Purchases and Sales Made in Q4 2022 in Issuer Direct Corp (ISDR)
This table provides information about the institutional ownership of Issuer Direct Corp (ISDR) during Q4 2022. The information is specifically focused on institutions that hold shares of ISSUER DIRECT CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Forager Capital Management, LLC
Birmingham, AL |
BUY
|
- |
12.4K+ 2.76% |
$244K - $344K
|
460K
$4.87M
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
9.27KNew |
$183K - $258K
|
9.27K
$98.1K
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
8.37KNew |
$165K - $233K
|
8.37K
$88.7K
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2K+ 4.0% |
$39.5K - $55.7K
|
52K
$551K
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.18K+ 0.93% |
$23.2K - $32.8K
|
128K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
184+ 0.83% |
$3.63K - $5.12K
|
22.4K
$238K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86New |
$1.7K - $2.39K
|
86
$911
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
67+ 6.53% |
$1.32K - $1.86K
|
1.09K
$11.6K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4New |
$78.9 - $111
|
4
$42.4
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 10.0% |
$39.5 - $55.7
|
22
$233
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-127- 1.48% |
$2.51K - $3.53K
|
8.45K
$89.5K
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-391- 0.76% |
$7.71K - $10.9K
|
51.2K
$542K
|
|
Feb 10, 2023
Q4 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-400- 0.35% |
$7.89K - $11.1K
|
115K
$1.22M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.51K- 80.72% |
$29.7K - $41.9K
|
360
$3.81K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.4K- 9.57% |
$67.1K - $94.6K
|
32.1K
$340K
|