Innovative Solutions and Support Ownership | Who Owns Innovative Solutions and Support?
Innovative Solutions and Support Ownership Summary
Innovative Solutions and Support is owned by 22.95% institutional investors, 38.79% insiders, and 38.26% retail investors. Wealthtrust axiom is the largest institutional shareholder, holding 4.37% of ISSC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.15% of its assets in Innovative Solutions and Support shares.
ISSC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Innovative Solutions and Support | 22.95% | 38.79% | 38.26% |
Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
Industry | Defense Stocks | 53.61% | 10.56% | 35.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Wealthtrust axiom | 762.10K | 4.37% | $4.57M |
Vanguard group | 540.01K | 3.09% | $3.24M |
Dimensional fund advisors lp | 418.12K | 2.40% | $2.51M |
Renaissance | 408.48K | 2.34% | $2.45M |
Blackrock | 341.02K | 1.95% | $2.05M |
Isthmus partners | 200.90K | 1.15% | $1.21M |
Gamco investors, inc. et al | 126.85K | 0.73% | $761.12K |
Morgan stanley | 126.72K | 0.73% | $760.34K |
Punch & associates investment management | 125.00K | 0.72% | $750.00K |
Geode capital management | 122.67K | 0.70% | $736.16K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Wealthtrust axiom | 762.10K | 1.52% | $4.57M |
Teton advisors | 96.50K | 0.24% | $579.00K |
Isthmus partners | 200.90K | 0.11% | $1.21M |
Punch & associates investment management | 125.00K | 0.04% | $750.00K |
Financial advisors | 10.00K | 0.01% | $60.00K |
Bridgeway capital management | 85.80K | 0.01% | $514.80K |
Gamco investors, inc. et al | 126.85K | 0.01% | $761.12K |
Mesirow financial investment management | 59.94K | 0.01% | $359.64K |
Wharton business group | 19.39K | 0.01% | $116.00K |
Cove street capital | 1.34K | 0.01% | $8.00K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Punch & associates investment management | 125.00K | 0.04% | 34.50K |
Newedge advisors | 19.57K | 0.00% | 19.57K |
Gabelli funds | 62.59K | 0.00% | 18.59K |
Dimensional fund advisors lp | 418.12K | 0.00% | 8.76K |
Connor, clark & lunn investment management | 34.15K | 0.00% | 8.41K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Susquehanna group, llp | 44.08K | - | -93.46K |
Jane street group | - | - | -73.52K |
Vanguard group | 540.01K | 0.00% | -37.15K |
Blackrock | 341.02K | - | -33.88K |
Qube research | 300.00 | - | -28.55K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Newedge advisors | 19.57K | 0.00% | 19.57K | $117.39K |
Simplex trading | 1.93K | - | 1.93K | $11.00K |
Sold Out
Holder | Change |
---|---|
Wells fargo & company/mn | -81.00 |
Barclays | -740.00 |
Cibc private wealth group | -2.07K |
Citigroup | -10.66K |
Overbrook management | -14.57K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 42 | 2.44% | 4,006,783 | 1.51% | 22 | 4.49% | 13 | - | 15 | -11.76% |
Jun 30, 2024 | 41 | -8.89% | 3,947,306 | -6.08% | 22 | 3.90% | 13 | -38.10% | 17 | 30.77% |
Mar 31, 2024 | 45 | 4.65% | 4,202,774 | 7.28% | 24 | 4.78% | 21 | 5.00% | 13 | 18.18% |
Dec 31, 2023 | 43 | 16.22% | 3,917,610 | 5.38% | 22 | 4.92% | 20 | 25.00% | 11 | 10.00% |
Sep 30, 2023 | 37 | 5.71% | 3,717,599 | 1.04% | 21 | 4.88% | 16 | 45.45% | 10 | -16.67% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 376.48K | 2.15% | - |
Isthmus Small Cap Core Equity | 150.76K | 0.86% | -39.04K |
Vanguard Institutional Extnd Mkt Idx Tr | 145.47K | 0.83% | - |
DFA US Micro Cap I | 137.61K | 0.79% | - |
1290 VT GAMCO Small Company Value IB | 123.00K | 0.70% | 2.15K |
TETON Westwood Mighty Mites AAA | 96.50K | 0.55% | -700.00 |
Bridgeway Ultra-Small Company Market | 80.40K | 0.46% | - |
Royce Micro Cap Trust | 78.83K | 0.45% | - |
DFA US Small Cap I | 64.02K | 0.37% | - |
Fidelity Extended Market Index | 61.95K | 0.35% | 1.26K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 15, 2024 | BRESSNER GLEN R | - | Buy | $27.31K |
Aug 13, 2024 | BRESSNER GLEN R | - | Buy | $32.63K |
Aug 14, 2024 | BRESSNER GLEN R | - | Buy | $6.71K |
May 21, 2024 | BRESSNER GLEN R | - | Buy | $71.54K |
May 22, 2024 | BRESSNER GLEN R | - | Buy | $11.87K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q3 | 3 | - |
2024 Q2 | 2 | - |
2024 Q1 | - | - |
2023 Q4 | - | - |
2023 Q3 | 1 | 6 |
ISSC Ownership FAQ
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