Iveda Solutions Ownership 2024 | Who Owns Iveda Solutions Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.97% | 0.00% | 125,000 | 125,000 | 100.00% | 166,250,000 | Mar 31, 2023 |
RENAISSANCE TECHNOLOGIES LLC | 0.50% | 0.00% | 64,000 | 64,000 | 100.00% | 85,000 | Mar 31, 2023 |
BANK OF AMERICA CORP /DE/ | 0.42% | - | 54,415 | -19,620 | -26.50% | 72,372,000 | Mar 31, 2023 |
STATE STREET CORP | 0.36% | - | 46,600 | 46,600 | 100.00% | 61,978,000 | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | 0.24% | 0.00% | 30,306 | 30,306 | 100.00% | 40,307,000 | Mar 31, 2023 |
BRIDGE ADVISORY, LLC | 0.19% | 0.01% | 25,000 | - | - | 33,250,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.16% | - | 20,000 | 20,000 | 100.00% | 26,600,000 | Mar 31, 2023 |
VANGUARD GROUP INC | 0.15% | - | 19,806 | 19,806 | 100.00% | 26,342,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.08% | 0.00% | 10,450 | 2,572 | 32.65% | 14,000 | Mar 31, 2023 |
SUMMIT FINANCIAL STRATEGIES, INC. | 0.08% | 0.00% | 10,000 | - | - | 13,300,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 259 | 259 | 100.00% | 344,000 | Mar 31, 2023 |
TCI WEALTH ADVISORS, INC. | 0.00% | - | 125 | - | - | 167,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 35 | 22 | 169.23% | 47,000 | Mar 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 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BRIDGE ADVISORY, LLC | 0.19% | 0.01% | 25,000 | - | - | 33,250,000 | Mar 31, 2023 |
SUMMIT FINANCIAL STRATEGIES, INC. | 0.08% | 0.00% | 10,000 | - | - | 13,300,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.08% | 0.00% | 10,450 | 2,572 | 32.65% | 14,000 | Mar 31, 2023 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.97% | 0.00% | 125,000 | 125,000 | 100.00% | 166,250,000 | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | 0.24% | 0.00% | 30,306 | 30,306 | 100.00% | 40,307,000 | Mar 31, 2023 |
RENAISSANCE TECHNOLOGIES LLC | 0.50% | 0.00% | 64,000 | 64,000 | 100.00% | 85,000 | Mar 31, 2023 |
TCI WEALTH ADVISORS, INC. | 0.00% | - | 125 | - | - | 167,000 | Mar 31, 2023 |
BANK OF AMERICA CORP /DE/ | 0.42% | - | 54,415 | -19,620 | -26.50% | 72,372,000 | Mar 31, 2023 |
STATE STREET CORP | 0.36% | - | 46,600 | 46,600 | 100.00% | 61,978,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.16% | - | 20,000 | 20,000 | 100.00% | 26,600,000 | Mar 31, 2023 |
VANGUARD GROUP INC | 0.15% | - | 19,806 | 19,806 | 100.00% | 26,342,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 259 | 259 | 100.00% | 344,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 35 | 22 | 169.23% | 47,000 | 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 |
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 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.97% | 0.00% | 125,000 | 125,000 | 100.00% | 166,250,000 | Mar 31, 2023 |
RENAISSANCE TECHNOLOGIES LLC | 0.50% | 0.00% | 64,000 | 64,000 | 100.00% | 85,000 | Mar 31, 2023 |
STATE STREET CORP | 0.36% | - | 46,600 | 46,600 | 100.00% | 61,978,000 | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | 0.24% | 0.00% | 30,306 | 30,306 | 100.00% | 40,307,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.16% | - | 20,000 | 20,000 | 100.00% | 26,600,000 | Mar 31, 2023 |
VANGUARD GROUP INC | 0.15% | - | 19,806 | 19,806 | 100.00% | 26,342,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.08% | 0.00% | 10,450 | 2,572 | 32.65% | 14,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 259 | 259 | 100.00% | 344,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 35 | 22 | 169.23% | 47,000 | Mar 31, 2023 |
TCI WEALTH ADVISORS, INC. | 0.00% | - | 125 | - | - | 167,000 | Mar 31, 2023 |
SUMMIT FINANCIAL STRATEGIES, INC. | 0.08% | 0.00% | 10,000 | - | - | 13,300,000 | Mar 31, 2023 |
BRIDGE ADVISORY, LLC | 0.19% | 0.01% | 25,000 | - | - | 33,250,000 | Mar 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% | 72,372,000 | Mar 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 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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% | 72,372,000 | Mar 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, LLC | 0.19% | 0.01% | 25,000 | - | - | 33,250,000 | Mar 31, 2023 |
SUMMIT FINANCIAL STRATEGIES, INC. | 0.08% | 0.00% | 10,000 | - | - | 13,300,000 | Mar 31, 2023 |
TCI WEALTH ADVISORS, INC. | 0.00% | - | 125 | - | - | 167,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 35 | 22 | 169.23% | 47,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 259 | 259 | 100.00% | 344,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.08% | 0.00% | 10,450 | 2,572 | 32.65% | 14,000 | Mar 31, 2023 |
VANGUARD GROUP INC | 0.15% | - | 19,806 | 19,806 | 100.00% | 26,342,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.16% | - | 20,000 | 20,000 | 100.00% | 26,600,000 | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | 0.24% | 0.00% | 30,306 | 30,306 | 100.00% | 40,307,000 | Mar 31, 2023 |
STATE STREET CORP | 0.36% | - | 46,600 | 46,600 | 100.00% | 61,978,000 | Mar 31, 2023 |
RENAISSANCE TECHNOLOGIES LLC | 0.50% | 0.00% | 64,000 | 64,000 | 100.00% | 85,000 | Mar 31, 2023 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.97% | 0.00% | 125,000 | 125,000 | 100.00% | 166,250,000 | Mar 31, 2023 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.97% | 0.00% | 125,000 | 125,000 | 100.00% | 166,250,000 | Mar 31, 2023 |
RENAISSANCE TECHNOLOGIES LLC | 0.50% | 0.00% | 64,000 | 64,000 | 100.00% | 85,000 | Mar 31, 2023 |
STATE STREET CORP | 0.36% | - | 46,600 | 46,600 | 100.00% | 61,978,000 | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | 0.24% | 0.00% | 30,306 | 30,306 | 100.00% | 40,307,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.16% | - | 20,000 | 20,000 | 100.00% | 26,600,000 | Mar 31, 2023 |
VANGUARD GROUP INC | 0.15% | - | 19,806 | 19,806 | 100.00% | 26,342,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 259 | 259 | 100.00% | 344,000 | Mar 31, 2023 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
FIDELITY CONCORD STREET TRUST | 0.00% | 88,238 | -587 | -0.66% | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 40,911 | -38,207 | -48.29% | Mar 31, 2024 |
Iveda Solutions Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 22 | 2 | - |
31 Dec, 21 | 2 | - |
30 Sep, 21 | 2 | - |
30 Jun, 21 | 2 | 100.00% |
31 Mar, 21 | 1 | - |
31 Dec, 20 | 1 | - |
30 Sep, 20 | 1 | - |
30 Jun, 20 | 1 | - |
31 Mar, 20 | 1 | - |
31 Dec, 19 | 1 | - |
30 Sep, 19 | 1 | - |
30 Jun, 19 | 1 | - |
31 Mar, 19 | 1 | - |
31 Dec, 18 | 1 | - |
30 Sep, 18 | 1 | - |
30 Jun, 16 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 22 | 54,550 | - |
31 Dec, 21 | 54,550 | 37.93% |
30 Sep, 21 | 39,550 | - |
30 Jun, 21 | 39,550 | 105.45% |
31 Mar, 21 | 19,250 | - |
31 Dec, 20 | 19,250 | - |
30 Sep, 20 | 19,250 | - |
30 Jun, 20 | 19,250 | - |
31 Mar, 20 | 19,250 | - |
31 Dec, 19 | 19,250 | - |
30 Sep, 19 | 19,250 | - |
30 Jun, 19 | 19,250 | - |
31 Mar, 19 | 19,250 | - |
31 Dec, 18 | 19,250 | - |
30 Sep, 18 | 19,250 | - |
30 Jun, 16 | 10,000 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 22 | 0.07% | 1211.40% |
31 Dec, 21 | 0.08% | 2284.08% |
30 Sep, 21 | 0.06% | 1915.48% |
30 Jun, 21 | 0.05% | 4928.14% |
31 Mar, 21 | 0.03% | 2994.01% |
31 Dec, 20 | 0.03% | 2376.53% |
30 Sep, 20 | 0.04% | 2666.67% |
30 Jun, 20 | 0.04% | 2666.67% |
31 Mar, 20 | 0.04% | 2666.67% |
31 Dec, 19 | 0.04% | 2666.67% |
30 Sep, 19 | 0.04% | 2666.67% |
30 Jun, 19 | 0.04% | 2666.67% |
31 Mar, 19 | 0.04% | 2666.67% |
31 Dec, 18 | 0.04% | 2666.67% |
30 Sep, 18 | 0.04% | - |
30 Jun, 16 | 0.03% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 22 | - | -100.00% |
31 Dec, 21 | 1 | - |
30 Sep, 21 | - | -100.00% |
30 Jun, 21 | 1 | - |
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, 18 | 1 | - |
30 Jun, 16 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 22 | - | -100.00% |
31 Dec, 21 | 1 | - |
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 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 22 | 2 | - | 54,550 | - | 0.07% | 1211.40% | - | -100.00% | - | -100.00% |
31 Dec, 21 | 2 | - | 54,550 | 37.93% | 0.08% | 2284.08% | 1 | - | 1 | - |
30 Sep, 21 | 2 | - | 39,550 | - | 0.06% | 1915.48% | - | -100.00% | - | - |
30 Jun, 21 | 2 | 100.00% | 39,550 | 105.45% | 0.05% | 4928.14% | 1 | - | - | - |
31 Mar, 21 | 1 | - | 19,250 | - | 0.03% | 2994.01% | - | - | - | - |
31 Dec, 20 | 1 | - | 19,250 | - | 0.03% | 2376.53% | - | - | - | - |
30 Sep, 20 | 1 | - | 19,250 | - | 0.04% | 2666.67% | - | - | - | - |
30 Jun, 20 | 1 | - | 19,250 | - | 0.04% | 2666.67% | - | - | - | - |
31 Mar, 20 | 1 | - | 19,250 | - | 0.04% | 2666.67% | - | - | - | - |
31 Dec, 19 | 1 | - | 19,250 | - | 0.04% | 2666.67% | - | - | - | - |
30 Sep, 19 | 1 | - | 19,250 | - | 0.04% | 2666.67% | - | - | - | - |
30 Jun, 19 | 1 | - | 19,250 | - | 0.04% | 2666.67% | - | - | - | - |
31 Mar, 19 | 1 | - | 19,250 | - | 0.04% | 2666.67% | - | - | - | - |
31 Dec, 18 | 1 | - | 19,250 | - | 0.04% | 2666.67% | - | -100.00% | - | - |
30 Sep, 18 | 1 | - | 19,250 | - | 0.04% | - | 1 | - | - | - |
30 Jun, 16 | 1 | - | 10,000 | - | 0.03% | - | 1 | - | - | - |
Iveda Solutions Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
All Insider Owners Trades
Iveda Solutions Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2022 | 16 | - | - |
Q2 2022 | 3 | - | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2022 | 1 | - | - |
Q2 2022 | - | - | - |
Iveda Solutions Peer Ownership
IVDA Ownership FAQ
Who Owns Iveda Solutions?
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).
Who are the major institutional shareholders of Iveda Solutions?
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.
How many Iveda Solutions shareholders are there?
As of Mar 2022, there are 2 institutional shareholders of Iveda Solutions.
What percentage of Iveda Solutions is owned by RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC?
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).
What percentage of Iveda Solutions is owned by RENAISSANCE TECHNOLOGIES LLC?
As of Mar 2023, RENAISSANCE TECHNOLOGIES LLC holds 64K shares of Iveda Solutions (IVDA), compromising 0.50% of the company, valued at $85K.
What percentage of Iveda Solutions is owned by BANK OF AMERICA CORP /DE/?
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).