Southern (SO) Institutional Ownership

$82.18

+0.52 (+0.64%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 64.10%
Number of Institutional Buyers (last 12 months): 1087
Total Institutional Inflows (last 12 months): $4.67B

Number of Institutional Sellers (last 12 months): 893
Total Institutional Outflows (last 12 months): $3.48B

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SO Institutional Buying and Selling by Quarter

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Southern Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	32,079	$2.49M	0.1%	+3.6%	0.003%
7/26/2024	Atomi Financial Group Inc.	18,879	$1.46M	0.1%	+16.4%	0.002%
7/26/2024	Cambridge Investment Research Advisors Inc.	377,062	$29.25M	0.1%	+1.7%	0.034%
7/26/2024	Dearborn Partners LLC	38,401	$2.98M	0.1%	-2.0%	0.004%
7/26/2024	AlphaStar Capital Management LLC	4,248	$330K	0.0%	+28.9%	0.000%
7/26/2024	Latitude Advisors LLC	3,907	$303K	0.2%	+10.0%	0.000%
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7/26/2024	Allspring Global Investments Holdings LLC	386,199	$29.96M	0.0%	-14.0%	0.035%
7/26/2024	State of Michigan Retirement System	299,423	$23.23M	0.1%	+0.2%	0.027%
7/26/2024	First Command Advisory Services Inc.	7,984	$619K	0.0%	-2.5%	0.001%
7/26/2024	Callan Family Office LLC	4,463	$346K	0.1%	N/A	0.000%
7/26/2024	Cohen Investment Advisors LLC	6,968	$541K	0.4%	+13.7%	0.001%
7/26/2024	Hyman Charles D	451,187	$35.00M	1.9%	+0.6%	0.041%
7/26/2024	St. Johns Investment Management Company LLC	10,055	$780K	0.4%	-2.6%	0.001%
7/26/2024	Alpha Omega Wealth Management LLC	3,132	$243K	0.0%	-6.0%	0.000%
7/26/2024	Bailard Inc.	37,041	$2.87M	0.1%	+37.4%	0.003%
7/26/2024	Verdence Capital Advisors LLC	27,988	$2.17M	0.2%	-7.5%	0.003%
7/26/2024	Catalyst Financial Partners LLC	2,779	$216K	0.0%	N/A	0.000%
7/26/2024	Salomon & Ludwin LLC	2,175	$169K	0.0%	-38.0%	0.000%
7/26/2024	Patten Group Inc.	6,297	$488K	0.1%	+2.5%	0.001%
7/25/2024	apricus wealth LLC	30,605	$2.37M	1.7%	+3.1%	0.003%
7/25/2024	Raymond James Trust N.A.	114,638	$8.89M	0.2%	+0.6%	0.010%
7/25/2024	Wedgewood Investors Inc. PA	3,450	$268K	0.3%	N/A	0.000%
7/25/2024	AMG National Trust Bank	8,328	$646K	0.0%	N/A	0.001%
7/25/2024	Keb Asset Management LLC	3,162	$245K	0.1%	N/A	0.000%
7/25/2024	Clear Creek Financial Management LLC	9,349	$725K	0.1%	+5.8%	0.001%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	30,003	$2.33M	0.2%	+1.4%	0.003%
7/25/2024	Field & Main Bank	9,210	$714K	0.3%	+7.7%	0.001%
7/25/2024	Moody Lynn & Lieberson LLC	110,067	$8.54M	0.6%	+76.0%	0.010%
7/25/2024	Yeomans Consulting Group Inc.	18,016	$1.40M	0.5%	+138.8%	0.002%
7/25/2024	Sterling Investment Counsel LLC	10,477	$813K	0.3%	-2.4%	0.001%
7/25/2024	Baillie Gifford & Co.	22,231	$1.72M	0.0%	+27.0%	0.002%
7/25/2024	Ceredex Value Advisors LLC	570,552	$44.26M	0.8%	-14.8%	0.052%
7/25/2024	Kanawha Capital Management LLC	111,576	$8.66M	0.7%	+6.9%	0.010%
7/25/2024	RFP Financial Group LLC	20,738	$1.61M	0.6%	-3.0%	0.002%
7/24/2024	Family Firm Inc.	1,304	$101K	0.0%	N/A	0.000%
7/24/2024	TrueWealth Advisors LLC	40,818	$3.17M	1.2%	+6.3%	0.004%
7/24/2024	Grove Bank & Trust	7,606	$590K	0.1%	-6.4%	0.001%
7/24/2024	Retirement Systems of Alabama	241,198	$18.71M	0.1%	+0.2%	0.022%
7/24/2024	Quotient Wealth Partners LLC	3,241	$251K	0.0%	+13.9%	0.000%
7/24/2024	Lebenthal Global Advisors LLC	6,592	$511K	0.1%	+20.6%	0.001%
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7/24/2024	Premier Path Wealth Partners LLC	3,315	$257K	0.0%	+10.8%	0.000%
7/24/2024	Catalina Capital Group LLC	3,303	$256K	0.1%	N/A	0.000%
7/24/2024	Mcrae Capital Management Inc.	35,054	$2.72M	0.6%	-5.6%	0.003%
7/24/2024	Secure Asset Management LLC	10,533	$817K	0.2%	+143.9%	0.001%
7/24/2024	Diversified LLC	28,920	$2.24M	0.3%	+1.9%	0.003%
7/24/2024	Slagle Financial LLC	6,502	$504K	0.3%	-5.8%	0.001%
7/24/2024	Cornerstone Wealth Group LLC	90,706	$7.04M	0.6%	-46.3%	0.008%
7/24/2024	New York State Teachers Retirement System	974,943	$75.63M	0.2%	-5.9%	0.089%
7/24/2024	Eagle Ridge Investment Management	178,234	$13.83M	1.3%	+1.0%	0.016%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	28,455	$2.21M	0.4%	-1.2%	0.003%
7/24/2024	Louisiana State Employees Retirement System	61,900	$4.80M	0.1%	-2.5%	0.006%
7/23/2024	GYL Financial Synergies LLC	38,905	$3.02M	0.2%	-1.4%	0.004%
7/23/2024	Hennessy Advisors Inc.	272,500	$21.14M	0.8%	-9.9%	0.025%
7/23/2024	LaFleur & Godfrey LLC	11,148	$865K	0.1%	-1.7%	0.001%
7/23/2024	Plimoth Trust Co. LLC	10,367	$804K	0.2%	-3.4%	0.001%
7/23/2024	PSI Advisors LLC	6,121	$475K	0.2%	-26.5%	0.001%
7/23/2024	1620 Investment Advisors Inc.	11,143	$864K	0.7%	+1,757.2%	0.001%
7/23/2024	Proffitt & Goodson Inc.	1,182	$92K	0.0%	-17.3%	0.000%
7/23/2024	Harbour Trust & Investment Management Co	31,091	$2.41M	0.3%	-10.0%	0.003%
7/23/2024	American National Bank	1,806	$140K	0.0%	+75.0%	0.000%
7/23/2024	Moss Adams Wealth Advisors LLC	4,203	$326K	0.0%	+17.1%	0.000%
7/23/2024	Stableford Capital II LLC	13,542	$1.11M	0.4%	-2.9%	0.001%
7/23/2024	Courier Capital LLC	9,622	$746K	0.1%	-68.6%	0.001%
7/23/2024	Rockland Trust Co.	138,400	$10.74M	0.6%	-12.0%	0.013%
7/23/2024	United Bank	56,508	$4.38M	2.2%	+0.6%	0.005%
7/23/2024	Burns J W & Co. Inc. NY	18,541	$1.44M	0.2%	-4.1%	0.002%
7/23/2024	Xcel Wealth Management LLC	9,478	$735K	0.2%	+3.2%	0.001%
7/23/2024	Busey Bank	12,853	$997K	0.0%	-15.2%	0.001%
7/23/2024	Vicus Capital	6,697	$520K	0.0%	+71.5%	0.001%
7/23/2024	KG&L Capital Management LLC	5,487	$424K	0.1%	-24.4%	0.001%
7/23/2024	Essex LLC	27,471	$2.13M	0.5%	+4.9%	0.003%
7/23/2024	Fifth Third Wealth Advisors LLC	9,781	$759K	0.1%	N/A	0.001%
7/23/2024	XML Financial LLC	13,136	$1.02M	0.1%	-4.4%	0.001%
7/22/2024	Pacific Wealth Strategies Group Inc.	17,544	$1.36M	1.1%	+3.5%	0.002%
7/22/2024	Atria Wealth Solutions Inc.	103,689	$8.04M	0.1%	+6.9%	0.009%
7/22/2024	Argus Investors Counsel Inc.	2,747	$213K	0.1%	N/A	0.000%
7/22/2024	Aaron Wealth Advisors LLC	4,601	$357K	0.0%	+38.4%	0.000%
7/22/2024	Fifth Third Bancorp	106,862	$8.29M	0.0%	-12.0%	0.010%
7/22/2024	Investment Planning Advisors Inc.	3,156	$245K	0.1%	N/A	0.000%
7/22/2024	Commerzbank Aktiengesellschaft FI	4,289	$333K	0.0%	+5.4%	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	602,257	$46.72M	0.1%	-1.2%	0.055%
7/22/2024	Focus Financial Network Inc.	15,672	$1.28M	0.1%	+1.8%	0.001%
7/22/2024	Liberty One Investment Management LLC	368,449	$28.58M	3.2%	-0.6%	0.034%
7/22/2024	Hobbs Group Advisors LLC	1,553	$120K	0.0%	N/A	0.000%
7/22/2024	Sanibel Captiva Trust Company Inc.	229,302	$17.79M	0.6%	+0.4%	0.021%
7/22/2024	LongView Wealth Management	38,645	$3.00M	1.1%	-3.8%	0.004%
7/22/2024	Mayfair Advisory Group LLC	20,075	$1.61M	1.1%	+1.5%	0.002%
7/22/2024	Aull & Monroe Investment Management Corp	84,885	$6.59M	3.2%	-4.1%	0.008%
7/22/2024	Carnegie Investment Counsel	12,252	$950K	0.0%	-6.0%	0.001%
7/22/2024	Sunpointe LLC	3,853	$299K	0.2%	-20.9%	0.000%
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7/22/2024	MBE Wealth Management LLC	2,706	$210K	0.1%	N/A	0.000%
7/22/2024	Dakota Wealth Management	184,630	$14.32M	0.3%	+0.1%	0.017%
7/22/2024	Colonial River Wealth Management LLC	6,487	$503K	0.3%	-21.1%	0.001%
7/20/2024	First Citizens Bank & Trust Co.	61,607	$4.78M	0.1%	-0.9%	0.006%
7/20/2024	First Horizon Advisors Inc.	309,213	$23.99M	0.7%	-1.1%	0.028%
7/20/2024	Kavar Capital Partners Group LLC	26,943	$2.09M	0.4%	-0.9%	0.002%
7/20/2024	Accredited Investors Inc.	3,121	$242K	0.0%	-7.1%	0.000%
7/20/2024	Raymond James Financial Services Advisors Inc.	680,788	$52.81M	0.1%	-1.3%	0.062%
7/20/2024	Apollon Wealth Management LLC	49,079	$3.81M	0.1%	+6.3%	0.004%
7/20/2024	Means Investment CO. Inc.	14,013	$1.09M	0.1%	-11.5%	0.001%

(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, 1,925 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Aspire Private Capital LLC ($45.59B), Vanguard Group Inc. ($7.18B), BlackRock Inc. ($5.49B), State Street Corp ($4.40B), FMR LLC ($2.52B), Massachusetts Financial Services Co. MA ($1.78B), and Capital International Investors ($1.72B).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 1,642 institutional investors that purchased Southern stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($18.84M), Norges Bank ($9.00M), FMR LLC ($7.33M), Price T Rowe Associates Inc. MD ($6.91M), Ameriprise Financial Inc. ($5.47M), Wellington Management Group LLP ($5.00M), and Mitsubishi UFJ Trust & Banking Corp ($4.91M).

How much institutional buying is happening at Southern?: Institutional investors have bought a total of 141,574,365 shares in the last 24 months. This purchase volume represents approximately $9.87B in transactions.
Which Southern major shareholders have been selling company stock?: Of the 1,223 institutional investors that sold Southern stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($13.21M), Capital Research Global Investors ($8.04M), Franklin Resources Inc. ($7.29M), Wellington Management Group LLP ($5.25M), Massachusetts Financial Services Co. MA ($3.23M), BlackRock Inc. ($2.85M), and Caisse DE Depot ET Placement DU Quebec ($1.73M).
How much institutional selling is happening at Southern?: Institutional investors have sold a total of 83,826,476 shares in the last 24 months. This volume of shares sold represents approximately $5.84B in transactions.