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Sono-Tek Ownership | Who Owns Sono-Tek?

OverviewRevenueFinancialsChartTranscripts

Sono-Tek Ownership Summary

Sono-Tek is owned by 11.73% institutional investors, 22.02% insiders, and 66.25% retail investors. Signature estate & investment advisors is the largest institutional shareholder, holding 4.91% 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

TypeName% Inst% Insiders% Retail
StockSono-Tek11.73%22.02%66.25%
SectorTechnology Stocks 44.47%12.07%43.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Signature estate & investment advisors773.39K4.91%$3.10M
Vanguard group302.55K1.92%$1.21M
Ubs group144.73K0.92%$580.38K
Geode capital management125.36K0.80%$502.82K
M&t bank80.00K0.51%$320.80K
Stifel financial60.00K0.38%$240.60K
Bard associates56.43K0.36%$226.29K
Wynnefield capital50.95K0.32%$204.31K
Benin management48.00K0.30%$192.48K
Beaumont financial advisors36.67K0.23%$147.05K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Wynnefield capital50.95K0.09%$204.31K
Signature estate & investment advisors773.39K0.08%$3.10M
Bard associates56.43K0.08%$226.29K
Benin management48.00K0.05%$192.48K
Peak financial advisors14.52K0.03%$58.23K
Beaumont financial advisors36.67K0.01%$147.05K
Focused wealth management12.34K0.01%$49.49K
M&t bank80.00K0.00%$320.80K
Stifel financial60.00K0.00%$240.60K
Renaissance33.50K0.00%$134.34K

Top Buyers

HolderShares% AssetsChange
Signature estate & investment advisors773.39K0.08%773.39K
Bard associates56.43K0.08%3.01K
Renaissance33.50K0.00%2.00K
Bank of america corp /de/95.00-95.00
Geode capital management125.36K--

Top Sellers

HolderShares% AssetsChange
Modera wealth management---184.97K
Citadel advisors---16.20K
M&t bank80.00K0.00%-9.41K
Susquehanna group, llp12.25K--5.66K
Ubs group144.73K0.00%-4.67K

New Positions

HolderShares% AssetsChangeValue
Signature estate & investment advisors773.39K0.08%773.39K$3.10M

Sold Out

HolderChange
Wells fargo & company/mn-91.00
Spire wealth management-1.00K
Citigroup-1.97K
Citadel advisors-16.20K
Modera wealth management-184.97K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024249.09%1,847,32371.67%1125.13%5-37.50%860.00%
Sep 30, 202422-4.35%1,076,114-0.22%614.56%860.00%5-28.57%
Jun 30, 202423-14.81%1,078,446-4.92%613.20%5-61.54%740.00%
Mar 31, 20242712.50%1,134,2435.89%715.56%1318.18%5400.00%
Dec 31, 20232414.29%1,071,1965.66%616.41%1183.33%1-66.67%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv162.14K1.03%445.00
Vanguard US Total Market Shares ETF161.69K1.03%-
Vanguard Institutional Extnd Mkt Idx Tr138.13K0.88%-
Fidelity Extended Market Index71.10K0.45%-453.00
Spartan Extended Market Index Pool F24.70K0.16%453.00
Spartan Extended Market Index Pool E24.70K0.16%453.00
Fidelity Total Market Index20.51K0.13%-
iShares Micro-Cap ETF20.02K0.13%-
Fidelity Series Total Market Index17.42K0.11%-
NT Ext Equity Mkt Idx Fd - L10.19K0.06%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 23, 2024Bagley Stephen James CFOSell$49.68
Aug 27, 2024Bagley Stephen James CFOSell$8.22K
Aug 27, 2024Bagley Stephen James CFOSell$4.07K
Aug 20, 2024Bagley Stephen James CFOSell$1.12K
Aug 09, 2024Bagley Stephen James CFOSell$14.48K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4--
2024 Q3-12
2024 Q2--
2024 Q1-16

SOTK Ownership FAQ

Who owns the most shares of Sono-Tek?

Sono-Tek’s largest shareholders are Signature estate & investment advisors (773.39K shares, 4.91%), Vanguard group (302.55K shares, 1.92%), and Ubs group (144.73K shares, 0.92%). Together, they hold 7.75% of Sono-Tek’s total shares outstanding.

Does Blackrock own Sono-Tek?

BlackRock is not among the top 10 institutional shareholders of Sono-Tek.

Who is Sono-Tek’s biggest shareholder by percentage of total assets invested?

Wynnefield capital is Sono-Tek’s biggest shareholder by percentage of total assets invested, with 0.09% of its assets in 50.95K Sono-Tek shares, valued at 204.31K$.

Who is the top mutual fund holder of Sono-Tek shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Sono-Tek shares, with 1.03% of its total shares outstanding invested in 162.14K Sono-Tek shares.

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