How many institutions own SOHO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SOHO shares is 27, representing 27.29% of the company's common stock.

Who are the major shareholders selling Sotherly Hotels Inc. stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in SOHO by -6.43% restricting it's holding to 160 shares of worth nearly $128.00. RAYMOND JAMES FINANCIAL INC also lessened -5.94% of the SOHO shares from its portfolio, reducing its holding to 14.25 thousand shares of worth $11.40K. MORGAN STANLEY also shunned SOHO shares holding by -0.16% last quarter which brought its holding to 16.64 thousand shares worth $13.32K.

Investors who are buying SOHO stock?

As per its latest 13F filing, UBS GROUP AG increased its stake in SOHO by 16.86% in the last quarter. The institutional holder raised its holding to 305 shares having worth more than $244.00. XTX TOPCO LTD also added 100% more shares of SOHO to its portfolio, raising its holding to 15.22 thousand shares of worth $12.32K. RENAISSANCE TECHNOLOGIES LLC also increased its SOHO shares holding by 3.22% which brought its holding to 83.31 thousand shares worth $66.65K.

SOHO's major insiders: who are they?

The insider with the most stakes in SOHO is Sims Andrew , Chairman at the company. Additionally, SOHO stock is highly held by Chief Financial Officer Domalski Anthony E and Chief Financial Officer Zaiser William among others.

Did an insider recently sell SOHO stock?

Company executives, directors, and other insiders own 24.44% percent of Sotherly Hotels Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which SOHO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include SIMS ANDREW, DOMALSKI ANTHONY E, and FOLSOM DAVID R.

Which insider recently purchased SOHO stock?

There have been 0 transaction(s) during the past 6-months in which Sotherly Hotels Inc. insiders have bought stock, totalling 0 shares

How much of SOHO does insiders own?

Around 0 Sotherly Hotels Inc. shares are held by insiders, which represents about 24.44% of SOHO stock.

Who is the insider with the largest stake?

SOHO Chairman, Sims Andrew holds the largest portfolio of the company's shares. SOHO shares owned by Sims total nearly 326.57 thousand.

Which institution holds the most shares in SOHO?

WELLS FARGO & COMPANY/MN is the largest institutional owner in SOHO which holds 1 shares worth $1.00 or 0% of the total SOHO shares outstanding followed by BANK OF AMERICA CORP /DE/ with ownership of 160 shares representing 0% of the SOHO ownership. UBS GROUP AG is the third largest stakeholder with 305 shares or 0% of the ownership worth more than $244.00.

Is Sotherly Hotels Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SOHO is concerned, it is a stock which is not optionable.

Is there a short position on SOHO's shares?

Number of SOHO shares short is 14.74K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SOHO shares are there?

As of today, 20.49M shares of SOHO are outstanding.

Is there many float in SOHO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SOHO has 16.12M shares in float.

SOHO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SOHO is 0.67.

Sotherly Hotels (SOHO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.07

Short Percent Of Float0.08

Shares Outstanding20.49M

Shares Float16.12M

Shares Short14.74K

Short Ratio0.67

0.08%

Short % of Float

0.07%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

24.44% Percentage of Shares held by All Insiders

27.29% Percentage of Shares held by All Institutions

36.12% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 27.29% of SOHO shares are held by financial institutions. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 1 shares valued at $1.00. A 0% stake in Sotherly Hotels Inc. is owned by the company. BANK OF AMERICA CORP /DE/ owns 160 shares valued at $128.00, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	1	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	160	128	-11	-6.43%
Sep 30, 2025	UBS GROUP AG	0%	305	244	44	+16.86%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	14.25K	11.4K	-900	-5.94%
Sep 30, 2025	XTX TOPCO LTD	0.08%	15.22K	12.32K	15.22K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.08%	16.64K	13.32K	-27	-0.16%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	1.05K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	1.22K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.4K	1.01K	0	0
Sep 30, 2025	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	3.47K	0	0
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	4.85K	3.93K	0	0
Sep 30, 2025	STATE STREET CORP	0.09%	17.95K	14.54K	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.14%	28.61K	22.89K	-734	-2.50%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	30.89K	25.02K	-30.58K	-49.75%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.42%	83.31K	66.65K	2.6K	+3.22%
Sep 30, 2025	PSI ADVISORS, LLC	0.48%	97.02K	77.62K	-35K	-26.51%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.83%	166.94K	135.24K	-999	-0.59%
Sep 30, 2025	THOMPSON DAVIS & CO., INC.	1.16%	232.9K	186.32K	-36.7K	-13.61%
Sep 30, 2025	SPC FINANCIAL, INC.	2.02%	405.5K	324.4K	0	0
Sep 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	3.65%	732.8K	586.24K	-270.16K	-26.94%
Sep 30, 2025	VANGUARD GROUP INC	4.15%	833.06K	674.78K	-53.56K	-6.04%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	4.28%	859.25K	687.4K	1.45K	+0.17%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.05%	10.12K	8.1K	10.12K	+100.00%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0.05%	10.76K	8.61K	10.76K	+100.00%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.06%	12.74K	10K	12.74K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-16.51K	-100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	61.47K	58.59K	17.1K	+38.53%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.4%	80.71K	76.68K	200	+0.25%
Jun 30, 2025	PSI ADVISORS, LLC	0.66%	132.02K	125.42K	39K	+41.93%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.84%	167.94K	160.12K	-493	-0.29%
Jun 30, 2025	THOMPSON DAVIS & CO., INC.	1.34%	269.6K	256.12K	-17.1K	-5.96%
Jun 30, 2025	SPC FINANCIAL, INC.	2.02%	405.5K	385.23K	0	0
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	4.27%	857.8K	814.91K	22K	+2.63%
Jun 30, 2025	VANGUARD GROUP INC	4.42%	886.62K	844.95K	196.63K	+28.50%
Jun 30, 2025	MORGAN STANLEY	0.08%	16.67K	15.84M	-1.86K	-10.04%
Jun 30, 2025	CITADEL ADVISORS LLC	0.28%	56.9K	54.24M	32.46K	+132.77%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	5%	1M	952.81K	-167.19K	-14.29%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	16.51K	16K	-1.5K	-8.33%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	4.08K	0	0
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	4.85K	4.63K	0	0
Jun 30, 2025	STATE STREET CORP	0.09%	17.95K	17.11K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.15%	29.34K	27.87K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.4K	1.33K	0	0
Jun 30, 2025	BARD ASSOCIATES INC	0%	0	-	-407.13K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-36	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	1	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	171	162	30	+21.28%
Jun 30, 2025	UBS GROUP AG	0%	261	248	-36.73K	-99.29%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	1.43K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	15.15K	14.39K	0	0
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	1.25K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	18.01K	13K	-5.5K	-23.40%
Mar 31, 2025	THOMPSON DAVIS & CO., INC.	1.45%	286.7K	212.04K	-36.5K	-11.29%
Mar 31, 2025	PSI ADVISORS, LLC	0.47%	93.02K	68.8K	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.41%	80.51K	59.55K	-2.4K	-2.89%
Mar 31, 2025	CITADEL ADVISORS LLC	0.12%	24.45K	17.12K	24.45K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.19%	36.99K	27.37K	21.38K	+137.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	141	104	6	+4.44%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	15.15K	11.21K	0	0
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	973	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	36	25	-3	-7.69%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.85%	168.44K	117.96K	-12.6K	-6.96%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	44.37K	31.06K	-15.18K	-25.49%
Mar 31, 2025	STATE STREET CORP	0.09%	17.95K	12.57K	0	0
Mar 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	5.91%	1.17M	865.44K	169.96K	+16.99%
Mar 31, 2025	GAMCO INVESTORS, INC. ET AL	4.22%	835.8K	618.16K	207.28K	+32.98%
Mar 31, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	4.85K	3.4K	0	0
Mar 31, 2025	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	3K	0	0
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	1.05K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	1	0	0
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0%	0	-	-35.4K	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-18.5K	-100.00%
Mar 31, 2025	SPC FINANCIAL, INC.	2.05%	405.5K	300.07K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.15%	29.34K	21.7K	0	0
Mar 31, 2025	VANGUARD GROUP INC	3.48%	689.99K	482.99K	2.04K	+0.30%
Mar 31, 2025	BARD ASSOCIATES INC	2.06%	407.13K	285.03K	-1.5K	-0.37%
Mar 31, 2025	MORGAN STANLEY	0.09%	18.53K	13.71K	-24	-0.13%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.4K	1.04K	1.4K	+100.00%
Mar 31, 2025	REPERTOIRE PARTNERS LP	0%	0	-	-474.94K	-100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-10.12K	-100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0%	0	-	-20K	-100.00%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0%	0	-	-53.65K	-100.00%
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-11	-100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	2	3	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	38	55	-2.68K	-98.60%
Mar 31, 2024	BLACKROCK INC.	0.21%	38.88K	56.38K	-1.73K	-4.26%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.16%	29.84K	43.27K	-6.59K	-18.09%
Mar 31, 2024	NORTHERN TRUST CORP	0.16%	29.37K	42.59K	-116	-0.39%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	28.21K	41K	0	0
Mar 31, 2024	MORGAN STANLEY	0.14%	27.17K	39.4K	-2.64K	-8.86%
Mar 31, 2024	STATE STREET CORP	0.1%	17.95K	26.03K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	16.65K	24.14K	6.65K	+66.50%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.03%	4.85K	7.04K	0	0
Mar 31, 2024	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	6.21K	0	0
Mar 31, 2024	UBS GROUP AG	0.02%	3.35K	4.85K	-1.21K	-26.56%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	2.18K	0	0
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	1.91K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0%	533	772	0	0
Mar 31, 2024	FEDERATED HERMES, INC.	0%	418	606	-608	-59.26%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	132	191	2	+1.54%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	41	59	13	+46.43%
Mar 31, 2024	GATOR CAPITAL MANAGEMENT, LLC	5.07%	954.8K	1.38M	0	0
Mar 31, 2024	PSI ADVISORS, LLC	0.62%	117.52K	170.4K	11.94K	+11.31%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.47%	89.43K	130K	-21.38K	-19.29%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.68%	128.51K	186.4K	2.03K	+1.60%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.81%	152.84K	221.62K	34.42K	+29.07%
Mar 31, 2024	THOMPSON DAVIS & CO., INC.	1.52%	287K	416.16K	-291.17K	-50.36%
Mar 31, 2024	SPC FINANCIAL, INC.	2.15%	405.5K	587.98K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.24%	45.89K	66.54K	10.53K	+29.76%
Mar 31, 2024	SENECA HOUSE ADVISORS	0.29%	54.75K	79.39K	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.4%	74.55K	108.1K	0	0
Mar 31, 2024	BARD ASSOCIATES INC	2.64%	497.06K	720.73K	-4.42K	-0.88%
Mar 31, 2024	VANGUARD GROUP INC	3.58%	675.43K	979.37K	1.8K	+0.27%
Dec 31, 2023	VANGUARD GROUP INC	3.56%	673.63K	1M	7.39K	+1.11%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0%	0	-	-750	-100.00%
Dec 31, 2023	GATOR CAPITAL MANAGEMENT, LLC	5.05%	954.8K	1.42M	0	0
Dec 31, 2023	JANE STREET GROUP, LLC	0%	0	-	-14.67K	-100.00%
Dec 31, 2023	LSV ASSET MANAGEMENT	0%	0	-	-143.4K	-100.00%
Dec 31, 2023	FMR LLC	0%	1	1	1	+100.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	2	3	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	11	16	11	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	28	42	8	+40.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	130	193	9	+7.44%
Dec 31, 2023	RHUMBLINE ADVISERS	0%	533	794	0	0
Dec 31, 2023	FEDERATED HERMES, INC.	0.01%	1.03K	1.53K	-47	-4.38%
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	1.96K	0	0
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	2.24K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.72K	4.06K	2.38K	+695.91%
Dec 31, 2023	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	6.38K	0	0
Dec 31, 2023	UBS GROUP AG	0.02%	4.56K	6.79K	2.45K	+116.29%
Dec 31, 2023	NISA INVESTMENT ADVISORS, LLC	0.03%	4.85K	7.23K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.05%	10K	14.9K	10K	+100.00%
Dec 31, 2023	STATE STREET CORP	0.09%	17.95K	26.74K	0	0
Dec 31, 2023	NORTHERN TRUST CORP	0.16%	29.49K	43.93K	-296	-0.99%
Dec 31, 2023	MORGAN STANLEY	0.16%	29.81K	44.42K	-5.8K	-16.29%
Dec 31, 2023	CITADEL ADVISORS LLC	0.19%	35.36K	52.69K	35.36K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.19%	36.43K	54.29K	-482	-1.31%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.11%	20K	30K	20K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	28.21K	42K	-1.5K	-5.05%
Dec 31, 2023	BLACKROCK INC.	0.21%	40.62K	60.52K	-470	-1.14%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.28%	53.65K	79.94K	8.05K	+17.65%
Dec 31, 2023	SENECA HOUSE ADVISORS	0.29%	54.75K	81.58K	-2.75K	-4.78%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.39%	74.55K	111.08K	-26.09K	-25.93%
Dec 31, 2023	PSI ADVISORS, LLC	0.56%	105.58K	157.31K	18K	+20.55%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.59%	110.81K	165K	-12.9K	-10.43%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.67%	126.48K	188.52K	0	0
Dec 31, 2023	SPC FINANCIAL, INC.	2.14%	405.5K	604.2K	0	0
Dec 31, 2023	BARD ASSOCIATES INC	2.65%	501.48K	747.2K	-10.6K	-2.07%
Dec 31, 2023	THOMPSON DAVIS & CO., INC.	3.06%	578.18K	861.48K	-727.92K	-55.73%

Insiders

Among the SOHO insiders holding of 24.44% of the stake in company, SIMS ANDREW, Chairman, holds the largest shares of 326.57K. DOMALSKI ANTHONY E, Chief Financial Officer, is the second largest SOHO insider with ownership of 110K shares. ZAISER WILLIAM, Chief Financial Officer, stands third with possession of 27.5K shares of that stake.

Insiders	Designation	Shares Held
SIMS ANDREW	Chairman	326.57K
DOMALSKI ANTHONY E	Chief Financial Officer	110K
ZAISER WILLIAM	Chief Financial Officer	27.5K
ZINNI ANTHONY C	director	25.43K
OHANLON JAMES P	director	16.25K
STEIN EDWARD	director	10.5K
FOLSOM DAVID R	President and CEO	1.4K
SIMS KIM	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 20, 2023	SIMS ANDREW	SALE	1.80	1.13K	2.04K	326.57K
Sep 18, 2023	SIMS ANDREW	SALE	1.80	200	360	327.7K
Mar 29, 2023	SIMS ANDREW	SALE	1.98	20K	39.66K	0
Sep 19, 2022	SIMS ANDREW	SALE	2.14	30K	64.31K	20K
Jun 09, 2022	FOLSOM DAVID R	PURCHASE	17.16	1.4K	24.02K	1.4K
Jun 03, 2021	SIMS ANDREW	SALE	3.85	27.45K	105.62K	344.81K
Jun 01, 2021	DOMALSKI ANTHONY E	SALE	3.79	5K	18.97K	110K
May 28, 2021	DOMALSKI ANTHONY E	SALE	3.75	435	1.63K	115K
Mar 30, 2021	SIMS ANDREW	SALE	3.50	19K	66.42K	372.25K
Mar 29, 2021	SIMS ANDREW	SALE	3.53	21K	74.18K	391.25K
Sep 23, 2019	SIMS ANDREW	PURCHASE	26.27	1.5K	39.4K	1.5K
Sep 20, 2019	SIMS ANDREW	SALE	6.76	17.75K	119.99K	344.88K
Aug 19, 2019	SIMS ANDREW	SALE	6.75	99	668.25	362.63K
Aug 14, 2019	SIMS ANDREW	SALE	6.75	5.69K	38.45K	362.73K
Aug 13, 2019	SIMS ANDREW	SALE	6.81	12.39K	84.37K	368.42K
Jun 21, 2019	SIMS ANDREW	SALE	7.17	4K	28.67K	381.86K
Jun 12, 2019	SIMS ANDREW	SALE	7.57	4K	30.29K	385.86K
Jun 12, 2019	FOLSOM DAVID R	SALE	7.60	8.52K	64.74K	261.67K
Jun 11, 2019	SIMS ANDREW	SALE	7.52	3K	22.55K	389.86K
Dec 15, 2016	FOLSOM DAVID R	PURCHASE	6.35	1.3K	8.26K	270.19K
Dec 14, 2016	FOLSOM DAVID R	PURCHASE	6.37	5.6K	35.7K	268.89K
Dec 13, 2016	SIMS ANDREW	PURCHASE	6.40	15K	95.95K	392.86K
Dec 12, 2016	SIMS ANDREW	PURCHASE	6.42	15.3K	98.19K	377.86K
Nov 09, 2016	SIMS ANDREW	SALE	4.75	10K	47.5K	362.56K
Dec 30, 2015	SIMS ANDREW	PURCHASE	6.25	15K	93.71K	354.56K
Dec 30, 2015	FOLSOM DAVID R	PURCHASE	6.18	1.4K	8.63K	256.29K
Dec 29, 2015	FOLSOM DAVID R	PURCHASE	6.06	4.8K	29.09K	254.9K
May 18, 2015	DOMALSKI ANTHONY E	SALE	8.31	4.3K	35.73K	51K
May 15, 2015	DOMALSKI ANTHONY E	SALE	8.32	2.7K	22.46K	55.3K
Feb 27, 2015	FOLSOM DAVID R	PURCHASE	7.61	1K	7.61K	250.8K
Jan 09, 2015	SIMS KIM	SALE	7.37	20.8K	153.34K	0
Jan 08, 2015	SIMS KIM	SALE	7.27	19.7K	143.26K	20.8K
Jan 07, 2015	SIMS KIM	SALE	7.23	19.8K	143.23K	40.5K
Jan 06, 2015	SIMS KIM	SALE	7.29	20.1K	146.49K	60.3K
Jan 05, 2015	SIMS KIM	SALE	7.40	19.6K	145.04K	80.4K
Nov 05, 2013	SIMS KIM	SALE	4.61	11K	50.68K	50K
Nov 04, 2013	SIMS KIM	SALE	4.59	5.3K	24.32K	61K
Nov 01, 2013	SIMS KIM	SALE	4.60	4K	18.39K	66.3K
Oct 31, 2013	SIMS KIM	SALE	4.59	4K	18.37K	70.3K
Oct 30, 2013	SIMS KIM	SALE	4.61	5K	23.04K	74.3K
Oct 29, 2013	SIMS KIM	SALE	4.62	5K	23.09K	79.3K
Oct 28, 2013	SIMS KIM	SALE	4.61	7K	32.29K	84.3K
Oct 25, 2013	SIMS KIM	SALE	4.64	3.4K	15.79K	91.3K
Oct 24, 2013	SIMS KIM	SALE	4.61	3.3K	15.2K	94.7K
Oct 23, 2013	SIMS KIM	SALE	4.63	2K	9.27K	98K
Oct 22, 2013	SIMS KIM	SALE	4.66	6.4K	29.84K	100K
Oct 21, 2013	SIMS KIM	SALE	4.63	2.1K	9.73K	106.4K
Oct 18, 2013	SIMS KIM	SALE	4.62	2.5K	11.56K	108.5K
Oct 17, 2013	SIMS KIM	SALE	4.62	3.6K	16.63K	111K
Oct 16, 2013	SIMS KIM	SALE	4.65	6K	27.9K	114.6K
Oct 15, 2013	SIMS KIM	SALE	4.66	4.65K	21.65K	120.6K
Jun 19, 2013	SIMS KIM	SALE	4.29	6.5K	27.89K	75.25K
Jun 18, 2013	SIMS KIM	SALE	4.37	2.5K	10.93K	81.75K
Jun 17, 2013	SIMS KIM	SALE	4.35	11.8K	51.33K	84.25K
Jun 14, 2013	SIMS KIM	SALE	4.32	5K	21.6K	96.05K
Jun 13, 2013	SIMS KIM	SALE	4.25	22.7K	96.48K	101.05K
Jun 10, 2013	SIMS KIM	SALE	4.40	1.5K	6.6K	123.75K
Dec 21, 2012	SIMS KIM	SALE	3.20	5K	16K	75.25K
Dec 20, 2012	SIMS KIM	SALE	3.12	10K	31.2K	80.25K
Dec 18, 2012	SIMS KIM	SALE	3.08	7.96K	24.51K	90.25K
Dec 17, 2012	SIMS KIM	SALE	3.04	1K	3.04K	98.21K
Dec 14, 2012	SIMS KIM	SALE	3.04	1.04K	3.17K	99.21K
Sep 21, 2012	SIMS KIM	SALE	3.85	10K	38.5K	100.25K
Jun 12, 2012	FOLSOM DAVID R	PURCHASE	3.28	3.2K	10.5K	227.01K
Dec 29, 2011	SIMS ANDREW	PURCHASE	2.34	480	1.12K	297.96K
Dec 21, 2011	SIMS ANDREW	PURCHASE	2.45	1K	2.45K	293.56K
Dec 20, 2011	SIMS ANDREW	PURCHASE	2.42	400	968	291.96K
Dec 09, 2011	SIMS ANDREW	PURCHASE	2.42	1K	2.42K	287.56K
Dec 08, 2011	SIMS ANDREW	PURCHASE	2.40	1K	2.4K	286.56K
Nov 29, 2011	SIMS ANDREW	PURCHASE	2.13	400	852	280.96K
Nov 28, 2011	SIMS ANDREW	PURCHASE	2.19	600	1.31K	280.56K
Sep 23, 2011	FOLSOM DAVID R	PURCHASE	1.99	5K	9.95K	217.31K
Sep 22, 2011	ZINNI ANTHONY C	PURCHASE	2.08	4K	8.32K	25.43K
Sep 21, 2011	ZINNI ANTHONY C	PURCHASE	2.11	400	844	21.43K
Aug 24, 2011	FOLSOM DAVID R	PURCHASE	2.00	2K	4K	212.31K
Aug 17, 2011	FOLSOM DAVID R	PURCHASE	2.36	500	1.18K	210.31K
Dec 01, 2009	ZINNI ANTHONY C	PURCHASE	1.60	7.51K	12.02K	13.01K
Dec 01, 2009	SIMS ANDREW	PURCHASE	1.60	453.13K	725K	557.11K
Dec 01, 2009	DOMALSKI ANTHONY E	PURCHASE	1.60	5K	8K	7K
Dec 01, 2009	STEIN EDWARD	PURCHASE	1.60	4K	6.4K	10.5K
Dec 01, 2009	FOLSOM DAVID R	PURCHASE	1.60	114.4K	183.04K	176.51K
Dec 01, 2009	ZAISER WILLIAM	PURCHASE	1.60	12.55K	20.08K	27.5K
Dec 01, 2009	OHANLON JAMES P	PURCHASE	1.60	6.25K	10K	16.25K
Apr 01, 2009	FOLSOM DAVID R	PURCHASE	1.11	1.5K	1.67K	62.1K
Mar 27, 2009	SIMS ANDREW	PURCHASE	1.16	500	580	103.98K
Mar 24, 2009	SIMS ANDREW	PURCHASE	1.18	400	472	103.48K
Mar 20, 2009	SIMS ANDREW	PURCHASE	1.15	7.4K	8.51K	103.08K
Mar 19, 2009	SIMS ANDREW	PURCHASE	1.15	5.1K	5.87K	95.68K
Mar 19, 2009	FOLSOM DAVID R	PURCHASE	1.12	2K	2.24K	60.6K
Mar 18, 2009	SIMS ANDREW	PURCHASE	1.15	830	954.5	90.58K

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.07

Short Percent Of Float0.08

Shares Outstanding20.49M

Shares Float16.12M

Shares Short14.74K

Short Ratio0.67

0.08%

Short % of Float

0.07%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

24.44% Percentage of Shares held by All Insiders

27.29% Percentage of Shares held by All Institutions

36.12% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	1	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	160	128	-11	-6.43%
Sep 30, 2025	UBS GROUP AG	0%	305	244	44	+16.86%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	14.25K	11.4K	-900	-5.94%
Sep 30, 2025	XTX TOPCO LTD	0.08%	15.22K	12.32K	15.22K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.08%	16.64K	13.32K	-27	-0.16%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	1.05K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	1.22K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.4K	1.01K	0	0
Sep 30, 2025	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	3.47K	0	0
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	4.85K	3.93K	0	0
Sep 30, 2025	STATE STREET CORP	0.09%	17.95K	14.54K	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.14%	28.61K	22.89K	-734	-2.50%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	30.89K	25.02K	-30.58K	-49.75%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.42%	83.31K	66.65K	2.6K	+3.22%
Sep 30, 2025	PSI ADVISORS, LLC	0.48%	97.02K	77.62K	-35K	-26.51%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.83%	166.94K	135.24K	-999	-0.59%
Sep 30, 2025	THOMPSON DAVIS & CO., INC.	1.16%	232.9K	186.32K	-36.7K	-13.61%
Sep 30, 2025	SPC FINANCIAL, INC.	2.02%	405.5K	324.4K	0	0
Sep 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	3.65%	732.8K	586.24K	-270.16K	-26.94%
Sep 30, 2025	VANGUARD GROUP INC	4.15%	833.06K	674.78K	-53.56K	-6.04%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	4.28%	859.25K	687.4K	1.45K	+0.17%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.05%	10.12K	8.1K	10.12K	+100.00%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0.05%	10.76K	8.61K	10.76K	+100.00%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.06%	12.74K	10K	12.74K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-16.51K	-100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	61.47K	58.59K	17.1K	+38.53%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.4%	80.71K	76.68K	200	+0.25%
Jun 30, 2025	PSI ADVISORS, LLC	0.66%	132.02K	125.42K	39K	+41.93%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.84%	167.94K	160.12K	-493	-0.29%
Jun 30, 2025	THOMPSON DAVIS & CO., INC.	1.34%	269.6K	256.12K	-17.1K	-5.96%
Jun 30, 2025	SPC FINANCIAL, INC.	2.02%	405.5K	385.23K	0	0
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	4.27%	857.8K	814.91K	22K	+2.63%
Jun 30, 2025	VANGUARD GROUP INC	4.42%	886.62K	844.95K	196.63K	+28.50%
Jun 30, 2025	MORGAN STANLEY	0.08%	16.67K	15.84M	-1.86K	-10.04%
Jun 30, 2025	CITADEL ADVISORS LLC	0.28%	56.9K	54.24M	32.46K	+132.77%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	5%	1M	952.81K	-167.19K	-14.29%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	16.51K	16K	-1.5K	-8.33%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	4.08K	0	0
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	4.85K	4.63K	0	0
Jun 30, 2025	STATE STREET CORP	0.09%	17.95K	17.11K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.15%	29.34K	27.87K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.4K	1.33K	0	0
Jun 30, 2025	BARD ASSOCIATES INC	0%	0	-	-407.13K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-36	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	1	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	171	162	30	+21.28%
Jun 30, 2025	UBS GROUP AG	0%	261	248	-36.73K	-99.29%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	1.43K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	15.15K	14.39K	0	0
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	1.25K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	18.01K	13K	-5.5K	-23.40%
Mar 31, 2025	THOMPSON DAVIS & CO., INC.	1.45%	286.7K	212.04K	-36.5K	-11.29%
Mar 31, 2025	PSI ADVISORS, LLC	0.47%	93.02K	68.8K	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.41%	80.51K	59.55K	-2.4K	-2.89%
Mar 31, 2025	CITADEL ADVISORS LLC	0.12%	24.45K	17.12K	24.45K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.19%	36.99K	27.37K	21.38K	+137.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	141	104	6	+4.44%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	15.15K	11.21K	0	0
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	973	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	36	25	-3	-7.69%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.85%	168.44K	117.96K	-12.6K	-6.96%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	44.37K	31.06K	-15.18K	-25.49%
Mar 31, 2025	STATE STREET CORP	0.09%	17.95K	12.57K	0	0
Mar 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	5.91%	1.17M	865.44K	169.96K	+16.99%
Mar 31, 2025	GAMCO INVESTORS, INC. ET AL	4.22%	835.8K	618.16K	207.28K	+32.98%
Mar 31, 2025	NISA INVESTMENT ADVISORS, LLC	0.02%	4.85K	3.4K	0	0
Mar 31, 2025	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	3K	0	0
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	1.05K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	1	0	0
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0%	0	-	-35.4K	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-18.5K	-100.00%
Mar 31, 2025	SPC FINANCIAL, INC.	2.05%	405.5K	300.07K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.15%	29.34K	21.7K	0	0
Mar 31, 2025	VANGUARD GROUP INC	3.48%	689.99K	482.99K	2.04K	+0.30%
Mar 31, 2025	BARD ASSOCIATES INC	2.06%	407.13K	285.03K	-1.5K	-0.37%
Mar 31, 2025	MORGAN STANLEY	0.09%	18.53K	13.71K	-24	-0.13%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.4K	1.04K	1.4K	+100.00%
Mar 31, 2025	REPERTOIRE PARTNERS LP	0%	0	-	-474.94K	-100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-10.12K	-100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0%	0	-	-20K	-100.00%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0%	0	-	-53.65K	-100.00%
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-11	-100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	2	3	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	38	55	-2.68K	-98.60%
Mar 31, 2024	BLACKROCK INC.	0.21%	38.88K	56.38K	-1.73K	-4.26%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.16%	29.84K	43.27K	-6.59K	-18.09%
Mar 31, 2024	NORTHERN TRUST CORP	0.16%	29.37K	42.59K	-116	-0.39%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	28.21K	41K	0	0
Mar 31, 2024	MORGAN STANLEY	0.14%	27.17K	39.4K	-2.64K	-8.86%
Mar 31, 2024	STATE STREET CORP	0.1%	17.95K	26.03K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	16.65K	24.14K	6.65K	+66.50%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.03%	4.85K	7.04K	0	0
Mar 31, 2024	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	6.21K	0	0
Mar 31, 2024	UBS GROUP AG	0.02%	3.35K	4.85K	-1.21K	-26.56%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	2.18K	0	0
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	1.91K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0%	533	772	0	0
Mar 31, 2024	FEDERATED HERMES, INC.	0%	418	606	-608	-59.26%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	132	191	2	+1.54%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	41	59	13	+46.43%
Mar 31, 2024	GATOR CAPITAL MANAGEMENT, LLC	5.07%	954.8K	1.38M	0	0
Mar 31, 2024	PSI ADVISORS, LLC	0.62%	117.52K	170.4K	11.94K	+11.31%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.47%	89.43K	130K	-21.38K	-19.29%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.68%	128.51K	186.4K	2.03K	+1.60%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.81%	152.84K	221.62K	34.42K	+29.07%
Mar 31, 2024	THOMPSON DAVIS & CO., INC.	1.52%	287K	416.16K	-291.17K	-50.36%
Mar 31, 2024	SPC FINANCIAL, INC.	2.15%	405.5K	587.98K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.24%	45.89K	66.54K	10.53K	+29.76%
Mar 31, 2024	SENECA HOUSE ADVISORS	0.29%	54.75K	79.39K	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.4%	74.55K	108.1K	0	0
Mar 31, 2024	BARD ASSOCIATES INC	2.64%	497.06K	720.73K	-4.42K	-0.88%
Mar 31, 2024	VANGUARD GROUP INC	3.58%	675.43K	979.37K	1.8K	+0.27%
Dec 31, 2023	VANGUARD GROUP INC	3.56%	673.63K	1M	7.39K	+1.11%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0%	0	-	-750	-100.00%
Dec 31, 2023	GATOR CAPITAL MANAGEMENT, LLC	5.05%	954.8K	1.42M	0	0
Dec 31, 2023	JANE STREET GROUP, LLC	0%	0	-	-14.67K	-100.00%
Dec 31, 2023	LSV ASSET MANAGEMENT	0%	0	-	-143.4K	-100.00%
Dec 31, 2023	FMR LLC	0%	1	1	1	+100.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	2	3	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	11	16	11	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	28	42	8	+40.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	130	193	9	+7.44%
Dec 31, 2023	RHUMBLINE ADVISERS	0%	533	794	0	0
Dec 31, 2023	FEDERATED HERMES, INC.	0.01%	1.03K	1.53K	-47	-4.38%
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.32K	1.96K	0	0
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.5K	2.24K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.72K	4.06K	2.38K	+695.91%
Dec 31, 2023	TRUE WEALTH DESIGN, LLC	0.02%	4.28K	6.38K	0	0
Dec 31, 2023	UBS GROUP AG	0.02%	4.56K	6.79K	2.45K	+116.29%
Dec 31, 2023	NISA INVESTMENT ADVISORS, LLC	0.03%	4.85K	7.23K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.05%	10K	14.9K	10K	+100.00%
Dec 31, 2023	STATE STREET CORP	0.09%	17.95K	26.74K	0	0
Dec 31, 2023	NORTHERN TRUST CORP	0.16%	29.49K	43.93K	-296	-0.99%
Dec 31, 2023	MORGAN STANLEY	0.16%	29.81K	44.42K	-5.8K	-16.29%
Dec 31, 2023	CITADEL ADVISORS LLC	0.19%	35.36K	52.69K	35.36K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.19%	36.43K	54.29K	-482	-1.31%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.11%	20K	30K	20K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	28.21K	42K	-1.5K	-5.05%
Dec 31, 2023	BLACKROCK INC.	0.21%	40.62K	60.52K	-470	-1.14%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.28%	53.65K	79.94K	8.05K	+17.65%
Dec 31, 2023	SENECA HOUSE ADVISORS	0.29%	54.75K	81.58K	-2.75K	-4.78%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.39%	74.55K	111.08K	-26.09K	-25.93%
Dec 31, 2023	PSI ADVISORS, LLC	0.56%	105.58K	157.31K	18K	+20.55%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.59%	110.81K	165K	-12.9K	-10.43%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.67%	126.48K	188.52K	0	0
Dec 31, 2023	SPC FINANCIAL, INC.	2.14%	405.5K	604.2K	0	0
Dec 31, 2023	BARD ASSOCIATES INC	2.65%	501.48K	747.2K	-10.6K	-2.07%
Dec 31, 2023	THOMPSON DAVIS & CO., INC.	3.06%	578.18K	861.48K	-727.92K	-55.73%

Insiders

Insiders	Designation	Shares Held
SIMS ANDREW	Chairman	326.57K
DOMALSKI ANTHONY E	Chief Financial Officer	110K
ZAISER WILLIAM	Chief Financial Officer	27.5K
ZINNI ANTHONY C	director	25.43K
OHANLON JAMES P	director	16.25K
STEIN EDWARD	director	10.5K
FOLSOM DAVID R	President and CEO	1.4K
SIMS KIM	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 20, 2023	SIMS ANDREW	SALE	1.80	1.13K	2.04K	326.57K
Sep 18, 2023	SIMS ANDREW	SALE	1.80	200	360	327.7K
Mar 29, 2023	SIMS ANDREW	SALE	1.98	20K	39.66K	0
Sep 19, 2022	SIMS ANDREW	SALE	2.14	30K	64.31K	20K
Jun 09, 2022	FOLSOM DAVID R	PURCHASE	17.16	1.4K	24.02K	1.4K
Jun 03, 2021	SIMS ANDREW	SALE	3.85	27.45K	105.62K	344.81K
Jun 01, 2021	DOMALSKI ANTHONY E	SALE	3.79	5K	18.97K	110K
May 28, 2021	DOMALSKI ANTHONY E	SALE	3.75	435	1.63K	115K
Mar 30, 2021	SIMS ANDREW	SALE	3.50	19K	66.42K	372.25K
Mar 29, 2021	SIMS ANDREW	SALE	3.53	21K	74.18K	391.25K
Sep 23, 2019	SIMS ANDREW	PURCHASE	26.27	1.5K	39.4K	1.5K
Sep 20, 2019	SIMS ANDREW	SALE	6.76	17.75K	119.99K	344.88K
Aug 19, 2019	SIMS ANDREW	SALE	6.75	99	668.25	362.63K
Aug 14, 2019	SIMS ANDREW	SALE	6.75	5.69K	38.45K	362.73K
Aug 13, 2019	SIMS ANDREW	SALE	6.81	12.39K	84.37K	368.42K
Jun 21, 2019	SIMS ANDREW	SALE	7.17	4K	28.67K	381.86K
Jun 12, 2019	SIMS ANDREW	SALE	7.57	4K	30.29K	385.86K
Jun 12, 2019	FOLSOM DAVID R	SALE	7.60	8.52K	64.74K	261.67K
Jun 11, 2019	SIMS ANDREW	SALE	7.52	3K	22.55K	389.86K
Dec 15, 2016	FOLSOM DAVID R	PURCHASE	6.35	1.3K	8.26K	270.19K
Dec 14, 2016	FOLSOM DAVID R	PURCHASE	6.37	5.6K	35.7K	268.89K
Dec 13, 2016	SIMS ANDREW	PURCHASE	6.40	15K	95.95K	392.86K
Dec 12, 2016	SIMS ANDREW	PURCHASE	6.42	15.3K	98.19K	377.86K
Nov 09, 2016	SIMS ANDREW	SALE	4.75	10K	47.5K	362.56K
Dec 30, 2015	SIMS ANDREW	PURCHASE	6.25	15K	93.71K	354.56K
Dec 30, 2015	FOLSOM DAVID R	PURCHASE	6.18	1.4K	8.63K	256.29K
Dec 29, 2015	FOLSOM DAVID R	PURCHASE	6.06	4.8K	29.09K	254.9K
May 18, 2015	DOMALSKI ANTHONY E	SALE	8.31	4.3K	35.73K	51K
May 15, 2015	DOMALSKI ANTHONY E	SALE	8.32	2.7K	22.46K	55.3K
Feb 27, 2015	FOLSOM DAVID R	PURCHASE	7.61	1K	7.61K	250.8K
Jan 09, 2015	SIMS KIM	SALE	7.37	20.8K	153.34K	0
Jan 08, 2015	SIMS KIM	SALE	7.27	19.7K	143.26K	20.8K
Jan 07, 2015	SIMS KIM	SALE	7.23	19.8K	143.23K	40.5K
Jan 06, 2015	SIMS KIM	SALE	7.29	20.1K	146.49K	60.3K
Jan 05, 2015	SIMS KIM	SALE	7.40	19.6K	145.04K	80.4K
Nov 05, 2013	SIMS KIM	SALE	4.61	11K	50.68K	50K
Nov 04, 2013	SIMS KIM	SALE	4.59	5.3K	24.32K	61K
Nov 01, 2013	SIMS KIM	SALE	4.60	4K	18.39K	66.3K
Oct 31, 2013	SIMS KIM	SALE	4.59	4K	18.37K	70.3K
Oct 30, 2013	SIMS KIM	SALE	4.61	5K	23.04K	74.3K
Oct 29, 2013	SIMS KIM	SALE	4.62	5K	23.09K	79.3K
Oct 28, 2013	SIMS KIM	SALE	4.61	7K	32.29K	84.3K
Oct 25, 2013	SIMS KIM	SALE	4.64	3.4K	15.79K	91.3K
Oct 24, 2013	SIMS KIM	SALE	4.61	3.3K	15.2K	94.7K
Oct 23, 2013	SIMS KIM	SALE	4.63	2K	9.27K	98K
Oct 22, 2013	SIMS KIM	SALE	4.66	6.4K	29.84K	100K
Oct 21, 2013	SIMS KIM	SALE	4.63	2.1K	9.73K	106.4K
Oct 18, 2013	SIMS KIM	SALE	4.62	2.5K	11.56K	108.5K
Oct 17, 2013	SIMS KIM	SALE	4.62	3.6K	16.63K	111K
Oct 16, 2013	SIMS KIM	SALE	4.65	6K	27.9K	114.6K
Oct 15, 2013	SIMS KIM	SALE	4.66	4.65K	21.65K	120.6K
Jun 19, 2013	SIMS KIM	SALE	4.29	6.5K	27.89K	75.25K
Jun 18, 2013	SIMS KIM	SALE	4.37	2.5K	10.93K	81.75K
Jun 17, 2013	SIMS KIM	SALE	4.35	11.8K	51.33K	84.25K
Jun 14, 2013	SIMS KIM	SALE	4.32	5K	21.6K	96.05K
Jun 13, 2013	SIMS KIM	SALE	4.25	22.7K	96.48K	101.05K
Jun 10, 2013	SIMS KIM	SALE	4.40	1.5K	6.6K	123.75K
Dec 21, 2012	SIMS KIM	SALE	3.20	5K	16K	75.25K
Dec 20, 2012	SIMS KIM	SALE	3.12	10K	31.2K	80.25K
Dec 18, 2012	SIMS KIM	SALE	3.08	7.96K	24.51K	90.25K
Dec 17, 2012	SIMS KIM	SALE	3.04	1K	3.04K	98.21K
Dec 14, 2012	SIMS KIM	SALE	3.04	1.04K	3.17K	99.21K
Sep 21, 2012	SIMS KIM	SALE	3.85	10K	38.5K	100.25K
Jun 12, 2012	FOLSOM DAVID R	PURCHASE	3.28	3.2K	10.5K	227.01K
Dec 29, 2011	SIMS ANDREW	PURCHASE	2.34	480	1.12K	297.96K
Dec 21, 2011	SIMS ANDREW	PURCHASE	2.45	1K	2.45K	293.56K
Dec 20, 2011	SIMS ANDREW	PURCHASE	2.42	400	968	291.96K
Dec 09, 2011	SIMS ANDREW	PURCHASE	2.42	1K	2.42K	287.56K
Dec 08, 2011	SIMS ANDREW	PURCHASE	2.40	1K	2.4K	286.56K
Nov 29, 2011	SIMS ANDREW	PURCHASE	2.13	400	852	280.96K
Nov 28, 2011	SIMS ANDREW	PURCHASE	2.19	600	1.31K	280.56K
Sep 23, 2011	FOLSOM DAVID R	PURCHASE	1.99	5K	9.95K	217.31K
Sep 22, 2011	ZINNI ANTHONY C	PURCHASE	2.08	4K	8.32K	25.43K
Sep 21, 2011	ZINNI ANTHONY C	PURCHASE	2.11	400	844	21.43K
Aug 24, 2011	FOLSOM DAVID R	PURCHASE	2.00	2K	4K	212.31K
Aug 17, 2011	FOLSOM DAVID R	PURCHASE	2.36	500	1.18K	210.31K
Dec 01, 2009	ZINNI ANTHONY C	PURCHASE	1.60	7.51K	12.02K	13.01K
Dec 01, 2009	SIMS ANDREW	PURCHASE	1.60	453.13K	725K	557.11K
Dec 01, 2009	DOMALSKI ANTHONY E	PURCHASE	1.60	5K	8K	7K
Dec 01, 2009	STEIN EDWARD	PURCHASE	1.60	4K	6.4K	10.5K
Dec 01, 2009	FOLSOM DAVID R	PURCHASE	1.60	114.4K	183.04K	176.51K
Dec 01, 2009	ZAISER WILLIAM	PURCHASE	1.60	12.55K	20.08K	27.5K
Dec 01, 2009	OHANLON JAMES P	PURCHASE	1.60	6.25K	10K	16.25K
Apr 01, 2009	FOLSOM DAVID R	PURCHASE	1.11	1.5K	1.67K	62.1K
Mar 27, 2009	SIMS ANDREW	PURCHASE	1.16	500	580	103.98K
Mar 24, 2009	SIMS ANDREW	PURCHASE	1.18	400	472	103.48K
Mar 20, 2009	SIMS ANDREW	PURCHASE	1.15	7.4K	8.51K	103.08K
Mar 19, 2009	SIMS ANDREW	PURCHASE	1.15	5.1K	5.87K	95.68K
Mar 19, 2009	FOLSOM DAVID R	PURCHASE	1.12	2K	2.24K	60.6K
Mar 18, 2009	SIMS ANDREW	PURCHASE	1.15	830	954.5	90.58K

SOHO Stock Ownership Breakdown

Sotherly Hotels

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions