Investar Ownership 2024 | Who Owns Investar Now?
Institutional Ownership
9.27%
Insider Ownership
7.89%
Retail Ownership
82.84%
Institutional Holders
25.00
Investar Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 6.24% | 1.11% | 609,617 | - | - | 9,388,102 | Jun 30, 2024 |
| FOURTHSTONE LLC | 5.97% | 2.86% | 583,146 | -201,111 | -25.64% | 8,980,448 | Jun 30, 2024 |
| BLACKROCK INC. | 5.85% | 0.00% | 572,004 | 422,272 | 282.02% | 8,808,868 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.30% | 0.00% | 517,681 | 45,991 | 9.75% | 7,972,287 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 3.70% | 0.00% | 361,631 | -23,030 | -5.99% | 5,569,117 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 2.71% | 0.75% | 264,600 | -3,800 | -1.42% | 4,074,840 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 2.65% | 0.04% | 258,610 | - | - | 3,982,594 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.57% | 0.00% | 251,235 | 31,589 | 14.38% | 3,869,136 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.27% | 0.00% | 221,524 | 110,427 | 99.40% | 3,411,825 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 2.07% | 0.00% | 201,915 | -13,185 | -6.13% | 3,109,491 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.00% | 0.01% | 195,450 | -1,100 | -0.56% | 3,009,930 | Jun 30, 2024 |
| PETIOLE USA LTD | 1.76% | 2.22% | 172,043 | - | - | 2,649,462 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.75% | 0.06% | 170,957 | -43,556 | -20.30% | 2,632,738 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.45% | 0.05% | 141,243 | 3,420 | 2.48% | 2,175,142 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 1.11% | 0.01% | 108,926 | 3 | 0.00% | 1,677,460 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.10% | 0.00% | 107,748 | -6,818 | -5.95% | 1,659,319 | Jun 30, 2024 |
| STATE STREET CORP | 1.05% | 0.00% | 102,766 | 73,118 | 246.62% | 1,582,596,000 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 1.04% | 0.00% | 101,910 | 2,584 | 2.60% | 1,569,412 | Jun 30, 2024 |
| MORGAN STANLEY | 0.69% | 0.00% | 67,648 | 55,492 | 456.50% | 1,041,789 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.62% | 0.00% | 60,533 | 7,777 | 14.74% | 932,000 | Jun 30, 2024 |
Investar's largest institutional shareholder is BANC FUNDS CO LLC, holding 6.24% of the company's total share outstanding, currently valued at $9.39M. The top 10 institutional shareholders own together 39.33% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOURTHSTONE LLC | 5.97% | 2.86% | 583,146 | -201,111 | -25.64% | 8,980,448 | Jun 30, 2024 |
| PETIOLE USA LTD | 1.76% | 2.22% | 172,043 | - | - | 2,649,462 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 6.24% | 1.11% | 609,617 | - | - | 9,388,102 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 2.71% | 0.75% | 264,600 | -3,800 | -1.42% | 4,074,840 | Jun 30, 2024 |
| GREENWICH INVESTMENT MANAGEMENT, INC. | 0.25% | 0.34% | 24,220 | -4,965 | -17.01% | 372,988 | Jun 30, 2024 |
| M3F, INC. | 0.26% | 0.14% | 25,000 | -141,464 | -84.98% | 385,000 | Jun 30, 2024 |
| GREEN SQUARE CAPITAL ADVISORS LLC | 0.52% | 0.11% | 51,237 | 276 | 0.54% | 789,055 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.75% | 0.06% | 170,957 | -43,556 | -20.30% | 2,632,738 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.45% | 0.05% | 141,243 | 3,420 | 2.48% | 2,175,142 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 2.65% | 0.04% | 258,610 | - | - | 3,982,594 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.12% | 0.01% | 11,300 | - | - | 174,020 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.50% | 0.01% | 48,978 | 3,420 | 7.51% | 749,363 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.21% | 0.01% | 20,670 | 9,921 | 92.30% | 318,318 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.00% | 0.01% | 195,450 | -1,100 | -0.56% | 3,009,930 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 1.11% | 0.01% | 108,926 | 3 | 0.00% | 1,677,460 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.41% | 0.01% | 40,271 | 9,458 | 30.69% | 620,173 | Jun 30, 2024 |
| ADVISORY SERVICES NETWORK, LLC | 0.13% | 0.00% | 12,600 | - | - | 194,040 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.00% | 648 | 648 | 100.00% | 9,979 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.13% | 0.00% | 12,626 | 12,626 | 100.00% | 194,440 | Jun 30, 2024 |
| STRATOS WEALTH PARTNERS, LTD. | 0.12% | 0.00% | 12,065 | - | - | 185,801 | Jun 30, 2024 |
The largest Investar shareholder by % of total assets is FOURTHSTONE LLC. The company owns 583.15K shares of Investar (ISTR), representing 2.86% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 5.85% | 0.00% | 572,004 | 422,272 | 282.02% | 8,808,868 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.27% | 0.00% | 221,524 | 110,427 | 99.40% | 3,411,825 | Jun 30, 2024 |
| STATE STREET CORP | 1.05% | 0.00% | 102,766 | 73,118 | 246.62% | 1,582,596,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.69% | 0.00% | 67,648 | 55,492 | 456.50% | 1,041,789 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.30% | 0.00% | 517,681 | 45,991 | 9.75% | 7,972,287 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.33% | 0.00% | 32,219 | 32,219 | 100.00% | 496,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.57% | 0.00% | 251,235 | 31,589 | 14.38% | 3,869,136 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.56% | 0.00% | 54,708 | 31,520 | 135.93% | 842,500 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.49% | 0.00% | 48,073 | 25,330 | 111.37% | 740,324 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 0.00% | 25,072 | 25,072 | 100.00% | 386,109 | Jun 30, 2024 |
| INVESCO LTD. | 0.25% | 0.00% | 24,893 | 24,893 | 100.00% | 383,353 | Jun 30, 2024 |
| STRS OHIO | 0.22% | 0.00% | 21,800 | 21,800 | 100.00% | 335,720,000 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.22% | 0.00% | 21,456 | 21,456 | 100.00% | 329,000 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.14% | 0.00% | 13,337 | 13,337 | 100.00% | 205,390 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.13% | 0.00% | 12,626 | 12,626 | 100.00% | 194,440 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.13% | 0.00% | 12,280 | 12,280 | 100.00% | 189,112 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.11% | 0.00% | 10,622 | 10,257 | 2810.14% | 163,575 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.10% | 0.00% | 10,008 | 10,008 | 100.00% | 154,123 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.21% | 0.01% | 20,670 | 9,921 | 92.30% | 318,318 | Jun 30, 2024 |
| BARCLAYS PLC | 0.21% | 0.00% | 20,898 | 9,708 | 86.76% | 322,000 | Jun 30, 2024 |
As of Jun 30 2024, Investar's largest institutional buyer is BLACKROCK INC.. The company purchased 422.27K stocks of ISTR, valued at $8.81M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOURTHSTONE LLC | 5.97% | 2.86% | 583,146 | -201,111 | -25.64% | 8,980,448 | Jun 30, 2024 |
| M3F, INC. | 0.26% | 0.14% | 25,000 | -141,464 | -84.98% | 385,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.21% | 0.00% | 20,451 | -55,968 | -73.24% | 314,945 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.75% | 0.06% | 170,957 | -43,556 | -20.30% | 2,632,738 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -30,756 | -100.00% | - | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 3.70% | 0.00% | 361,631 | -23,030 | -5.99% | 5,569,117 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 2.07% | 0.00% | 201,915 | -13,185 | -6.13% | 3,109,491 | Jun 30, 2024 |
| MAN GROUP PLC | 0.11% | 0.00% | 10,942 | -10,631 | -49.28% | 168,507 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -9,969 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.26% | 0.00% | 25,560 | -9,299 | -26.68% | 393,624 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.10% | 0.00% | 107,748 | -6,818 | -5.95% | 1,659,319 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.06% | - | 6,065 | -5,775 | -48.78% | 93,401 | Jun 30, 2024 |
| GREENWICH INVESTMENT MANAGEMENT, INC. | 0.25% | 0.34% | 24,220 | -4,965 | -17.01% | 372,988 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 2.71% | 0.75% | 264,600 | -3,800 | -1.42% | 4,074,840 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -3,572 | -100.00% | - | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | - | - | - | -1,987 | -100.00% | - | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.00% | 0.01% | 195,450 | -1,100 | -0.56% | 3,009,930 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -295 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -158 | -100.00% | - | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.02% | 0.00% | 1,831 | -111 | -5.72% | 28,197 | Jun 30, 2024 |
As of Jun 30 2024, Investar's biggest institutional seller is FOURTHSTONE LLC. The company sold -0.20M shares of ISTR, valued at $8.98M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 0.00% | 25,072 | 25,072 | 100.00% | 386,109 | Jun 30, 2024 |
| INVESCO LTD. | 0.25% | 0.00% | 24,893 | 24,893 | 100.00% | 383,353 | Jun 30, 2024 |
| STRS OHIO | 0.22% | 0.00% | 21,800 | 21,800 | 100.00% | 335,720,000 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.22% | 0.00% | 21,456 | 21,456 | 100.00% | 329,000 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.14% | 0.00% | 13,337 | 13,337 | 100.00% | 205,390 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.13% | 0.00% | 12,626 | 12,626 | 100.00% | 194,440 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.13% | 0.00% | 12,280 | 12,280 | 100.00% | 189,112 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.10% | 0.00% | 10,008 | 10,008 | 100.00% | 154,123 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.07% | 0.00% | 6,500 | 6,500 | 100.00% | 100,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 4,975 | 4,975 | 100.00% | 76,665 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.02% | 0.00% | 2,370 | 2,370 | 100.00% | 36,498 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | - | 1,505 | 1,505 | 100.00% | 23,177 | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 0.00% | 906 | 906 | 100.00% | 13,952 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.01% | - | 795 | 795 | 100.00% | 12,239 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 670 | 670 | 100.00% | 10,318 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.00% | 648 | 648 | 100.00% | 9,979 | Jun 30, 2024 |
| AMALGAMATED BANK | 0.00% | - | 320 | 320 | 100.00% | 5,000 | Jun 30, 2024 |
Investar's largest new institutional shareholder by number of shares is CHARLES SCHWAB INVESTMENT MANAGEMENT INC, purchased 25.07K shares, valued at $386.11K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -30,756 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -9,969 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -3,572 | -100.00% | - | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | - | - | - | -1,987 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -295 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -158 | -100.00% | - | Jun 30, 2024 |
Investar's largest sold out institutional shareholder by shares sold is QUBE RESEARCH & TECHNOLOGIES LTD, sold -30.76K shares, valued at -, as of undefined.
Investar Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | 0.92% | 4,000,000 | - | - | Jan 31, 2024 |
| Angel Oak Financial Strategies Income Term Trust | 0.35% | 1,500,000 | - | - | Jan 31, 2024 |
| RMB INVESTORS TRUST | 0.33% | 174,914 | - | - | Dec 31, 2023 |
| ROYCE CAPITAL FUND | 0.21% | 78,710 | - | - | Mar 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.06% | 215,100 | 39,762 | 22.68% | Jan 31, 2024 |
| THOMPSON IM FUNDS INC | 0.05% | 796,000 | - | - | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.04% | 91,465 | - | - | Mar 28, 2024 |
| Angel Oak Funds Trust | 0.03% | 2,500,000 | - | - | Jan 31, 2024 |
| ROYCE FUND | 0.03% | 179,900 | -5,700 | -3.07% | Mar 31, 2024 |
| WASATCH FUNDS TRUST | 0.01% | 112,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,106 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.01% | 910 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 1,484 | - | - | Mar 28, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 18,995 | 310 | 1.66% | Feb 29, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 56,000 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,772 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 15,819 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 299 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 13,060 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 103,116 | - | - | Jan 31, 2024 |
| KP Funds | 0.00% | 55,267 | - | - | Sep 30, 2020 |
| PFM Multi-Manager Series Trust | 0.00% | 954 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 454,886 | -122,450 | -21.21% | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 11,500 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 84,292 | 4,708 | 5.92% | Feb 29, 2024 |
| VALIC Co II | 0.00% | 12,200 | 100 | 0.83% | Feb 28, 2021 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,700 | - | - | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 4,100 | - | - | Mar 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,919 | - | - | Mar 28, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 717 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,557 | -425 | -5.32% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,290 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 688 | - | - | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 84 | - | - | Apr 30, 2021 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 128,411 | 11,280 | 9.63% | Jan 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 6,500 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 35,655 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 10,566 | 1,983 | 23.10% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 798 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 3,333 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 10,694 | - | - | Mar 28, 2024 |
| RBC FUNDS TRUST | 0.00% | 8,500 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 7,085 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.00% | 16,091 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 3,578 | - | - | Feb 29, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 591 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 4,539 | - | - | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 120 | - | - | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 5,979 | 5,436 | 1001.10% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 16,574 | 3,973 | 31.53% | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 1,158 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,840 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 2,444 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 100 | - | - | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 2,532 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 214 | - | - | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 67,982 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 17,637 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 27,928 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 2,690 | - | - | Feb 29, 2024 |
| PGIM ETF TRUST | 0.00% | 759 | - | - | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 1,400 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,473 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 21,924 | -90 | -0.41% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 11,700 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 43,200 | - | - | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 659 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 19,875 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 4,829 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 15,734 | - | - | Dec 31, 2023 |
| ADVANCED SERIES TRUST | 0.00% | 17,500 | - | - | Mar 28, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 1,000 | - | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 983 | - | - | Jan 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 100 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 87 | - | - | Feb 29, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 15,700 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,069 | - | - | Mar 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 700 | - | - | Dec 31, 2023 |
| PACIFIC SELECT FUND | 0.00% | 7,443 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 257 | -2,907 | -91.88% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 1,512 | -113 | -6.95% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 20,343 | -544 | -2.60% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,237 | - | - | Dec 31, 2023 |
| SPDR SERIES TRUST | 0.00% | 33,957 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 4,076 | - | - | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 100 | - | - | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 2,038 | - | - | Feb 29, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 9,733 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 819 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 619 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 1,621 | - | - | Mar 28, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 720 | - | - | Mar 31, 2024 |
| John Hancock Funds II | 0.00% | 1,898 | - | - | Feb 29, 2024 |
Investar's largest mutual fund holder by % of total assets is "Angel Oak Financial Strategies Income Term Trust", owning 4.00M shares, compromising 0.92% of its total assets.
Investar Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 25 | -60.32% |
| 31 Mar, 24 | 63 | 8.62% |
| 31 Dec, 23 | 58 | 3.57% |
| 30 Sep, 23 | 56 | -1.75% |
| 30 Jun, 23 | 57 | -6.56% |
| 31 Mar, 23 | 61 | 3.39% |
| 31 Dec, 22 | 59 | 11.32% |
| 30 Sep, 22 | 53 | -1.85% |
| 30 Jun, 22 | 54 | - |
| 31 Mar, 22 | 54 | -3.57% |
| 31 Dec, 21 | 56 | 1.82% |
| 30 Sep, 21 | 55 | -6.78% |
| 30 Jun, 21 | 59 | 5.36% |
| 31 Mar, 21 | 56 | -1.75% |
| 31 Dec, 20 | 57 | 5.56% |
| 30 Sep, 20 | 54 | -3.57% |
| 30 Jun, 20 | 56 | -6.67% |
| 31 Mar, 20 | 60 | -15.49% |
| 31 Dec, 19 | 71 | 14.52% |
| 30 Sep, 19 | 62 | 6.90% |
| 30 Jun, 19 | 58 | 3.57% |
| 31 Mar, 19 | 56 | -3.45% |
| 31 Dec, 18 | 58 | 1.75% |
| 30 Sep, 18 | 57 | -10.94% |
| 30 Jun, 18 | 64 | 14.29% |
| 31 Mar, 18 | 56 | -6.67% |
| 31 Dec, 17 | 60 | 3.45% |
| 30 Sep, 17 | 58 | - |
| 30 Jun, 17 | 58 | 31.82% |
| 31 Mar, 17 | 44 | 62.96% |
| 31 Dec, 16 | 27 | 12.50% |
| 30 Sep, 16 | 24 | -11.11% |
| 30 Jun, 16 | 27 | 3.85% |
| 31 Mar, 16 | 26 | - |
| 31 Dec, 15 | 26 | -3.70% |
| 30 Sep, 15 | 27 | 8.00% |
| 30 Jun, 15 | 25 | -7.41% |
| 31 Mar, 15 | 27 | 8.00% |
| 31 Dec, 14 | 25 | 25.00% |
| 30 Sep, 14 | 20 | 900.00% |
| 30 Jun, 14 | 2 | - |
As of 30 Jun 24, 25 institutions are holding Investar's shares, representing a decrease of -60.32% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 905,835 | -83.62% |
| 31 Mar, 24 | 5,528,441 | 6.73% |
| 31 Dec, 23 | 5,179,907 | -1.38% |
| 30 Sep, 23 | 5,252,612 | -3.02% |
| 30 Jun, 23 | 5,416,230 | -4.19% |
| 31 Mar, 23 | 5,652,951 | -1.51% |
| 31 Dec, 22 | 5,739,394 | -1.07% |
| 30 Sep, 22 | 5,801,724 | -1.18% |
| 30 Jun, 22 | 5,871,073 | -4.67% |
| 31 Mar, 22 | 6,158,906 | 1.66% |
| 31 Dec, 21 | 6,058,147 | 6.33% |
| 30 Sep, 21 | 5,697,255 | -0.21% |
| 30 Jun, 21 | 5,709,091 | -2.87% |
| 31 Mar, 21 | 5,877,489 | -3.36% |
| 31 Dec, 20 | 6,082,137 | 2.30% |
| 30 Sep, 20 | 5,945,538 | -2.60% |
| 30 Jun, 20 | 6,103,996 | -1.30% |
| 31 Mar, 20 | 6,184,191 | -4.48% |
| 31 Dec, 19 | 6,474,161 | 18.75% |
| 30 Sep, 19 | 5,451,797 | 1.43% |
| 30 Jun, 19 | 5,374,927 | -1.45% |
| 31 Mar, 19 | 5,454,110 | -2.16% |
| 31 Dec, 18 | 5,574,751 | 0.49% |
| 30 Sep, 18 | 5,547,710 | -0.69% |
| 30 Jun, 18 | 5,586,211 | 1.24% |
| 31 Mar, 18 | 5,517,974 | 2.65% |
| 31 Dec, 17 | 5,375,276 | -0.01% |
| 30 Sep, 17 | 5,375,583 | -0.14% |
| 30 Jun, 17 | 5,383,069 | 11.91% |
| 31 Mar, 17 | 4,810,180 | 44.49% |
| 31 Dec, 16 | 3,328,992 | 9.45% |
| 30 Sep, 16 | 3,041,560 | -0.07% |
| 30 Jun, 16 | 3,043,829 | 1.16% |
| 31 Mar, 16 | 3,009,047 | 0.57% |
| 31 Dec, 15 | 2,991,865 | -1.08% |
| 30 Sep, 15 | 3,024,417 | 1.73% |
| 30 Jun, 15 | 2,973,068 | 1.26% |
| 31 Mar, 15 | 2,936,169 | 4.26% |
| 31 Dec, 14 | 2,816,187 | 5.81% |
| 30 Sep, 14 | 2,661,517 | 706.52% |
| 30 Jun, 14 | 330,000 | - |
Investar (ISTR) has 905.84K shares outstanding as of 30 Jun 24, down -83.62% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 9.27% | 0.29% |
| 31 Mar, 24 | 56.68% | 2.03% |
| 31 Dec, 23 | 52.78% | 1.87% |
| 30 Sep, 23 | 53.16% | 1.78% |
| 30 Jun, 23 | 54.66% | 1.68% |
| 31 Mar, 23 | 57.05% | 1.76% |
| 31 Dec, 22 | 56.91% | 1.68% |
| 30 Sep, 22 | 58.22% | 1.74% |
| 30 Jun, 22 | 57.85% | 1.63% |
| 31 Mar, 22 | 59.59% | 1.74% |
| 31 Dec, 21 | 58.57% | 1.95% |
| 30 Sep, 21 | 54.79% | 1.82% |
| 30 Jun, 21 | 54.82% | 1.75% |
| 31 Mar, 21 | 55.93% | 1.71% |
| 31 Dec, 20 | 57.26% | 1.88% |
| 30 Sep, 20 | 55.26% | 1.76% |
| 30 Jun, 20 | 56.09% | 1.82% |
| 31 Mar, 20 | 55.50% | 1.33% |
| 31 Dec, 19 | 64.59% | 2.15% |
| 30 Sep, 19 | 54.87% | 1.90% |
| 30 Jun, 19 | 53.70% | 1.69% |
| 31 Mar, 19 | 56.37% | 1.64% |
| 31 Dec, 18 | 58.56% | 1.74% |
| 30 Sep, 18 | 58.01% | 1.71% |
| 30 Jun, 18 | 58.26% | 1.73% |
| 31 Mar, 18 | 58.00% | 1.62% |
| 31 Dec, 17 | 59.85% | 1.57% |
| 30 Sep, 17 | 61.77% | 1.61% |
| 30 Jun, 17 | 61.97% | 1.39% |
| 31 Mar, 17 | 66.75% | 2.97% |
| 31 Dec, 16 | 47.44% | 2.56% |
| 30 Sep, 16 | 43.08% | 2.38% |
| 30 Jun, 16 | 42.52% | 2.43% |
| 31 Mar, 16 | 41.82% | 2.43% |
| 31 Dec, 15 | 41.47% | 2.36% |
| 30 Sep, 15 | 41.91% | 2.47% |
| 30 Jun, 15 | 41.18% | 2.49% |
| 31 Mar, 15 | 40.67% | 1.57% |
| 31 Dec, 14 | 50.89% | 3.59% |
| 30 Sep, 14 | 37.67% | 160.91% |
| 30 Jun, 14 | 4.84% | - |
As of 30 Jun 24, Investar is held by 9.27% institutional shareholders, representing a 0.29% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 16 | -44.83% |
| 31 Mar, 24 | 29 | -6.45% |
| 31 Dec, 23 | 31 | 55.00% |
| 30 Sep, 23 | 20 | -4.76% |
| 30 Jun, 23 | 21 | -27.59% |
| 31 Mar, 23 | 29 | 61.11% |
| 31 Dec, 22 | 18 | -21.74% |
| 30 Sep, 22 | 23 | 43.75% |
| 30 Jun, 22 | 16 | -15.79% |
| 31 Mar, 22 | 19 | -17.39% |
| 31 Dec, 21 | 23 | - |
| 30 Sep, 21 | 23 | -17.86% |
| 30 Jun, 21 | 28 | 3.70% |
| 31 Mar, 21 | 27 | -3.57% |
| 31 Dec, 20 | 28 | 40.00% |
| 30 Sep, 20 | 20 | -35.48% |
| 30 Jun, 20 | 31 | 34.78% |
| 31 Mar, 20 | 23 | -42.50% |
| 31 Dec, 19 | 40 | 37.93% |
| 30 Sep, 19 | 29 | -12.12% |
| 30 Jun, 19 | 33 | 50.00% |
| 31 Mar, 19 | 22 | -21.43% |
| 31 Dec, 18 | 28 | 21.74% |
| 30 Sep, 18 | 23 | -34.29% |
| 30 Jun, 18 | 35 | 66.67% |
| 31 Mar, 18 | 21 | -27.59% |
| 31 Dec, 17 | 29 | 11.54% |
| 30 Sep, 17 | 26 | -27.78% |
| 30 Jun, 17 | 36 | 9.09% |
| 31 Mar, 17 | 33 | 175.00% |
| 31 Dec, 16 | 12 | -7.69% |
| 30 Sep, 16 | 13 | 44.44% |
| 30 Jun, 16 | 9 | - |
| 31 Mar, 16 | 9 | 12.50% |
| 31 Dec, 15 | 8 | -33.33% |
| 30 Sep, 15 | 12 | 9.09% |
| 30 Jun, 15 | 11 | 37.50% |
| 31 Mar, 15 | 8 | -42.86% |
| 31 Dec, 14 | 14 | -26.32% |
| 30 Sep, 14 | 19 | 850.00% |
| 30 Jun, 14 | 2 | - |
16 institutional shareholders have increased their position in ISTR stock as of 30 Jun 24 compared to 29 in the previous quarter (a -44.83% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 1 | -94.44% |
| 31 Mar, 24 | 18 | 28.57% |
| 31 Dec, 23 | 14 | -17.65% |
| 30 Sep, 23 | 17 | -29.17% |
| 30 Jun, 23 | 24 | 41.18% |
| 31 Mar, 23 | 17 | -39.29% |
| 31 Dec, 22 | 28 | 47.37% |
| 30 Sep, 22 | 19 | -20.83% |
| 30 Jun, 22 | 24 | 20.00% |
| 31 Mar, 22 | 20 | -9.09% |
| 31 Dec, 21 | 22 | 4.76% |
| 30 Sep, 21 | 21 | -8.70% |
| 30 Jun, 21 | 23 | 27.78% |
| 31 Mar, 21 | 18 | 20.00% |
| 31 Dec, 20 | 15 | -31.82% |
| 30 Sep, 20 | 22 | 69.23% |
| 30 Jun, 20 | 13 | -35.00% |
| 31 Mar, 20 | 20 | 53.85% |
| 31 Dec, 19 | 13 | -18.75% |
| 30 Sep, 19 | 16 | 60.00% |
| 30 Jun, 19 | 10 | -33.33% |
| 31 Mar, 19 | 15 | 7.14% |
| 31 Dec, 18 | 14 | -6.67% |
| 30 Sep, 18 | 15 | 25.00% |
| 30 Jun, 18 | 12 | -29.41% |
| 31 Mar, 18 | 17 | 21.43% |
| 31 Dec, 17 | 14 | 16.67% |
| 30 Sep, 17 | 12 | 9.09% |
| 30 Jun, 17 | 11 | 175.00% |
| 31 Mar, 17 | 4 | -33.33% |
| 31 Dec, 16 | 6 | 500.00% |
| 30 Sep, 16 | 1 | -83.33% |
| 30 Jun, 16 | 6 | - |
| 31 Mar, 16 | 6 | - |
| 31 Dec, 15 | 6 | 20.00% |
| 30 Sep, 15 | 5 | 25.00% |
| 30 Jun, 15 | 4 | -42.86% |
| 31 Mar, 15 | 7 | 40.00% |
| 31 Dec, 14 | 5 | - |
| 30 Sep, 14 | - | - |
| 30 Jun, 14 | - | - |
1 institutional shareholders have reduced their position in ISTR stock as of 30 Jun 24 compared to 18 in the previous quarter (a -94.44% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 25 | -60.32% | 905,835 | -83.62% | 9.27% | 0.29% | 16 | -44.83% | 1 | -94.44% |
| 31 Mar, 24 | 63 | 8.62% | 5,528,441 | 6.73% | 56.68% | 2.03% | 29 | -6.45% | 18 | 28.57% |
| 31 Dec, 23 | 58 | 3.57% | 5,179,907 | -1.38% | 52.78% | 1.87% | 31 | 55.00% | 14 | -17.65% |
| 30 Sep, 23 | 56 | -1.75% | 5,252,612 | -3.02% | 53.16% | 1.78% | 20 | -4.76% | 17 | -29.17% |
| 30 Jun, 23 | 57 | -6.56% | 5,416,230 | -4.19% | 54.66% | 1.68% | 21 | -27.59% | 24 | 41.18% |
| 31 Mar, 23 | 61 | 3.39% | 5,652,951 | -1.51% | 57.05% | 1.76% | 29 | 61.11% | 17 | -39.29% |
| 31 Dec, 22 | 59 | 11.32% | 5,739,394 | -1.07% | 56.91% | 1.68% | 18 | -21.74% | 28 | 47.37% |
| 30 Sep, 22 | 53 | -1.85% | 5,801,724 | -1.18% | 58.22% | 1.74% | 23 | 43.75% | 19 | -20.83% |
| 30 Jun, 22 | 54 | - | 5,871,073 | -4.67% | 57.85% | 1.63% | 16 | -15.79% | 24 | 20.00% |
| 31 Mar, 22 | 54 | -3.57% | 6,158,906 | 1.66% | 59.59% | 1.74% | 19 | -17.39% | 20 | -9.09% |
| 31 Dec, 21 | 56 | 1.82% | 6,058,147 | 6.33% | 58.57% | 1.95% | 23 | - | 22 | 4.76% |
| 30 Sep, 21 | 55 | -6.78% | 5,697,255 | -0.21% | 54.79% | 1.82% | 23 | -17.86% | 21 | -8.70% |
| 30 Jun, 21 | 59 | 5.36% | 5,709,091 | -2.87% | 54.82% | 1.75% | 28 | 3.70% | 23 | 27.78% |
| 31 Mar, 21 | 56 | -1.75% | 5,877,489 | -3.36% | 55.93% | 1.71% | 27 | -3.57% | 18 | 20.00% |
| 31 Dec, 20 | 57 | 5.56% | 6,082,137 | 2.30% | 57.26% | 1.88% | 28 | 40.00% | 15 | -31.82% |
| 30 Sep, 20 | 54 | -3.57% | 5,945,538 | -2.60% | 55.26% | 1.76% | 20 | -35.48% | 22 | 69.23% |
| 30 Jun, 20 | 56 | -6.67% | 6,103,996 | -1.30% | 56.09% | 1.82% | 31 | 34.78% | 13 | -35.00% |
| 31 Mar, 20 | 60 | -15.49% | 6,184,191 | -4.48% | 55.50% | 1.33% | 23 | -42.50% | 20 | 53.85% |
| 31 Dec, 19 | 71 | 14.52% | 6,474,161 | 18.75% | 64.59% | 2.15% | 40 | 37.93% | 13 | -18.75% |
| 30 Sep, 19 | 62 | 6.90% | 5,451,797 | 1.43% | 54.87% | 1.90% | 29 | -12.12% | 16 | 60.00% |
| 30 Jun, 19 | 58 | 3.57% | 5,374,927 | -1.45% | 53.70% | 1.69% | 33 | 50.00% | 10 | -33.33% |
| 31 Mar, 19 | 56 | -3.45% | 5,454,110 | -2.16% | 56.37% | 1.64% | 22 | -21.43% | 15 | 7.14% |
| 31 Dec, 18 | 58 | 1.75% | 5,574,751 | 0.49% | 58.56% | 1.74% | 28 | 21.74% | 14 | -6.67% |
| 30 Sep, 18 | 57 | -10.94% | 5,547,710 | -0.69% | 58.01% | 1.71% | 23 | -34.29% | 15 | 25.00% |
| 30 Jun, 18 | 64 | 14.29% | 5,586,211 | 1.24% | 58.26% | 1.73% | 35 | 66.67% | 12 | -29.41% |
| 31 Mar, 18 | 56 | -6.67% | 5,517,974 | 2.65% | 58.00% | 1.62% | 21 | -27.59% | 17 | 21.43% |
| 31 Dec, 17 | 60 | 3.45% | 5,375,276 | -0.01% | 59.85% | 1.57% | 29 | 11.54% | 14 | 16.67% |
| 30 Sep, 17 | 58 | - | 5,375,583 | -0.14% | 61.77% | 1.61% | 26 | -27.78% | 12 | 9.09% |
| 30 Jun, 17 | 58 | 31.82% | 5,383,069 | 11.91% | 61.97% | 1.39% | 36 | 9.09% | 11 | 175.00% |
| 31 Mar, 17 | 44 | 62.96% | 4,810,180 | 44.49% | 66.75% | 2.97% | 33 | 175.00% | 4 | -33.33% |
| 31 Dec, 16 | 27 | 12.50% | 3,328,992 | 9.45% | 47.44% | 2.56% | 12 | -7.69% | 6 | 500.00% |
| 30 Sep, 16 | 24 | -11.11% | 3,041,560 | -0.07% | 43.08% | 2.38% | 13 | 44.44% | 1 | -83.33% |
| 30 Jun, 16 | 27 | 3.85% | 3,043,829 | 1.16% | 42.52% | 2.43% | 9 | - | 6 | - |
| 31 Mar, 16 | 26 | - | 3,009,047 | 0.57% | 41.82% | 2.43% | 9 | 12.50% | 6 | - |
| 31 Dec, 15 | 26 | -3.70% | 2,991,865 | -1.08% | 41.47% | 2.36% | 8 | -33.33% | 6 | 20.00% |
| 30 Sep, 15 | 27 | 8.00% | 3,024,417 | 1.73% | 41.91% | 2.47% | 12 | 9.09% | 5 | 25.00% |
| 30 Jun, 15 | 25 | -7.41% | 2,973,068 | 1.26% | 41.18% | 2.49% | 11 | 37.50% | 4 | -42.86% |
| 31 Mar, 15 | 27 | 8.00% | 2,936,169 | 4.26% | 40.67% | 1.57% | 8 | -42.86% | 7 | 40.00% |
| 31 Dec, 14 | 25 | 25.00% | 2,816,187 | 5.81% | 50.89% | 3.59% | 14 | -26.32% | 5 | - |
| 30 Sep, 14 | 20 | 900.00% | 2,661,517 | 706.52% | 37.67% | 160.91% | 19 | 850.00% | - | - |
| 30 Jun, 14 | 2 | - | 330,000 | - | 4.84% | - | 2 | - | - | - |
Investar Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Investar's stock was made by Moore Corey E on Aug 02 2024, selling 76 shares at $17.52 per share (valued at $1.33K).
Investar Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 10 | 8 | 125.00% |
| Q1 2024 | 14 | 4 | 350.00% |
| Q4 2023 | 10 | 1 | 1000.00% |
| Q3 2023 | 3 | 1 | 300.00% |
| Q2 2023 | 16 | 8 | 200.00% |
| Q1 2023 | 20 | 5 | 400.00% |
| Q4 2022 | 3 | 5 | 60.00% |
| Q3 2022 | 2 | - | - |
| Q2 2022 | 8 | 6 | 133.33% |
| Q1 2022 | 17 | 5 | 340.00% |
| Q4 2021 | 4 | 5 | 80.00% |
| Q3 2021 | 1 | 1 | 100.00% |
| Q2 2021 | 9 | 2 | 450.00% |
| Q1 2021 | 11 | 6 | 183.33% |
| Q4 2020 | 3 | - | - |
| Q3 2020 | 3 | 1 | 300.00% |
| Q2 2020 | 2 | 7 | 28.57% |
| Q1 2020 | 33 | 7 | 471.43% |
| Q4 2019 | 1 | 4 | 25.00% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Investar's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 5 | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 8 | - | - |
| Q1 2023 | 7 | 2 | 350.00% |
| Q4 2022 | 3 | 2 | 150.00% |
| Q3 2022 | 2 | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | 6 | - | - |
| Q4 2021 | 4 | 1 | 400.00% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | 2 | - | - |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 2 | - | - |
| Q1 2020 | 12 | 1 | 1200.00% |
| Q4 2019 | - | 2 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Investar's stocks.
ISTR Ownership FAQ
Who Owns Investar?
Investar is owned by institutional shareholders (9.27%), insiders (7.89%), and public (82.84%). The largest institutional shareholder of Investar is BANC FUNDS CO LLC (6.24% of total shares) and the top mutual fund owner is Angel Oak Financial Strategies Income Term Trust (0.92% of total shares).
Who are the major institutional shareholders of Investar?
Investar's major institutional shareholders are BANC FUNDS CO LLC, FOURTHSTONE LLC, BLACKROCK INC., VANGUARD GROUP INC, and ALLIANCEBERNSTEIN L.P.. The top five shareholders own together 27.06% of the company's share outstanding.
How many Investar shareholders are there?
As of Jun 2024, there are 25 institutional shareholders of Investar.
What percentage of Investar is owned by BANC FUNDS CO LLC?
BANC FUNDS CO LLC owns 609.62K shares of Investar, representing 6.24% of the company's total shares outstanding, valued at $9.39M (as of Jun 2024).
What percentage of Investar is owned by FOURTHSTONE LLC?
As of Jun 2024, FOURTHSTONE LLC holds 583.15K shares of Investar (ISTR), compromising 5.97% of the company, valued at $8.98M.
What percentage of Investar is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Investar. The company owns 572K of the company's shares outstanding (worth $8.81M).