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Get Institutions for : 
Investar Holding Corp (ISTR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    1
Total shares held : 
 5,179,907  
% of shares held : 
 59.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -56,260  
% of shares held change : 
   -0.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 64,740
 1.25%
 
Increased Positions :
24
 185,886
 3.59%
 
Unchanged Positions :
14
 648,598
 12.52%
 
Decreased Positions :
14
-245,802
-4.75%
 
Closed Positions :
5
-61,084
-1.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Fourthstone LLC 11 - 2023-12-31 972,906 $14,506,000 -8,992
   BANC FUNDS CO LLC 42 - 2023-12-31 609,617 $9,089,000 16,918
   VANGUARD GROUP INC 3140 - 2023-12-31 471,690 $7,033,000 1,474
   SANDLER ONEILL ASSET MANAGEMENT LLC 32 - 2023-12-31 280,000 $4,175,000 5,000
   ROYCE & ASSOCIATES LLC 543 - 2023-12-31 264,310 $3,941,000 0
   ALLIANCEBERNSTEIN L.P. 1651 - 2023-12-31 232,236 $3,463,000 66,983
   M3F, INC. 28 - 2023-12-31 223,187 $3,328,000 -101,083
   FRANKLIN RESOURCES INC 1181 - 2023-12-31 215,100 $3,207,000 34,175
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 447 - 2023-12-31 201,390 $3,003,000 -15,700
   DIMENSIONAL FUND ADVISORS INC 2711 - 2023-12-31 190,429 $2,839,000 9,153
   Petiole USA ltd 23 - 2023-12-31 172,043 $2,565,000 0
   BLACKROCK INC. 3689 - 2023-12-31 165,632 $2,470,000 2,008
   KENNEDY CAPITAL MANAGEMENT INC 455 - 2023-12-31 157,335 $2,346,000 7,542
   BRIDGEWAY CAPITAL MANAGEMENT INC 579 - 2023-12-31 134,498 $2,005,000 3,733
   WELLINGTON MANAGEMENT CO LLP 1411 - 2023-12-31 131,308 $1,958,000 0
   GEODE CAPITAL MANAGEMENT LLC 3173 - 2023-12-31 108,659 $1,620,000 3,895
   Russell Investments Group Ltd. 1801 - 2023-12-31 86,914 $1,296,000 -12,281
   GREEN SQUARE CAPITAL MANAGEMENT LLC 79 - 2023-12-31 56,695 $845,000 531
   NORTHERN TRUST CORP 3440 - 2023-12-31 45,235 $674,000 182
   Empowered Funds LLC 934 - 2023-12-31 42,233 $630,000 3,733
   MILLENNIUM MANAGEMENT LLC 3008 - 2023-12-31 37,584 $560,000 -5,503
   RENAISSANCE TECHNOLOGIES LLC 2813 - 2023-12-31 30,875 $460,000 5,700
   Greenwich Investment Management Inc. 25 - 2023-12-31 30,655 $457,000 -225
   HSBC HOLDINGS PLC 1658 - 2023-12-31 29,995 $452,000 483
   EA Series Trust 863 - 2023-06-30 35,340 $428,000 0
   STATE STREET CORP 3480 - 2023-12-31 28,148 $422,000 0
   BANK OF NEW YORK MELLON CORP 3597 - 2024-03-31 22,743 $372,000 -3,869
   Boston Partners 669 - 2023-12-31 18,574 $277,000 -15,092
   BARCLAYS PLC 3296 - 2023-12-31 16,714 $249,000 3,548
   AMERIPRISE FINANCIAL INC 3594 - 2023-12-31 16,155 $241,000 0
   Connor Clark & Lunn Investment Management Ltd. 1230 - 2023-12-31 15,407 $230,000 1,346
   RIVER OAKS CAPITAL LLC 41 - 2023-09-30 20,150 $213,000 -3,150
   ExodusPoint Capital Management LP 1206 *New 2023-12-31 13,369 $199,000 13,369
   Stratos Wealth Partners LTD. 1271 - 2024-03-31 12,065 $197,000 0
   MORGAN STANLEY 5531 - 2023-12-31 12,669 $189,000 -50,318
   ADVISORY SERVICES NETWORK, LLC 1304 - 2023-12-31 12,600 $188,000 0
   Qube Research & Technologies Ltd 2449 - 2023-12-31 12,350 $184,000 12,148
   CITADEL ADVISORS LLC 4478 - 2023-12-31 11,964 $178,000 -6,303
   Comprehensive Portfolio Management LLC 748 *New 2024-03-31 10,749 $176,000 10,749
   JACOBS LEVY EQUITY MANAGEMENT INC 937 - 2023-12-31 11,314 $169,000 1,278
   JANE STREET GROUP LLC 4850 *New 2023-12-31 10,697 $159,000 10,697
   GOLDMAN SACHS GROUP INC/ 4250 - 2023-12-31 10,605 $158,000 -19
   JANNEY MONTGOMERY SCOTT LLC 2481 - 2023-12-31 10,500 $157,000 -29,966
   HIGHTOWER ADVISORS, LLC 3015 - 2023-12-31 10,000 $149,000 0
   ROYAL BANK OF CANADA 4759 - 2023-12-31 8,953 $134,000 291
   AJOVista LLC 285 - 2023-12-31 3,705 $55,000 0
   LSV ASSET MANAGEMENT 854 - 2023-12-31 3,400 $51,000 0
   BANK OF AMERICA CORP /DE/ 5510 - 2023-12-31 3,096 $46,000 1,212
   CWM LLC 2326 - 2024-03-31 2,770 $45,000 0
   Goss Wealth Management LLC 2290 - 2023-12-31 2,587 $39,000 11
   UBS Group AG 5412 - 2023-12-31 2,541 $38,000 2,330
   J P MORGAN CHASE & CO 4835 - 2023-12-31 2,212 $33,000 2,212
   COPELAND CAPITAL MANAGEMENT, LLC 177 - 2024-03-31 1,987 $33,000 -542
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1692 - 2023-12-31 2,026 $30,000 0
   PNC FINANCIAL SERVICES GROUP INC 3228 - 2023-12-31 1,875 $28,000 0
   CITIGROUP INC 3893 *New 2023-12-31 1,817 $27,000 1,817
   WELLS FARGO & CO/MN 4953 - 2023-12-31 1,442 $21,000 -122
   RHUMBLINE ADVISERS 3916 - 2023-12-31 365 $5,000 0
   Capital Advisors Ltd. LLC 991 - 2024-03-31 180 $3,000 0
   PROEQUITIES INC. 2038 - 2023-12-31 134 $2,000 0
   FMR LLC 4720 *Closed 2023-12-31 0 $0 -315
   TOWER RESEARCH CAPITAL LLC 5911 *Closed 2023-12-31 0 $0 -100
   BOOTHBAY FUND MANAGEMENT LLC 1539 *Closed 2023-12-31 0 $0 -50,425
   Quadrature Capital LTD 1323 *Closed 2023-12-31 0 $0 -10,157
   EverSource Wealth Advisors LLC 2710 *Closed 2023-12-31 0 $0 -87
   Parallel Advisors LLC 3423 - 2023-12-31 6 $0 -13
  66 Records found
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