SOTK Institutional Ownership
Sono-Tek Corporation
1W: +23.8%
1M: +25.2%
3M: +10.9%
YTD: +50.9%
1Y: +39.0%
3Y: +17.9%
5Y: +66.2%
$6.20
+0.38 (+6.53%)
Weekly Expected Move ±11.4%
$5
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Institutional Ownership — SOTK
33
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$8M
Total Invested
5
New Positions
10
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 372,812 | $2M | +11,557 | +3.2% | 2Q | SEC ↗ |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 149,669 | $928K | +13,662 | +10.0% | 18Q | SEC ↗ |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 115,000 | $713K | +25,900 | +29.1% | 11Q | SEC ↗ |
| 4 | M&T Bank Corp | 80,000 | $496K | — | +0.0% | 11Q | SEC ↗ |
| 5 | MORGAN STANLEY | 68,974 | $428K | +58,854 | +581.6% | 17Q | SEC ↗ |
| 6 | VANGUARD FIDUCIARY TRUST CO | 67,337 | $417K | +533 | +0.8% | 2Q | SEC ↗ |
| 7 | STIFEL FINANCIAL CORP | 60,000 | $372K | — | +0.0% | 20Q | SEC ↗ |
| 8 | BARD ASSOCIATES INC | 57,102 | $354K | +4,649 | +8.9% | 20Q | SEC ↗ |
| 9 | Benin Management CORP | 43,157 | $268K | -1,000 | -2.3% | 20Q | SEC ↗ |
| 10 | Beaumont Financial Advisors, LLC | 36,671 | $227K | — | +0.0% | 15Q | SEC ↗ |
| 11 | BlackRock, Inc. | 29,212 | $181K | +8,761 | +42.8% | 8Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 26,764 | $166K | +3,101 | +13.1% | 3Q | SEC ↗ |
| 13 | DIMENSIONAL FUND ADVISORS LP | 24,062 | $149K | +2,100 | +9.6% | 18Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 23,936 | $148K | -19,523 | -44.9% | 14Q | SEC ↗ |
| 15 | HRT FINANCIAL LP NEW | 17,865 | $111K | — | +0.0% | 1Q | SEC ↗ |
| 16 | XTX Topco Ltd | 15,616 | $97K | +4,011 | +34.6% | 2Q | SEC ↗ |
| 17 | HM PAYSON & CO | 15,500 | $96K | -6,000 | -27.9% | 3Q | SEC ↗ |
| 18 | PEAK FINANCIAL ADVISORS LLC | 14,521 | $90K | — | +0.0% | 20Q | SEC ↗ |
| 19 | STATE STREET CORP | 13,612 | $84K | — | +0.0% | 7Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 11,905 | $74K | -148,297 | -92.6% | 2Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,522 | $65K | -8,787 | -45.5% | 10Q | SEC ↗ |
| 22 | Vanguard Global Advisers, LLC | 2,736 | $17K | — | +0.0% | 2Q | SEC ↗ |
| 23 | ACADIAN ASSET MANAGEMENT LLC | 2,520 | $16K | — | +0.0% | 19Q | SEC ↗ |
| 24 | Tower Research Capital LLC (TRC) | 723 | $4K | -1,037 | -58.9% | 16Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 435 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 26 | SBI Securities Co., Ltd. | 101 | $1K | — | +0.0% | 7Q | SEC ↗ |
| 27 | BARCLAYS PLC NEW | 71 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 28 | MERCER GLOBAL ADVISORS INC /ADV NEW | 60 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 29 | FMR LLC | 23 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 30 | Caitong International Asset Management NEW | 2 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 31 | UBS Group AG NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 0 | $0K | -13 | -100.0% | 7Q | SEC ↗ |
| 33 | Topline Capital Management, LLC | 0 | $0K | -35,159 | -100.0% | 2Q | SEC ↗ |
| 34 | Focused Wealth Management, Inc | 0 | $0K | -12,855 | -100.0% | 19Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 17,865 | $111K |
| BARCLAYS PLC | 71 | $0K |
| MERCER GLOBAL ADVISORS INC /ADV | 60 | $0K |
| Caitong International Asset Managem | 2 | $0K |
| UBS Group AG | 1 | $0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Topline Capital Management, LLC | 35,159 | $218K |
| Focused Wealth Management, Inc | 12,855 | $80K |
| BANK OF AMERICA CORP /DE | 13 | $0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +58,854 | +581.6% | 68,974 |
| RENAISSANCE TECHNOLOGIES LLC | +25,900 | +29.1% | 115,000 |
| GEODE CAPITAL MANAGEMENT, LLC | +13,662 | +10.0% | 149,669 |
| VANGUARD CAPITAL MANAGEMENT LLC | +11,557 | +3.2% | 372,812 |
| BlackRock, Inc. | +8,761 | +42.8% | 29,212 |
| BARD ASSOCIATES INC | +4,649 | +8.9% | 57,102 |
| XTX Topco Ltd | +4,011 | +34.6% | 15,616 |
| CITADEL ADVISORS LLC | +3,101 | +13.1% | 26,764 |
| DIMENSIONAL FUND ADVISORS LP | +2,100 | +9.6% | 24,062 |
| VANGUARD FIDUCIARY TRUST CO | +533 | +0.8% | 67,337 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -148,297 | -92.6% | 11,905 |
| NORTHERN TRUST CORP | -19,523 | -44.9% | 23,936 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -8,787 | -45.5% | 10,522 |
| HM PAYSON & CO | -6,000 | -27.9% | 15,500 |
| Tower Research Capital LLC (TRC) | -1,037 | -58.9% | 723 |
| Benin Management CORP | -1,000 | -2.3% | 43,157 |