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Southern (SO) Institutional Ownership

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(As of 04/24/2024 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)
1120
Total
Institutional Inflows
(last 12 months)
$5.69B
Number of
Institutional Sellers
(last 12 months)
885
Total
Institutional Outflows
(last 12 months)
$3.18B
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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
4/24/2024Family Legacy Inc.36,773$2.64M0.9%-2.0%0.003%
4/24/2024CENTRAL TRUST Co83,093$5.96M0.1%-0.3%0.008%
4/24/2024Newbridge Financial Services Group Inc.2,701$194K0.1%-23.7%0.000%
4/24/2024Pinnacle Wealth Management Group Inc.5,424$389K0.3%+12.4%0.000%
4/24/2024Premier Path Wealth Partners LLC2,992$214K0.0%-19.1%0.000%
4/24/2024Trinity Legacy Partners LLC55,153$3.96M1.2%+16.7%0.005%
4/24/2024Dakota Wealth Management184,446$13.23M0.3%+5,223.1%0.017%
4/24/2024Smith Anglin Financial LLC5,164$370K0.0%+14.2%0.000%
4/24/2024Simplicity Wealth LLC26,205$1.88M0.0%N/A0.002%
4/24/2024Archford Capital Strategies LLC15,075$1.08M0.2%-1.3%0.001%
4/24/2024NBT Bank N A NY27,054$1.94M0.1%-2.8%0.002%
4/24/2024First Fiduciary Investment Counsel Inc.5,060$363K0.1%-26.0%0.000%
4/24/2024Childress Capital Advisors LLC4,703$337K0.1%-8.5%0.000%
4/24/2024Spire Wealth Management14,154$1.02M0.0%+5.3%0.001%
4/24/2024Buttonwood Financial Advisors Inc.5,213$374K0.2%-5.7%0.000%
4/24/2024Essex Financial Services Inc.34,336$2.46M0.2%-3.3%0.003%
4/24/2024Bar Harbor Wealth Management6,264$449K0.0%-2.9%0.001%
4/24/2024West Branch Capital LLC372$27K0.0%-52.6%0.000%
4/24/2024Assenagon 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%
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%
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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%
4/22/2024 Confluence Wealth Services Inc.14,932$1.07M0.1%+15.1%0.001%
4/22/2024 Cahaba Wealth Management Inc.300,105$21.53M2.0%+1.3%0.027%
4/22/2024 Chaney Capital Management Inc.5,018$360K0.3%-2.9%0.000%
4/22/2024 Harbour Trust & Investment Management Co34,546$2.48M0.3%-5.5%0.003%
4/22/2024 HF Advisory Group LLC23,255$1.67M0.9%+4.1%0.002%
4/22/2024 PFG Investments LLC26,487$1.90M0.1%+271.1%0.002%
4/22/2024 Oakworth Capital Inc.50,398$3.62M0.3%+1.2%0.005%
4/22/2024 Drive Wealth Management LLC3,459$248K0.1%-5.5%0.000%
4/22/2024 Donaldson Capital Management LLC25,816$1.85M0.1%-11.0%0.002%
4/22/2024 Raymond James & Associates2,120,155$152.10M0.1%+2.8%0.194%
4/22/2024 Signature Wealth Management Group121,271$8.75M3.9%+1.0%0.011%
4/22/2024 Rainey & Randall Investment Management Inc.3,506$252K0.1%N/A0.000%
4/22/2024 IFM Investors Pty Ltd364,218$26.13M0.3%+1.4%0.033%
4/22/2024Ashton Thomas Private Wealth LLC11,099$796K0.0%-9.7%0.001%
4/22/2024 Edge Financial Advisors LLC9,438$677K0.6%N/A0.001%
4/20/2024 Cohen Investment Advisors LLC6,127$440K0.3%-4.0%0.001%
4/19/2024 Veracity Capital LLC4,457$320K0.1%-3.6%0.000%
4/19/2024 Willis Johnson & Associates Inc.4,114$295K0.0%-5.8%0.000%
4/19/2024 FCG Investment Co13,454$965K0.8%+28.6%0.001%
4/19/2024 Insight Folios Inc94,141$6.75M2.7%+2.0%0.009%
4/19/2024 Retirement Guys Formula LLC9,543$685K0.3%N/A0.001%
4/19/2024 Powers Advisory Group LLC15,087$1.08M0.6%-1.7%0.001%
4/19/2024 AMI Asset Management Corp11,837$849K0.0%N/A0.001%
4/19/2024 First Trust Direct Indexing L.P.27,322$1.96M0.1%-2.0%0.002%
4/19/2024 Kovack Advisors Inc.16,267$1.17M0.1%+10.1%0.001%
4/19/2024 DMC Group LLC16,253$1.17M1.0%+11.1%0.001%
4/19/2024 Norden Group LLC79,215$5.68M0.1%N/A0.007%
4/19/2024 Community Bank & Trust Waco Texas66,706$4.79M1.2%+0.3%0.006%
4/19/2024 Meadow Creek Wealth Advisors LLC2,836$203K0.1%N/A0.000%
4/19/2024 IVC Wealth Advisors LLC6,601$474K0.3%+4.1%0.001%
4/19/2024 State of Alaska Department of Revenue146,765$10.53M0.1%-6.3%0.013%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.2,742,041$196.71M0.1%-1.1%0.250%
4/18/2024 Plimoth Trust Co. LLC10,732$770K0.2%-3.4%0.001%
4/18/2024 Silverlake Wealth Management LLC11,264$808K0.4%+5.7%0.001%
4/18/2024 SeaCrest Wealth Management LLC16,774$1.20M0.1%-16.5%0.002%
4/18/2024 Naviter Wealth LLC22,468$1.61M0.3%+10.9%0.002%
4/18/2024 State of Michigan Retirement System298,823$21.44M0.1%+0.1%0.027%
4/18/2024 Eagle Ridge Investment Management176,446$12.66M1.2%+0.8%0.016%
4/18/2024 Woodmont Investment Counsel LLC36,088$2.59M0.2%-1.8%0.003%
4/18/2024 Farmers & Merchants Investments Inc.20,944$1.50M0.1%-4.8%0.002%
4/18/2024 Cullinan Associates Inc.194,754$13.97M0.8%+37.8%0.018%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH15,361$1.10M0.3%-1.2%0.001%
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4/18/2024 Allspring Global Investments Holdings LLC449,195$32.23M0.1%-10.5%0.041%
4/18/2024 Park Place Capital Corp10,008$718K0.3%-13.0%0.001%
4/18/2024 Claro Advisors LLC24,064$1.73M0.3%+3.7%0.002%
4/18/2024 Morris Financial Concepts Inc.3,219$231K0.1%-6.1%0.000%
4/18/2024 Miracle Mile Advisors LLC14,871$1.07M0.0%+309.9%0.001%
4/18/2024 Kowal Investment Group LLC8,476$608K0.1%+7.5%0.001%
4/18/2024 Diversified Trust Co15,325$1.10M0.0%+1.8%0.001%
4/18/2024 Aviance Capital Partners LLC7,385$530K0.1%N/A0.001%
4/18/2024 Mirador Capital Partners LP5,300$380K0.1%+6.6%0.000%
4/18/2024 Successful Portfolios LLC8,868$636K0.4%-6.6%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, 1,930 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 1,668 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 149,308,633 shares in the last 24 months. This purchase volume represents approximately $10.43B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,217 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 84,886,763 shares in the last 24 months. This volume of shares sold represents approximately $5.91B in transactions.


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This page (NYSE:SO) was last updated on 4/25/2024 by MarketBeat.com Staff

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