
|
Q3 2024
Reduced 83.34%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
4,490
shares
|
$945,145
0.0% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,341
shares
|
$913,780
0.01% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,302
shares
|
$905,571
0.1% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,241
shares
|
$892,730
0.0% of portfolio
|
Q3 2024
Added 472.33%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
4,200
shares
|
$884,100
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
3,899
shares
|
$820,739
0.51% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
3,794
shares
|
$798,637
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,782
shares
|
$796,111
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
3,778
shares
|
$795,269
0.0% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,699
shares
|
$778,639
0.05% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,458
shares
|
$727,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,392
shares
|
$714,016
0.0% of portfolio
|
Q3 2024
Reduced 88.86%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
3,340
shares
|
$703,070
0.02% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,337
shares
|
$702,438
0.02% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
3,333
shares
|
$701,596
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,312
shares
|
$697,176
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,306
shares
|
$695,913
0.02% of portfolio
|
Q3 2024
Reduced 65.2%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
3,200
shares
|
$673,600
0.0% of portfolio
|
Q3 2024
Added 28.0%
|