Investar (ISTR) Institutional Ownership

$16.34
+0.04 (+0.25%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Investar (NASDAQ:ISTR)

Current
Institutional Ownership
Percentage
50.17%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$4.74M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.11M
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ISTR Institutional Buying and Selling by Quarter

Investar Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2024Banc Funds Co. LLC609,617$9.09M0.9%+2.9%6.252%
2/9/2024Franklin Resources Inc.215,100$3.21M0.0%+18.9%2.206%
2/7/2024Boston Partners18,574$277K0.0%-44.8%0.191%
2/6/2024AJOVista LLC3,705$55K0.1%N/A0.038%
2/5/2024Russell Investments Group Ltd.86,914$1.30M0.0%-12.4%0.891%
1/24/2024 Stratos Wealth Partners LTD.12,065$180K0.0%N/A0.124%
11/14/2023Quadrature Capital Ltd10,157$107K0.0%-23.2%0.104%
11/13/2023Connor Clark & Lunn Investment Management Ltd.14,061$149K0.0%N/A0.144%
11/8/2023 Janney Montgomery Scott LLC40,466$429K0.0%+231.7%0.412%
11/7/2023Barclays PLC13,166$139K0.0%+23.0%0.134%
10/27/2023River Oaks Capital LLC20,150$213K0.3%-13.5%0.205%
10/11/2023 CWM LLC2,955$31K0.0%-25.2%0.030%
9/21/2023Barclays PLC10,705$130K0.0%-14.5%0.109%
8/11/2023Hotchkis & Wiley Capital Management LLC217,700$2.64M0.0%+76.9%2.215%
8/11/2023Banc Funds Co. LLC592,699$7.18M0.8%+3.5%6.029%
8/11/2023Franklin Resources Inc.213,010$2.58M0.0%+15.5%2.167%
8/10/2023Russell Investments Group Ltd.99,195$1.20M0.0%-9.0%1.009%
8/7/2023Royce & Associates LP264,310$3.20M0.0%-2.3%2.664%
8/3/2023 CWM LLC3,948$48K0.0%+96.4%0.040%
8/2/2023Fourthstone LLC974,235$11.80M3.1%-1.5%9.821%
7/27/2023EA Series Trust35,340$428K0.0%N/A0.356%
7/14/2023 Copeland Capital Management LLC2,514$30K0.0%N/A0.025%
7/13/2023Green Square Capital Advisors LLC56,911$689K0.1%+2.6%0.574%
5/23/2023Royce & Associates LP270,610$3.78M0.0%+5.2%2.729%
5/16/2023Fourthstone LLC989,441$13.81M4.9%+0.6%9.977%
5/15/2023Maltese Capital Management LLC298,000$4.16M1.6%-1.6%3.005%
5/15/2023ELCO Management Co. LLC10,000$140K0.1%-38.9%0.101%
5/12/2023M3F Inc.344,447$4.81M1.6%+13.8%3.472%
5/9/2023Russell Investments Group Ltd.109,044$1.52M0.0%-4.6%1.099%
5/4/2023Royce & Associates LP270,610$3.78M0.0%+5.2%2.733%
5/2/2023River Oaks Capital LLC30,470$425K0.6%-3.1%0.308%
5/1/2023 CWM LLC2,010$28K0.0%N/A0.020%
4/12/2023 Ellsworth Advisors LLC18,136$253K0.1%+6.2%0.183%
2/13/2023Stieven Capital Advisors L.P.402,487$8.67M1.6%-2.3%4.070%
2/10/2023M3F Inc.302,652$6.52M2.0%-13.0%3.060%
2/8/2023LSV Asset Management3,400$73K0.0%N/A0.034%
2/8/2023Russell Investments Group Ltd.114,263$2.46M0.0%-4.8%1.155%
2/8/2023Boston Partners33,666$725K0.0%-7.4%0.340%
2/7/2023LPL Financial LLC32,042$690K0.0%-12.7%0.324%
2/3/2023River Oaks Capital LLC31,444$677K0.8%-16.1%0.318%
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2/1/2023Bank of Montreal Can14,835$339K0.0%N/A0.150%
11/15/2022M3F Inc.348,034$6.93M2.4%-1.9%3.519%
11/14/2022ELCO Management Co. LLC20,000$398K0.3%N/A0.202%
11/10/2022Hillsdale Investment Management Inc.38,200$761K0.1%+50.9%0.386%
11/4/2022River Oaks Capital LLC37,500$746K0.8%-14.6%0.374%
11/4/2022Russell Investments Group Ltd.120,052$2.39M0.0%-6.5%1.198%
11/3/2022Royce & Associates LP257,310$5.12M0.1%-1.2%2.568%
11/3/2022Barclays PLC11,252$224K0.0%+5.1%0.112%
10/20/2022 Ellsworth Advisors LLC16,874$336K0.1%N/A0.168%
8/15/2022Maltese Capital Management LLC387,500$8.49M1.8%-21.1%3.868%
8/13/2022 Concourse Financial Group Securities Inc.5,951$131K0.0%N/A0.059%
8/12/2022Franklin Resources Inc.214,481$4.70M0.0%-2.1%2.141%
8/11/2022Wealthsource Partners LLC47,404$1.04M0.1%-20.0%0.473%
8/10/2022Kennedy Capital Management Inc.304,050$6.66M0.2%-6.2%2.953%
8/10/2022River Oaks Capital LLC43,924$962K1.0%-11.4%0.427%
8/4/2022Royce & Associates LP260,310$5.70M0.1%-0.8%2.528%
7/29/2022Russell Investments Group Ltd.128,370$2.81M0.0%-2.9%1.247%
5/17/2022Greenwich Investment Management Inc.39,724$758K0.5%-1.4%0.386%
5/11/2022Banc Funds Co. LLC572,699$10.93M0.9%+1.3%5.562%
5/11/2022BHZ Capital Management LP27,435$524K0.2%+10.2%0.266%
5/9/2022Wealthsource Partners LLC59,248$1.13M0.1%N/A0.575%
5/5/2022Royce & Associates LP262,310$5.01M0.0%-1.7%2.544%
5/5/2022Russell Investments Group Ltd.132,197$2.52M0.0%-13.8%1.282%
5/4/2022 Janney Montgomery Scott LLC12,500$239K0.0%N/A0.121%
5/2/2022 Smith Shellnut Wilson LLC ADV38,000$725K0.4%-52.0%0.369%
4/22/2022River Oaks Capital LLC49,600$947K0.9%-46.6%0.481%
2/15/2022Kennedy Capital Management Inc.319,928$5.89M0.1%+1.7%3.093%
2/15/2022Maltese Capital Management LLC491,000$9.04M1.5%+0.6%4.747%
2/14/2022Greenwich Investment Management Inc.40,294$742K0.5%N/A0.390%
2/11/2022Petiole USA ltd172,043$3.17M2.3%N/A1.663%
2/10/2022Stieven Capital Advisors L.P.479,375$8.83M1.1%-0.2%4.635%
2/9/2022Geneos Wealth Management Inc.9,031$166K0.0%-92.3%0.087%
2/8/2022First Trust Advisors LP14,261$263K0.0%-16.6%0.138%
2/8/2022Savant Capital LLC11,696$215K0.0%N/A0.113%
2/8/2022Northern Trust Corp45,414$836K0.0%-1.6%0.439%
2/7/2022Royce & Associates LP266,910$4.91M0.0%+8.2%2.581%
2/7/2022BHZ Capital Management LP24,887$458K0.2%N/A0.241%
2/4/2022River Oaks Capital LLC92,918$1.71M1.6%N/A0.898%
2/4/2022Boston Partners39,789$733K0.0%+67.9%0.385%
2/3/2022 Smith Shellnut Wilson LLC ADV79,224$1.46M0.7%N/A0.766%
2/3/2022River Oaks Capital LLC1,710,620$1.71M1.6%N/A16.539%
1/21/2022Russell Investments Group Ltd.153,356$2.82M0.0%+42.9%1.483%
1/19/2022 KG&L Capital Management LLC12,432$229K0.1%-38.6%0.120%
11/16/2021Two Sigma Advisers LP26,300$579K0.0%+91.9%0.254%
11/16/2021Two Sigma Investments LP25,688$566K0.0%-15.0%0.248%
11/16/2021Wellington Management Group LLP218,158$4.80M0.0%+50.2%2.109%
11/16/2021Maltese Capital Management LLC488,300$10.75M1.9%-0.2%4.721%
11/15/2021Marshall Wace LLP25,990$572K0.0%+25.8%0.251%
11/15/2021Dimensional Fund Advisors LP215,296$4.74M0.0%+12.5%2.082%
11/15/2021FJ Capital Management LLC20,000$450K0.0%N/A0.193%
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11/15/2021M3F Inc.330,556$7.28M2.4%+35.4%3.196%
11/12/2021Trexquant Investment LP11,270$248K0.0%+28.9%0.109%
11/12/2021Renaissance Technologies LLC91,575$2.02M0.0%-27.0%0.885%
11/12/2021Fourthstone LLC703,888$15.49M6.2%+13.5%6.805%
11/12/2021Hotchkis & Wiley Capital Management LLC101,200$2.23M0.0%N/A0.978%
11/12/2021Banc Funds Co. LLC582,854$12.83M1.0%-16.3%5.635%
11/12/2021Geode Capital Management LLC101,921$2.24M0.0%+1.0%0.985%
11/10/2021Alliancebernstein L.P.71,772$1.58M0.0%-15.3%0.694%
11/9/2021Geneos Wealth Management Inc.117,683$2.57M0.1%-10.3%1.138%
11/9/2021BlackRock Inc.114,381$2.52M0.0%-12.7%1.106%
(Data available from 1/1/2016 forward)

ISTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISTR shares?

During the previous two years, 32 institutional investors and hedge funds held shares of Investar. The most heavily invested institutionals were Fourthstone LLC ($11.80M), Banc Funds Co. LLC ($9.09M), Stieven Capital Advisors L.P. ($8.67M), Kennedy Capital Management Inc. ($6.66M), M3F Inc. ($4.81M), Maltese Capital Management LLC ($4.16M), and Franklin Resources Inc. ($3.21M).Learn more on ISTR's institutional investors.

What percentage of Investar stock is owned by institutional investors?

50.17% of Investar stock is owned by institutional investors. Learn more on ISTR's institutional investor holdings.

Which institutional investors have been buying Investar stock?

Of the 23 institutional investors that purchased Investar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hotchkis & Wiley Capital Management LLC ($94.61K), Franklin Resources Inc. ($62.80K), Wealthsource Partners LLC ($59.25K), Banc Funds Co. LLC ($44.42K), M3F Inc. ($41.80K), Janney Montgomery Scott LLC ($40.77K), and EA Series Trust ($35.34K).

How much institutional buying is happening at Investar?

Institutional investors have bought a total of 529,432 shares in the last 24 months. This purchase volume represents approximately $7.87M in transactions.

Which Investar major shareholders have been selling company stock?

Of the 17 institutional investors that sold Investar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Maltese Capital Management LLC ($108.22K), Russell Investments Group Ltd. ($66.44K), M3F Inc. ($52.11K), River Oaks Capital LLC ($22.28K), Kennedy Capital Management Inc. ($20.25K), Boston Partners ($17.79K), and Royce & Associates LP ($15.90K).

How much institutional selling is happening at Investar?

Institutional investors have sold a total of 361,586 shares in the last 24 months. This volume of shares sold represents approximately $7.03M in transactions.


This page (NASDAQ:ISTR) was last updated on 5/4/2024 by MarketBeat.com Staff

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