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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/13/2024 | GATOR CAPITAL MANAGEMENT, LLC | 954,804 | $1.38 M | 0.00% | 5.07% |
| 05/10/2024 | VANGUARD GROUP INC | 675,428 | $979,370 | 0.27% | 3.58% |
| 05/13/2024 | BARD ASSOCIATES INC | 497,055 | $720,730 | -0.88% | 2.64% |
| 05/03/2024 | SPC FINANCIAL, INC. | 405,500 | $587,975 | 0.00% | 2.15% |
| 05/02/2024 | THOMPSON DAVIS & CO., INC. | 287,004 | $416,156 | -50.36% | 1.52% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 152,840 | $221,618 | 29.07% | 0.81% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 128,510 | $186,400 | 1.60% | 0.68% |
| 04/24/2024 | PSI ADVISORS, LLC | 117,519 | $170,403 | 11.31% | 0.62% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 89,434 | $130,000 | -19.29% | 0.47% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 74,548 | $108,095 | 0.00% | 0.40% |
| 04/18/2024 | SENECA HOUSE ADVISORS | 54,752 | $79,390 | 0.00% | 0.29% |
| 05/15/2024 | CITADEL ADVISORS LLC | 45,887 | $66,536 | 29.76% | 0.24% |
| 05/10/2024 | BLACKROCK INC. | 38,883 | $56,380 | -4.26% | 0.21% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 29,842 | $43,270 | -18.09% | 0.16% |
| 05/14/2024 | NORTHERN TRUST CORP | 29,369 | $42,585 | -0.39% | 0.16% |
| 04/24/2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 28,208 | $41,000 | 0.00% | 0.15% |
| 05/15/2024 | MORGAN STANLEY | 27,170 | $39,398 | -8.86% | 0.14% |
| 05/15/2024 | STATE STREET CORP | 17,948 | $26,025 | 0.00% | 0.10% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 16,650 | $24,143 | 66.50% | 0.09% |
| 05/02/2024 | NISA INVESTMENT ADVISORS, LLC | 4,852 | $7,035 | 0.00% | 0.03% |
| 05/14/2024 | TRUE WEALTH DESIGN, LLC | 4,282 | $6,209 | 0.00% | 0.02% |
| 05/13/2024 | UBS GROUP AG | 3,345 | $4,850 | -26.56% | 0.02% |
| 05/01/2024 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,500 | $2,175 | 0.00% | 0.01% |
| 04/19/2024 | CALDWELL SUTTER CAPITAL, INC. | 1,315 | $1,907 | 0.00% | 0.01% |
| 05/09/2024 | RHUMBLINE ADVISERS | 533 | $772 | 0.00% | 0.00% |
| 05/14/2024 | FEDERATED HERMES, INC. | 418 | $606 | -59.26% | 0.00% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 132 | $191 | 1.54% | 0.00% |
| 05/10/2024 | JPMORGAN CHASE & CO | 41 | $59 | 46.43% | 0.00% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 38 | $55 | -98.60% | 0.00% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 2 | $3 | 0.00% | 0.00% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 0 | $0 | -100.00% | 0.00% |
| 05/13/2024 | FMR LLC | 0 | $0 | -100.00% | 0.00% |
| 04/30/2024 | J.W. COLE ADVISORS, INC. | 0 | $0 | -100.00% | 0.00% |
| 05/20/2024 | VIRTU FINANCIAL LLC | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 56 institutional investors and hedge funds held shares of Sotherly Hotels Inc.. The most heavily invested institutionals were:
Gator Capital Management, LLC: 954,804
VANGUARD GROUP INC: 675,428
BARD ASSOCIATES INC: 497,055
SPC Financial, Inc.: 405,500
THOMPSON DAVIS & CO., INC.: 287,004
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 152,840
A. 19.57% of Sotherly Hotels Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 6.05 M shares in the last 24 months. This purchase volume represents approximately $6.83 M in transactions.
