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Sono-Tek (SOTK) Institutional Ownership

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$3.31 -0.09 (-2.68%)
Closing price 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sono-Tek (NASDAQ:SOTK)

Current
Institutional Ownership
Percentage
47.89%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.28M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$37.74K
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SOTK Institutional Buying and Selling by Quarter

Sono-Tek Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2025 Northern Trust Corp41,081$165K0.0%+58.8%0.261%
2/11/2025 Signature Estate & Investment Advisors LLC773,386$3.10M0.1%N/A4.910%
2/6/2025 M&T Bank Corp80,000$321K0.0%-10.5%0.508%
2/6/2025 Bard Associates Inc.56,431$226K0.1%+5.6%0.358%
11/16/2024 Geode Capital Management LLC125,355$505K0.0%+11.5%0.796%
11/6/2024 Bard Associates Inc.53,425$215K0.1%+29.7%0.339%
2/13/2024 Bard Associates Inc.25,280$137K0.1%+8.7%0.161%
2/6/2024 M&T Bank Corp89,412$484K0.0%N/A0.568%
2/7/2023 Modera Wealth Management LLC185,043$1.19M0.0%-5.4%1.176%
1/25/2023 ARS Investment Partners LLC68,064$437K0.1%-3.5%0.432%
1/25/2023 Beaumont Financial Advisors LLC36,671$235K0.0%N/A0.233%
1/13/2023 Focused Wealth Management Inc13,220$85K0.0%-21.3%0.084%
11/1/2022 Modera Wealth Management LLC195,543$1.37M0.1%N/A1.242%
10/26/2022 Peak Financial Advisors LLC14,521$102K0.1%+38.0%0.092%
10/7/2022 ARS Investment Partners LLC70,500$495K0.1%-10.4%0.448%
8/11/2022 O Shaughnessy Asset Management LLC11,186$82K0.0%N/A0.071%
8/8/2022Coombe Bender & Co LLC14,000$102K0.1%N/A0.089%
7/15/2022 ARS Investment Partners LLC78,700$575K0.1%-3.2%0.500%
7/14/2022 Peak Financial Advisors LLC10,521$77K0.1%-13.0%0.067%
4/29/2022 Focused Wealth Management Inc16,790$113K0.0%+12.0%0.107%
4/22/2022 Peak Financial Advisors LLC12,100$82K0.1%-19.9%0.077%
2/11/2022 O Shaughnessy Asset Management LLC10,584$78K0.0%N/A0.067%
2/10/2022 Acadian Asset Management LLC18,261$134K0.0%N/A0.116%
1/19/2022 Peak Financial Advisors LLC15,100$112K0.1%-24.9%0.097%
1/19/2022 Benin Management CORP49,000$364K0.1%-5.8%0.315%
11/12/2021First Republic Investment Management Inc.42,580$175K0.0%N/A0.274%
11/5/2021 ARS Investment Partners LLC81,300$333K0.0%N/A0.523%
10/25/2021 Benin Management CORP52,000$213K0.1%N/A0.335%
10/12/2021 Focused Wealth Management Inc14,992$61K0.0%N/A0.097%
10/12/2021 Peak Financial Advisors LLC20,100$82K0.1%N/A0.130%
(Data available from 1/1/2016 forward)

SOTK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOTK shares?

During the previous two years, the following institutional investors and hedge funds held shares of Sono-Tek shares: Signature Estate & Investment Advisors LLC ($3.10M), Geode Capital Management LLC ($505K), M&T Bank Corp ($321K), and Bard Associates Inc. ($226K), Northern Trust Corp ($165K).Learn more on Sono-Tek's institutional investors.

What percentage of Sono-Tek's stock is owned by institutional investors?

47.89% of Sono-Tek's stock is owned by institutional investors. Learn more on SOTK's institutional investor holdings.

Which institutional investors have been buying Sono-Tek's stock?

The following institutional investors have purchased Sono-Tek's stock in the last 24 months: Signature Estate & Investment Advisors LLC ($773.39K), M&T Bank Corp ($89.41K), Bard Associates Inc. ($17.26K), Northern Trust Corp ($15.21K), and Geode Capital Management LLC ($12.90K).

How much institutional buying is happening at Sono-Tek?

Institutional investors have bought a total of 816,724 shares in the last 24 months. This purchase volume represents approximately $3.28M in transactions.

Which of Sono-Tek's major shareholders have been selling company stock?

The following institutional investors have sold Sono-Tek stock in the last 24 months: M&T Bank Corp ($9.41K).

How much institutional selling is happening at Sono-Tek?

Institutional investors have sold a total of 9,412 shares in the last 24 months. This volume of shares sold represents approximately $37.74K in transactions.



This page (NASDAQ:SOTK) was last updated on 9/2/2025 by MarketBeat.com Staff
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