Southern Institutional Ownership (NYSE:SO)

$62.20

+0.43 (+0.70 %)

(As of 11/15/2019 04:00 PM ET)

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Today's Range

$61.75

Now: $62.20▼

$62.20

50-Day Range

$60.54

MA: $61.56▼

$62.45

52-Week Range

$42.50

Now: $62.20▼

$63.09

Volume5.16 million shs

Average Volume4.57 million shs

Market Capitalization$65.23 billion

P/E Ratio20.26

Dividend Yield3.97%

Beta0.15

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

Institutional Ownership Percentage: 58.21%

Institutional Buying and Selling by Quarter

Southern (NYSE SO) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/6/2019	Valmark Advisers Inc.	4,570	$0.28M	0.0%	+13.1%	0.000%
11/6/2019	Cetera Investment Advisers	25,107	$1.55M	0.2%	+8.1%	0.002%
11/6/2019	Financial Architects Inc	18,812	$1.16M	0.3%	-1.3%	0.002%
11/6/2019	First Allied Advisory Services Inc.	58,253	$3.59M	0.1%	-4.6%	0.006%
11/6/2019	Signet Investment Advisory Group Inc.	5,550	$0.34M	0.3%	-3.9%	0.001%
11/6/2019	Cetera Advisors LLC	52,230	$3.22M	0.1%	-15.3%	0.005%
11/6/2019	Cetera Advisor Networks LLC	50,582	$3.12M	0.1%	-1.1%	0.005%
11/6/2019	Tiedemann Advisors LLC	7,222	$0.45M	0.0%	+4.8%	0.001%
11/6/2019	Rational Advisors LLC	954	$59K	0.0%	+120.8%	0.000%
11/6/2019	BancorpSouth Bank	12,843	$0.79M	0.1%	-14.9%	0.001%
11/6/2019	Financial Advisory Service Inc.	3,484	$0.22M	0.0%	N/A	0.000%
11/6/2019	Corient Capital Partners LLC	7,859	$0.49M	0.1%	+22.2%	0.001%
11/6/2019	Banco Santander S.A.	3,726	$0.23M	0.0%	-86.2%	0.000%
11/6/2019	Northwestern Mutual Investment Management Company LLC	39,804	$2.46M	0.1%	+0.8%	0.004%
11/6/2019	IBM Retirement Fund	16,006	$0.99M	0.2%	-1.1%	0.002%
11/6/2019	Great Lakes Advisors LLC	18,558	$1.15M	0.0%	-1.7%	0.002%
11/6/2019	Davidson Investment Advisors	267,606	$16.53M	1.7%	-0.7%	0.026%
11/6/2019	Focused Wealth Management Inc	3,468	$0.21M	0.1%	+175.2%	0.000%
11/6/2019	Harel Insurance Investments & Financial Services Ltd.	7,100	$0.44M	0.0%	+1,590.5%	0.001%
11/6/2019	Monte Financial Group LLC	52,010	$3.21M	2.6%	-4.4%	0.005%
11/6/2019	Balasa Dinverno & Foltz LLC	13,106	$0.81M	0.1%	N/A	0.001%
11/6/2019	Smith Chas P & Associates PA Cpas	10,570	$0.65M	0.1%	+7.6%	0.001%
11/6/2019	Arbor Wealth Management LLC	95,335	$5.89M	3.0%	-5.0%	0.009%
11/5/2019	Altavista Wealth Management Inc.	6,022	$0.37M	0.1%	+49.1%	0.001%
11/5/2019	D.A. Davidson & CO.	58,985	$3.64M	0.1%	+0.3%	0.006%
11/5/2019	Means Investment CO. Inc.	6,154	$0.38M	0.1%	+25.8%	0.001%
11/5/2019	Homrich & Berg	93,476	$5.77M	0.3%	+4.8%	0.009%
11/5/2019	Birmingham Capital Management Co. Inc. AL	74,300	$4.59M	2.1%	-2.5%	0.007%
11/5/2019	Eqis Capital Management Inc.	5,646	$0.35M	0.0%	+13.8%	0.001%
11/5/2019	Dean Capital Investments Management LLC	10,734	$0.66M	0.4%	-6.2%	0.001%
11/5/2019	AE Wealth Management LLC	114,225	$7.06M	0.2%	-8.7%	0.011%
11/5/2019	ERTS Wealth Advisors LLC	8,252	$0.51M	0.3%	-11.9%	0.001%
11/5/2019	BBVA USA Bancshares Inc.	17,256	$1.07M	0.0%	+29.6%	0.002%
11/5/2019	Welch Group LLC	553,972	$34.22M	3.5%	-4.1%	0.053%
11/5/2019	Massachusetts Financial Services Co. MA	25,104,853	$1.55B	0.6%	+1.3%	2.394%
11/5/2019	Intersect Capital LLC	6,941	$0.43M	0.2%	-5.9%	0.001%
11/5/2019	Boston Advisors LLC	90,374	$5.58M	0.3%	+17.2%	0.009%
11/5/2019	Griffin Asset Management Inc.	15,543	$0.96M	0.1%	-69.1%	0.001%
11/5/2019	Mason Street Advisors LLC	148,911	$9.20M	0.2%	+0.3%	0.014%
11/5/2019	Doyle Wealth Management	21,282	$1.32M	0.2%	+265.9%	0.002%
11/5/2019	Prime Capital Investment Advisors LLC	4,723	$0.29M	0.0%	+9.6%	0.000%
11/5/2019	Providence First Trust Co	21,212	$1.31M	0.8%	N/A	0.002%
11/5/2019	Tower Research Capital LLC TRC	18,871	$1.17M	0.1%	N/A	0.002%
11/5/2019	Motco	10,855	$0.67M	0.1%	-8.4%	0.001%
11/5/2019	Public Employees Retirement Association of Colorado	182,738	$11.29M	0.1%	-0.1%	0.017%
11/5/2019	Community Bank of Raymore	25,200	$1.56M	0.6%	+4.1%	0.002%
11/5/2019	Gilbert & Cook Inc.	7,333	$0.45M	0.1%	+2.7%	0.001%
11/5/2019	Benjamin F. Edwards & Company Inc.	44,589	$2.75M	0.2%	+3.1%	0.004%
11/5/2019	Taylor Hoffman Wealth Management	8,542	$0.53M	0.4%	+30.6%	0.001%
11/5/2019	Hayek Kallen Investment Management	34,698	$2.14M	1.3%	+4.5%	0.003%
11/5/2019	DT Investment Partners LLC	87,772	$5.42M	0.7%	+2.5%	0.008%
11/5/2019	Cornerstone Wealth Group LLC	14,362	$0.89M	0.2%	-3.1%	0.001%
11/5/2019	Principle Wealth Partners LLC	11,082	$0.69M	0.2%	+4.6%	0.001%
11/4/2019	Swaine & Leidel Wealth Services LLC	3,429	$0.21M	0.2%	-17.2%	0.000%
11/4/2019	Lakeview Capital Partners LLC	30,591	$1.89M	1.0%	-3.4%	0.003%
11/4/2019	Gamble Jones Investment Counsel	5,732	$0.35M	0.0%	-13.6%	0.001%
11/4/2019	Eagle Asset Management Inc.	68,583	$4.24M	0.0%	-18.0%	0.007%
11/4/2019	Alps Advisors Inc.	605,464	$37.40M	0.3%	-7.2%	0.058%
11/4/2019	Armor Investment Advisors LLC	39,460	$2.44M	2.0%	+0.5%	0.004%
11/4/2019	Essex Financial Services Inc.	18,688	$1.15M	0.4%	-4.0%	0.002%
11/4/2019	Pettyjohn Wood & White Inc.	59,640	$3.68M	1.1%	-2.1%	0.006%
11/4/2019	Schaper Benz & Wise Investment Counsel Inc. WI	61,775	$3.82M	0.5%	-0.3%	0.006%
11/4/2019	Montag A & Associates Inc.	20,935	$1.29M	0.1%	-9.3%	0.002%
11/4/2019	SG Americas Securities LLC	1,101,331	$68.03M	0.6%	+148.5%	0.105%
11/4/2019	First Trust Advisors LP	2,156,774	$133.22M	0.3%	+12.3%	0.206%
11/4/2019	Haverford Trust Co.	8,812	$0.54M	0.0%	-4.3%	0.001%
11/4/2019	Daiwa Securities Group Inc.	43,677	$2.70M	0.0%	+8.3%	0.004%
11/4/2019	Donaldson Capital Management LLC	9,613	$0.59M	0.0%	+23.3%	0.001%
11/4/2019	First National Bank of Omaha	11,130	$0.69M	0.0%	-6.2%	0.001%
11/4/2019	Keybank National Association OH	166,508	$10.29M	0.1%	-1.0%	0.016%
11/4/2019	Benedict Financial Advisors Inc.	15,225	$0.94M	0.4%	-6.0%	0.001%
11/4/2019	Appleton Partners Inc. MA	4,880	$0.30M	0.0%	-4.4%	0.000%
11/4/2019	Bartlett & Co. LLC	8,604	$0.53M	0.0%	+94.2%	0.001%
11/4/2019	Fulcrum Capital LLC	700	$2.21M	0.5%	N/A	0.000%
11/4/2019	Strategic Wealth Advisors Group LLC	40,782	$2.52M	0.2%	+1.2%	0.004%
11/4/2019	Bernardo Wealth Planning LLC	6,164	$0.38M	0.3%	-5.4%	0.001%
11/1/2019	Schulhoff & Co. Inc.	6,000	$0.37M	0.2%	N/A	0.001%
11/1/2019	AlphaMark Advisors LLC	3,113	$0.19M	0.1%	+19.9%	0.000%
11/1/2019	Huntington National Bank	115,150	$7.11M	0.1%	-7.3%	0.011%
11/1/2019	Parallel Advisors LLC	5,880	$0.36M	0.0%	+56.3%	0.001%
11/1/2019	Kanawha Capital Management LLC	101,664	$6.28M	0.8%	+1.1%	0.010%
11/1/2019	JNBA Financial Advisors	718	$44K	0.0%	-33.6%	0.000%
11/1/2019	Berkeley Capital Partners LLC	22,609	$1.40M	0.7%	+2.2%	0.002%
11/1/2019	Glassman Wealth Services	775	$48K	0.0%	+105.6%	0.000%
11/1/2019	Creative Planning	232,480	$14.36M	0.0%	+0.9%	0.022%
11/1/2019	Holderness Investments Co.	24,462	$1.51M	0.7%	+31.2%	0.002%
11/1/2019	Beese Fulmer Investment Management Inc.	6,210	$0.38M	0.1%	N/A	0.001%
11/1/2019	Moloney Securities Asset Management LLC	6,882	$0.43M	0.1%	-15.3%	0.001%
11/1/2019	First National Trust Co	52,821	$3.26M	0.3%	-2.3%	0.005%
11/1/2019	Mutual Advisors LLC	14,411	$0.89M	0.1%	+44.6%	0.001%
11/1/2019	Hallmark Capital Management Inc.	4,000	$0.25M	0.0%	-24.9%	0.000%
11/1/2019	Citizens Financial Group Inc RI	16,952	$1.05M	0.1%	+2.1%	0.002%
11/1/2019	Mackay Shields LLC	370,187	$22.87M	0.1%	+40.0%	0.036%
11/1/2019	Girard Partners LTD.	4,622	$0.29M	0.1%	-13.5%	0.000%
11/1/2019	Synovus Financial Corp	790,722	$48.84M	0.7%	-2.9%	0.076%
11/1/2019	IFM Investors Pty Ltd	111,143	$6.87M	0.3%	+56.0%	0.011%
11/1/2019	Verity Asset Management Inc.	14,196	$0.88M	0.9%	-63.3%	0.001%
11/1/2019	Sandy Spring Bank	15,094	$0.93M	0.1%	+16.7%	0.001%
11/1/2019	Klingenstein Fields & Co. LLC	5,978	$0.37M	0.0%	-7.7%	0.001%
11/1/2019	Sigma Planning Corp	72,322	$4.47M	0.2%	+0.3%	0.007%

(Data available from 1/1/2016 forward)

This page was last updated on 11/15/2019 by MarketBeat.com Staff

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Southern Institutional Ownership (NYSE:SO)

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

Institutional Buying and Selling by Quarter

Southern (NYSE SO) Institutional Buying and Selling

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