Sono-Tek Ownership | Who Owns Sono-Tek?
Sono-Tek Ownership Summary
Sono-Tek is owned by 6.85% institutional investors, 16.21% insiders, and 76.94% retail investors. Vanguard group is the largest institutional shareholder, holding 1.90% of SOTK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.03% of its assets in Sono-Tek shares.
SOTK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sono-Tek | 6.85% | 16.21% | 76.94% |
| Sector | Technology Stocks | 52.86% | 10.49% | 36.65% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 299.29K | 1.90% | $1.16M |
| Geode capital management | 112.45K | 0.71% | $435.32K |
| M&t bank | 89.41K | 0.57% | $346.02K |
| Stifel financial | 60.00K | 0.38% | $232.20K |
| Wynnefield capital | 50.95K | 0.32% | $197.18K |
| Benin management | 48.30K | 0.31% | $186.92K |
| Bard associates | 41.20K | 0.26% | $159.46K |
| Beaumont financial advisors | 36.67K | 0.23% | $141.92K |
| Renaissance | 30.80K | 0.20% | $119.20K |
| Northern trust | 26.11K | 0.17% | $101.04K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wynnefield capital | 50.95K | 0.09% | $197.18K |
| Bard associates | 41.20K | 0.06% | $159.46K |
| Benin management | 48.30K | 0.06% | $186.92K |
| Peak financial advisors | 14.52K | 0.03% | $56.20K |
| Beaumont financial advisors | 36.67K | 0.01% | $141.92K |
| Focused wealth management | 12.34K | 0.01% | $47.77K |
| M&t bank | 89.41K | 0.00% | $346.02K |
| Stifel financial | 60.00K | 0.00% | $232.20K |
| Tower research capital llc (trc) | 2.91K | 0.00% | $11.26K |
| Renaissance | 30.80K | 0.00% | $119.20K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Geode capital management | 112.45K | - | 6.55K |
| Renaissance | 30.80K | 0.00% | 2.40K |
| Bard associates | 41.20K | 0.06% | 575.00 |
| Bank of america corp /de/ | 95.00 | - | 95.00 |
| Vanguard group | 299.29K | - | 34.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Modera wealth management | - | - | -184.97K |
| Jpmorgan chase | 16.00 | - | -41.97K |
| Citadel advisors | - | - | -16.20K |
| Citigroup | - | - | -1.97K |
| Blackrock | 19.53K | - | -1.48K |
Sold Out
| Holder | Change |
|---|---|
| Ubs group | -54.00 |
| Wells fargo & company/mn | -91.00 |
| Spire wealth management | -1.00K |
| Citigroup | -1.97K |
| Citadel advisors | -16.20K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 23 | -14.81% | 1,078,446 | -4.92% | 6 | 13.20% | 5 | -61.54% | 7 | 40.00% |
| Mar 31, 2024 | 27 | 12.50% | 1,134,243 | 5.89% | 7 | 15.56% | 13 | 18.18% | 5 | 400.00% |
| Dec 31, 2023 | 24 | 14.29% | 1,071,196 | 5.66% | 6 | 16.41% | 11 | 83.33% | 1 | -66.67% |
| Sep 30, 2023 | 21 | -8.70% | 1,013,851 | -0.07% | 6 | 15.49% | 6 | -14.29% | 3 | - |
| Jun 30, 2023 | 23 | 9.52% | 1,014,593 | 6.65% | 6 | 17.64% | 7 | 16.67% | 3 | 50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 161.69K | 1.03% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 138.13K | 0.88% | - |
| Fidelity Extended Market Index | 75.36K | 0.48% | 10.29K |
| Fidelity Total Market Index | 20.66K | 0.13% | -51.00 |
| iShares Micro-Cap ETF | 17.91K | 0.11% | - |
| Fidelity Series Total Market Index | 17.42K | 0.11% | 1.38K |
| Northern Trust Extended Eq Market Idx | 10.19K | 0.06% | - |
| NT Ext Equity Mkt Idx Fd - L | 10.19K | 0.06% | - |
| Spartan Extended Market Index Pool E | 5.55K | 0.04% | 262.00 |
| Spartan Total Market Index Pool E | 3.65K | 0.02% | 51.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 23, 2024 | Bagley Stephen James | CFO | Sell | $49.68 |
| Aug 27, 2024 | Bagley Stephen James | CFO | Sell | $8.22K |
| Aug 27, 2024 | Bagley Stephen James | CFO | Sell | $4.07K |
| Aug 20, 2024 | Bagley Stephen James | CFO | Sell | $1.12K |
| Aug 09, 2024 | Bagley Stephen James | CFO | Sell | $14.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 16 |
| 2023 Q4 | - | 12 |
SOTK Ownership FAQ
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