Sotherly Hotels Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
GATOR CAPITAL MANAGEMENT, LLC | 05/13/2025 | 1.17 M | $865.44 K | 16.99% | 5.91% |
GAMCO INVESTORS, INC. ET AL | 05/14/2025 | 835.80 K | $618.16 K | 32.98% | 4.22% |
VANGUARD GROUP INC | 05/09/2025 | 689.99 K | $482.99 K | 0.30% | 3.48% |
BARD ASSOCIATES INC | 05/12/2025 | 407.13 K | $285.03 K | -0.37% | 2.06% |
SPC FINANCIAL, INC. | 05/08/2025 | 405.50 K | $300.07 K | 0.00% | 2.05% |
THOMPSON DAVIS & CO., INC. | 05/13/2025 | 286.70 K | $212.04 K | -11.29% | 1.45% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 168.44 K | $117.96 K | -6.96% | 0.85% |
PSI ADVISORS, LLC | 04/21/2025 | 93.02 K | $68.80 K | 0.00% | 0.47% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 80.51 K | $59.55 K | -2.89% | 0.41% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 44.37 K | $31.06 K | -25.49% | 0.22% |
UBS GROUP AG | 05/13/2025 | 36.99 K | $27.37 K | 137.01% | 0.19% |
NORTHERN TRUST CORP | 05/13/2025 | 29.34 K | $21.70 K | 0.00% | 0.15% |
CITADEL ADVISORS LLC | 05/15/2025 | 24.45 K | $17.12 K | 100.00% | 0.12% |
MORGAN STANLEY | 05/15/2025 | 18.53 K | $13.71 K | -0.13% | 0.09% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 18.01 K | $13.00 K | -23.40% | 0.09% |
STATE STREET CORP | 05/15/2025 | 17.95 K | $12.57 K | 0.00% | 0.09% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 15.15 K | $11.21 K | 0.00% | 0.08% |
NISA INVESTMENT ADVISORS, LLC | 04/30/2025 | 4.85 K | $3.40 K | 0.00% | 0.02% |
TRUE WEALTH DESIGN, LLC | 05/13/2025 | 4.28 K | $3.00 K | 0.00% | 0.02% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 04/23/2025 | 1.50 K | $1.05 K | 0.00% | 0.01% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 1.40 K | $1.04 K | 100.00% | 0.01% |
CALDWELL SUTTER CAPITAL, INC. | 04/16/2025 | 1.32 K | $973 | 0.00% | 0.01% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 141 | $104 | 4.44% | 0.00% |
JPMORGAN CHASE & CO | 05/12/2025 | 36 | $25 | -7.69% | 0.00% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 1 | $1 | 0.00% | 0.00% |
PRUDENTIAL FINANCIAL INC | 05/13/2025 | 0 | $0 | -100.00% | 0.00% |
JANE STREET GROUP, LLC | 05/19/2025 | 0 | $0 | -100.00% | 0.00% |
REPERTOIRE PARTNERS LP | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
ATRIA WEALTH SOLUTIONS, INC. | 05/09/2025 | 0 | $0 | -100.00% | 0.00% |
Sotherly Hotels Inc. institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Sotherly Hotels Inc.. The most heavily invested institutionals were:
Gator Capital Management, LLC: 1.17 M
GAMCO INVESTORS, INC. ET AL: 835,800
VANGUARD GROUP INC: 689,987
BARD ASSOCIATES INC: 407,125
SPC Financial, Inc.: 405,500
THOMPSON DAVIS & CO., INC.: 286,701
21.99% of Sotherly Hotels Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.48 M shares in the last 24 months. This purchase volume represents approximately $6.03 M in transactions.