INVESTAR HLDG CORP shareholder history

Current and past INVESTAR HLDG CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANC FUNDS CO LLC 38380.24%0.73%1.27%Q2 2014Q3 202338
MORGAN STANLEY 37370.00%0.00%0.00%Q3 2014Q3 202337
MALTESE CAPITAL MANAGEMENT LLC 37370.21%0.96%1.86%Q3 2014Q3 202337
FRANKLIN RESOURCES INC 37370.00%0.00%0.00%Q3 2014Q3 202337
BANK OF AMERICA CORP /DE/ 3510.00%0.00%0.00%Q3 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Advisory Services Network, LLC 2780.00%0.02%0.07%Q4 2014Q3 202335
VANGUARD GROUP INC 35350.00%0.00%0.00%Q1 2015Q3 202335
WELLS FARGO & COMPANY/MN 2670.00%0.00%0.00%Q4 2014Q3 202333
STEEL GROVE CAPITAL ADVISORS, LLC 30300.08%0.28%0.78%Q2 2016Q3 202330
ALLIANCEBERNSTEIN L.P. 15150.00%0.00%0.00%Q3 2014Q3 202330
GEODE CAPITAL MANAGEMENT, LLC 29290.00%0.00%0.00%Q3 2016Q3 202329
UBS Group AG 1010.00%0.00%0.00%Q4 2014Q3 202329
BARCLAYS PLC 27270.00%0.00%0.00%Q1 2017Q3 202327
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
Renaissance Technologies 27270.00%0.00%0.00%Q1 2017Q3 202327
STATE STREET CORP 26260.00%0.00%0.00%Q2 2017Q3 202326
DIMENSIONAL FUND ADVISORS LP 26260.00%0.00%0.00%Q2 2017Q3 202326
NORTHERN TRUST CORP 26260.00%0.00%0.00%Q2 2017Q3 202326
FJ Capital Management LLC 2410.04%1.41%2.40%Q3 2014Q3 202125
Tower Research Capital LLC (TRC) 810.00%0.00%0.00%Q3 2014Q3 202325
Stieven Capital Advisors, L.P. 25250.44%1.32%1.90%Q1 2017Q1 202325
ROYAL BANK OF CANADA 1620.00%0.00%0.00%Q4 2015Q3 202324
BNP PARIBAS FINANCIAL MARKETS 24240.00%0.00%0.00%Q2 2017Q1 202324
Geneos Wealth Management Inc. 24240.01%0.05%0.13%Q1 2016Q4 202124
BRIDGEWAY CAPITAL MANAGEMENT, LLC 14100.01%0.03%0.06%Q2 2017Q3 202324
AMERICAN INTERNATIONAL GROUP, INC. 1670.00%0.00%0.00%Q3 2014Q1 202123
WASATCH ADVISORS LP 23230.01%0.03%0.05%Q2 2014Q4 201923
JPMORGAN CHASE & CO 23230.00%0.00%0.00%Q4 2017Q2 202323
DEUTSCHE BANK AG\ 2020.00%0.00%0.00%Q1 2015Q1 202122
Bank of New York Mellon Corp 22220.00%0.00%0.00%Q2 2017Q3 202222
ROYCE & ASSOCIATES LP 22220.02%0.04%0.06%Q2 2018Q3 202322
EMERALD MUTUAL FUND ADVISERS TRUST 21210.05%0.17%0.30%Q4 2014Q4 201921
GOLDMAN SACHS GROUP INC 1710.00%0.00%0.00%Q3 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 20200.00%0.00%0.00%Q2 2016Q1 202120
KENNEDY CAPITAL MANAGEMENT LLC 1280.01%0.07%0.19%Q1 2017Q3 202320
Penn Capital Management Company, LLC 19190.02%0.12%0.16%Q4 2016Q2 202119
CITIGROUP INC 1410.00%0.00%0.00%Q1 2016Q1 202318
EJF Capital LLC 18180.27%1.15%1.73%Q1 2017Q2 202118
WELLINGTON MANAGEMENT GROUP LLP 1080.00%0.00%0.00%Q3 2014Q3 202318
HSBC HOLDINGS PLC 17170.00%0.00%0.00%Q3 2019Q3 202317
NEW YORK STATE COMMON RETIREMENT FUND 17170.00%0.00%0.00%Q2 2017Q2 202117
HighTower Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Ameritas Investment Partners, Inc. 16160.00%0.00%0.00%Q2 2017Q1 202116
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 16160.00%0.00%0.00%Q2 2017Q1 202116
River Oaks Capital LLC 880.31%2.09%3.76%Q4 2016Q3 202316
Legal & General Group Plc 16160.00%0.00%0.00%Q2 2017Q1 202116
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 16160.00%0.00%0.00%Q2 2017Q1 202116
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Fourthstone LLC 1320.19%4.01%8.24%Q4 2019Q3 202315
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.00%Q1 2017Q3 202315
GLOBEFLEX CAPITAL L P 14140.00%0.07%0.10%Q4 2016Q1 202014
RHUMBLINE ADVISERS 1220.00%0.00%0.00%Q2 2018Q3 202314
ENDEAVOUR CAPITAL ADVISORS INC 14140.28%0.79%4.13%Q3 2014Q4 201714
PRICE MICHAEL F 14140.05%0.37%0.58%Q3 2014Q4 201714
Russell Investments Group, Ltd. 14140.00%0.00%0.01%Q2 2020Q3 202314
ACADIAN ASSET MANAGEMENT LLC 1010.00%0.00%0.00%Q1 2018Q2 202213
STRS OHIO 1210.00%0.00%0.00%Q2 2017Q1 202113
MENDON CAPITAL ADVISORS CORP 13130.02%0.42%1.10%Q1 2017Q1 202013
Forest Hill Capital, LLC 13130.50%2.03%2.68%Q1 2017Q1 202013
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q1 2015Q4 202212
ELCO Management Co., LLC 930.10%0.25%0.35%Q1 2017Q1 202312
RMB Capital Management, LLC 12120.08%0.13%0.18%Q1 2017Q4 201912
Boston Partners 10100.00%0.00%0.00%Q2 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q4 2014Q2 201810
BlackRock Investment Management, LLC 10100.00%0.00%0.00%Q3 2014Q4 201610
JACOBS LEVY EQUITY MANAGEMENT, INC 910.00%0.00%0.01%Q1 2021Q3 202310
M3F, Inc. 10101.15%1.98%2.52%Q2 2021Q3 202310
KG&L Capital Management,LLC 910.09%0.39%0.72%Q4 2018Q4 202110
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10100.00%0.00%0.00%Q2 2021Q3 202310
AMERIPRISE FINANCIAL INC 990.00%0.00%0.00%Q3 2021Q3 20239
OSAIC HOLDINGS, INC. 810.00%0.00%0.00%Q1 2020Q2 20229
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 990.01%0.01%0.01%Q3 2021Q3 20239
GREAT WEST LIFE ASSURANCE CO /CAN/ 630.00%0.00%0.00%Q1 2018Q2 20209
FMR LLC 710.00%0.00%0.00%Q1 2020Q3 20238
Lourd Capital, LLC 880.02%0.02%0.04%Q3 2017Q2 20198
Petiole USA ltd 881.67%2.39%3.29%Q4 2021Q3 20238
TIAA CREF INVESTMENT MANAGEMENT LLC 880.00%0.00%0.00%Q2 2017Q1 20198
TEACHERS ADVISORS, LLC 880.00%0.00%0.00%Q2 2017Q1 20198
Greenwich Investment Management, Inc. 880.26%0.45%0.62%Q4 2021Q3 20238
JACOBS ASSET MANAGEMENT, LLC 880.72%0.87%0.98%Q3 2014Q2 20168
Nuveen Asset Management, LLC 880.00%0.00%0.00%Q2 2019Q1 20218
TWO SIGMA ADVISERS, LP 770.00%0.00%0.00%Q2 2021Q4 20227
INVESTMENT HOUSE LLC 770.01%0.02%0.03%Q2 2019Q4 20207
CHARTWELL INVESTMENT PARTNERS, LLC 770.01%0.06%0.07%Q4 2014Q2 20167
TWO SIGMA INVESTMENTS, LP 770.00%0.00%0.00%Q2 2021Q4 20227
Janney Montgomery Scott LLC 770.00%0.00%0.00%Q1 2022Q3 20237
LPL Financial LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q2 2020Q3 20216
ALPINE WOODS CAPITAL INVESTORS, LLC 660.03%0.04%0.07%Q3 2014Q4 20156
FIRST TRUST ADVISORS LP 420.00%0.00%0.00%Q1 2018Q2 20226
Geduld E E 660.11%0.16%0.22%Q3 2014Q4 20156
MUFG Americas Holdings Corp 550.00%0.00%0.00%Q2 2016Q2 20175
Stokes & Hubbell Capital Management, LLC 550.08%0.10%0.11%Q1 2018Q1 20195
Citadel Advisors 320.00%0.00%0.00%Q2 2021Q3 20235
METROPOLITAN LIFE INSURANCE CO/NY 310.00%0.00%0.00%Q2 2018Q4 20195
JCSD Capital, LLC 551.54%2.49%3.63%Q4 2019Q4 20205
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q1 2019Q1 20205
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
Stratos Wealth Partners, LTD. 550.01%0.01%0.01%Q4 2017Q4 20185
OXFORD ASSET MANAGEMENT LLP 310.01%0.01%0.01%Q2 2017Q3 20194
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2019Q4 20194
Ergoteles LLC 440.01%0.02%0.04%Q2 2021Q1 20224
Hillsdale Investment Management Inc. 440.01%0.04%0.07%Q2 2022Q1 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2021Q1 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Summit Financial Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2014Q3 20154
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
LSV ASSET MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Parallel Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q3 2022Q3 20234
MetLife Investment Management, LLC 210.00%0.00%0.00%Q2 2018Q4 20194
BHZ CAPITAL MANAGEMENT, LP 330.15%0.16%0.18%Q4 2021Q2 20223
BESSEMER GROUP INC 330.00%0.00%0.00%Q4 2019Q2 20203
Ellsworth Advisors, LLC 330.09%0.12%0.14%Q3 2022Q1 20233
Mesirow Financial Investment Management, Inc. 331.70%1.93%2.37%Q2 2017Q4 20173
Optiver Holding B.V. 330.00%0.00%0.00%Q2 2021Q4 20213
WEALTHSOURCE PARTNERS, LLC 330.07%0.07%0.08%Q1 2022Q3 20223
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.02%0.04%Q2 2021Q3 20233
Hubbell Strickland Wealth Management, LLC 330.22%0.30%0.35%Q3 2019Q1 20203
RAMSEY QUANTITATIVE SYSTEMS 330.02%0.05%0.09%Q2 2018Q4 20183
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q1 20202
Philadelphia Financial Management of San Francisco, LLC 220.21%0.23%0.25%Q1 2017Q2 20172
HRT FINANCIAL LP 220.00%0.00%0.01%Q2 2021Q3 20212
Savant Capital, LLC 110.01%0.01%0.01%Q1 2021Q4 20212
Proficio Capital Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
MARSHALL WACE, LLP 220.00%0.00%0.00%Q2 2021Q3 20212
Arlington Partners LLC 220.02%0.03%0.04%Q4 2019Q1 20202
SMITH SHELLNUT WILSON LLC /ADV 220.38%0.55%0.72%Q4 2021Q1 20222
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q1 2017Q2 20172
Empowered Funds, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Nationwide Fund Advisors 220.00%0.00%0.00%Q2 2017Q3 20172
ZPR Investment Management 220.37%0.41%0.46%Q4 2016Q1 20172
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q2 2017Q3 20172
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q4 2019Q1 20202
Copeland Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Quadrature Capital Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Trexquant Investment LP 220.02%0.02%0.02%Q2 2021Q3 20212
Rosenthal {-} Henry Capital Advisors, Inc. 221.00%1.16%1.32%Q4 2019Q1 20202
BLACKTHORN INVESTMENT GROUP LLC 110.64%0.64%0.64%Q3 2015Q3 20151
MARTINGALE ASSET MANAGEMENT L P 110.00%0.00%0.00%Q4 2019Q4 20191
Acrospire Investment Management LLC 110.02%0.02%0.02%Q1 2017Q1 20171
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Hilton Capital Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
TUDOR INVESTMENT CORP ET AL 110.02%0.02%0.02%Q1 2017Q1 20171
Tibra Equities Europe Ltd 110.11%0.11%0.11%Q2 2021Q2 20211
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
Squarepoint Ops LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q4 2019Q4 20191
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2021Q2 20211
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q4 2017Q4 20171
Man Group plc 110.00%0.00%0.00%Q4 2022Q4 20221
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SCOGGIN MANAGEMENT LP 111.02%1.02%1.02%Q2 2023Q2 20231
Jump Financial, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Spark Investment Management LLC 110.01%0.01%0.01%Q2 2017Q2 20171
SG Americas Securities, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Hutchin Hill Capital, LP 110.03%0.03%0.03%Q1 2017Q1 20171
PIPER SANDLER & CO. 110.02%0.02%0.02%Q1 2023Q1 20231
Marshall Wace North America L.P. 110.00%0.00%0.00%Q2 2021Q2 20211
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q1 2018Q1 20181
Eidelman Virant Capital 110.08%0.08%0.08%Q4 2014Q4 20141
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Kestra Advisory Services, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
EMERALD ADVISERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 110.03%0.03%0.03%Q1 2017Q1 20171
External links

This page lists all the filers that currently own INVESTAR HLDG CORP or have owned INVESTAR HLDG CORP in the past.