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AMD   133.57 (+3.61%)
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MU   77.72 (+3.68%)
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DIS   92.67 (-0.16%)
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QQQ   393.57 (+0.36%)
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NVDA   461.74 (-2.80%)
NIO   7.46 (+1.08%)
BABA   71.53 (-0.85%)
AMD   133.57 (+3.61%)
T   16.67 (-1.48%)
F   11.08 (+0.64%)
MU   77.72 (+3.68%)
CGC   0.80 (+0.38%)
GE   120.30 (-0.24%)
DIS   92.67 (-0.16%)
AMC   6.79 (-2.02%)
PFE   28.52 (-0.90%)
PYPL   59.36 (+0.71%)
XOM   99.31 (-0.24%)

Sotherly Hotels (SOHO) Institutional Ownership

$1.41
-0.02 (-1.39%)
(As of 10:22 AM ET)
Compare
Today's Range
$1.39
▼
$1.45
50-Day Range
$1.34
▼
$1.73
52-Week Range
$1.34
▼
$2.50
Volume
9,736 shs
Average Volume
52,154 shs
Market Capitalization
$27.78 million
P/E Ratio
15.67
Dividend Yield
N/A
Price Target
$2.25
Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

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

Current
Institutional Ownership
Percentage
26.14%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$2.40 M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$317,787.62
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Skip Chart & View Institutional Buying and Selling Data

SOHO Institutional Buying and Selling by Quarter


Sotherly Hotels Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2023Seneca House Advisors57,502$94K0.0%+22.9%0.292%
8/15/2023Citadel Advisors LLC34,789$66K0.0%+41.0%0.180%
8/11/2023Renaissance Technologies LLC120,876$0.23M0.0%-4.8%0.626%
8/11/2023BlackRock Inc.43,316$82K0.0%+13.4%0.224%
8/11/2023Geode Capital Management LLC124,782$0.24M0.0%+27.9%0.646%
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%
5/16/2023Susquehanna International Group LLP119,722$0.24M0.0%-39.2%0.622%
5/12/2023BlackRock Inc.38,202$76K0.0%-20.5%0.199%
5/10/2023Thompson Davis & CO. Inc.1,389,228$2.77M3.6%+18.9%7.221%
2/15/2023Jane Street Group LLC35,030$63K0.0%+218.4%0.190%
2/15/2023Morgan Stanley74,453$0.14M0.0%+13.3%0.404%
2/14/2023Susquehanna International Group LLP196,918$0.36M0.0%N/A1.069%
2/13/2023Renaissance Technologies LLC129,914$0.24M0.0%-32.7%0.705%
2/10/2023Gator Capital Management LLC810,250$1.47M1.1%+151.9%4.399%
2/10/2023Bard Associates Inc.507,661$0.92M0.4%+29.1%2.756%
2/8/2023Cambridge 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%
1/31/2023Seneca House Advisors43,260$78K0.0%+20.0%0.235%
11/15/2022Citadel Advisors LLC14,654$28K0.0%N/A0.080%
11/14/2022Renaissance Technologies LLC193,014$0.36M0.0%+214.8%1.048%
11/9/2022Thompson Davis & CO. Inc.1,108,044$2.08M2.8%+32.8%6.017%
11/7/2022LSV Asset Management143,402$0.27M0.0%-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%
10/7/2022Seneca House Advisors36,060$68K0.1%N/A0.196%
8/15/2022State Street Corp17,948$31K0.0%+69.3%0.099%
8/15/2022Millennium Management LLC21,852$38K0.0%N/A0.121%
8/13/2022Renaissance Technologies LLC61,314$0.11M0.0%+26.7%0.338%
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%
7/18/2022PSI Advisors LLC82,075$0.14M0.1%+9.2%0.453%
5/17/2022Virtu Financial LLC26,607$55K0.0%N/A0.151%
5/13/2022Renaissance Technologies LLC48,382$100K0.0%-12.8%0.274%
5/13/2022Vanguard Group Inc.604,941$1.25M0.0%-1.7%3.431%
5/12/2022LSV Asset Management194,902$0.40M0.0%-3.0%1.105%
5/11/2022Bard Associates Inc.274,286$0.57M0.2%+6.7%1.556%
4/20/2022PSI Advisors LLC75,170$0.16M0.1%+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$0.14M0.0%-18.3%0.335%
11/15/2021Golden State Equity Partners38,500$99K0.0%N/A0.230%
11/12/2021PSI Advisors LLC32,622$84K0.0%N/A0.195%
11/5/2021Moors & Cabot Inc.30,000$31K0.0%N/A0.179%
11/2/2021Cambridge Investment Research Advisors Inc.46,434$0.12M0.0%+22.7%0.278%
8/16/2021Squarepoint Ops LLC68,548$0.21M0.0%+61.9%0.452%
8/13/2021Renaissance Technologies LLC136,559$0.41M0.0%-42.1%0.900%
8/13/2021Geode Capital Management LLC85,290$0.26M0.0%+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$0.14M0.0%N/A0.299%
8/12/2021Bard Associates Inc.218,211$0.66M0.2%+21.0%1.438%
8/11/2021Bank of New York Mellon Corp38,353$0.12M0.0%-12.6%0.253%
8/10/2021Cambridge Investment Research Advisors Inc.37,834$0.11M0.0%+90.4%0.249%
5/21/2021Citadel Advisors LLC29,863$0.10M0.0%N/A0.197%
5/19/2021Virtu Financial LLC13,275$46K0.0%-48.5%0.087%
5/18/2021Citadel Advisors LLC29,863$0.10M0.0%N/A0.197%
5/13/2021Renaissance Technologies LLC235,715$0.82M0.0%-6.8%1.553%
5/13/2021Bank of New York Mellon Corp43,880$0.15M0.0%-7.2%0.289%
5/7/2021BlackRock Inc.49,920$0.17M0.0%-23.5%0.329%
3/8/2021Dimensional Fund Advisors LP112,327$0.28M0.0%-3.6%0.755%
2/25/2021Dimensional Fund Advisors LP112,327$0.28M0.0%-3.6%0.755%
2/24/2021Virtu Financial LLC25,793$64K0.0%N/A0.173%
2/16/2021Squarepoint Ops LLC44,188$0.11M0.0%N/A0.297%
2/9/2021Bank of New York Mellon Corp47,261$0.12M0.0%N/A0.318%
1/29/2021Fisher Asset Management LLC10,200$26K0.0%N/A0.069%
10/30/2020WINTON GROUP Ltd173,416$0.31M0.0%-13.8%1.165%
10/23/2020LSV Asset Management225,802$0.41M0.0%-9.6%1.517%
8/12/2020Goldman Sachs Group Inc.10,370$26K0.0%N/A0.070%
8/5/2020LSV Asset Management249,702$0.63M0.0%-10.7%1.684%
8/5/2020WINTON GROUP Ltd201,101$0.51M0.0%+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%
5/8/2020Cambridge Investment Research Advisors Inc.18,833$30K0.0%+65.1%0.127%
5/1/2020BlackRock Inc.84,185$0.14M0.0%-72.3%0.568%
5/1/2020UBS Group AG216,354$0.35M0.0%-14.4%1.460%
4/29/2020Cottage Street Advisors LLC241,664$0.39M0.3%-39.8%1.631%
4/16/2020SPC Financial Inc.408,369$0.65M0.2%N/A2.756%
4/7/2020Spirit of America Management Corp NY17,702$28K0.0%-63.9%0.119%
2/14/2020Bank of New York Mellon Corp26,494$0.18M0.0%+8.4%0.186%
2/14/2020UBS Group AG252,700$1.71M0.0%+3.5%1.771%
2/13/2020Renaissance Technologies LLC687,819$4.66M0.0%+4.5%4.819%
2/12/2020Vestcor Investment Management Corp21,052$0.14M0.0%N/A0.148%
2/6/2020Hancock Whitney Corp25,336$0.17M0.0%N/A0.178%
2/4/2020Advisory Services Network LLC9,000$61K0.0%N/A0.063%
1/31/2020Cottage Street Advisors LLC401,492$2.72M1.5%-1.6%2.814%
1/15/2020Wedge Capital Management L L P NC48,295$0.33M0.0%-7.4%0.338%
11/27/2019Granahan Investment Management Inc. MA320,402$2.14M0.1%+1.8%2.245%
10/17/2019NEXT Financial Group Inc9,070$62K0.0%N/A0.064%
10/10/2019Wiley BROS. Aintree Capital LLC25,500$0.18M0.2%+155.0%0.179%
10/4/2019Wiley BROS. Aintree Capital LLC25,500$0.18M0.2%+155.0%0.179%
8/17/2019Uniplan Investment Counsel Inc.449,166$3.13M0.2%-20.7%3.159%
8/17/2019Ladenburg Thalmann Financial Services Inc.27,512$0.19M0.0%-72.4%0.193%
8/15/2019Cambridge Investment Research Advisors Inc.11,400$79K0.0%N/A0.080%
8/14/2019Morgan Stanley22,813$0.16M0.0%+30.0%0.160%
8/14/2019Vanguard Group Inc.614,913$4.28M0.0%+0.7%4.324%
8/13/2019Bard Associates Inc.196,786$1.37M0.7%-0.9%1.384%
8/13/2019BlackRock Inc.355,517$2.48M0.0%-1.2%2.500%
(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, 20 institutional investors and hedge funds held shares of Sotherly Hotels. The most heavily invested institutionals were Thompson Davis & CO. Inc. ($2.71M), Gator Capital Management LLC ($1.81M), Vanguard Group Inc. ($1.25M), Bard Associates Inc. ($0.92M), LSV Asset Management ($0.27M), Susquehanna International Group LLP ($0.24M), and Geode Capital Management LLC ($0.24M).Learn more on SOHO's institutional investors.

What percentage of Sotherly Hotels stock is owned by institutional investors?

26.14% 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?

Of the 17 institutional investors that purchased Sotherly Hotels stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thompson Davis & CO. Inc. ($0.86M), Gator Capital Management LLC ($0.57M), Susquehanna International Group LLP ($0.20M), Renaissance Technologies LLC ($0.14M), Bard Associates Inc. ($0.13M), Seneca House Advisors ($53.96K), and J.W. Cole Advisors Inc. ($47.90K).

How much institutional buying is happening at Sotherly Hotels?

Institutional investors have bought a total of 2,208,411 shares in the last 24 months. This purchase volume represents approximately $4.09M 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: Susquehanna International Group LLP ($77.20K), Renaissance Technologies LLC ($76.27K), LSV Asset Management ($57.60K), Vanguard Group Inc. ($10.35K), BlackRock Inc. ($9.87K), 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 241,281 shares in the last 24 months. This volume of shares sold represents approximately $0.46M in transactions.


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This page (NASDAQ:SOHO) was last updated on 12/11/2023 by MarketBeat.com Staff

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