IES (IESC) Institutional Ownership

$159.95
-2.25 (-1.39%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for IES (NASDAQ:IESC)

Current
Institutional Ownership
Percentage
86.60%
Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$64.23M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$27.02M
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IESC Institutional Buying and Selling by Quarter

IES Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System8,096$985K0.0%-5.3%0.040%
5/16/2024 Janus Henderson Group PLC26,609$3.24M0.0%+27.4%0.131%
5/16/2024 Kennedy Capital Management LLC75,963$9.24M0.2%+11.4%0.375%
5/15/2024 First Sabrepoint Capital Management LP15,000$1.83M0.5%N/A0.074%
5/15/2024 Gendell Jeffrey L11,210,152$1.36B52.7%-0.9%55.386%
5/15/2024 Price T Rowe Associates Inc. MD2,347$286K0.0%N/A0.012%
5/15/2024 Truvestments Capital LLC4,099$499K0.2%N/A0.020%
5/14/2024 EntryPoint Capital LLC1,065$130K0.1%+217.0%0.005%
5/13/2024 O Shaughnessy Asset Management LLC4,285$521K0.0%+30.6%0.021%
5/11/2024 Cynosure Group LLC3,037$369K0.1%N/A0.015%
5/10/2024 Acadian Asset Management LLC12,446$1.51M0.0%+1,863.1%0.061%
5/10/2024 Vanguard Group Inc.479,315$58.30M0.0%+10.0%2.368%
5/10/2024 Forge First Asset Management Inc.19,876$2.42M0.8%N/A0.098%
5/10/2024 1ST Source Bank2,000$243K0.0%N/A0.010%
5/9/2024 Kingsview Wealth Management LLC2,168$264K0.0%N/A0.011%
5/8/2024 Russell Investments Group Ltd.13,712$1.67M0.0%+14.6%0.068%
5/7/2024Susquehanna Portfolio Strategies LLC1,700$207K0.0%N/A0.008%
5/7/2024 PFG Advisors3,664$446K0.0%N/A0.018%
5/6/2024 Quantbot Technologies LP1,877$228K0.0%-52.8%0.009%
5/3/2024 GSA Capital Partners LLP4,343$528K0.0%N/A0.021%
5/1/2024 Janney Montgomery Scott LLC27,592$3.36M0.0%+4.4%0.136%
5/1/2024 BNP Paribas Financial Markets20,727$2.52M0.0%+31.1%0.103%
5/1/2024 Peterson Wealth Services6,937$844K0.3%+151.8%0.034%
4/30/2024 Allspring Global Investments Holdings LLC1,794$218K0.0%+5,687.1%0.009%
4/29/2024 Principal Financial Group Inc.4,148$505K0.0%N/A0.021%
4/25/2024 Mendota Financial Group LLC1,828$222K0.1%N/A0.009%
4/24/2024 Assenagon Asset Management S.A.79,388$9.66M0.0%+302.1%0.393%
4/23/2024 Raymond James Financial Services Advisors Inc.13,909$1.69M0.0%N/A0.069%
4/19/2024 Bourgeon Capital Management LLC4,918$598K0.1%-9.2%0.024%
4/18/2024 Allspring Global Investments Holdings LLC1,794$218K0.0%+5,687.1%0.009%
4/15/2024 Sunbelt Securities Inc.395$48K0.0%N/A0.002%
3/25/2024 Quadrature Capital Ltd16,537$1.31M0.0%+11.4%0.082%
2/26/2024Virtu Financial LLC3,270$259K0.0%N/A0.016%
2/15/2024 Gendell Jeffrey L11,317,450$896.57M48.8%-0.8%55.972%
2/14/2024 Breach Inlet Capital Management LLC129,244$10.24M9.3%N/A0.639%
2/14/2024 Quadrature Capital Ltd16,537$1.31M0.0%+11.4%0.082%
2/9/2024 Quest Partners LLC1,695$134K0.0%N/A0.008%
2/9/2024 Trexquant Investment LP9,237$732K0.0%-19.5%0.046%
2/9/2024 Dynamic Technology Lab Private Ltd8,052$638K0.1%+68.1%0.040%
2/8/2024 Janney Montgomery Scott LLC26,428$2.09M0.0%+8.9%0.131%
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2/7/2024 Dimensional Fund Advisors LP728,832$57.74M0.0%+1.1%3.605%
2/7/2024 Jump Financial LLC9,621$762K0.0%-14.1%0.048%
2/7/2024 BNP Paribas Financial Markets15,814$1.25M0.0%+14.5%0.078%
2/7/2024 Teacher Retirement System of Texas9,668$766K0.0%+10.3%0.048%
2/6/2024 Charles Schwab Investment Management Inc.87,243$6.91M0.0%+12.2%0.432%
2/6/2024 Swiss National Bank15,900$1.26M0.0%-9.7%0.079%
2/6/2024 Coombe Bender & Co LLC62,647$4.96M3.1%+2.8%0.310%
2/6/2024 New York Life Investment Management LLC8,047$637K0.0%-2.5%0.040%
2/5/2024 Victory Capital Management Inc.4,496$356K0.0%N/A0.022%
2/5/2024 Islay Capital Management LLC6,078$481K0.4%N/A0.030%
2/5/2024 Russell Investments Group Ltd.11,966$948K0.0%-18.8%0.059%
2/1/2024 New York State Common Retirement Fund90,449$7.17M0.0%-0.4%0.448%
1/31/2024 Peterson Wealth Services2,755$218K0.1%N/A0.014%
1/30/2024 Bourgeon Capital Management LLC5,418$429K0.1%-24.9%0.027%
1/30/2024 Strs Ohio7,500$594K0.0%-13.8%0.037%
1/19/2024 Denali Advisors LLC2,600$206K0.1%-23.5%0.013%
1/17/2024 Assenagon Asset Management S.A.19,745$1.56M0.0%+163.2%0.098%
1/16/2024 Legato Capital Management LLC95,240$7.55M1.0%-0.3%0.472%
1/12/2024 SG Americas Securities LLC2,624$208K0.0%N/A0.013%
1/5/2024 Exchange Traded Concepts LLC4,667$370K0.0%N/A0.023%
12/18/2023 Vanguard Group Inc.436,085$28.73M0.0%+1.5%2.160%
11/15/2023 Kennedy Capital Management LLC82,226$5.42M0.1%-0.8%0.407%
11/15/2023 Alps Advisors Inc.4,760$314K0.0%N/A0.024%
11/14/2023 Quadrature Capital Ltd14,850$977K0.0%-48.6%0.074%
11/14/2023 Trexquant Investment LP11,475$756K0.0%-13.0%0.057%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.8,900$586K0.0%+52.8%0.044%
11/13/2023 Dark Forest Capital Management LP5,077$334K0.0%N/A0.025%
11/13/2023 Acadian Asset Management LLC634$41K0.0%N/A0.003%
11/13/2023 FMR LLC1,106,623$72.89M0.0%+12.4%5.481%
11/13/2023 Coombe Bender & Co LLC60,964$4.02M3.0%-9.8%0.302%
11/8/2023 Charles Schwab Investment Management Inc.77,780$5.12M0.0%+0.2%0.385%
11/8/2023 Janney Montgomery Scott LLC24,269$1.60M0.0%N/A0.120%
11/8/2023 Exencial Wealth Advisors LLC5,500$362K0.0%-21.4%0.027%
11/8/2023 New York Life Investment Management LLC8,250$543K0.0%-13.7%0.041%
11/7/2023 Quantbot Technologies LP1,898$125K0.0%-21.7%0.009%
11/7/2023 Barclays PLC2,915$192K0.0%-13.0%0.014%
11/7/2023 Jump Financial LLC11,200$738K0.0%+93.4%0.055%
10/31/2023 Teacher Retirement System of Texas8,764$577K0.0%+98.3%0.043%
10/27/2023 Allspring Global Investments Holdings LLC589$39K0.0%+1,078.0%0.003%
10/26/2023 Yorktown Management & Research Co Inc5,400$356K0.4%N/A0.027%
10/26/2023 Strs Ohio8,700$573K0.0%-22.3%0.043%
10/24/2023 Bank of New York Mellon Corp39,480$2.60M0.0%+27.4%0.196%
9/21/2023 Barclays PLC3,352$190K0.0%-22.5%0.017%
8/18/2023 Coombe Bender & Co LLC67,574$3.84M2.8%-4.4%0.335%
8/18/2023 Legato Capital Management LLC95,510$5.43M0.7%N/A0.473%
8/14/2023 Wexford Capital LP5,900$336K0.1%-10.6%0.029%
8/14/2023 State of Wyoming75,236$4.28M1.2%+25.5%0.373%
8/11/2023 Trexquant Investment LP13,187$750K0.0%+79.7%0.065%
8/9/2023 Dimensional Fund Advisors LP707,899$40.27M0.0%+1.4%3.506%
8/9/2023 1ST Source Bank4,000$228K0.0%N/A0.020%
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8/7/2023 Modera Wealth Management LLC17,140$975K0.0%+73.1%0.085%
8/7/2023 Royce & Associates LP417,313$23.74M0.2%-10.3%2.069%
8/7/2023 New York Life Investment Management LLC9,564$544K0.0%-12.6%0.047%
8/4/2023 American International Group Inc.3,944$224K0.0%-4.3%0.020%
8/3/2023 Bank of New York Mellon Corp30,984$1.76M0.0%-4.5%0.154%
7/31/2023 Strs Ohio11,200$637K0.0%-11.8%0.056%
7/27/2023 New York State Teachers Retirement System617$35K0.0%N/A0.003%
7/25/2023 Assenagon Asset Management S.A.7,503$427K0.0%N/A0.037%
7/20/2023 Bailard Inc.4,100$233K0.0%-18.0%0.020%
7/19/2023 Teacher Retirement System of Texas4,420$251K0.0%N/A0.022%
(Data available from 1/1/2016 forward)

IESC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IESC shares?

During the previous two years, 79 institutional investors and hedge funds held shares of IES. The most heavily invested institutionals were Gendell Jeffrey L ($1.36B), FMR LLC ($72.89M), Vanguard Group Inc. ($58.30M), Dimensional Fund Advisors LP ($57.74M), Royce & Associates LP ($23.74M), AltraVue Capital LLC ($18.19M), and Breach Inlet Capital Management LLC ($10.24M).Learn more on IESC's institutional investors.

What percentage of IES stock is owned by institutional investors?

86.60% of IES stock is owned by institutional investors. Learn more on IESC's institutional investor holdings.

Which institutional investors have been buying IES stock?

Of the 64 institutional investors that purchased IES stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($210.44K), Breach Inlet Capital Management LLC ($129.24K), Legato Capital Management LLC ($105.76K), Assenagon Asset Management S.A. ($85.23K), Coombe Bender & Co LLC ($75.98K), AltraVue Capital LLC ($54.84K), and Dimensional Fund Advisors LP ($51.52K).

How much institutional buying is happening at IES?

Institutional investors have bought a total of 1,122,029 shares in the last 24 months. This purchase volume represents approximately $75.35M in transactions.

Which IES major shareholders have been selling company stock?

Of the 30 institutional investors that sold IES stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gendell Jeffrey L ($200K), Royce & Associates LP ($102.93K), Victory Capital Management Inc. ($51.93K), Apis Capital Advisors LLC ($40K), Renaissance Technologies LLC ($24.60K), Otter Creek Advisors LLC ($22.90K), and Legato Capital Management LLC ($21.93K).

How much institutional selling is happening at IES?

Institutional investors have sold a total of 537,948 shares in the last 24 months. This volume of shares sold represents approximately $34.16M in transactions.


This page (NASDAQ:IESC) was last updated on 5/20/2024 by MarketBeat.com Staff

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