Sono-Tek (SOTK) Institutional Ownership $3.67 -0.07 (-1.87%) As of 07/11/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Sono-Tek (NASDAQ:SOTK)CurrentInstitutional OwnershipPercentage47.89%Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$3.28MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$37.74K Get SOTK Insider Trade Alerts Want to know when executives and insiders are buying or selling Sono-Tek stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SOTK Institutional Buying and Selling by Quarter Sono-Tek Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/14/2025Northern Trust Corp41,081$165K0.0%+58.8%0.261% 2/11/2025Signature Estate & Investment Advisors LLC773,386$3.10M0.1%N/A4.910% 2/6/2025M&T Bank Corp80,000$321K0.0%-10.5%0.508% 2/6/2025Bard Associates Inc.56,431$226K0.1%+5.6%0.358% 11/16/2024Geode Capital Management LLC125,355$505K0.0%+11.5%0.796% 11/6/2024Bard Associates Inc.53,425$215K0.1%+29.7%0.339% 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% Get the Latest News and Ratings for SOTK and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Sono-Tek and its competitors with MarketBeat's FREE daily newsletter. 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% 1/19/2022Benin 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% 10/25/2021Benin 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, 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. 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