Institutional Ownership Service Properties Trust (SVC)
This table provides information about the institutional ownership of Service Properties Trust (SVC). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
361
shares
|
$916
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
300
shares
|
$762
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
298
shares
|
$756
0.0% of portfolio
|
Q3 2024
Reduced 80.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
257
shares
|
$652
0.0% of portfolio
|
Q3 2024
Reduced 81.79%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
235
shares
|
$596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
187
shares
|
$474
0.0% of portfolio
|
Q3 2024
Reduced 53.02%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
187
shares
|
$474
0.0% of portfolio
|
Q3 2024
Reduced 33.69%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
168
shares
|
$426
0.0% of portfolio
|
Q1 2022
Reduced 35.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
135
shares
|
$342
0.0% of portfolio
|
Q3 2024
Added 170.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
134
shares
|
$340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
121
shares
|
$307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
118
shares
|
$299
0.0% of portfolio
|
Q4 2022
Added 20.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$254
0.0% of portfolio
|
Q1 2020
Added 2505.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
76
shares
|
$193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
75
shares
|
$190
0.0% of portfolio
|
Q2 2022
Reduced 62.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
70
shares
|
$177
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
67
shares
|
$170
0.0% of portfolio
|
Q1 2024
Reduced 47.24%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
62
shares
|
$157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
58
shares
|
$147
0.0% of portfolio
|
Q1 2024
Reduced 59.15%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
58
shares
|
$147
0.0% of portfolio
|
Q3 2024
Reduced 35.56%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$137
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
51
shares
|
$129
0.0% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
44
shares
|
$111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
44
shares
|
$111
0.0% of portfolio
|
Q2 2024
Reduced 99.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
44
shares
|
$111
0.0% of portfolio
|
Q3 2024
Reduced 80.95%
|