Sotherly Hotels (SOHO) Institutional Ownership

$1.31
+0.02 (+1.55%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
27.54%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$744.48K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.11M
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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
4/24/2024 PSI Advisors LLC117,519$170K0.1%+11.3%0.592%
2/13/2024Bard Associates Inc.501,476$747K0.3%-2.1%2.546%
2/5/2024Thompson Davis & CO. Inc.578,175$861K0.7%-55.7%2.935%
2/1/2024 PSI Advisors LLC105,575$157K0.1%+20.6%0.536%
1/31/2024J.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%
8/4/2023Gator Capital Management LLC954,804$1.81M1.3%+8.8%4.945%
7/27/2023J.W. Cole Advisors Inc.40,900$77K0.0%-9.9%0.212%
7/13/2023Thompson Davis & CO. Inc.1,433,578$2.71M3.1%+3.2%7.424%
5/10/2023Thompson Davis & CO. Inc.1,389,228$2.77M3.6%+18.9%7.221%
2/10/2023Gator Capital Management LLC810,250$1.47M1.1%+151.9%4.399%
2/10/2023Bard 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%
2/6/2023Thompson 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%
11/9/2022Thompson Davis & CO. Inc.1,108,044$2.08M2.8%+32.8%6.017%
11/7/2022LSV Asset Management143,402$270K0.0%-26.4%0.779%
11/4/2022Prudential Financial Inc.16,000$30K0.0%N/A0.087%
10/31/2022J.W. Cole Advisors Inc.49,750$94K0.0%+65.6%0.270%
10/7/2022 Seneca House Advisors36,060$68K0.1%N/A0.196%
8/4/2022Thompson Davis & CO. Inc.834,297$1.45M1.4%+7.1%4.605%
8/2/2022Thompson 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%
5/11/2022Bard Associates Inc.274,286$565K0.2%+6.7%1.556%
4/20/2022 PSI Advisors LLC75,170$155K0.1%+90.3%0.426%
1/25/2022J.W. Cole Advisors Inc.28,200$59K0.0%N/A0.169%
12/8/2021Moors & Cabot Inc.30,000$31K0.0%N/A0.179%
11/16/2021Squarepoint Ops LLC56,005$143K0.0%-18.3%0.335%
11/15/2021Golden State Equity Partners38,500$99K0.0%N/A0.230%
11/12/2021 PSI Advisors LLC32,622$84K0.0%N/A0.195%
11/5/2021Moors & 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%
8/16/2021Squarepoint Ops LLC68,548$206K0.0%+61.9%0.452%
8/13/2021Renaissance Technologies LLC136,559$410K0.0%-42.1%0.900%
8/13/2021Geode Capital Management LLC85,290$255K0.0%+44.7%0.562%
8/13/2021Vanguard Group Inc.590,969$1.77M0.0%-19.2%3.894%
8/12/2021Prime Capital Investment Advisors LLC45,411$136K0.0%N/A0.299%
8/12/2021Bard Associates Inc.218,211$655K0.2%+21.0%1.438%
8/11/2021Bank 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%
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5/21/2021Citadel Advisors LLC29,863$104K0.0%N/A0.197%
5/19/2021Virtu Financial LLC13,275$46K0.0%-48.5%0.087%
5/18/2021Citadel Advisors LLC29,863$104K0.0%N/A0.197%
5/13/2021Renaissance Technologies LLC235,715$820K0.0%-6.8%1.553%
5/13/2021Bank of New York Mellon Corp43,880$153K0.0%-7.2%0.289%
5/7/2021BlackRock Inc.49,920$174K0.0%-23.5%0.329%
3/8/2021Dimensional Fund Advisors LP112,327$281K0.0%-3.6%0.755%
2/25/2021Dimensional Fund Advisors LP112,327$281K0.0%-3.6%0.755%
2/24/2021Virtu Financial LLC25,793$64K0.0%N/A0.173%
2/16/2021Squarepoint Ops LLC44,188$110K0.0%N/A0.297%
2/9/2021Bank of New York Mellon Corp47,261$118K0.0%N/A0.318%
1/29/2021Fisher Asset Management LLC10,200$26K0.0%N/A0.069%
10/30/2020WINTON GROUP Ltd173,416$312K0.0%-13.8%1.165%
10/23/2020LSV Asset Management225,802$406K0.0%-9.6%1.517%
8/12/2020Goldman Sachs Group Inc.10,370$26K0.0%N/A0.070%
8/5/2020LSV Asset Management249,702$626K0.0%-10.7%1.684%
8/5/2020WINTON GROUP Ltd201,101$507K0.0%+343.5%1.357%
7/31/2020UBS Group AG9,967$25K0.0%-95.4%0.067%
5/18/2020Advisor Group Holdings Inc.18,790$30K0.0%N/A0.127%
5/15/2020Morgan Stanley17,842$29K0.0%-31.3%0.120%
5/14/2020Wells Fargo & Company MN22,008$35K0.0%-27.7%0.148%
5/8/2020 Cambridge Investment Research Advisors Inc.18,833$30K0.0%+65.1%0.127%
5/1/2020BlackRock Inc.84,185$135K0.0%-72.3%0.568%
5/1/2020UBS Group AG216,354$346K0.0%-14.4%1.460%
4/29/2020 Cottage Street Advisors LLC241,664$385K0.3%-39.8%1.631%
2/14/2020Bank of New York Mellon Corp26,494$180K0.0%+8.4%0.186%
(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, 9 institutional investors and hedge funds held shares of Sotherly Hotels. The most heavily invested institutionals were Gator Capital Management LLC ($1.81M), Thompson Davis & CO. Inc. ($861K), Bard Associates Inc. ($747K), LSV Asset Management ($270K), PSI Advisors LLC ($170K), Seneca House Advisors ($94K), and J.W. Cole Advisors Inc. ($80K).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: Thompson Davis & CO. Inc. ($862.93K), Gator Capital Management LLC ($566.03K), Bard Associates Inc. ($131.80K), Seneca House Advisors ($53.96K), PSI Advisors LLC ($36.85K), J.W. Cole Advisors Inc. ($27.75K), and Prudential Financial Inc. ($16K).

How much institutional buying is happening at Sotherly Hotels?

Institutional investors have bought a total of 1,695,311 shares in the last 24 months. This purchase volume represents approximately $3.11M 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. ($727.92K), LSV Asset Management ($51.50K), Bard Associates Inc. ($10.60K), 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 800,026 shares in the last 24 months. This volume of shares sold represents approximately $1.22M in transactions.


This page (NASDAQ:SOHO) was last updated on 4/27/2024 by MarketBeat.com Staff

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