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DOW   32,105.25
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DOW   32,105.25
QQQ   309.75
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Lowest-Rated Stocks  
NYSE:SO

Southern - SO Institutional Ownership

$66.34
-0.37 (-0.55%)
(As of 03/23/2023 12:00 AM ET)
Add
Compare
Today's Range
$66.06
▼
$67.42
50-Day Range
$62.32
▼
$70.32
52-Week Range
$58.85
▼
$80.57
Volume
4.52 million shs
Average Volume
5.41 million shs
Market Capitalization
$72.24 billion
P/E Ratio
20.23
Dividend Yield
4.10%
Price Target
$71.64

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

Current
Institutional Ownership
Percentage
61.78%
Number of
Institutional Buyers
(last 12 months)
1236
Total
Institutional Inflows
(last 12 months)
$5.73 B
Number of
Institutional Sellers
(last 12 months)
864
Total
Institutional Outflows
(last 12 months)
$3.18 B
Skip Chart & View Institutional Buying and Selling Data

SO Institutional Buying and Selling by Quarter

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Southern Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/23/2023MetLife Investment Management LLC284,304$20.30M0.2%+0.8%0.026%
3/22/2023Campion Asset Management5,115$0.37M0.4%-4.2%0.000%
3/15/2023B. Riley Wealth Advisors Inc.54,456$3.89M0.1%+3.6%0.005%
3/13/2023Claro Advisors LLC20,574$1.47M0.5%+75.0%0.002%
3/10/2023Mather Group LLC.15,203$1.09M0.0%+1.5%0.001%
3/8/2023Capital Asset Advisory Services LLC10,604$0.79M0.1%-14.8%0.001%
3/8/2023Sheets Smith Wealth Management15,565$1.11M0.2%+3.5%0.001%
3/6/2023Rockefeller Capital Management L.P.101,255$7.23M0.0%+31.7%0.009%
3/6/2023OLD Mission Capital LLC4,443$0.32M0.0%N/A0.000%
3/2/2023Oliver Lagore Vanvalin Investment Group1,549$0.11M0.1%-24.0%0.000%
3/1/2023Regal Investment Advisors LLC25,888$1.85M0.2%+2.1%0.002%
2/28/2023Voya Investment Management LLC573,784$40.97M0.1%+3.2%0.053%
2/27/2023ST Germain D J Co. Inc.7,077$0.15M0.0%+29.1%0.001%
2/24/2023Builder Investment Group Inc. ADV7,392$0.53M0.3%N/A0.001%
2/24/2023Natixis638$46K0.0%-99.7%0.000%
2/23/2023Chelsea Counsel Co.2,255$0.16M0.1%N/A0.000%
2/23/2023Chesapeake Wealth Management4,673$0.33M0.1%-11.4%0.000%
2/22/2023Kovack Advisors Inc.12,842$0.92M0.1%+48.2%0.001%
2/22/2023CVA Family Office LLC1,630$0.12M0.0%-26.4%0.000%
2/21/2023OLD Republic International Corp933,000$66.63M2.1%-3.8%0.086%
2/21/2023Macquarie Group Ltd.889,469$63.28M0.1%-3.3%0.082%
2/21/2023Ruedi Wealth Management Inc.1,329$95K0.1%N/A0.000%
2/21/2023Northwestern Mutual Wealth Management Co.170,140$12.15M0.0%-32.1%0.016%
2/21/2023B. Riley Wealth Advisors Inc.54,456$3.89M0.1%+3.6%0.005%
2/21/2023Equitable Trust Co.19,939$1.42M0.1%+96.3%0.002%
2/21/2023Northwestern Mutual Investment Management Company LLC34,121$2.44M0.1%-13.6%0.003%
2/21/2023Adalta Capital Management LLC27,150$1.94M1.4%+3.9%0.002%
2/21/2023National Pension Service1,729,734$123.52M0.2%+3.2%0.159%
2/17/2023Truist Financial Corp1,064,017$75.98M0.1%+4.3%0.098%
2/17/2023Coppell Advisory Solutions Corp.1,083$77K0.0%N/A0.000%
2/17/2023Compass Wealth Management LLC750$54K0.0%N/A0.000%
2/17/2023Ascent Group LLC16,403$1.17M0.1%-3.4%0.002%
2/17/2023Linden Thomas Advisory Services LLC20,278$1.45M0.4%N/A0.002%
2/16/2023GHP Investment Advisors Inc.1,102$79K0.0%-21.0%0.000%
2/16/2023WealthPLAN Partners LLC4,253$0.28M0.0%N/A0.000%
2/16/2023Brick & Kyle Associates40,024$2.86M1.7%-1.4%0.004%
2/16/2023GSB Wealth Management LLC21,424$1.53M0.5%-25.2%0.002%
2/16/2023Moneta Group Investment Advisors LLC5,169$0.37M0.0%N/A0.000%
2/16/2023Alliancebernstein L.P.1,264,983$90.33M0.0%+0.3%0.116%
2/16/2023CreativeOne Wealth LLC11,352$0.81M0.0%+17.6%0.001%
2/16/2023Financial Advocates Investment Management10,870$0.78M0.1%+13.7%0.001%
2/16/2023Personal Capital Advisors Corp1,156,505$82.59M0.4%+2.6%0.106%
2/16/2023RFG Advisory LLC87,665$5.90M0.3%+2.9%0.008%
2/16/2023Resurgent Financial Advisors LLC3,768$0.27M0.1%N/A0.000%
2/16/2023United Capital Financial Advisers LLC355,762$25.41M0.1%-1.4%0.033%
2/16/2023Wellington Shields & Co. LLC21,160$1.51M0.3%+1.2%0.002%
2/16/2023Harbour Investments Inc.25,084$1.79M0.1%+3.3%0.002%
2/16/2023Live Oak Investment Partners10,835$0.77M0.7%N/A0.001%
2/16/2023Silverlake Wealth Management LLC11,042$0.79M0.5%N/A0.001%
2/16/2023Gateway Wealth Partners LLC6,094$0.44M0.1%N/A0.001%
2/15/2023Public Employees Retirement System of Ohio652,929$46.63M0.2%+2.9%0.060%
2/15/2023Steward Partners Investment Advisory LLC59,146$4.22M0.1%-8.5%0.005%
2/15/2023CI Private Wealth LLC205,106$14.64M0.1%N/A0.019%
2/15/2023Green Square Capital Advisors LLC31,270$2.23M0.3%+1.9%0.003%
2/15/2023Metropolitan Life Insurance Co NY62,968$4.50M0.2%-0.5%0.006%
2/15/2023MetLife Investment Management LLC284,304$20.30M0.2%+0.8%0.026%
2/15/2023WealthPlan Investment Management LLC4,253$0.29M0.0%+30.7%0.000%
2/15/2023Moneta Group Investment Advisors LLC5,169,178$369.13M0.0%N/A0.475%
2/15/2023Principal Street Partners LLC7,180$0.51M0.1%+2.5%0.001%
2/15/2023State of Tennessee Treasury Department272,972$19.49M0.1%-15.6%0.025%
2/15/2023Apollon Wealth Management LLC21,825$1.56M0.1%+8.2%0.002%
2/15/2023MBM Wealth Consultants LLC1,915$0.14M0.1%+32.4%0.000%
2/15/2023Utah Retirement Systems193,072$13.79M0.2%+1.5%0.018%
2/15/2023Founders Financial Alliance LLC4,951$0.35M0.2%+3.3%0.000%
2/15/2023Liberty One Investment Management LLC359,857$25.70M3.7%+6.3%0.033%
2/15/2023Captrust Financial Advisors247,933$17.71M0.1%+1.7%0.023%
2/15/2023IHT Wealth Management LLC24,353$1.74M0.1%+27.3%0.002%
2/15/2023Howe & Rusling Inc.3,285$0.24M0.0%+22.7%0.000%
2/15/2023Bragg Financial Advisors Inc126,160$9.01M0.5%+10.9%0.012%
2/15/2023Lazard Asset Management LLC14,149$1.01M0.0%+4.4%0.001%
2/15/2023SageView Advisory Group LLC3,558$0.25M0.0%N/A0.000%
2/15/2023Patriot Investment Management Group Inc.4,973$0.34M0.0%-3.8%0.000%
2/15/20231832 Asset Management L.P.33,418$2.39M0.0%-4.5%0.003%
2/15/2023Waverly Advisors LLC66,754$4.77M0.3%+14.3%0.006%
2/15/2023Kapstone Financial Advisors LLC5,870$0.40M0.4%N/A0.001%
2/15/2023Cerity Partners LLC205,277$14.90M0.1%+486.6%0.019%
2/15/2023CCM Investment Advisers LLC185,960$13.28M2.1%-11.0%0.017%
2/15/2023Vestcor Inc185,725$13.26M0.5%+63.4%0.017%
2/15/2023Sherbrooke Park Advisers LLC5,800$0.41M0.3%N/A0.001%
2/15/2023State of Wisconsin Investment Board565,374$40.37M0.1%-6.5%0.052%
2/15/2023Sanctuary Wealth Management L.L.C.477$34K0.0%N/A0.000%
2/15/2023Schonfeld Strategic Advisors LLC31,900$2.28M0.0%-93.8%0.003%
2/15/2023SeaCrest Wealth Management LLC15,804$1.13M0.2%-26.5%0.001%
2/15/2023Shorepoint Capital Partners LLC38,759$2.77M0.8%+863.0%0.004%
2/15/2023Sovereign Financial Group Inc.42,043$3M1.2%+2.9%0.004%
2/15/2023Squarepoint Ops LLC49,593$3.54M0.0%+110.8%0.005%
2/15/2023Stokes Family Office LLC21,000$1.50M0.2%+27.3%0.002%
2/15/2023Laidlaw Wealth Management LLC14,369$1.03M0.2%+1.7%0.001%
2/15/2023Legal & General Group Plc9,044,767$645.89M0.2%-0.6%0.831%
2/15/2023Linscomb & Williams Inc.10,247$0.73M0.0%+23.5%0.001%
2/15/2023Mackenzie Financial Corp785,302$56.08M0.1%-11.0%0.072%
2/15/2023Mark Sheptoff Financial Planning LLC9,825$0.70M0.4%-5.8%0.001%
2/15/2023Mcmillion Capital Management Inc.14,965$1.07M1.0%-1.1%0.001%
2/15/2023Money Concepts Capital Corp461,660$32.97M1.5%+15.8%0.042%
2/15/2023Morgan Stanley9,190,526$656.30M0.1%+2.9%0.844%
2/15/2023Mosaic Family Wealth Partners LLC6,834$0.49M0.1%N/A0.001%
2/15/2023Man Group plc340,841$24.34M0.1%-6.5%0.031%
2/15/2023Mariner LLC366,952$26.20M0.1%+14.0%0.034%
2/15/2023Meridian Wealth Management LLC16,738$1.20M0.1%+3.4%0.002%
2/15/2023NBW Capital LLC3,010$0.22M0.1%N/A0.000%
(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, 1,872 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Arete Wealth Advisors LLC ($874.54B), Vanguard Group Inc. ($6.44B), BlackRock Inc. ($5.19B), State Street Corp ($4.42B), Price T Rowe Associates Inc. MD ($4.30B), FMR LLC ($2.49B), and Massachusetts Financial Services Co. MA ($1.88B).Learn more on SO's institutional investors.

What percentage of Southern stock is owned by institutional investors?

61.78% 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 1,669 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 ($13.05M), Price T Rowe Associates Inc. MD ($10.60M), Norges Bank ($10.01M), Moneta Group Investment Advisors LLC ($5.18M), BlackRock Inc. ($4.67M), FMR LLC ($4.21M), and Renaissance Technologies LLC ($4.06M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 153,030,203 shares in the last 24 months. This purchase volume represents approximately $10.28B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,172 institutional investors that sold Southern stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($10.74M), Price T Rowe Associates Inc. MD ($10.70M), BlackRock Inc. ($6.05M), Massachusetts Financial Services Co. MA ($4.40M), Royal Bank of Canada ($2.20M), Bank of New York Mellon Corp ($2.19M), and Janus Henderson Group PLC ($1.93M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 94,075,365 shares in the last 24 months. This volume of shares sold represents approximately $6.26B in transactions.

This page (NYSE:SO) was last updated on 3/24/2023 by MarketBeat.com Staff