Institutional Ownership Service Properties Trust (SVC)
This table provides information about the institutional ownership of Service Properties Trust (SVC). We have compiled data on the 242 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
861
shares
|
$2,453
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
815
shares
|
$2,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
600
shares
|
$1,710
0.0% of portfolio
|
Q2 2022
Reduced 45.45%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
600
shares
|
$1,710
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
585
shares
|
$1,667
0.0% of portfolio
|
Q3 2024
Reduced 98.81%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
567
shares
|
$1,615
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
559
shares
|
$1,593
0.0% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
543
shares
|
$1,547
0.0% of portfolio
|
Q4 2024
Added 49.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
448
shares
|
$1,276
0.0% of portfolio
|
Q4 2023
Reduced 99.09%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
431
shares
|
$1,228
0.0% of portfolio
|
Q3 2024
Reduced 85.11%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
375
shares
|
$1,068
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
331
shares
|
$943
0.0% of portfolio
|
Q4 2024
Added 147.01%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
305
shares
|
$869
0.0% of portfolio
|
Q4 2024
Reduced 96.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
300
shares
|
$855
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
298
shares
|
$849
0.0% of portfolio
|
Q3 2024
Reduced 80.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
257
shares
|
$732
0.0% of portfolio
|
Q3 2024
Reduced 81.79%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
235
shares
|
$669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
209
shares
|
$595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
187
shares
|
$532
0.0% of portfolio
|
Q3 2024
Reduced 33.69%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
168
shares
|
$478
0.0% of portfolio
|
Q1 2022
Reduced 35.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
135
shares
|
$384
0.0% of portfolio
|
Q3 2024
Added 170.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
118
shares
|
$336
0.0% of portfolio
|
Q4 2022
Added 20.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$285
0.0% of portfolio
|
Q1 2020
Added 2505.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
76
shares
|
$216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
70
shares
|
$199
0.0% of portfolio
|
Q1 2023
New holding
|