MADISON, WI
SONIC FOUNDRY INCSOFO— Latest position per institution from SEC 13F filings
15
Institutional holders
679.97K
Total shares held
432.33K
Estimated value
34K
Avg. position size
ROUMELL ASSET MANAGEMENT, LLC
CIK 1331693
Shares
405.40K
Value
266.59K
Filed
Sep 30, 2023
ROYAL BANK OF CANADA
CIK 1000275
Shares
79.61K
Value
53K
Filed
Sep 30, 2023
VANGUARD GROUP INC
CIK 102909
Shares
39.50K
Value
25.97K
Filed
Sep 30, 2023
MANATUCK HILL PARTNERS, LLC
CIK 1467902
Shares
27K
Value
17.75K
Filed
Sep 30, 2023
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
20.94K
Value
13.77K
Filed
Sep 30, 2023
SALEM INVESTMENT COUNSELORS INC
CIK 884423
Shares
18.02K
Value
22.00
Filed
Sep 30, 2022
CITADEL ADVISORS LLC
CIK 1423053
Shares
15.93K
Value
13.92K
Filed
Mar 31, 2023
WEALTHTRUST AXIOM LLC
CIK 1425949
Shares
14.33K
Value
9.42K
Filed
Sep 30, 2023
VIRTU FINANCIAL LLC
CIK 1533964
Shares
14.17K
Value
12.00
Filed
Jun 30, 2023
TWO SIGMA SECURITIES, LLC
CIK 1450144
Shares
12.69K
Value
11.17K
Filed
Jun 30, 2023
SNOWDEN CAPITAL ADVISORS LLC
CIK 1903055
Shares
12K
Value
10.56K
Filed
Jun 30, 2023
TOWER RESEARCH CAPITAL LLC (TRC)
CIK 1533421
Shares
8.81K
Value
5.80K
Filed
Sep 30, 2023
BYRNE ASSET MANAGEMENT LLC
CIK 1911322
Shares
5K
Value
4.00
Filed
Mar 31, 2023
UBS GROUP AG
CIK 1610520
Shares
4.29K
Value
2.82K
Filed
Sep 30, 2023
HARBOUR INVESTMENTS, INC.
CIK 810121
Shares
2.11K
Value
1.39K
Filed
Sep 30, 2023
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
70.00
Value
46.00
Filed
Sep 30, 2023
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
66.00
Value
44.00
Filed
Sep 30, 2023
MILESTONE INVESTMENT ADVISORS LLC
CIK 1967018
Shares
25.00
Value
17.00
Filed
Sep 30, 2023
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
8.00
Value
6.00
Filed
Dec 31, 2022
JPMORGAN CHASE & CO
CIK 19617
Shares
4.00
Value
3.00
Filed
Sep 30, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ROUMELL ASSET MANAGEMENT, LLC | 1331693 | 405.40K | 266.59K | Sep 30, 2023 |
| 2 | ROYAL BANK OF CANADA | 1000275 | 79.61K | 53K | Sep 30, 2023 |
| 3 | VANGUARD GROUP INC | 102909 | 39.50K | 25.97K | Sep 30, 2023 |
| 4 | MANATUCK HILL PARTNERS, LLC | 1467902 | 27K | 17.75K | Sep 30, 2023 |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 20.94K | 13.77K | Sep 30, 2023 |
| 6 | SALEM INVESTMENT COUNSELORS INC | 884423 | 18.02K | 22.00 | Sep 30, 2022 |
| 7 | CITADEL ADVISORS LLC | 1423053 | 15.93K | 13.92K | Mar 31, 2023 |
| 8 | WEALTHTRUST AXIOM LLC | 1425949 | 14.33K | 9.42K | Sep 30, 2023 |
| 9 | VIRTU FINANCIAL LLC | 1533964 | 14.17K | 12.00 | Jun 30, 2023 |
| 10 | TWO SIGMA SECURITIES, LLC | 1450144 | 12.69K | 11.17K | Jun 30, 2023 |
| 11 | SNOWDEN CAPITAL ADVISORS LLC | 1903055 | 12K | 10.56K | Jun 30, 2023 |
| 12 | TOWER RESEARCH CAPITAL LLC (TRC) | 1533421 | 8.81K | 5.80K | Sep 30, 2023 |
| 13 | BYRNE ASSET MANAGEMENT LLC | 1911322 | 5K | 4.00 | Mar 31, 2023 |
| 14 | UBS GROUP AG | 1610520 | 4.29K | 2.82K | Sep 30, 2023 |
| 15 | HARBOUR INVESTMENTS, INC. | 810121 | 2.11K | 1.39K | Sep 30, 2023 |
| 16 | OSAIC HOLDINGS, INC. | 1677044 | 70.00 | 46.00 | Sep 30, 2023 |
| 17 | WELLS FARGO & COMPANY/MN | 72971 | 66.00 | 44.00 | Sep 30, 2023 |
| 18 | MILESTONE INVESTMENT ADVISORS LLC | 1967018 | 25.00 | 17.00 | Sep 30, 2023 |
| 19 | BANK OF AMERICA CORP /DE/ | 70858 | 8.00 | 6.00 | Dec 31, 2022 |
| 20 | JPMORGAN CHASE & CO | 19617 | 4.00 | 3.00 | Sep 30, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.