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Southern (SO) Institutional Ownership

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-1.16 (-1.56%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Southern (NYSE:SO)

Current
Institutional Ownership
Percentage
64.10%
Number of
Institutional Buyers
(last 12 months)
1101
Total
Institutional Inflows
(last 12 months)
$5.62B
Number of
Institutional Sellers
(last 12 months)
892
Total
Institutional Outflows
(last 12 months)
$3.19B
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SO Institutional Buying and Selling by Quarter

Southern Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024Nadler Financial Group Inc.3,309$237K0.0%-10.6%0.000%
4/27/2024Fonville Wealth Management LLC4,662$334K0.1%N/A0.000%
4/27/2024Finer Wealth Management Inc.2,808$201K0.1%N/A0.000%
4/27/2024Foster Victor Wealth Advisors LLC147,083$10.23M0.9%+4.4%0.013%
4/26/2024Pinnacle Associates Ltd.114,334$8.20M0.1%-4.4%0.010%
4/26/2024Sterling Investment Counsel LLC10,732$770K0.4%+15.4%0.001%
4/26/2024Securian Asset Management Inc.64,236$4.61M0.1%-6.9%0.006%
4/26/2024Plan Group Financial LLC7,052$506K0.3%+43.6%0.001%
4/26/2024BLB&B Advisors LLC3,888$279K0.0%+12.7%0.000%
4/26/2024UMB Bank n.a.70,953$5.09M0.1%-17.1%0.006%
4/26/2024Advisors Management Group Inc. ADV101,035$7.25M1.8%-0.6%0.009%
4/26/2024Prestige Wealth Management Group LLC355$25K0.0%-34.9%0.000%
4/26/2024Northwest Bancshares Inc.4,137$297K0.0%-33.6%0.000%
4/26/2024Yousif Capital Management LLC168,492$12.09M0.1%-1.9%0.015%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA16,858$1.21M0.5%+20.7%0.002%
4/26/2024ZWJ Investment Counsel Inc.21,695$1.56M0.1%-1.4%0.002%
4/26/2024First National Trust Co40,481$2.90M0.1%-13.9%0.004%
4/26/2024McKinley Carter Wealth Services Inc.6,237$447K0.0%-5.7%0.001%
4/26/2024Guardian Investment Management13,910$998K0.8%-3.5%0.001%
4/26/2024Clear Creek Financial Management LLC8,834$634K0.1%+19.0%0.001%
4/26/2024Members Trust Co10,780$773K0.0%+4.2%0.001%
4/26/2024SYSTM Wealth Solutions LLC441$32K0.0%-39.0%0.000%
4/26/2024Sumitomo Life Insurance Co.20,332$1.46M0.0%-4.2%0.002%
4/26/2024First Personal Financial Services53,868$3.86M0.9%+93.9%0.005%
4/26/2024 Mesirow Financial Investment Management Inc.12,410$890K0.0%N/A0.001%
4/26/2024Virginia Wealth Management Group Inc.45,734$3.28M2.7%+9.5%0.004%
4/26/2024KG&L Capital Management LLC7,256$520K0.2%+4.6%0.001%
4/26/2024Verdence Capital Advisors LLC30,269$2.17M0.2%+4.8%0.003%
4/26/2024Latitude Advisors LLC3,552$255K0.2%+22.3%0.000%
4/26/2024Bogart Wealth LLC1,466$105K0.0%+17.7%0.000%
4/25/2024Lindbrook Capital LLC3,964$284K0.0%-22.9%0.000%
4/25/2024New York State Teachers Retirement System1,035,678$74.30M0.2%-2.7%0.095%
4/25/2024Bank of New York Mellon Corp7,211,619$517.36M0.1%-4.7%0.659%
4/25/2024Equitable Trust Co.26,170$1.88M0.1%-8.6%0.002%
4/25/2024Schnieders Capital Management LLC58,099$4.17M0.9%-1.9%0.005%
4/25/2024Smith Chas P & Associates PA Cpas29,029$2.08M0.1%+38.3%0.003%
4/25/2024Advocate Group LLC94,696$6.79M1.4%-0.6%0.009%
4/25/2024Capital Investment Advisory Services LLC21,566$1.55M0.2%-11.7%0.002%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 189,545$13.60M0.0%+1.4%0.017%
4/25/2024L.M. Kohn & Company15,235$1.09M0.3%+3.4%0.001%
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4/25/2024Armor Investment Advisors LLC27,225$1.95M0.9%-16.5%0.002%
4/25/2024Aaron Wealth Advisors LLC3,325$239K0.0%+7.4%0.000%
4/25/2024Eudaimonia Partners LLC10,451$750K0.2%-2.5%0.001%
4/25/2024Eudaimonia Advisors LLC35,364$2.54M1.4%-6.1%0.003%
4/25/2024Telos Capital Management Inc.75,458$5.41M0.6%+1.3%0.007%
4/25/2024 Summit Financial LLC17,954$1.29M0.1%N/A0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.370,839$26.60M0.1%-1.3%0.034%
4/24/2024 Private Trust Co. NA26,228$1.88M0.2%-0.9%0.002%
4/24/2024 Leavell Investment Management Inc.169,070$12.13M0.7%-2.6%0.015%
4/24/2024 PSI Advisors LLC8,331$598K0.2%+22.1%0.001%
4/24/2024 Patton Albertson Miller Group LLC13,660$980K0.1%-7.3%0.001%
4/24/2024 Keene & Associates Inc.25,833$1.85M1.4%+1.0%0.002%
4/24/2024 Family Legacy Inc.36,773$2.64M0.9%-2.0%0.003%
4/24/2024 CENTRAL TRUST Co83,093$5.96M0.1%-0.3%0.008%
4/24/2024 Newbridge Financial Services Group Inc.2,701$194K0.1%-23.7%0.000%
4/24/2024 Pinnacle Wealth Management Group Inc.5,424$389K0.3%+12.4%0.000%
4/24/2024 Premier Path Wealth Partners LLC2,992$214K0.0%-19.1%0.000%
4/24/2024 Trinity Legacy Partners LLC55,153$3.96M1.2%+16.7%0.005%
4/24/2024 Dakota Wealth Management184,446$13.23M0.3%+5,223.1%0.017%
4/24/2024 Smith Anglin Financial LLC5,164$370K0.0%+14.2%0.000%
4/24/2024 Simplicity Wealth LLC26,205$1.88M0.0%N/A0.002%
4/24/2024 Archford Capital Strategies LLC15,075$1.08M0.2%-1.3%0.001%
4/24/2024 NBT Bank N A NY27,054$1.94M0.1%-2.8%0.002%
4/24/2024 First Fiduciary Investment Counsel Inc.5,060$363K0.1%-26.0%0.000%
4/24/2024 Childress Capital Advisors LLC4,703$337K0.1%-8.5%0.000%
4/24/2024 Spire Wealth Management14,154$1.02M0.0%+5.3%0.001%
4/24/2024 Buttonwood Financial Advisors Inc.5,213$374K0.2%-5.7%0.000%
4/24/2024 Essex Financial Services Inc.34,336$2.46M0.2%-3.3%0.003%
4/24/2024 Bar Harbor Wealth Management6,264$449K0.0%-2.9%0.001%
4/24/2024 West Branch Capital LLC372$27K0.0%-52.6%0.000%
4/24/2024 Assenagon Asset Management S.A.205,641$14.75M0.0%+664.0%0.019%
4/23/2024 Bell Bank129,946$9.32M0.8%+2.8%0.012%
4/23/2024 Global Retirement Partners LLC15,616$1.12M0.0%+5.1%0.001%
4/23/2024 Cornell Pochily Investment Advisors Inc.16,141$1.16M0.5%+0.9%0.001%
4/23/2024 PFG Private Wealth Management LLC1,933$139K0.1%+4,614.6%0.000%
4/23/2024 Louisiana State Employees Retirement System63,500$4.56M0.1%-3.6%0.006%
4/23/2024 Sage Mountain Advisors LLC4,768$342K0.0%-6.7%0.000%
4/23/2024 Moody Lynn & Lieberson LLC62,537$4.49M0.3%-40.2%0.006%
4/23/2024 Venturi Wealth Management LLC11,184$802K0.1%-7.0%0.001%
4/23/2024 Rational Advisors LLC625$45K0.0%N/A0.000%
4/23/2024 Amalgamated Bank224,667$16.12M0.1%-15.2%0.021%
4/23/2024 Nations Financial Group Inc. IA ADV7,004$502K0.0%-4.3%0.001%
4/23/2024 Gradient Investments LLC3,166$227K0.0%-55.4%0.000%
4/23/2024 New Mexico Educational Retirement Board54,987$3.95M0.1%-3.0%0.005%
4/23/2024 Sugarloaf Wealth Management LLC49,875$3.58M0.7%+2.1%0.005%
4/23/2024 TrueWealth Advisors LLC38,387$2.75M1.1%+3.6%0.004%
4/23/2024 Tyche Wealth Partners LLC24,185$1.74M0.4%+2.7%0.002%
4/23/2024 Fifth Third Bancorp121,473$8.71M0.0%+0.3%0.011%
4/23/2024 Wesbanco Bank Inc.53,384$3.83M0.1%+34.1%0.005%
4/23/2024 Summit Trail Advisors LLC8,435$605K0.0%+3.3%0.001%
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4/23/2024 Duncker Streett & Co. Inc.4,615$331K0.1%-4.2%0.000%
4/23/2024 Principle Wealth Partners LLC97,051$6.96M0.5%+5.3%0.009%
4/23/2024 Strategic Blueprint LLC18,544$1.33M0.1%+5.1%0.002%
4/23/2024 Bank of Stockton2,845$204K0.1%N/A0.000%
4/23/2024 Gerber LLC2,963$213K0.2%-10.4%0.000%
4/23/2024 Hanson & Doremus Investment Management4,461$320K0.1%-4.9%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.689,753$49.48M0.1%-0.5%0.063%
4/23/2024 Stonegate Investment Group LLC993,342$71.26M2.2%+0.6%0.091%
4/23/2024 Sapient Capital LLC2,967$213K0.0%-23.8%0.000%
4/22/2024 Nicholas Hoffman & Company LLC.33,300$2.39M0.1%-2.6%0.003%
(Data available from 1/1/2016 forward)

SO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SO shares?

During the previous two years, 1,927 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Aspire Private Capital LLC ($45.59B), Vanguard Group Inc. ($6.98B), BlackRock Inc. ($5.49B), State Street Corp ($4.40B), FMR LLC ($2.52B), Price T Rowe Associates Inc. MD ($2.10B), and Massachusetts Financial Services Co. MA ($1.78B).Learn more on SO's institutional investors.

What percentage of Southern stock is owned by institutional investors?

64.10% of Southern stock is owned by institutional investors. Learn more on SO's institutional investor holdings.

Which institutional investors have been buying Southern stock?

Of the 1,663 institutional investors that purchased Southern stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State Street Corp ($12.56M), Capital International Investors ($11.29M), Norges Bank ($9.00M), FMR LLC ($7.33M), Price T Rowe Associates Inc. MD ($6.91M), Ameriprise Financial Inc. ($5.47M), and Wellington Management Group LLP ($5.00M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 149,143,597 shares in the last 24 months. This purchase volume represents approximately $10.42B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,214 institutional investors that sold Southern stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($8.58M), Franklin Resources Inc. ($7.29M), BlackRock Inc. ($7.21M), Price T Rowe Associates Inc. MD ($7.20M), Wellington Management Group LLP ($5.25M), Massachusetts Financial Services Co. MA ($4.59M), and Federated Hermes Inc. ($1.97M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 85,092,879 shares in the last 24 months. This volume of shares sold represents approximately $5.93B in transactions.


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This page (NYSE:SO) was last updated on 4/28/2024 by MarketBeat.com Staff

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