S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

Southern (SO) Institutional Ownership

$72.15
+1.58 (+2.24%)
(As of 04/19/2024 ET)

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

Current
Institutional Ownership
Percentage
64.10%
Number of
Institutional Buyers
(last 12 months)
1189
Total
Institutional Inflows
(last 12 months)
$6.37B
Number of
Institutional Sellers
(last 12 months)
919
Total
Institutional Outflows
(last 12 months)
$3.71B
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Skip Chart & View Institutional Buying and Selling Data

SO Institutional Buying and Selling by Quarter

Southern Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Kovack Advisors Inc.16,267$1.17M0.1%+10.1%0.001%
4/19/2024DMC Group LLC16,253$1.17M1.0%+11.1%0.001%
4/19/2024Norden Group LLC79,215$5.68M0.1%N/A0.007%
4/19/2024Community Bank & Trust Waco Texas66,706$4.79M1.2%+0.3%0.006%
4/19/2024Meadow Creek Wealth Advisors LLC2,836$203K0.1%N/A0.000%
4/19/2024IVC Wealth Advisors LLC6,601$474K0.3%+4.1%0.001%
4/19/2024State of Alaska Department of Revenue146,765$10.53M0.1%-6.3%0.013%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.2,742,041$196.71M0.1%-1.1%0.250%
4/18/2024Plimoth Trust Co. LLC10,732$770K0.2%-3.4%0.001%
4/18/2024Silverlake Wealth Management LLC11,264$808K0.4%+5.7%0.001%
4/18/2024SeaCrest Wealth Management LLC16,774$1.20M0.1%-16.5%0.002%
4/18/2024Naviter Wealth LLC22,468$1.61M0.3%+10.9%0.002%
4/18/2024State of Michigan Retirement System298,823$21.44M0.1%+0.1%0.027%
4/18/2024Eagle Ridge Investment Management176,446$12.66M1.2%+0.8%0.016%
4/18/2024Woodmont Investment Counsel LLC36,088$2.59M0.2%-1.8%0.003%
4/18/2024Farmers & Merchants Investments Inc.20,944$1.50M0.1%-4.8%0.002%
4/18/2024Cullinan Associates Inc.194,754$13.97M0.8%+37.8%0.018%
4/18/2024FARMERS & MERCHANTS TRUST Co OF LONG BEACH15,361$1.10M0.3%-1.2%0.001%
4/18/2024Allspring Global Investments Holdings LLC449,195$32.23M0.1%-10.5%0.041%
4/18/2024Park Place Capital Corp10,008$718K0.3%-13.0%0.001%
4/18/2024Claro Advisors LLC24,064$1.73M0.3%+3.7%0.002%
4/18/2024Morris Financial Concepts Inc.3,219$231K0.1%-6.1%0.000%
4/18/2024Miracle Mile Advisors LLC14,871$1.07M0.0%+309.9%0.001%
4/18/2024Kowal Investment Group LLC8,476$608K0.1%+7.5%0.001%
4/18/2024Diversified Trust Co15,325$1.10M0.0%+1.8%0.001%
4/18/2024Aviance Capital Partners LLC7,385$530K0.1%N/A0.001%
4/18/2024Mirador Capital Partners LP5,300$380K0.1%+6.6%0.000%
4/18/2024Successful Portfolios LLC8,868$636K0.4%-6.6%0.001%
4/18/2024LVW Advisors LLC12,278$881K0.1%+15.9%0.001%
4/18/2024Citizens Business Bank4,533$325K0.1%+12.1%0.000%
4/18/2024Mayfair Advisory Group LLC19,776$1.42M1.0%+0.9%0.002%
4/18/2024SteelPeak Wealth LLC8,825$633K0.0%+2.1%0.001%
4/18/2024Financial Partners Group LLC2,827$203K0.1%N/A0.000%
4/18/2024Breakwater Capital Group5,644$405K0.1%+7.0%0.001%
4/17/2024Fiduciary Alliance LLC3,440$245K0.0%-8.0%0.000%
4/17/2024Trilogy Capital Inc.4,456$320K0.0%N/A0.000%
4/17/2024Cornerstone Wealth Group LLC168,993$12.12M1.1%+3.0%0.015%
4/17/2024Coston McIsaac & Partners73,048$5.24M1.7%+4.0%0.007%
4/17/2024Symphony Financial Ltd. Co.12,247$879K0.2%-29.2%0.001%
4/17/2024Vicus Capital3,905$280K0.0%N/A0.000%
This company has increased its dividend every year for 54 years (Ad)

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4/17/2024Alpha Omega Wealth Management LLC3,332$239K0.0%+13.6%0.000%
4/17/2024Chemung Canal Trust Co.13,807$991K0.2%-2.0%0.001%
4/17/2024Trinity Financial Advisors LLC4,346$312K0.1%-4.1%0.000%
4/17/2024First Bank & Trust55,046$3.95M0.8%-4.8%0.005%
4/17/2024Burns J W & Co. Inc. NY19,340$1.39M0.2%-5.3%0.002%
4/17/2024Griffin Asset Management Inc.15,668$1.12M0.1%-4.3%0.001%
4/17/2024Hennion & Walsh Asset Management Inc.70,622$5.07M0.3%-4.7%0.006%
4/16/2024Trust Co. of Virginia VA6,302$452K0.0%-3.8%0.001%
4/16/2024First Dallas Securities Inc.8,420$604K0.3%-5.1%0.001%
4/16/2024Norris Perne & French LLP MI393,082$28.20M2.0%+2.5%0.036%
4/16/2024S.E.E.D. Planning Group LLC26,714$1.92M0.7%+358.5%0.002%
4/16/2024OneAscent Wealth Management LLC40,854$2.93M1.1%-3.2%0.004%
4/16/2024KRS Capital Management LLC3,740$268K0.2%-15.1%0.000%
4/16/2024Astoria Portfolio Advisors LLC.5,465$374K0.1%+11.9%0.000%
4/16/2024Firethorn Wealth Partners LLC10,474$751K0.4%-2.0%0.001%
4/16/2024Atlantic Union Bankshares Corp8,235$591K0.0%-2.4%0.001%
4/16/2024LongView Wealth Management40,151$2.88M1.1%-4.7%0.004%
4/16/2024Register Financial Advisors LLC17,590$1.26M0.7%+14.6%0.002%
4/16/2024Capital Asset Advisory Services LLC6,227$435K0.0%-11.9%0.001%
4/16/2024Indiana Trust & Investment Management CO2,060$148K0.1%+31.7%0.000%
4/16/2024Courier Capital LLC30,618$2.20M0.2%-12.7%0.003%
4/16/2024Hennessy Advisors Inc.302,300$21.69M0.9%-4.9%0.028%
4/16/2024Hengehold Capital Management LLC44,660$3.20M0.3%-0.5%0.004%
4/16/2024Baugh & Associates LLC63,714$4.57M2.4%-1.0%0.006%
4/16/2024Sunburst Financial Group LLC10,620$755K0.2%-3.7%0.001%
4/16/2024Thrive Wealth Management LLC7,574$543K0.1%+2.1%0.001%
4/16/2024Prairie Sky Financial Group LLC7,745$556K0.3%-1.9%0.001%
4/16/2024Wealth Enhancement Advisory Services LLC323,294$23.19M0.1%+4.4%0.030%
4/16/2024Procyon Advisors LLC13,962$1.00M0.1%-15.4%0.001%
4/15/2024Wealthcare Advisory Partners LLC55,034$3.95M0.1%+6.2%0.005%
4/15/2024St. Johns Investment Management Company LLC10,328$741K0.4%+10.2%0.001%
4/15/2024Visionary Horizons LLC10,972$754K0.6%-5.0%0.001%
4/15/2024GoalVest Advisory LLC13,812$991K0.3%+10.4%0.001%
4/15/2024Sovereign Financial Group Inc.41,216$2.96M0.8%+6.4%0.004%
4/15/2024Brookstone Capital Management79,414$5.70M0.1%+18.2%0.007%
4/15/2024Sunbelt Securities Inc.8,664$622K0.1%-2.0%0.001%
4/15/2024Eagle Rock Investment Company LLC19,435$1.39M0.3%+3.0%0.002%
4/15/2024Constitution Capital LLC8,200$588K0.3%+20.4%0.001%
4/15/2024Kingswood Wealth Advisors LLC23,751$1.70M0.2%-8.5%0.002%
4/15/2024Sound Income Strategies LLC6,941$498K0.0%+4.6%0.001%
4/15/2024West Paces Advisors Inc.2,812$202K0.1%+53.0%0.000%
4/13/2024 Gleason Group Inc.16,423$1.18M0.2%+1.0%0.002%
4/13/2024 Columbus Macro LLC13,031$935K0.4%-4.9%0.001%
4/13/2024 Community Bank of Raymore8,950$642K0.3%-26.3%0.001%
4/13/2024 Retirement Planning Group LLC4,986$358K0.0%N/A0.000%
4/12/2024 Dynamic Advisor Solutions LLC81,783$5.87M0.2%+6.6%0.007%
4/12/2024 Mechanics Bank Trust Department30,000$2.15M0.3%-0.6%0.003%
4/12/2024 Gilman Hill Asset Management LLC3,115$223K0.0%N/A0.000%
4/12/2024 Riverview Trust Co1,867$134K0.1%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC3,600$258K0.0%-6.5%0.000%
This company has increased its dividend every year for 54 years (Ad)

There are three basic steps to building the Ultimate Dividend Portfolio. Step #1 is to Get The High Yields! So an index fund like the SPY, paying only 1.5% a year, isn’t going to cut it. But a company like Altria Group (MO) will.

Click here to get them (for Free).
4/12/2024 Nepsis Inc.42,133$3.02M0.8%+69.6%0.004%
4/12/2024 Charles Schwab Trust Co6,007$431K0.0%N/A0.001%
4/12/2024 Austin Private Wealth LLC3,991$283K0.0%+24.5%0.000%
4/12/2024 Strategic Planning Group LLC17,517$1.26M0.3%+20.9%0.002%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC33,447$2.33M0.4%-5.2%0.003%
4/12/2024 Worth Asset Management LLC3,372$242K0.1%-5.0%0.000%
4/12/2024 Doliver Advisors LP5,698$409K0.1%-3.7%0.001%
4/12/2024 Miller Howard Investments Inc. NY27,503$1.97M0.1%-28.5%0.003%
4/12/2024 Ignite Planners LLC15,593$1.11M0.3%-12.7%0.001%
4/12/2024 Financial Synergies Wealth Advisors Inc.522$37K0.0%+3,628.6%0.000%
(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, 1,990 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 1,739 institutional investors that purchased Southern stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($15.11M), State Street Corp ($12.56M), Capital International Investors ($11.29M), FMR LLC ($7.33M), Price T Rowe Associates Inc. MD ($6.91M), Ameriprise Financial Inc. ($5.47M), and Moneta Group Investment Advisors LLC ($5.18M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 173,039,495 shares in the last 24 months. This purchase volume represents approximately $12.12B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,262 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 Renaissance Technologies LLC ($4.21M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 98,665,554 shares in the last 24 months. This volume of shares sold represents approximately $6.89B in transactions.


This page (NYSE:SO) was last updated on 4/19/2024 by MarketBeat.com Staff

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