SOTHERLY HOTELS INC shareholder history

Current and past SOTHERLY HOTELS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 4010.00%0.00%0.00%Q2 2013Q3 202341
Renaissance Technologies 37370.00%0.00%0.00%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BARD ASSOCIATES INC 34340.17%0.47%0.85%Q2 2015Q3 202334
ROYAL BANK OF CANADA 2610.00%0.00%0.00%Q2 2013Q3 202332
Tower Research Capital LLC (TRC) 1010.00%0.00%0.01%Q2 2013Q3 202332
Granahan Investment Management 30300.01%0.09%0.30%Q2 2013Q3 202030
THOMPSON DAVIS & CO., INC. 2080.01%3.34%8.58%Q4 2013Q3 202328
Bank of New York Mellon Corp 1240.00%0.00%0.00%Q3 2015Q3 202327
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2130.00%0.00%0.00%Q2 2013Q1 202124
DEUTSCHE BANK AG\ 2110.00%0.00%0.00%Q1 2014Q4 201922
STIFEL FINANCIAL CORP 21210.00%0.00%0.00%Q3 2016Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
GARRISON BRADFORD & ASSOCIATES INC 21210.05%0.13%0.27%Q2 2013Q2 201821
SPIRIT OF AMERICA MANAGEMENT CORP/NY 20200.01%0.05%0.07%Q2 2015Q1 202020
Uniplan Investment Counsel, Inc. 19190.16%0.21%0.43%Q2 2015Q4 201919
NISA INVESTMENT ADVISORS, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
PRICE T ROWE ASSOCIATES INC /MD/ 18180.00%0.00%0.00%Q2 2013Q3 201718
Cambridge Investment Research Advisors, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
First Allied Advisory Services, Inc. 17170.01%0.02%0.04%Q4 2013Q4 201717
Baird Financial Group, Inc. 1520.00%0.01%0.01%Q2 2015Q3 201917
PNC FINANCIAL SERVICES GROUP, INC. 16160.00%0.00%0.00%Q2 2016Q1 202016
JPMORGAN CHASE & CO 1210.00%0.00%0.00%Q2 2016Q3 202316
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
SPC Financial, Inc. 15150.08%0.12%0.21%Q1 2020Q3 202315
Squarepoint Ops LLC 960.00%0.00%0.00%Q4 2017Q1 202215
D'Orazio & Associates, Inc. 15150.00%0.00%0.01%Q4 2013Q2 201715
BARCLAYS PLC 1010.00%0.00%0.00%Q4 2016Q3 202114
DAVENPORT & Co LLC 1040.00%0.01%0.02%Q2 2016Q4 201914
BANK OF AMERICA CORP /DE/ 510.00%0.00%0.00%Q4 2013Q4 202214
DF DENT & CO INC 13130.00%0.00%0.00%Q3 2014Q3 201713
MANUFACTURERS LIFE INSURANCE COMPANY, THE 940.00%0.00%0.00%Q4 2013Q3 201713
Laurel Wealth Advisors, Inc. 13130.19%0.31%0.48%Q4 2015Q4 201813
Creative Planning 840.00%0.00%0.00%Q2 2014Q2 201712
GSA CAPITAL PARTNERS LLP 12120.00%0.01%0.01%Q3 2015Q2 201812
Coe Capital Management, LLC 11110.12%0.28%0.45%Q2 2013Q4 201511
LADENBURG THALMANN FINANCIAL SERVICES INC. 1010.00%0.00%0.01%Q1 2015Q4 201911
BlackRock Investment Management, LLC 11110.00%0.00%0.00%Q2 2014Q4 201611
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q3 2015Q2 202010
BlackRock Institutional Trust Company, N.A. 820.00%0.00%0.00%Q4 2013Q4 201610
OSAIC HOLDINGS, INC. 990.00%0.00%0.00%Q1 2020Q1 20229
GLOBEFLEX CAPITAL L P 990.00%0.00%0.00%Q2 2013Q2 20159
PSI Advisors, LLC 990.03%0.07%0.08%Q3 2021Q3 20239
BRIDGEWAY CAPITAL MANAGEMENT, LLC 620.00%0.01%0.01%Q2 2014Q4 20178
VICTORY CAPITAL MANAGEMENT INC 610.00%0.00%0.00%Q1 2015Q1 20208
CREATIVE FINANCIAL DESIGNS INC /ADV 710.00%0.01%0.02%Q1 2018Q3 20238
Bollard Group LLC 880.00%0.00%0.00%Q2 2020Q1 20228
ClariVest Asset Management LLC 880.00%0.00%0.00%Q2 2014Q1 20168
BAIRD ROBERT W & CO INC /WI/ 880.02%0.02%0.02%Q2 2013Q1 20158
Citadel Advisors 410.00%0.00%0.00%Q2 2020Q2 20238
J.W. COLE ADVISORS, INC. 880.00%0.01%0.01%Q4 2021Q3 20238
PARADIGM CAPITAL MANAGEMENT INC/NY 880.04%0.10%0.17%Q2 2013Q1 20158
Cottage Street Advisors LLC 880.35%1.23%1.69%Q2 2018Q1 20208
BALDWIN BROTHERS LLC/MA 880.00%0.01%0.01%Q3 2018Q2 20208
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q3 2015Q2 20228
Foundry Partners, LLC 770.06%0.09%0.12%Q1 2015Q3 20167
STATE STREET CORP 770.00%0.00%0.00%Q1 2022Q3 20237
BURNEY CO/ 770.00%0.00%0.01%Q1 2019Q3 20207
US BANCORP \DE\ 520.00%0.00%0.00%Q2 2014Q4 20227
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2013Q3 20226
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q3 2014Q4 20156
Boston Partners 660.00%0.00%0.00%Q2 2015Q3 20166
Blue Clay Capital Management, LLC 660.59%0.88%1.14%Q2 2015Q3 20166
Lowe Wealth Advisors, LLC 660.01%0.01%0.01%Q1 2020Q2 20216
EDMUNDS WHITE PARTNERS LLC 663.37%4.20%5.80%Q2 2013Q3 20146
Acrospire Investment Management LLC 660.00%0.02%0.04%Q1 2016Q2 20176
Gator Capital Management, LLC 550.51%1.07%1.36%Q3 2022Q3 20235
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q3 2018Q3 20195
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
CITIGROUP INC 410.00%0.00%0.00%Q1 2016Q4 20195
FMR LLC 410.00%0.00%0.00%Q1 2019Q4 20205
WINTON GROUP Ltd 550.00%0.01%0.01%Q3 2019Q3 20205
WEDGE CAPITAL MANAGEMENT L L P/NC 550.00%0.00%0.01%Q1 2019Q1 20205
ACG Wealth 550.02%0.24%0.50%Q2 2015Q2 20165
Seneca House Advisors 550.04%0.05%0.05%Q3 2022Q3 20235
JWEST, LLC 444.42%5.12%6.28%Q4 2013Q3 20144
CIBC WORLD MARKET INC. 440.00%0.00%0.00%Q3 2020Q2 20214
RUSSELL FRANK CO/ 440.00%0.00%0.00%Q2 2015Q1 20164
LPL Financial LLC 440.00%0.00%0.00%Q3 2022Q2 20234
CALDWELL SUTTER CAPITAL, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Hillsdale Investment Management Inc. 440.14%0.16%0.20%Q1 2017Q4 20174
CHELSEA COUNSEL CO 440.09%0.11%0.13%Q2 2015Q1 20164
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q2 2020Q3 20234
Advisor Group, Inc. 220.00%0.00%0.00%Q2 2017Q4 20194
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 440.00%0.00%0.00%Q4 2016Q3 20174
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q4 2018Q2 20234
Virtu Financial LLC 210.00%0.01%0.01%Q4 2017Q1 20224
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Cutler Group LLC / CA 210.00%0.00%0.00%Q4 2015Q2 20183
Walleye Trading LLC 210.00%0.00%0.00%Q2 2015Q1 20163
DENALI ADVISORS LLC 330.00%0.00%0.00%Q1 2014Q3 20143
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q3 2022Q1 20233
EAGLE GLOBAL ADVISORS LLC 330.00%0.00%0.00%Q4 2016Q2 20173
&PARTNERS 330.10%0.20%0.29%Q4 2018Q2 20193
HL FINANCIAL SERVICES LLC 330.00%0.00%0.00%Q3 2018Q1 20193
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
FEDERATED HERMES, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Ground Swell Capital, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q3 2018Q1 20192
Alyeska Investment Group, L.P. 220.01%0.02%0.02%Q2 2015Q3 20152
Nantahala Capital Management 220.19%0.21%0.22%Q2 2013Q3 20132
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
UBS AG 220.00%0.00%0.00%Q2 2014Q3 20142
Parallel Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q1 2017Q2 20172
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2019Q2 20212
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q2 2014Q3 20142
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q4 2019Q1 20202
TCW GROUP INC 110.01%0.01%0.01%Q4 2016Q4 20161
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Sandy Spring Bank 110.00%0.00%0.00%Q3 2016Q3 20161
Golden State Equity Partners 110.04%0.04%0.04%Q3 2021Q3 20211
NEXT Financial Group, Inc 110.01%0.01%0.01%Q3 2019Q3 20191
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2017Q2 20171
Rotella Capital Management, Inc. 110.07%0.07%0.07%Q1 2015Q1 20151
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Goelzer Investment Management, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q1 2017Q1 20171
Vestcor Inc 110.01%0.01%0.01%Q4 2019Q4 20191
OXFORD ASSET MANAGEMENT LLP 110.00%0.00%0.00%Q3 2017Q3 20171
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q4 2019Q4 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
SCHNIEDERS CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q4 2016Q4 20161
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2017Q1 20171
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
External links

This page lists all the filers that currently own SOTHERLY HOTELS INC or have owned SOTHERLY HOTELS INC in the past.