NYSE:SO

The Southern Institutional Ownership

$63.87
-0.59 (-0.92 %)
(As of 07/30/2021 12:00 AM ET)
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Today's Range
$63.71
$64.87
50-Day Range
$60.46
$64.67
52-Week Range
$51.22
$66.93
Volume5.19 million shs
Average Volume3.70 million shs
Market Capitalization$67.68 billion
P/E Ratio21.51
Dividend Yield4.13%
Beta0.45

Institutional Ownership Changes (13F Filings) for The Southern (NYSE:SO)

Institutional Ownership Percentage: 59.03%

Institutional Buying and Selling by Quarter


The Southern (NYSE SO) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
8/1/2021Bell Bank73,648$4.46M0.6%+7.7%0.007%
8/1/2021Clear Creek Financial Management LLC4,904$0.30M0.0%N/A0.000%
8/1/2021Dupont Capital Management Corp13,377$0.81M0.0%-9.2%0.001%
8/1/2021Derbend Asset Management26,534$1.61M1.5%N/A0.003%
8/1/2021Exchange Traded Concepts LLC158,407$9.59M0.3%+106.0%0.015%
8/1/2021Eagle Bay Advisors LLC1,138$72K0.1%N/A0.000%
8/1/2021Huntington National Bank101,668$6.15M0.1%+16.2%0.010%
8/1/2021Kestra Private Wealth Services LLC14,316$0.87M0.1%+2.4%0.001%
8/1/2021Mcmillion Capital Management Inc.15,746$0.95M0.5%+2.2%0.001%
8/1/2021Tortoise Investment Management LLC900$54K0.0%+1,284.6%0.000%
8/1/2021Zurcher Kantonalbank Zurich Cantonalbank 173,922$10.52M0.1%-1.7%0.016%
7/31/2021Financial Advisory Service Inc.5,938$0.36M0.0%+55.1%0.001%
7/31/2021Foster Victor Wealth Advisors LLC38,268$2.32M0.4%+9.8%0.004%
7/31/2021Green Square Capital Advisors LLC27,439$1.66M0.5%+12.4%0.003%
7/31/2021GSB Wealth Management LLC32,960$1.99M0.6%-97.6%0.003%
7/31/2021Hartford Investment Management Co.116,961$7.08M0.2%-1.9%0.011%
7/31/2021HighPoint Advisor Group LLC35,161$2.13M0.2%+3.9%0.003%
7/31/2021Holloway Wealth Management LLC68,382$4.14M1.3%+4.4%0.006%
7/31/2021Ieq Capital LLC6,694$0.41M0.0%+39.5%0.001%
7/31/2021Mechanics Bank Trust Department34,072$2.06M0.3%+0.6%0.003%
7/31/2021OLD Republic International Corp1,238,500$74.94M1.5%+17.0%0.117%
7/31/2021Patton Albertson Miller Group LLC13,479$0.82M0.2%-14.1%0.001%
7/31/2021RFG Advisory LLC80,074$4.85M0.4%+2.6%0.008%
7/31/2021Spreng Capital Management Inc.23,061$1.40M0.9%+1.5%0.002%
7/31/2021Sterling Investment Advisors Ltd.700$42K0.0%+40.0%0.000%
7/31/2021Sunbelt Securities Inc.11,991$0.76M0.1%-3.1%0.001%
7/31/2021We Are One Seven LLC5,039$0.31M0.0%+23.9%0.000%
7/31/2021Advisors Asset Management Inc.91,009$5.51M0.1%-8.2%0.009%
7/31/2021Armor Investment Advisors LLC44,318$2.68M1.6%+0.5%0.004%
7/31/2021Creative Financial Designs Inc. ADV15,820$0.96M0.2%+10.6%0.001%
7/31/2021Fulton Breakefield Broenniman LLC4,049$0.25M0.0%-3.8%0.000%
7/31/2021Fisher Asset Management LLC79,648$4.82M0.0%+4.2%0.008%
7/31/2021Great Valley Advisor Group Inc.8,479$0.52M0.0%+3.7%0.001%
7/31/2021Hartford Financial Management Inc.24,749$1.50M0.4%-0.8%0.002%
7/31/2021RWM Asset Management LLC3,973$0.24M0.0%+7.9%0.000%
7/31/2021State of Michigan Retirement System266,082$16.10M0.1%+0.3%0.025%
7/31/2021Seelaus Asset Management LLC4,610$0.28M0.2%-5.1%0.000%
7/31/2021Texas Permanent School Fund175,869$10.64M0.1%-0.3%0.017%
7/31/2021Thoroughbred Financial Services LLC5,191$0.31M0.1%+18.9%0.000%
7/31/2021Wedbush Securities Inc.25,982$1.57M0.1%+19.9%0.002%
7/31/2021Wealth Advisors of Tampa Bay LLC45,452$2.75M1.5%+1.3%0.004%
7/31/2021Arkadios Wealth Advisors13,014$0.79M0.1%+72.7%0.001%
7/31/2021Aull & Monroe Investment Management Corp92,975$5.63M2.7%-0.5%0.009%
7/31/2021Welch Group LLC638,375$38.63M2.6%+1.5%0.060%
7/31/2021Ziegler Capital Management LLC45,337$2.74M0.1%-6.1%0.004%
7/31/2021Bank of Hawaii34,602$2.09M0.1%-7.2%0.003%
7/31/2021Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,615$1.01M0.3%+1.2%0.002%
7/31/2021Boston Trust Walden Corp12,175$0.74M0.0%+36.8%0.001%
7/31/2021Busey Wealth Management11,293$0.68M0.0%-16.2%0.001%
7/31/2021Calamos Advisors LLC212,624$12.87M0.1%+29.6%0.020%
7/31/2021Chicago Capital LLC5,805$0.35M0.0%+14.7%0.001%
7/31/2021GWM Advisors LLC30,819$1.87M0.0%+2.8%0.003%
7/31/2021Kanawha Capital Management LLC109,051$6.60M0.6%-1.5%0.010%
7/31/2021PGGM Investments2,830$0.17M0.0%N/A0.000%
7/31/2021Procyon Private Wealth Partners LLC15,433$0.93M0.3%+174.9%0.001%
7/31/2021Rocky Mountain Advisers LLC12,925$0.78M1.0%+1.6%0.001%
7/31/2021Valeo Financial Advisors LLC8,410$0.51M0.0%+12.2%0.001%
7/31/2021Valley Brook Capital Group Inc.6,458$0.39M0.4%+2.9%0.001%
7/31/2021Versant Capital Management Inc828$50K0.0%-20.4%0.000%
7/31/2021Secure Asset Management LLC3,397$0.21M0.1%N/A0.000%
7/31/2021Arden Trust Co14,840$0.90M0.1%+89.7%0.001%
7/31/2021Atlas Brown Inc.11,350$0.69M0.3%+1.8%0.001%
7/31/2021Ausdal Financial Partners Inc.5,903$0.36M0.1%+6.6%0.001%
7/31/2021Bartlett & Co. LLC9,387$0.57M0.0%+8.5%0.001%
7/31/2021Blue Fin Capital Inc.14,497$0.88M0.3%-3.4%0.001%
7/31/2021Convergence Investment Partners LLC18,526$1.12M0.5%+3.2%0.002%
7/31/2021Eagle Ridge Investment Management142,030$8.59M1.0%+2.4%0.013%
7/31/2021Ellsworth Advisors LLC26,904$1.63M0.8%+21.2%0.003%
7/31/2021GPS Wealth Strategies Group LLC7,603$0.46M0.1%+36.3%0.001%
7/31/2021Lehman & Derafelo Financial Resources LLC5,293$0.32M0.1%-8.0%0.000%
7/31/2021MUFG Securities EMEA plc48,200$2.92M0.0%-49.2%0.005%
7/31/2021Mosaic Family Wealth LLC7,747$0.47M0.1%+9.6%0.001%
7/31/2021Perigon Wealth Management LLC5,833$0.35M0.0%-8.4%0.001%
7/31/2021Rothschild Investment Corp IL35,847$2.17M0.2%+1.5%0.003%
7/31/2021Renasant Bank5,659$0.34M0.3%+17.5%0.001%
7/31/2021Sargent Bickham Lagudis LLC9,291$0.56M0.0%+58.3%0.001%
7/31/2021Stratos Wealth Advisors LLC60,959$3.69M0.3%+2.5%0.006%
7/31/2021Sumitomo Mitsui DS Asset Management Company Ltd88,205$5.34M0.1%-1.4%0.008%
7/31/2021TFG Advisers LLC26,597$1.61M0.8%-1.6%0.003%
7/31/2021Triumph Capital Management6,405$0.40M0.2%N/A0.001%
7/31/2021United Asset Strategies Inc.41,226$2.50M0.3%+2.9%0.004%
7/31/2021Woodward Diversified Capital LLC5,413$0.33M0.2%N/A0.001%
7/31/2021IFP Advisors Inc17,330$1.05M0.0%+7.8%0.002%
7/31/2021IVC Wealth Advisors LLC6,817$0.41M0.3%+7.1%0.001%
7/31/2021Keudell Morrison Wealth Management18,569$1.12M0.6%-1.6%0.002%
7/31/2021Moody National Bank Trust Division19,081$1.16M0.0%-0.8%0.002%
7/31/2021Maryland State Retirement & Pension System79,296$4.89M0.2%-2.0%0.007%
7/31/2021Murphy Middleton Hinkle & Parker Inc.40,786$2.47M1.4%-1.3%0.004%
7/31/2021NEXT Financial Group Inc7,601$0.46M0.0%+8.0%0.001%
7/31/2021Symphony Financial Ltd. Co.8,559$0.52M0.2%-22.9%0.001%
7/31/2021Veriti Management LLC15,463$0.94M0.1%+28.7%0.001%
7/31/2021Walter & Keenan Financial Consulting Co. MI ADV8,285$0.50M0.2%-5.7%0.001%
7/31/2021Asset Advisors Investment Management LLC18,419$1.12M0.1%+5.8%0.002%
7/30/2021Alliancebernstein L.P.1,297,202$78.49M0.0%-3.0%0.122%
7/30/2021Bridge Creek Capital Management LLC58,310$3.53M1.3%+2.2%0.006%
7/30/2021Ascent Wealth Partners LLC8,154$0.49M0.1%N/A0.001%
7/30/2021AAFMAA Wealth Management & Trust LLC8,221$0.50M0.2%+130.6%0.001%
7/30/2021Good Life Advisors LLC12,367$0.75M0.1%-8.1%0.001%
7/30/2021Violich Capital Management Inc.3,400$0.21M0.0%-28.9%0.000%
7/29/2021Kovack Advisors Inc.12,248$0.74M0.1%+3.3%0.001%
(Data available from 1/1/2016 forward)

This page was last updated on 8/1/2021 by MarketBeat.com Staff
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