Sono-Tek (SOTK) Institutional Ownership

$4.25
0.00 (0.00%)
(As of 11:18 AM ET)

Institutional Ownership Changes (13F Filings) for Sono-Tek (NASDAQ:SOTK)

Current
Institutional Ownership
Percentage
47.89%
Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$494.69K
Number of
Institutional Sellers
(last 12 months)
0
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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
2/13/2024Bard Associates Inc.25,280$137K0.1%+8.7%0.161%
2/6/2024M&T Bank Corp89,412$484K0.0%N/A0.568%
2/7/2023Modera Wealth Management LLC185,043$1.19M0.0%-5.4%1.176%
1/25/2023ARS Investment Partners LLC68,064$437K0.1%-3.5%0.432%
1/25/2023Beaumont Financial Advisors LLC36,671$235K0.0%N/A0.233%
1/13/2023Focused Wealth Management Inc13,220$85K0.0%-21.3%0.084%
11/1/2022Modera Wealth Management LLC195,543$1.37M0.1%N/A1.242%
10/26/2022 Peak Financial Advisors LLC14,521$102K0.1%+38.0%0.092%
10/7/2022ARS Investment Partners LLC70,500$495K0.1%-10.4%0.448%
8/11/2022O Shaughnessy Asset Management LLC11,186$82K0.0%N/A0.071%
8/8/2022Coombe Bender & Co LLC14,000$102K0.1%N/A0.089%
7/15/2022ARS Investment Partners LLC78,700$575K0.1%-3.2%0.500%
7/14/2022 Peak Financial Advisors LLC10,521$77K0.1%-13.0%0.067%
4/29/2022Focused Wealth Management Inc16,790$113K0.0%+12.0%0.107%
4/22/2022 Peak Financial Advisors LLC12,100$82K0.1%-19.9%0.077%
2/11/2022O Shaughnessy Asset Management LLC10,584$78K0.0%N/A0.067%
2/10/2022Acadian 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%
11/5/2021ARS Investment Partners LLC81,300$333K0.0%N/A0.523%
10/25/2021 Benin Management CORP52,000$213K0.1%N/A0.335%
10/12/2021Focused 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, 9 institutional investors and hedge funds held shares of Sono-Tek. The most heavily invested institutionals were Modera Wealth Management LLC ($1.19M), M&T Bank Corp ($484K), ARS Investment Partners LLC ($437K), Beaumont Financial Advisors LLC ($235K), Bard Associates Inc. ($137K), Peak Financial Advisors LLC ($102K), and Coombe Bender & Co LLC ($102K).Learn more on SOTK's institutional investors.

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

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

Which institutional investors have been buying Sono-Tek stock?

The following institutional investors have purchased Sono-Tek stock in the last 24 months: Modera Wealth Management LLC ($195.54K), M&T Bank Corp ($89.41K), Beaumont Financial Advisors LLC ($36.67K), Coombe Bender & Co LLC ($14K), O Shaughnessy Asset Management LLC ($11.19K), Peak Financial Advisors LLC ($4K), and Bard Associates Inc. ($2.03K).

How much institutional buying is happening at Sono-Tek?

Institutional investors have bought a total of 354,640 shares in the last 24 months. This purchase volume represents approximately $2.33M in transactions.

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

The following institutional investors have sold Sono-Tek stock in the last 24 months: ARS Investment Partners LLC ($13.24K), Modera Wealth Management LLC ($10.50K), Focused Wealth Management Inc ($3.57K), and Peak Financial Advisors LLC ($1.58K).

How much institutional selling is happening at Sono-Tek?

Institutional investors have sold a total of 28,885 shares in the last 24 months. This volume of shares sold represents approximately $194.04K in transactions.


This page (NASDAQ:SOTK) was last updated on 4/26/2024 by MarketBeat.com Staff

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