Institutional Ownership Sonic Automotive Inc (SAH)
This table provides information about the institutional ownership of Sonic Automotive Inc (SAH). We have compiled data on the 198 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
33
shares
|
$2,263
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
26
shares
|
$1,783
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
20
shares
|
$1,371
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$891
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
13
shares
|
$891
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
11
shares
|
$754
0.0% of portfolio
|
Q2 2024
Added 83.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10
shares
|
$685
0.0% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$685
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
7
shares
|
$480
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
3
shares
|
$205
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3
shares
|
$205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
3
shares
|
$205
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
2
shares
|
$137
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2
shares
|
$137
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$68
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1
shares
|
$68
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1
shares
|
$68
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|