Recent Quarter Total Invested
$4.17 M
Recent Quarter Institutional Ownership Percentage
6.85%
Total Invested of Last Quarter
$5.55 M
Ownership Percentage of Last Quarter
7.2%
Sono-Tek Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 299,289 | $1.16 M | 0.01% | 1.90% |
| MODERA WEALTH MANAGEMENT, LLC | 07/29/2024 | 184,975 | $715,854 | 0.00% | 1.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 112,455 | $435,321 | 6.19% | 0.71% |
| M&T BANK CORP | 07/31/2024 | 89,412 | $346,024 | 0.00% | 0.57% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 60,000 | $232,200 | 0.00% | 0.38% |
| WYNNEFIELD CAPITAL INC | 08/14/2024 | 50,950 | $197,176 | 0.00% | 0.32% |
| BENIN MANAGEMENT CORP | 07/23/2024 | 48,300 | $186,921 | 0.00% | 0.31% |
| BARD ASSOCIATES INC | 08/12/2024 | 41,205 | $159,464 | 1.42% | 0.26% |
| BEAUMONT FINANCIAL ADVISORS, LLC | 07/24/2024 | 36,671 | $141,917 | 0.00% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 30,800 | $119,196 | 8.45% | 0.20% |
| NORTHERN TRUST CORP | 08/14/2024 | 26,109 | $101,042 | -4.37% | 0.17% |
| BLACKROCK INC. | 08/13/2024 | 19,530 | $75,581 | -7.04% | 0.12% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 16,192 | $62,663 | -1.81% | 0.10% |
| PEAK FINANCIAL ADVISORS LLC | 07/12/2024 | 14,521 | $56,196 | 0.00% | 0.09% |
| FOCUSED WEALTH MANAGEMENT, INC | 07/30/2024 | 12,343 | $47,767 | 0.00% | 0.08% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 11,223 | $42,000 | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 11,064 | $42,818 | -9.20% | 0.07% |
| MORGAN STANLEY | 10/17/2024 | 10,192 | $39,443 | 0.00% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 2,910 | $11,262 | -0.65% | 0.02% |
| ROYAL BANK OF CANADA | 11/06/2024 | 171 | $1,000 | -21.92% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 95 | $368 | 100.00% | 0.00% |
| FMR LLC | 08/13/2024 | 23 | $89 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 16 | $62 | -99.96% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/12/2024 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 07/31/2024 | 0 | $0 | -100.00% | 0.00% |
Sono-Tek Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SOTK shares?
During the previous two years, 24 institutional investors and hedge funds held shares of Sono-Tek Corporation. The most heavily invested institutionals were:
Modera Wealth Management, LLC: 0
VANGUARD GROUP INC: 299,289
GEODE CAPITAL MANAGEMENT, LLC: 112,455
M&T BANK CORP: 89,412
STIFEL FINANCIAL CORP: 60,000
WYNNEFIELD CAPITAL INC: 50,950
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What percentage of Sono-Tek Corporation stock is owned by institutional investors?
6.85% of Sono-Tek Corporation stock is owned by institutional investors.
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How much institutional buying is happening at SOTK ?
Institutional investors have bought a total of 819,682 shares in the last 24 months. This purchase volume represents approximately $3.63 M in transactions.