NYSE:SO

The Southern Institutional Ownership

$63.87

-0.59 (-0.92 %)

(As of 07/30/2021 12:00 AM ET)

Add

Compare

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 Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/1/2021	Bell Bank	73,648	$4.46M	0.6%	+7.7%	0.007%
8/1/2021	Clear Creek Financial Management LLC	4,904	$0.30M	0.0%	N/A	0.000%
8/1/2021	Dupont Capital Management Corp	13,377	$0.81M	0.0%	-9.2%	0.001%
8/1/2021	Derbend Asset Management	26,534	$1.61M	1.5%	N/A	0.003%
8/1/2021	Exchange Traded Concepts LLC	158,407	$9.59M	0.3%	+106.0%	0.015%
8/1/2021	Eagle Bay Advisors LLC	1,138	$72K	0.1%	N/A	0.000%
8/1/2021	Huntington National Bank	101,668	$6.15M	0.1%	+16.2%	0.010%
8/1/2021	Kestra Private Wealth Services LLC	14,316	$0.87M	0.1%	+2.4%	0.001%
8/1/2021	Mcmillion Capital Management Inc.	15,746	$0.95M	0.5%	+2.2%	0.001%
8/1/2021	Tortoise Investment Management LLC	900	$54K	0.0%	+1,284.6%	0.000%

8/1/2021	Zurcher Kantonalbank Zurich Cantonalbank	173,922	$10.52M	0.1%	-1.7%	0.016%
7/31/2021	Financial Advisory Service Inc.	5,938	$0.36M	0.0%	+55.1%	0.001%
7/31/2021	Foster Victor Wealth Advisors LLC	38,268	$2.32M	0.4%	+9.8%	0.004%
7/31/2021	Green Square Capital Advisors LLC	27,439	$1.66M	0.5%	+12.4%	0.003%
7/31/2021	GSB Wealth Management LLC	32,960	$1.99M	0.6%	-97.6%	0.003%
7/31/2021	Hartford Investment Management Co.	116,961	$7.08M	0.2%	-1.9%	0.011%
7/31/2021	HighPoint Advisor Group LLC	35,161	$2.13M	0.2%	+3.9%	0.003%
7/31/2021	Holloway Wealth Management LLC	68,382	$4.14M	1.3%	+4.4%	0.006%
7/31/2021	Ieq Capital LLC	6,694	$0.41M	0.0%	+39.5%	0.001%
7/31/2021	Mechanics Bank Trust Department	34,072	$2.06M	0.3%	+0.6%	0.003%
7/31/2021	OLD Republic International Corp	1,238,500	$74.94M	1.5%	+17.0%	0.117%
7/31/2021	Patton Albertson Miller Group LLC	13,479	$0.82M	0.2%	-14.1%	0.001%
7/31/2021	RFG Advisory LLC	80,074	$4.85M	0.4%	+2.6%	0.008%
7/31/2021	Spreng Capital Management Inc.	23,061	$1.40M	0.9%	+1.5%	0.002%
7/31/2021	Sterling Investment Advisors Ltd.	700	$42K	0.0%	+40.0%	0.000%
7/31/2021	Sunbelt Securities Inc.	11,991	$0.76M	0.1%	-3.1%	0.001%
7/31/2021	We Are One Seven LLC	5,039	$0.31M	0.0%	+23.9%	0.000%
7/31/2021	Advisors Asset Management Inc.	91,009	$5.51M	0.1%	-8.2%	0.009%
7/31/2021	Armor Investment Advisors LLC	44,318	$2.68M	1.6%	+0.5%	0.004%
7/31/2021	Creative Financial Designs Inc. ADV	15,820	$0.96M	0.2%	+10.6%	0.001%
7/31/2021	Fulton Breakefield Broenniman LLC	4,049	$0.25M	0.0%	-3.8%	0.000%
7/31/2021	Fisher Asset Management LLC	79,648	$4.82M	0.0%	+4.2%	0.008%
7/31/2021	Great Valley Advisor Group Inc.	8,479	$0.52M	0.0%	+3.7%	0.001%
7/31/2021	Hartford Financial Management Inc.	24,749	$1.50M	0.4%	-0.8%	0.002%
7/31/2021	RWM Asset Management LLC	3,973	$0.24M	0.0%	+7.9%	0.000%
7/31/2021	State of Michigan Retirement System	266,082	$16.10M	0.1%	+0.3%	0.025%
7/31/2021	Seelaus Asset Management LLC	4,610	$0.28M	0.2%	-5.1%	0.000%
7/31/2021	Texas Permanent School Fund	175,869	$10.64M	0.1%	-0.3%	0.017%
7/31/2021	Thoroughbred Financial Services LLC	5,191	$0.31M	0.1%	+18.9%	0.000%
7/31/2021	Wedbush Securities Inc.	25,982	$1.57M	0.1%	+19.9%	0.002%
7/31/2021	Wealth Advisors of Tampa Bay LLC	45,452	$2.75M	1.5%	+1.3%	0.004%
7/31/2021	Arkadios Wealth Advisors	13,014	$0.79M	0.1%	+72.7%	0.001%
7/31/2021	Aull & Monroe Investment Management Corp	92,975	$5.63M	2.7%	-0.5%	0.009%
7/31/2021	Welch Group LLC	638,375	$38.63M	2.6%	+1.5%	0.060%
7/31/2021	Ziegler Capital Management LLC	45,337	$2.74M	0.1%	-6.1%	0.004%
7/31/2021	Bank of Hawaii	34,602	$2.09M	0.1%	-7.2%	0.003%
7/31/2021	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	16,615	$1.01M	0.3%	+1.2%	0.002%
7/31/2021	Boston Trust Walden Corp	12,175	$0.74M	0.0%	+36.8%	0.001%
7/31/2021	Busey Wealth Management	11,293	$0.68M	0.0%	-16.2%	0.001%
7/31/2021	Calamos Advisors LLC	212,624	$12.87M	0.1%	+29.6%	0.020%
7/31/2021	Chicago Capital LLC	5,805	$0.35M	0.0%	+14.7%	0.001%
7/31/2021	GWM Advisors LLC	30,819	$1.87M	0.0%	+2.8%	0.003%
7/31/2021	Kanawha Capital Management LLC	109,051	$6.60M	0.6%	-1.5%	0.010%
7/31/2021	PGGM Investments	2,830	$0.17M	0.0%	N/A	0.000%
7/31/2021	Procyon Private Wealth Partners LLC	15,433	$0.93M	0.3%	+174.9%	0.001%
7/31/2021	Rocky Mountain Advisers LLC	12,925	$0.78M	1.0%	+1.6%	0.001%
7/31/2021	Valeo Financial Advisors LLC	8,410	$0.51M	0.0%	+12.2%	0.001%
7/31/2021	Valley Brook Capital Group Inc.	6,458	$0.39M	0.4%	+2.9%	0.001%
7/31/2021	Versant Capital Management Inc	828	$50K	0.0%	-20.4%	0.000%
7/31/2021	Secure Asset Management LLC	3,397	$0.21M	0.1%	N/A	0.000%
7/31/2021	Arden Trust Co	14,840	$0.90M	0.1%	+89.7%	0.001%
7/31/2021	Atlas Brown Inc.	11,350	$0.69M	0.3%	+1.8%	0.001%
7/31/2021	Ausdal Financial Partners Inc.	5,903	$0.36M	0.1%	+6.6%	0.001%
7/31/2021	Bartlett & Co. LLC	9,387	$0.57M	0.0%	+8.5%	0.001%
7/31/2021	Blue Fin Capital Inc.	14,497	$0.88M	0.3%	-3.4%	0.001%
7/31/2021	Convergence Investment Partners LLC	18,526	$1.12M	0.5%	+3.2%	0.002%
7/31/2021	Eagle Ridge Investment Management	142,030	$8.59M	1.0%	+2.4%	0.013%
7/31/2021	Ellsworth Advisors LLC	26,904	$1.63M	0.8%	+21.2%	0.003%
7/31/2021	GPS Wealth Strategies Group LLC	7,603	$0.46M	0.1%	+36.3%	0.001%
7/31/2021	Lehman & Derafelo Financial Resources LLC	5,293	$0.32M	0.1%	-8.0%	0.000%
7/31/2021	MUFG Securities EMEA plc	48,200	$2.92M	0.0%	-49.2%	0.005%
7/31/2021	Mosaic Family Wealth LLC	7,747	$0.47M	0.1%	+9.6%	0.001%
7/31/2021	Perigon Wealth Management LLC	5,833	$0.35M	0.0%	-8.4%	0.001%
7/31/2021	Rothschild Investment Corp IL	35,847	$2.17M	0.2%	+1.5%	0.003%
7/31/2021	Renasant Bank	5,659	$0.34M	0.3%	+17.5%	0.001%
7/31/2021	Sargent Bickham Lagudis LLC	9,291	$0.56M	0.0%	+58.3%	0.001%
7/31/2021	Stratos Wealth Advisors LLC	60,959	$3.69M	0.3%	+2.5%	0.006%
7/31/2021	Sumitomo Mitsui DS Asset Management Company Ltd	88,205	$5.34M	0.1%	-1.4%	0.008%
7/31/2021	TFG Advisers LLC	26,597	$1.61M	0.8%	-1.6%	0.003%
7/31/2021	Triumph Capital Management	6,405	$0.40M	0.2%	N/A	0.001%
7/31/2021	United Asset Strategies Inc.	41,226	$2.50M	0.3%	+2.9%	0.004%
7/31/2021	Woodward Diversified Capital LLC	5,413	$0.33M	0.2%	N/A	0.001%
7/31/2021	IFP Advisors Inc	17,330	$1.05M	0.0%	+7.8%	0.002%
7/31/2021	IVC Wealth Advisors LLC	6,817	$0.41M	0.3%	+7.1%	0.001%
7/31/2021	Keudell Morrison Wealth Management	18,569	$1.12M	0.6%	-1.6%	0.002%
7/31/2021	Moody National Bank Trust Division	19,081	$1.16M	0.0%	-0.8%	0.002%
7/31/2021	Maryland State Retirement & Pension System	79,296	$4.89M	0.2%	-2.0%	0.007%
7/31/2021	Murphy Middleton Hinkle & Parker Inc.	40,786	$2.47M	1.4%	-1.3%	0.004%
7/31/2021	NEXT Financial Group Inc	7,601	$0.46M	0.0%	+8.0%	0.001%
7/31/2021	Symphony Financial Ltd. Co.	8,559	$0.52M	0.2%	-22.9%	0.001%
7/31/2021	Veriti Management LLC	15,463	$0.94M	0.1%	+28.7%	0.001%
7/31/2021	Walter & Keenan Financial Consulting Co. MI ADV	8,285	$0.50M	0.2%	-5.7%	0.001%
7/31/2021	Asset Advisors Investment Management LLC	18,419	$1.12M	0.1%	+5.8%	0.002%
7/30/2021	Alliancebernstein L.P.	1,297,202	$78.49M	0.0%	-3.0%	0.122%
7/30/2021	Bridge Creek Capital Management LLC	58,310	$3.53M	1.3%	+2.2%	0.006%
7/30/2021	Ascent Wealth Partners LLC	8,154	$0.49M	0.1%	N/A	0.001%
7/30/2021	AAFMAA Wealth Management & Trust LLC	8,221	$0.50M	0.2%	+130.6%	0.001%
7/30/2021	Good Life Advisors LLC	12,367	$0.75M	0.1%	-8.1%	0.001%
7/30/2021	Violich Capital Management Inc.	3,400	$0.21M	0.0%	-28.9%	0.000%
7/29/2021	Kovack Advisors Inc.	12,248	$0.74M	0.1%	+3.3%	0.001%

(Data available from 1/1/2016 forward)

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

30 Days of MarketBeat All Access for $1.00

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your Risk-Free Trial Subscription Here

Your Ultimate Investing Toolkit

Just $1.00 for your first month.

The Southern Institutional Ownership

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

Institutional Buying and Selling by Quarter

The Southern (NYSE SO) Institutional Buying and Selling

30 Days of MarketBeat All Access for $1.00

Resources

Premium Research Tools

Market Data and Calendars

Investing Education and Resources