Latest Institutional Purchases of Issuer Direct Corp (ISDR)
This list provides information on the latest institutional transactions involving Issuer Direct Corp (ISDR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
13.5K+ 12.11% |
$112K - $145K
|
125K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
5.59K+ 4.2% |
$46.4K - $59.9K
|
139K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.52K+ 726.19% |
$29.3K - $37.8K
|
4.01K
$38.7K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.83K+ 6.57% |
$15.2K - $19.6K
|
29.7K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.72K+ 9.56% |
$14.3K - $18.4K
|
19.7K
$191K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.63KNew |
$13.5K - $17.5K
|
1.63K
$15.8K
|
|
|
May 15, 2025
Q1 2025
|
Clear Street LLC
|
BUY
|
- |
42New |
$349 - $450
|
42
$406
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4+ 0.01% |
$33.2 - $42.9
|
31.2K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
54New |
$469 - $606
|
54
$522
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20New |
$174 - $224
|
20
$193
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
41.2KNew |
$330K - $497K
|
41.2K
$398K
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
248+ 12400.0% |
$1.99K - $2.99K
|
250
$2.42K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
372+ 2.98% |
$2.84K - $4.79K
|
12.8K
$124K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 4.76% |
$11.6 - $19
|
22
$213
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
99.8KNew |
$1.49M - $1.86M
|
99.8K
$965K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4New |
$59.8 - $74.4
|
4
$38.7
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
432New |
$7.95K - $9.82K
|
432
$4.18K
|
|
|
Nov 09, 2023
Q3 2023
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
141+ 38.32% |
$2.6K - $3.2K
|
509
$4.92K
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
9.27KNew |
$183K - $258K
|
9.27K
$89.6K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
503New |
$9.81K - $15.1K
|
503
$4.86K
|
|
| Q1 2022 | |||||||
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
160+ 100.0% |
$4.07K - $5.03K
|
320
$3.09K
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Herald Investment Management LTD
|
BUY
|
- |
90KNew |
$1.24M - $1.86M
|
90K
$870K
|
|