Institutional Ownership Sotherly Hotels Inc. (SOHO)
This table provides information about the institutional ownership of Sotherly Hotels Inc. (SOHO). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $7.15 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gator Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
954,804
shares
|
$1.74 Million
0.77% of portfolio
|
Q2 2023
Added 8.83%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
688,047
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
466,688
shares
|
$849,372
0.01% of portfolio
|
Q3 2024
Added 26.47%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
448,205
shares
|
$815,733
0.31% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
405,500
shares
|
$738,010
0.07% of portfolio
|
Q1 2021
Reduced 0.49%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
265,535
shares
|
$483,273
0.37% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
176,909
shares
|
$321,974
0.0% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
101,914
shares
|
$185,483
0.0% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
94,019
shares
|
$171,114
0.05% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
69,421
shares
|
$126,346
0.0% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
50,134
shares
|
$91,243
0.0% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
31,700
shares
|
$57,694
0.02% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
29,341
shares
|
$53,400
0.0% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
25,708
shares
|
$46,788
0.0% of portfolio
|
Q2 2024
Reduced 8.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
24,362
shares
|
$44,338
0.0% of portfolio
|
Q3 2024
Reduced 44.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
21,914
shares
|
$39,883
0.0% of portfolio
|
Q3 2024
Reduced 88.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
21,027
shares
|
$38,269
0.0% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
17,948
shares
|
$32,665
0.0% of portfolio
|
Q2 2022
Added 69.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,650
shares
|
$30,303
0.0% of portfolio
|
Q1 2024
Added 66.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,666
shares
|
$12,132
0.0% of portfolio
|
Q2 2024
Reduced 82.86%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,852
shares
|
$8,830
0.0% of portfolio
|
Q2 2020
Added 35.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
4,282
shares
|
$7,793
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,500
shares
|
$2,730
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,315
shares
|
$2,393
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
203
shares
|
$369
0.0% of portfolio
|
Q3 2024
Added 48.18%
|