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Sonic Foundry Inc (SOFO)

Q3 2023 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RMG Wealth Management LLC
NEW
Shares504
Change+504
Value$0
Filed 2026-10-26
Geode Capital Management, LLC
CLOSED
Shares0 from 20,943
Change-20,943 (-100%)
Value$0 (-$13.8K)
Filed 2026-11-06
Milestone Investment Advisors LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$17)
Filed 2026-11-05
Roumell Asset Management, LLC
N/A
Shares— from 405,405
Change-405,405 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 79,606
Change-79,606 (-100%)
Value—
Vanguard Group Inc
N/A
Shares— from 39,497
Change-39,497 (-100%)
Value—
Manatuck Hill Partners, LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 14,331
Change-14,331 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,811
Change-8,811 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 66
Change-66 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4
Change-4 (-100%)
Value—
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
RMG Wealth Management LLC
NEW504—+504——$0—2026-10-26
Geode Capital Management, LLC
CLOSED020,943-20,943-100%$13.8K$0-$13.8K2026-11-06
Milestone Investment Advisors LLC
CLOSED025-25-100%$17$0-$172026-11-05
Roumell Asset Management, LLC
N/A—405,405-405,405-100%$266.6K———
Royal Bank of Canada
N/A—79,606-79,606-100%$53.0K———
Vanguard Group Inc
N/A—39,497-39,497-100%$26.0K———
Manatuck Hill Partners, LLC
N/A—27,000-27,000-100%$17.8K———
WealthTrust Axiom LLC
N/A—14,331-14,331-100%$9.4K———
Tower Research Capital LLC (TRC)
N/A—8,811-8,811-100%$5.8K———
UBS Group AG
N/A—4,291-4,291-100%$2.8K———
Harbour Investments, Inc.
N/A—2,109-2,109-100%$1.4K———
Osaic Holdings, Inc.
N/A—70-70-100%$46———
Wells Fargo & Company
N/A—66-66-100%$44———
JPMorgan Chase & Co
N/A—4-4-100%$3———
Proequities, Inc.
N/A—00—$0———
Showing 15 of 15 institutions