Stock Transactions — INVESTAR HOLDING CORP

Total Bought
1,462,925
60 transactions
Total Sold
577,563
35 transactions
Net
+885,362
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
HighTower Advisors, LLC10,001211,918+201,9170.000.01+0.01buy
Fourthstone LLC695,992827,389+131,3973.483.82+0.34buy
BlackRock, Inc.998,1251,102,825+104,7000.000.00+0.00buy
Bank of New York Mellon Corp36,149123,244+87,0950.000.00+0.00buy
AlTi Global, Inc.086,568+86,5680.000.05+0.05buy
GEODE CAPITAL MANAGEMENT, LLC223,333300,099+76,7660.000.00+0.00buy
Kestra Advisory Services, LLC073,956+73,9560.000.01+0.01buy
Glass Wealth Management Co LLC066,586+66,5860.000.70+0.70buy
RENAISSANCE TECHNOLOGIES LLC49,175105,250+56,0750.000.00+0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP108,824163,271+54,4470.000.00+0.00buy
CITADEL ADVISORS LLC049,742+49,7420.000.00+0.00buy
Numerai GP LLC043,057+43,0570.000.12+0.12buy
STATE STREET CORP134,942177,013+42,0710.000.00+0.00buy
Qube Research & Technologies Ltd23,88364,122+40,2390.000.00+0.00buy
MORGAN STANLEY59,71391,643+31,9300.000.00+0.00buy
SEI INVESTMENTS CO34,00965,281+31,2720.000.00+0.00buy
NORTHERN TRUST CORP87,746114,933+27,1870.000.00+0.00buy
True North Advisors, LLC027,060+27,0600.000.08+0.08buy
DIMENSIONAL FUND ADVISORS LP410,563437,405+26,8420.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC023,537+23,5370.000.00+0.00buy
Integrated Quantitative Investments LLC12,12133,582+21,4610.070.17+0.10buy
OCCUDO QUANTITATIVE STRATEGIES LP018,481+18,4810.000.03+0.03buy
GOLDMAN SACHS GROUP INC39,29154,868+15,5770.000.00+0.00buy
Geneos Wealth Management Inc.011,784+11,7840.000.01+0.01buy
MARTINGALE ASSET MANAGEMENT L P41,11452,739+11,6250.030.04+0.01buy
Point72 Asset Management, L.P.010,882+10,8820.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC25,95036,019+10,0690.000.00+0.00buy
Concurrent Investment Advisors, LLC010,000+10,0000.000.00+0.00buy
DEUTSCHE BANK AG\09,230+9,2300.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/09,078+9,0780.000.00+0.00buy
MANGROVE PARTNERS IM, LLC07,979+7,9790.000.02+0.02buy
MIRABELLA FINANCIAL SERVICES LLP07,952+7,9520.000.02+0.02buy
Polymer Capital Management (US) LLC07,627+7,6270.000.03+0.03buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC130,620136,366+5,7460.070.07+0.00buy
Empowered Funds, LLC58,95564,701+5,7460.010.01-0.00buy
KENNEDY CAPITAL MANAGEMENT LLC137,225141,775+4,5500.080.08+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND2,2004,600+2,4000.000.00+0.00buy
RHUMBLINE ADVISERS7,3759,524+2,1490.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,2576,006+1,7490.000.00+0.00buy
MetLife Investment Management, LLC5,4297,155+1,7260.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC25,33226,817+1,4850.000.00-0.00buy
CITIGROUP INC2131,596+1,3830.000.00+0.00buy
Tower Research Capital LLC (TRC)4111,047+6360.000.00+0.00buy
Legal & General Group Plc7951,108+3130.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC41202+1610.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM564707+1430.000.00+0.00buy
QUADRANT CAPITAL GROUP LLC0121+1210.000.00+0.00buy
Copeland Capital Management, LLC2,3152,401+860.000.00+0.00buy
SBI Securities Co., Ltd.181+800.000.00+0.00buy
Parallel Advisors, LLC678+720.000.00+0.00buy
Allworth Financial LP3494+600.000.00+0.00buy
GAMMA Investing LLC144175+310.000.00+0.00buy
MAI Capital Management529+240.000.00+0.00buy
Root Financial Partners, LLC024+240.000.00+0.00buy
CWM, LLC3,4423,464+220.000.00-0.00buy
US BANCORP \DE\012+120.000.00+0.00buy
EverSource Wealth Advisors, LLC1019+90.000.00+0.00buy
NewEdge Advisors, LLC3,3913,396+50.000.00+0.00buy
MALTESE CAPITAL MANAGEMENT LLC238,091238,093+21.131.28+0.15buy
FMR LLC669670+10.000.00+0.00buy
BANC FUNDS CO LLC306,896306,89601.621.53-0.10hold
Ameritas Investment Partners, Inc.90690600.000.00+0.00hold
FEDERATED HERMES, INC.56856800.000.00-0.00hold
MENDON CAPITAL ADVISORS CORP38,03738,03700.400.40+0.00hold
State of Alaska, Department of Revenue85185100.000.00+0.00hold
Savant Capital, LLC13,24313,24300.000.00-0.00hold
Advisory Services Network, LLC12,60012,60000.000.00-0.00hold
Capital Advisors, Ltd. LLC18018000.000.00+0.00hold
Stratos Wealth Partners, LTD.12,06512,06500.000.00+0.00hold
Sunbelt Securities, Inc.1100.000.00-0.00hold
1 NORTH WEALTH SERVICES LLC12512500.000.00+0.00hold
IFP Advisors, Inc525200.000.00-0.00hold
Nuveen, LLC15,01715,01700.000.00+0.00hold
True Wealth Design, LLC4400.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey1,7691,76900.000.00+0.00hold
JAMES INVESTMENT RESEARCH, INC.8,8198,81900.030.03+0.00hold
STRS OHIO20,50020,50000.000.00+0.00hold
ROTHSCHILD INVESTMENT LLC111100.000.00-0.00hold
PNC FINANCIAL SERVICES GROUP, INC.1,8861,880-60.000.00+0.00sell
RITHOLTZ WEALTH MANAGEMENT21,25121,243-80.010.01-0.00sell
Covestor Ltd210-210.000.00-0.00sell
Farther Finance Advisors, LLC250-250.000.00-0.00sell
Russell Investments Group, Ltd.1,0631,019-440.000.00-0.00sell
Optiver Holding B.V.178106-720.000.00+0.00sell
Sterling Capital Management LLC528425-1030.000.00-0.00sell
Strategic Wealth Partners, Ltd.863653-2100.000.00-0.00sell
AMALGAMATED BANK2880-2880.000.00-0.00sell
Invesco Ltd.12,06311,537-5260.000.00+0.00sell
BNP PARIBAS FINANCIAL MARKETS3,7232,739-9840.000.00-0.00sell
Connor, Clark & Lunn Investment Management Ltd.61,68160,424-1,2570.000.00-0.00sell
STATE OF WISCONSIN INVESTMENT BOARD18,60017,232-1,3680.000.00-0.00sell
BANK OF AMERICA CORP /DE/25,34423,970-1,3740.000.00-0.00sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2,6910-2,6910.000.00-0.00sell
JPMORGAN CHASE & CO8,3505,234-3,1160.000.00-0.00sell
ROYCE & ASSOCIATES LP295,834292,086-3,7480.080.08-0.00sell
STEEL GROVE CAPITAL ADVISORS, LLC46,43441,640-4,7940.130.12-0.01sell
WELLS FARGO & COMPANY/MN17,77912,356-5,4230.000.00-0.00sell
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44,33238,146-6,1860.010.01-0.00sell
TWO SIGMA INVESTMENTS, LP31,36524,736-6,6290.000.00-0.00sell
LOS ANGELES CAPITAL MANAGEMENT LLC22,86015,706-7,1540.000.00-0.00sell
Page 1 of 2