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Sotherly Hotels (SOHO) Institutional Ownership

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$0.97 -0.04 (-3.96%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Sotherly Hotels (NASDAQ:SOHO)

Current
Institutional Ownership
Percentage
27.54%
Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$56.13K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.63M
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SOHO Institutional Buying and Selling by Quarter

Sotherly Hotels Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/6/2024 Bard Associates Inc.448,205$542K0.2%-9.1%2.258%
7/23/2024 PSI Advisors LLC90,519$104K0.0%-23.0%0.456%
7/13/2024 Seneca House Advisors35,300$41K0.0%-35.5%0.178%
5/2/2024 Thompson Davis & CO. Inc.287,004$416K0.3%-50.4%1.446%
4/24/2024 PSI Advisors LLC117,519$170K0.1%+11.3%0.592%
2/13/2024 Bard Associates Inc.501,476$747K0.3%-2.1%2.546%
2/5/2024 Thompson Davis & CO. Inc.578,175$861K0.7%-55.7%2.935%
2/1/2024 PSI Advisors LLC105,575$157K0.1%+20.6%0.536%
1/31/2024 J.W. Cole Advisors Inc.53,650$80K0.0%+17.7%0.272%
10/13/2023 Seneca House Advisors57,502$94K0.0%+22.9%0.292%
8/4/2023 Gator Capital Management LLC954,804$1.81M1.3%+8.8%4.945%
7/27/2023 J.W. Cole Advisors Inc.40,900$77K0.0%-9.9%0.212%
7/13/2023 Thompson Davis & CO. Inc.1,433,578$2.71M3.1%+3.2%7.424%
5/10/2023 Thompson Davis & CO. Inc.1,389,228$2.77M3.6%+18.9%7.221%
2/10/2023 Gator Capital Management LLC810,250$1.47M1.1%+151.9%4.399%
2/10/2023 Bard Associates Inc.507,661$919K0.4%+29.1%2.756%
2/8/2023 Cambridge Investment Research Advisors Inc.32,808$59K0.0%-14.4%0.178%
2/6/2023 Thompson Davis & CO. Inc.1,168,644$2.12M3.0%+5.5%6.344%
1/31/2023 Seneca House Advisors43,260$78K0.0%+20.0%0.235%
11/9/2022 Thompson Davis & CO. Inc.1,108,044$2.08M2.8%+32.8%6.017%
11/7/2022 LSV Asset Management143,402$270K0.0%-26.4%0.779%
11/4/2022 Prudential Financial Inc.16,000$30K0.0%N/A0.087%
10/31/2022 J.W. Cole Advisors Inc.49,750$94K0.0%+65.6%0.270%
10/7/2022 Seneca House Advisors36,060$68K0.1%N/A0.196%
8/4/2022 Thompson Davis & CO. Inc.834,297$1.45M1.4%+7.1%4.605%
8/2/2022 Thompson Davis & CO. Inc.988,031$1.72M1.3%+26.8%5.453%
7/18/2022 PSI Advisors LLC82,075$143K0.1%+9.2%0.453%
5/11/2022 Bard Associates Inc.274,286$565K0.2%+6.7%1.556%
4/20/2022 PSI Advisors LLC75,170$155K0.1%+90.3%0.426%
1/25/2022 J.W. Cole Advisors Inc.28,200$59K0.0%N/A0.169%
12/8/2021 Moors & Cabot Inc.30,000$31K0.0%N/A0.179%
11/16/2021 Squarepoint Ops LLC56,005$143K0.0%-18.3%0.335%
11/15/2021 Golden State Equity Partners38,500$99K0.0%N/A0.230%
11/12/2021 PSI Advisors LLC32,622$84K0.0%N/A0.195%
11/5/2021 Moors & Cabot Inc.30,000$31K0.0%N/A0.179%
11/2/2021 Cambridge Investment Research Advisors Inc.46,434$119K0.0%+22.7%0.278%
8/16/2021 Squarepoint Ops LLC68,548$206K0.0%+61.9%0.452%
8/13/2021 Renaissance Technologies LLC136,559$410K0.0%-42.1%0.900%
8/13/2021 Geode Capital Management LLC85,290$255K0.0%+44.7%0.562%
8/13/2021 Vanguard Group Inc.590,969$1.77M0.0%-19.2%3.894%
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8/12/2021 Prime Capital Investment Advisors LLC45,411$136K0.0%N/A0.299%
8/12/2021 Bard Associates Inc.218,211$655K0.2%+21.0%1.438%
8/11/2021 Bank of New York Mellon Corp38,353$115K0.0%-12.6%0.253%
8/10/2021 Cambridge Investment Research Advisors Inc.37,834$114K0.0%+90.4%0.249%
5/21/2021 Citadel Advisors LLC29,863$104K0.0%N/A0.197%
5/19/2021Virtu Financial LLC13,275$46K0.0%-48.5%0.087%
5/18/2021 Citadel Advisors LLC29,863$104K0.0%N/A0.197%
5/13/2021 Renaissance Technologies LLC235,715$820K0.0%-6.8%1.553%
5/13/2021 Bank of New York Mellon Corp43,880$153K0.0%-7.2%0.289%
5/7/2021BlackRock Inc.49,920$174K0.0%-23.5%0.329%
3/8/2021 Dimensional Fund Advisors LP112,327$281K0.0%-3.6%0.755%
2/25/2021 Dimensional Fund Advisors LP112,327$281K0.0%-3.6%0.755%
2/24/2021Virtu Financial LLC25,793$64K0.0%N/A0.173%
2/16/2021 Squarepoint Ops LLC44,188$110K0.0%N/A0.297%
2/9/2021 Bank of New York Mellon Corp47,261$118K0.0%N/A0.318%
1/29/2021Fisher Asset Management LLC10,200$26K0.0%N/A0.069%
(Data available from 1/1/2016 forward)

SOHO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOHO shares?

During the previous two years, the following institutional investors and hedge funds held shares of Sotherly Hotels shares: Gator Capital Management LLC ($1.81M), Bard Associates Inc. ($542K), Thompson Davis & CO. Inc. ($416K), PSI Advisors LLC ($104K), J.W. Cole Advisors Inc. ($80K), and Cambridge Investment Research Advisors Inc. ($59K), and Seneca House Advisors ($41K).Learn more on SOHO's institutional investors.

What percentage of Sotherly Hotels stock is owned by institutional investors?

27.54% of Sotherly Hotels stock is owned by institutional investors. Learn more on SOHO's institutional investor holdings.

Which institutional investors have been buying Sotherly Hotels stock?

The following institutional investors have purchased Sotherly Hotels stock in the last 24 months: Gator Capital Management LLC ($566.03K), Thompson Davis & CO. Inc. ($325.53K), Bard Associates Inc. ($114.55K), PSI Advisors LLC ($29.94K), Seneca House Advisors ($17.90K), and J.W. Cole Advisors Inc. ($8.05K).

How much institutional buying is happening at Sotherly Hotels?

Institutional investors have bought a total of 1,062,005 shares in the last 24 months. This purchase volume represents approximately $1.96M in transactions.

Which Sotherly Hotels major shareholders have been selling company stock?

The following institutional investors have sold Sotherly Hotels stock in the last 24 months: Thompson Davis & CO. Inc. ($1.02M), Bard Associates Inc. ($55.60K), PSI Advisors LLC ($27K), Seneca House Advisors ($19.45K), Cambridge Investment Research Advisors Inc. ($5.51K), and J.W. Cole Advisors Inc. ($4.50K).

How much institutional selling is happening at Sotherly Hotels?

Institutional investors have sold a total of 1,131,149 shares in the last 24 months. This volume of shares sold represents approximately $1.65M in transactions.



This page (NASDAQ:SOHO) was last updated on 11/21/2024 by MarketBeat.com Staff
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