Recent Quarter Total Invested
$4.75 M
Recent Quarter Institutional Ownership Percentage
20.18%
Total Invested of Last Quarter
$4.69 M
Ownership Percentage of Last Quarter
21.05%
Sotherly Hotels Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATOR CAPITAL MANAGEMENT, LLC | 11/14/2024 | 954,804 | $1.16 M | 0.00% | 4.91% |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 466,688 | $564,692 | 26.47% | 2.40% |
| BARD ASSOCIATES INC | 11/06/2024 | 448,205 | $542,328 | -9.12% | 2.31% |
| SPC FINANCIAL, INC. | 10/16/2024 | 405,500 | $490,655 | 0.00% | 2.09% |
| THOMPSON DAVIS & CO., INC. | 11/08/2024 | 265,535 | $321,297 | -1.12% | 1.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 176,909 | $214,110 | 18.17% | 0.91% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 101,914 | $123,316 | 25.18% | 0.52% |
| PSI ADVISORS, LLC | 10/22/2024 | 94,019 | $113,763 | 3.87% | 0.48% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 69,421 | $84,000 | -6.88% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 50,134 | $60,662 | -54.14% | 0.26% |
| SENECA HOUSE ADVISORS | 10/04/2024 | 31,700 | $38,357 | -10.20% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 25,708 | $31,000 | 0.00% | 0.13% |
| CITADEL ADVISORS LLC | 11/14/2024 | 24,362 | $29,478 | -44.18% | 0.13% |
| UBS GROUP AG | 11/14/2024 | 21,914 | $26,516 | -88.51% | 0.11% |
| MORGAN STANLEY | 11/14/2024 | 21,027 | $25,442 | -10.21% | 0.11% |
| STATE STREET CORP | 11/14/2024 | 17,948 | $21,717 | 0.00% | 0.09% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 16,650 | $20,147 | 0.00% | 0.09% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 4,852 | $5,871 | 0.00% | 0.03% |
| TRUE WEALTH DESIGN, LLC | 11/14/2024 | 4,282 | $5,181 | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10/28/2024 | 1,500 | $1,815 | 0.00% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 1,315 | $1,591 | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 203 | $245 | 48.18% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 41 | $50 | -6.82% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1 | $1 | 0.00% | 0.00% |
| FEDERATED HERMES, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| RHUMBLINE ADVISERS | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Sotherly Hotels Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SOHO shares?
During the previous two years, 43 institutional investors and hedge funds held shares of Sotherly Hotels Inc.. The most heavily invested institutionals were:
Gator Capital Management, LLC: 954,804
GAMCO INVESTORS, INC. ET AL: 466,688
BARD ASSOCIATES INC: 448,205
SPC Financial, Inc.: 405,500
THOMPSON DAVIS & CO., INC.: 265,535
GEODE CAPITAL MANAGEMENT, LLC: 176,909
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What percentage of Sotherly Hotels Inc. stock is owned by institutional investors?
20.18% of Sotherly Hotels Inc. stock is owned by institutional investors.
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How much institutional buying is happening at SOHO ?
Institutional investors have bought a total of 5.32 M shares in the last 24 months. This purchase volume represents approximately $5.21 M in transactions.