Iveda Solutions Ownership 2024 | Who Owns Iveda Solutions Now?


OverviewRevenueFinancialsChart

Institutional Ownership

0.07%

Insider Ownership

5.89%

Retail Ownership

94.04%

Institutional Holders

2.00

Iveda Solutions Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.97%0.00%125,000125,000100.00%166,250,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC0.50%0.00%64,00064,000100.00%85,000Mar 31, 2023
BANK OF AMERICA CORP /DE/0.42%-54,415-19,620-26.50%72,372,000Mar 31, 2023
STATE STREET CORP0.36%-46,60046,600100.00%61,978,000Mar 31, 2023
TWO SIGMA INVESTMENTS, LP0.24%0.00%30,30630,306100.00%40,307,000Mar 31, 2023
BRIDGE ADVISORY, LLC0.19%0.01%25,000--33,250,000Mar 31, 2023
JPMORGAN CHASE & CO0.16%-20,00020,000100.00%26,600,000Mar 31, 2023
VANGUARD GROUP INC0.15%-19,80619,806100.00%26,342,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.08%0.00%10,4502,57232.65%14,000Mar 31, 2023
SUMMIT FINANCIAL STRATEGIES, INC.0.08%0.00%10,000--13,300,000Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.0.00%-259259100.00%344,000Mar 31, 2023
TCI WEALTH ADVISORS, INC.0.00%-125--167,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.00%-3522169.23%47,000Mar 31, 2023
LEE FINANCIAL CO----30,000-100.00%-Mar 31, 2023
ENVESTNET ASSET MANAGEMENT INC----87,002-100.00%-Mar 31, 2023
JANE STREET GROUP, LLC----15,133-100.00%-Mar 31, 2023
SABBY MANAGEMENT, LLC----189,432-100.00%-Mar 31, 2023
UBS GROUP AG----1,758-100.00%-Mar 31, 2023

Iveda Solutions's largest institutional shareholder is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., holding 0.97% of the company's total share outstanding, currently valued at $166.25M. The top 10 institutional shareholders own together 3.16% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BRIDGE ADVISORY, LLC0.19%0.01%25,000--33,250,000Mar 31, 2023
SUMMIT FINANCIAL STRATEGIES, INC.0.08%0.00%10,000--13,300,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.08%0.00%10,4502,57232.65%14,000Mar 31, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.97%0.00%125,000125,000100.00%166,250,000Mar 31, 2023
TWO SIGMA INVESTMENTS, LP0.24%0.00%30,30630,306100.00%40,307,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC0.50%0.00%64,00064,000100.00%85,000Mar 31, 2023
TCI WEALTH ADVISORS, INC.0.00%-125--167,000Mar 31, 2023
BANK OF AMERICA CORP /DE/0.42%-54,415-19,620-26.50%72,372,000Mar 31, 2023
STATE STREET CORP0.36%-46,60046,600100.00%61,978,000Mar 31, 2023
JPMORGAN CHASE & CO0.16%-20,00020,000100.00%26,600,000Mar 31, 2023
VANGUARD GROUP INC0.15%-19,80619,806100.00%26,342,000Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.0.00%-259259100.00%344,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.00%-3522169.23%47,000Mar 31, 2023
ENVESTNET ASSET MANAGEMENT INC----87,002-100.00%-Mar 31, 2023
JANE STREET GROUP, LLC----15,133-100.00%-Mar 31, 2023
UBS GROUP AG----1,758-100.00%-Mar 31, 2023
SABBY MANAGEMENT, LLC----189,432-100.00%-Mar 31, 2023
LEE FINANCIAL CO----30,000-100.00%-Mar 31, 2023

The largest Iveda Solutions shareholder by % of total assets is BRIDGE ADVISORY, LLC. The company owns 25.00K shares of Iveda Solutions (IVDA), representing 0.01% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.97%0.00%125,000125,000100.00%166,250,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC0.50%0.00%64,00064,000100.00%85,000Mar 31, 2023
STATE STREET CORP0.36%-46,60046,600100.00%61,978,000Mar 31, 2023
TWO SIGMA INVESTMENTS, LP0.24%0.00%30,30630,306100.00%40,307,000Mar 31, 2023
JPMORGAN CHASE & CO0.16%-20,00020,000100.00%26,600,000Mar 31, 2023
VANGUARD GROUP INC0.15%-19,80619,806100.00%26,342,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.08%0.00%10,4502,57232.65%14,000Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.0.00%-259259100.00%344,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.00%-3522169.23%47,000Mar 31, 2023
TCI WEALTH ADVISORS, INC.0.00%-125--167,000Mar 31, 2023
SUMMIT FINANCIAL STRATEGIES, INC.0.08%0.00%10,000--13,300,000Mar 31, 2023
BRIDGE ADVISORY, LLC0.19%0.01%25,000--33,250,000Mar 31, 2023
UBS GROUP AG----1,758-100.00%-Mar 31, 2023
JANE STREET GROUP, LLC----15,133-100.00%-Mar 31, 2023
BANK OF AMERICA CORP /DE/0.42%-54,415-19,620-26.50%72,372,000Mar 31, 2023
LEE FINANCIAL CO----30,000-100.00%-Mar 31, 2023
ENVESTNET ASSET MANAGEMENT INC----87,002-100.00%-Mar 31, 2023
SABBY MANAGEMENT, LLC----189,432-100.00%-Mar 31, 2023

As of Mar 31 2023, Iveda Solutions's largest institutional buyer is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.. The company purchased 125.00K stocks of IVDA, valued at $166.25M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SABBY MANAGEMENT, LLC----189,432-100.00%-Mar 31, 2023
ENVESTNET ASSET MANAGEMENT INC----87,002-100.00%-Mar 31, 2023
LEE FINANCIAL CO----30,000-100.00%-Mar 31, 2023
BANK OF AMERICA CORP /DE/0.42%-54,415-19,620-26.50%72,372,000Mar 31, 2023
JANE STREET GROUP, LLC----15,133-100.00%-Mar 31, 2023
UBS GROUP AG----1,758-100.00%-Mar 31, 2023
BRIDGE ADVISORY, LLC0.19%0.01%25,000--33,250,000Mar 31, 2023
SUMMIT FINANCIAL STRATEGIES, INC.0.08%0.00%10,000--13,300,000Mar 31, 2023
TCI WEALTH ADVISORS, INC.0.00%-125--167,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.00%-3522169.23%47,000Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.0.00%-259259100.00%344,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)0.08%0.00%10,4502,57232.65%14,000Mar 31, 2023
VANGUARD GROUP INC0.15%-19,80619,806100.00%26,342,000Mar 31, 2023
JPMORGAN CHASE & CO0.16%-20,00020,000100.00%26,600,000Mar 31, 2023
TWO SIGMA INVESTMENTS, LP0.24%0.00%30,30630,306100.00%40,307,000Mar 31, 2023
STATE STREET CORP0.36%-46,60046,600100.00%61,978,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC0.50%0.00%64,00064,000100.00%85,000Mar 31, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.97%0.00%125,000125,000100.00%166,250,000Mar 31, 2023

As of Mar 31 2023, Iveda Solutions's biggest institutional seller is SABBY MANAGEMENT, LLC. The company sold -0.19M shares of IVDA, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.97%0.00%125,000125,000100.00%166,250,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC0.50%0.00%64,00064,000100.00%85,000Mar 31, 2023
STATE STREET CORP0.36%-46,60046,600100.00%61,978,000Mar 31, 2023
TWO SIGMA INVESTMENTS, LP0.24%0.00%30,30630,306100.00%40,307,000Mar 31, 2023
JPMORGAN CHASE & CO0.16%-20,00020,000100.00%26,600,000Mar 31, 2023
VANGUARD GROUP INC0.15%-19,80619,806100.00%26,342,000Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.0.00%-259259100.00%344,000Mar 31, 2023

Iveda Solutions's largest new institutional shareholder by number of shares is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., purchased 125.00K shares, valued at $166.25M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SABBY MANAGEMENT, LLC----189,432-100.00%-Mar 31, 2023
ENVESTNET ASSET MANAGEMENT INC----87,002-100.00%-Mar 31, 2023
LEE FINANCIAL CO----30,000-100.00%-Mar 31, 2023
JANE STREET GROUP, LLC----15,133-100.00%-Mar 31, 2023
UBS GROUP AG----1,758-100.00%-Mar 31, 2023

Iveda Solutions's largest sold out institutional shareholder by shares sold is SABBY MANAGEMENT, LLC, sold -0.19M shares, valued at -, as of undefined.

Iveda Solutions Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
FIDELITY CONCORD STREET TRUST0.00%88,238-587-0.66%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%40,911-38,207-48.29%Mar 31, 2024

Iveda Solutions's largest mutual fund holder by % of total assets is "FIDELITY CONCORD STREET TRUST", owning 88.24K shares, compromising 0.00% of its total assets.

Iveda Solutions Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 222-
31 Dec, 212-
30 Sep, 212-
30 Jun, 212100.00%
31 Mar, 211-
31 Dec, 201-
30 Sep, 201-
30 Jun, 201-
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
31 Dec, 181-
30 Sep, 181-
30 Jun, 161-

As of 31 Mar 22, 2 institutions are holding Iveda Solutions's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2254,550-
31 Dec, 2154,55037.93%
30 Sep, 2139,550-
30 Jun, 2139,550105.45%
31 Mar, 2119,250-
31 Dec, 2019,250-
30 Sep, 2019,250-
30 Jun, 2019,250-
31 Mar, 2019,250-
31 Dec, 1919,250-
30 Sep, 1919,250-
30 Jun, 1919,250-
31 Mar, 1919,250-
31 Dec, 1819,250-
30 Sep, 1819,250-
30 Jun, 1610,000-

Iveda Solutions (IVDA) has 54.55K shares outstanding as of 31 Mar 22, up 0.00% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 220.07%1211.40%
31 Dec, 210.08%2284.08%
30 Sep, 210.06%1915.48%
30 Jun, 210.05%4928.14%
31 Mar, 210.03%2994.01%
31 Dec, 200.03%2376.53%
30 Sep, 200.04%2666.67%
30 Jun, 200.04%2666.67%
31 Mar, 200.04%2666.67%
31 Dec, 190.04%2666.67%
30 Sep, 190.04%2666.67%
30 Jun, 190.04%2666.67%
31 Mar, 190.04%2666.67%
31 Dec, 180.04%2666.67%
30 Sep, 180.04%-
30 Jun, 160.03%-

As of 31 Mar 22, Iveda Solutions is held by 0.07% institutional shareholders, representing a 1211.40% growth compared to 31 Dec 21.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 22--100.00%
31 Dec, 211-
30 Sep, 21--100.00%
30 Jun, 211-
31 Mar, 21--
31 Dec, 20--
30 Sep, 20--
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--100.00%
30 Sep, 181-
30 Jun, 161-

- institutional shareholders have increased their position in IVDA stock as of 31 Mar 22 compared to 1 in the previous quarter (a -100.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 22--100.00%
31 Dec, 211-
30 Sep, 21--
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--
30 Sep, 20--
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--
30 Sep, 18--
30 Jun, 16--

- institutional shareholders have reduced their position in IVDA stock as of 31 Mar 22 compared to 1 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 222-54,550-0.07%1211.40%--100.00%--100.00%
31 Dec, 212-54,55037.93%0.08%2284.08%1-1-
30 Sep, 212-39,550-0.06%1915.48%--100.00%--
30 Jun, 212100.00%39,550105.45%0.05%4928.14%1---
31 Mar, 211-19,250-0.03%2994.01%----
31 Dec, 201-19,250-0.03%2376.53%----
30 Sep, 201-19,250-0.04%2666.67%----
30 Jun, 201-19,250-0.04%2666.67%----
31 Mar, 201-19,250-0.04%2666.67%----
31 Dec, 191-19,250-0.04%2666.67%----
30 Sep, 191-19,250-0.04%2666.67%----
30 Jun, 191-19,250-0.04%2666.67%----
31 Mar, 191-19,250-0.04%2666.67%----
31 Dec, 181-19,250-0.04%2666.67%--100.00%--
30 Sep, 181-19,250-0.04%-1---
30 Jun, 161-10,000-0.03%-1---

Iveda Solutions Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 27, 2022Farnsworth Joedirector-P-PurchaseBuy4,200$0.59$2.50K700,342

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 27, 2022Farnsworth Joedirector-P-PurchaseBuy4,200$0.59$2.50K700,342

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 07, 2023Omi Gregoryofficer Chief Technology OfficerA-AwardBuy6,250$0.68$4.25K75,000
Nov 07, 2023BRILON ROBERT Jofficer Chief Financial OfficerA-AwardBuy60,000$0.68$40.80K168,750
Nov 07, 2023Sung Chi-Kuang Sidofficer PresidentA-AwardBuy6,250$0.68$4.25K61,250
Nov 07, 2023Gillen Robertdirector-A-AwardBuy50,000$0.68$34.00K128,750
Nov 07, 2023Ly Daviddirector, officer Chief Executive OfficerA-AwardBuy70,000$0.68$47.60K258,750
Nov 07, 2023Farnsworth Joedirector-A-AwardBuy50,000$0.68$34.00K168,125
Nov 07, 2023Franco Alejandrodirector-A-AwardBuy50,000$0.68$34.00K123,750
Dec 27, 2022Farnsworth Joedirector-P-PurchaseBuy4,200$0.59$2.50K700,342
Dec 02, 2022Gillen Robertdirector-A-AwardBuy6,250--96,364
Dec 02, 2022Franco Alejandrodirector-A-AwardBuy6,250--80,000
Dec 02, 2022BRILON ROBERT Jofficer Chief Financial OfficerA-AwardBuy12,500--108,750
Dec 02, 2022Ly Davidofficer Chief Executive OfficerA-AwardBuy15,000--195,000
Dec 02, 2022Sung Chi-Kuang Sidofficer PresidentA-AwardBuy6,250--55,000
Dec 02, 2022Farnsworth Joedirector-A-AwardBuy10,000--124,375
Dec 02, 2022Omi Gregoryofficer Chief Technology OfficerA-AwardBuy6,250--75,000
Oct 04, 2022Gillen Robertdirector-A-AwardBuy5,000--90,114
Oct 04, 2022Franco Alejandrodirector-A-AwardBuy5,000--73,750
Oct 04, 2022Farnsworth Joedirector-A-AwardBuy5,000--114,375
Oct 04, 2022Ly Davidofficer Chief Executive OfficerA-AwardBuy5,000--180,000
Oct 04, 2022BRILON ROBERT Jofficer Chief Financial OfficerA-AwardBuy5,000--96,250

The last insider buy of IVDA was made by Farnsworth Joe on Dec 27 2022, buying 4,200 shares at $0.59 per share (worth $2.50K).

Iveda Solutions Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 202216--
Q2 20223--

16 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Iveda Solutions's insiders, as of Q4 2022.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 20221--
Q2 2022---

As of Q4 2022, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Iveda Solutions's stocks.

Iveda Solutions Peer Ownership


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ALLEAllegion plc
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LGMKLogicMark, Inc.
BAERBridger Aerospace Group Holdings, Inc. Common Stock

IVDA Ownership FAQ


Iveda Solutions is owned by institutional shareholders (0.07%), insiders (5.89%), and public (94.04%). The largest institutional shareholder of Iveda Solutions is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. (0.97% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).

Iveda Solutions's major institutional shareholders are RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., RENAISSANCE TECHNOLOGIES LLC, BANK OF AMERICA CORP /DE/, STATE STREET CORP, and TWO SIGMA INVESTMENTS, LP. The top five shareholders own together 2.49% of the company's share outstanding.

As of Mar 2022, there are 2 institutional shareholders of Iveda Solutions.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC owns 125K shares of Iveda Solutions, representing 0.97% of the company's total shares outstanding, valued at $166.25M (as of Mar 2023).

As of Mar 2023, RENAISSANCE TECHNOLOGIES LLC holds 64K shares of Iveda Solutions (IVDA), compromising 0.50% of the company, valued at $85K.

BANK OF AMERICA CORP /DE/ is the third largest holder of Iveda Solutions. The company owns 54.42K of the company's shares outstanding (worth $72.37M).