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 238 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $365 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
600
shares
|
$1,596
0.0% of portfolio
|
Q2 2022
Reduced 45.45%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
567
shares
|
$1,508
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
557
shares
|
$1,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
546
shares
|
$1,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
482
shares
|
$1,282
0.0% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
449
shares
|
$1,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
392
shares
|
$1,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
375
shares
|
$997
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$798
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
295
shares
|
$784
0.0% of portfolio
|
Q2 2025
Reduced 89.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
225
shares
|
$598
0.0% of portfolio
|
Q1 2025
Added 104.55%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
195
shares
|
$518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
176
shares
|
$468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
168
shares
|
$446
0.0% of portfolio
|
Q1 2022
Reduced 35.63%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
112
shares
|
$297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$266
0.0% of portfolio
|
Q1 2020
Added 2505.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
76
shares
|
$202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
70
shares
|
$186
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
59
shares
|
$156
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54
shares
|
$143
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
44
shares
|
$117
0.0% of portfolio
|
Q2 2024
Reduced 99.26%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
39
shares
|
$103
0.0% of portfolio
|
Q2 2025
Reduced 98.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
35
shares
|
$93
0.0% of portfolio
|
Q1 2025
Added 118.75%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
14
shares
|
$37
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
10
shares
|
$26
0.0% of portfolio
|
Q2 2023
Added 11.11%
|