Lendway Ownership 2024 | Who Owns Lendway Now?

OverviewFinancials Chart

Institutional Ownership

6.65%

Insider Ownership

50.73%

Retail Ownership

42.61%

Institutional Holders

10.00

Lendway Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-8	-100.00%	-	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-12,915	-100.00%	-	Jun 30, 2024
ALLWORTH FINANCIAL LP	-	-	-	-14	-100.00%	-	Jun 30, 2024

Lendway's largest institutional shareholder is WELLS FARGO & COMPANY/MN, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-8	-100.00%	-	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-12,915	-100.00%	-	Jun 30, 2024
ALLWORTH FINANCIAL LP	-	-	-	-14	-100.00%	-	Jun 30, 2024

The largest Lendway shareholder by % of total assets is WELLS FARGO & COMPANY/MN. The company owns 0.00 shares of Lendway (ISIG), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-8	-100.00%	-	Jun 30, 2024
ALLWORTH FINANCIAL LP	-	-	-	-14	-100.00%	-	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-12,915	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Lendway's largest institutional buyer is WELLS FARGO & COMPANY/MN. The company purchased -8.00 stocks of ISIG, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-12,915	-100.00%	-	Jun 30, 2024
ALLWORTH FINANCIAL LP	-	-	-	-14	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-8	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Lendway's biggest institutional seller is GEODE CAPITAL MANAGEMENT, LLC. The company sold -12.91K shares of ISIG, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-12,915	-100.00%	-	Jun 30, 2024
ALLWORTH FINANCIAL LP	-	-	-	-14	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-8	-100.00%	-	Jun 30, 2024

Lendway's largest sold out institutional shareholder by shares sold is GEODE CAPITAL MANAGEMENT, LLC, sold -12.91K shares, valued at -, as of undefined.

Lendway Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
TETON WESTWOOD FUNDS	0.03%	16,897	-	-	Dec 29, 2023
VANGUARD INDEX FUNDS	0.00%	125,777	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	7,050	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	40,232	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	31,737	-31,737	-50.00%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	12,151	-29	-0.24%	Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST	0.00%	2,441	-	-	Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	10,859	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	1,476	-	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	1,875	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	177	-	-	Jan 31, 2024

Lendway's largest mutual fund holder by % of total assets is "TETON WESTWOOD FUNDS", owning 16.90K shares, compromising 0.03% of its total assets.

Lendway Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	10	-
31 Dec, 23	10	-
30 Sep, 23	10	-
30 Jun, 23	10	11.11%
31 Mar, 23	9	-10.00%
31 Dec, 22	10	25.00%
30 Sep, 22	8	-27.27%
30 Jun, 22	11	22.22%
31 Mar, 22	9	-25.00%
31 Dec, 21	12	-
30 Sep, 21	12	-7.69%
30 Jun, 21	13	62.50%
31 Mar, 21	8	-

As of 31 Mar 24, 10 institutions are holding Lendway's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	118,784	2.75%
31 Dec, 23	115,601	-0.96%
30 Sep, 23	116,724	7.13%
30 Jun, 23	108,956	6.62%
31 Mar, 23	102,193	-1.71%
31 Dec, 22	103,973	-6.38%
30 Sep, 22	111,059	-19.72%
30 Jun, 22	138,348	28.86%
31 Mar, 22	107,364	-48.18%
31 Dec, 21	207,202	-18.73%
30 Sep, 21	254,942	-11.26%
30 Jun, 21	287,299	-1.11%
31 Mar, 21	290,526	-

Lendway (ISIG) has 118.78K shares outstanding as of 31 Mar 24, up 2.75% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	6.65%	15.87%
31 Dec, 23	6.48%	15.15%
30 Sep, 23	6.54%	17.81%
30 Jun, 23	6.06%	18.76%
31 Mar, 23	5.68%	16.87%
31 Dec, 22	5.81%	15.17%
30 Sep, 22	6.19%	10.33%
30 Jun, 22	7.74%	21.41%
31 Mar, 22	6.01%	4.39%
31 Dec, 21	11.71%	5.62%
30 Sep, 21	14.44%	5.39%
30 Jun, 21	16.37%	5.95%
31 Mar, 21	16.59%	-

As of 31 Mar 24, Lendway is held by 6.65% institutional shareholders, representing a 15.87% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	3	-25.00%
31 Dec, 23	4	-33.33%
30 Sep, 23	6	100.00%
30 Jun, 23	3	200.00%
31 Mar, 23	1	-80.00%
31 Dec, 22	5	66.67%
30 Sep, 22	3	-40.00%
30 Jun, 22	5	25.00%
31 Mar, 22	4	-20.00%
31 Dec, 21	5	400.00%
30 Sep, 21	1	-85.71%
30 Jun, 21	7	-12.50%
31 Mar, 21	8	-

3 institutional shareholders have increased their position in ISIG stock as of 31 Mar 24 compared to 4 in the previous quarter (a -25.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	2	-33.33%
31 Dec, 23	3	50.00%
30 Sep, 23	2	100.00%
30 Jun, 23	1	-
31 Mar, 23	1	-66.67%
31 Dec, 22	3	50.00%
30 Sep, 22	2	-
30 Jun, 22	2	100.00%
31 Mar, 22	1	-83.33%
31 Dec, 21	6	20.00%
30 Sep, 21	5	25.00%
30 Jun, 21	4	-
31 Mar, 21	-	-

2 institutional shareholders have reduced their position in ISIG stock as of 31 Mar 24 compared to 3 in the previous quarter (a -33.33% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	10	-	118,784	2.75%	6.65%	15.87%	3	-25.00%	2	-33.33%
31 Dec, 23	10	-	115,601	-0.96%	6.48%	15.15%	4	-33.33%	3	50.00%
30 Sep, 23	10	-	116,724	7.13%	6.54%	17.81%	6	100.00%	2	100.00%
30 Jun, 23	10	11.11%	108,956	6.62%	6.06%	18.76%	3	200.00%	1	-
31 Mar, 23	9	-10.00%	102,193	-1.71%	5.68%	16.87%	1	-80.00%	1	-66.67%
31 Dec, 22	10	25.00%	103,973	-6.38%	5.81%	15.17%	5	66.67%	3	50.00%
30 Sep, 22	8	-27.27%	111,059	-19.72%	6.19%	10.33%	3	-40.00%	2	-
30 Jun, 22	11	22.22%	138,348	28.86%	7.74%	21.41%	5	25.00%	2	100.00%
31 Mar, 22	9	-25.00%	107,364	-48.18%	6.01%	4.39%	4	-20.00%	1	-83.33%
31 Dec, 21	12	-	207,202	-18.73%	11.71%	5.62%	5	400.00%	6	20.00%
30 Sep, 21	12	-7.69%	254,942	-11.26%	14.44%	5.39%	1	-85.71%	5	25.00%
30 Jun, 21	13	62.50%	287,299	-1.11%	16.37%	5.95%	7	-12.50%	4	-
31 Mar, 21	8	-	290,526	-	16.59%	-	8	-	-	-

Lendway Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 03, 2024	Swenson Nicholas John	director, 10 percent owner		A-Award	Buy	1,193	-	-	3,274
Jan 03, 2024	Philp Daniel C.	director	-	A-Award	Buy	921	-	-	2,846
Jan 03, 2024	Kelly Matthew	director	-	A-Award	Buy	921	-	-	1,450
Jan 03, 2024	Johnson Chad Bruce	director	-	A-Award	Buy	921	-	-	7,001
Jan 03, 2024	Herfurth Mary	director	-	A-Award	Buy	1,193	-	-	1,878
Oct 03, 2023	Swenson Nicholas John	director, 10 percent owner		A-Award	Buy	950	-	-	2,081
Oct 03, 2023	Philp Daniel C.	director	-	A-Award	Buy	794	-	-	1,925
Oct 03, 2023	Kelly Matthew	director	-	A-Award	Buy	529	-	-	529
Oct 03, 2023	Johnson Chad Bruce	director	-	A-Award	Buy	794	-	-	6,080
Oct 03, 2023	Unterseher Loren A	director	-	A-Award	Buy	872	-	-	10,631
Oct 03, 2023	Herfurth Mary	director	-	A-Award	Buy	685	-	-	685
Aug 04, 2023	Kelly Matthew		-		Buy	-	-	-	-
Aug 04, 2023	Herfurth Mary		-		Buy	-	-	-	-
Jul 05, 2023	Swenson Nicholas John	director, 10 percent owner		A-Award	Buy	550	-	-	1,131
Jul 05, 2023	Unterseher Loren A	director	-	A-Award	Buy	712	-	-	9,759
Jul 05, 2023	Philp Daniel C.	director	-	A-Award	Buy	550	-	-	1,131
Jul 05, 2023	Johnson Chad Bruce	director	-	A-Award	Buy	550	-	-	5,286
Jul 05, 2023	Berning Jacob J	director	-	A-Award	Buy	712	-	-	11,751
Apr 10, 2023	Uglem Randy D.		-		Buy	-	-	-	-
Apr 04, 2023	Swenson Nicholas John		-	A-Award	Buy	581	-	-	581

Lendway Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2022	3	1	300.00%
Q3 2022	7	-	-
Q2 2022	3	-	-
Q1 2022	3	-	-
Q4 2021	3	6	50.00%
Q3 2021	3	2	150.00%
Q2 2021	16	2	800.00%
Q1 2021	3	1	300.00%
Q4 2020	9	3	300.00%
Q3 2020	4	-	-
Q2 2020	7	2	350.00%
Q1 2020	33	1	3300.00%
Q4 2019	3	2	150.00%
Q3 2019	3	2	150.00%
Q2 2019	7	1	700.00%
Q1 2019	4	-	-
Q4 2018	2	-	-
Q3 2018	18	2	900.00%
Q2 2018	20	2	1000.00%
Q1 2018	16	6	266.67%

3 total buy trades, and 1 total sell trades (buy/sell ratio of 3.00%) were made by Lendway's insiders, as of Q4 2022.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2022	-	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	-	-	-
Q3 2021	-	-	-
Q2 2021	10	-	-
Q1 2021	-	-	-
Q4 2020	1	3	33.33%
Q3 2020	4	-	-
Q2 2020	7	-	-
Q1 2020	33	-	-
Q4 2019	-	-	-
Q3 2019	-	-	-
Q2 2019	-	-	-
Q1 2019	-	-	-
Q4 2018	-	-	-
Q3 2018	6	1	600.00%
Q2 2018	15	-	-
Q1 2018	14	6	233.33%

As of Q4 2022, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Lendway's stocks.

Lendway Peer Ownership

Ticker	Company
MCHX	Marchex, Inc.
TSQ	Townsquare Media, Inc.
DLPN	Dolphin Entertainment, Inc.
STCN	Steel Connect, Inc.
FLNT	Fluent, Inc.
DRCT	Direct Digital Holdings, Inc.
MGOL	MGO Global Inc. Common Stock
EEX	Emerald Holding, Inc.
ADTH	AdTheorent Holding Company, Inc.
QUOT	Quotient Technology Inc.
BAOS	Baosheng Media Group Holdings Limited
MOXC	Moxian (BVI) Inc

ISIG Ownership FAQ

Who Owns Lendway?

Lendway is owned by institutional shareholders (6.65%), insiders (50.73%), and public (42.61%). The largest institutional shareholder of Lendway is WELLS FARGO & COMPANY/MN (0% of total shares) and the top mutual fund owner is TETON WESTWOOD FUNDS (0.03% of total shares).

Who are the major institutional shareholders of Lendway?

Lendway's major institutional shareholders are WELLS FARGO & COMPANY/MN, GEODE CAPITAL MANAGEMENT, LLC, and ALLWORTH FINANCIAL LP. The top five shareholders own together 0% of the company's share outstanding.

How many Lendway shareholders are there?

As of Mar 2024, there are 10 institutional shareholders of Lendway.

What percentage of Lendway is owned by WELLS FARGO & COMPANY/MN?

WELLS FARGO & COMPANY/MN owns 0 shares of Lendway, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2024).

What percentage of Lendway is owned by GEODE CAPITAL MANAGEMENT, LLC?

As of Jun 2024, GEODE CAPITAL MANAGEMENT, LLC holds 0 shares of Lendway (ISIG), compromising 0% of the company, valued at $0.

What percentage of Lendway is owned by ALLWORTH FINANCIAL LP?

ALLWORTH FINANCIAL LP is the third largest holder of Lendway. The company owns 0 of the company's shares outstanding (worth $0).