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Southern (SO) Institutional Ownership

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$83.92 +0.03 (+0.03%)
As of 01/17/2025 03:59 PM Eastern
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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)
1113
Total
Institutional Inflows
(last 12 months)
$5.28B
Number of
Institutional Sellers
(last 12 months)
859
Total
Institutional Outflows
(last 12 months)
$2.89B
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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
1/17/2025 Cerro Pacific Wealth Advisors LLC5,089$459K0.2%N/A0.000%
1/17/2025 FCG Investment Co32,001$2.63M1.6%+18.9%0.003%
1/17/2025 Yeomans Consulting Group Inc.14,866$1.22M0.5%-19.0%0.001%
1/17/2025 Veracity Capital LLC5,151$424K0.2%+12.9%0.000%
1/17/2025 Secure Asset Management LLC9,880$813K0.1%+5.2%0.001%
1/17/2025 Red Door Wealth Management LLC14,009$1.15M0.2%-3.1%0.001%
1/17/2025 IVC Wealth Advisors LLC5,712$470K0.3%-27.2%0.001%
1/17/2025 Avior Wealth Management LLC3,963$326K0.0%+117.0%0.000%
1/17/2025 Endeavor Private Wealth Inc.1,275$105K0.1%N/A0.000%
1/17/2025 Raleigh Capital Management Inc.22,873$1.88M0.7%-1.7%0.002%
1/17/2025 Mutual Advisors LLC32,783$2.75M0.1%+15.7%0.003%
1/17/2025 First PREMIER Bank85,687$7.05M1.8%-0.9%0.008%
1/17/2025 Wesbanco Bank Inc.52,025$4.28M0.1%+0.5%0.005%
1/17/2025 Janney Montgomery Scott LLC381,347$31.39M0.1%+0.6%0.035%
1/17/2025 Bartlett & CO. Wealth Management LLC10,112$832K0.0%-2.2%0.001%
1/17/2025 GoalVest Advisory LLC13,054$1.08M0.3%-0.9%0.001%
1/17/2025 SG Americas Securities LLC42,301$3.48M0.0%-85.2%0.004%
1/17/2025 Westside Investment Management Inc.2,682$221K0.0%+9.3%0.000%
1/17/2025 Cetera Trust Company N.A450$37K0.0%-30.8%0.000%
1/17/2025 Park Place Capital Corp5,027$414K0.1%-4.3%0.000%
1/17/2025 Daymark Wealth Partners LLC37,292$3.07M0.1%+1.0%0.003%
1/17/2025 Albion Financial Group UT78,310$6.45M0.4%-1.0%0.007%
1/17/2025 Advisory Alpha LLC3,864$318K0.0%-16.3%0.000%
1/17/2025 MBM Wealth Consultants LLC3,861$317K0.1%+7.1%0.000%
1/17/2025 Missouri Trust & Investment Co671$55K0.0%+23.1%0.000%
1/17/2025 Dakota Wealth Management168,809$13.90M0.3%-2.1%0.015%
1/17/2025 Davis Capital Management12,201$1.00M0.8%-43.7%0.001%
1/17/2025 XML Financial LLC15,315$1.26M0.1%+7.5%0.001%
1/17/2025 Nisa Investment Advisors LLC155,968$12.84M0.0%+7.0%0.014%
1/17/2025 Genesis Private Wealth LLC3,796$313K0.2%N/A0.000%
1/17/2025 Simon Quick Advisors LLC5,108$421K0.0%+11.4%0.000%
1/17/2025 Capstone Wealth Management LLC6,937$571K0.6%N/A0.001%
1/17/2025 Octavia Wealth Advisors LLC2,892$238K0.0%-8.2%0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH626,879$51.61M0.3%N/A0.057%
1/17/2025 AMI Asset Management Corp11,465$944K0.1%-2.7%0.001%
1/17/2025 Alpha Cubed Investments LLC5,481$451K0.0%-17.8%0.001%
1/16/2025 First United Bank & Trust21,241$1.75M0.6%+4.1%0.002%
1/16/2025 Crossmark Global Holdings Inc.256,249$21.10M0.4%+1.4%0.023%
1/16/2025 Royal Fund Management LLC3,232$266K0.0%-55.2%0.000%
1/16/2025 ZWJ Investment Counsel Inc.23,688$1.95M0.1%+9.7%0.002%
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1/16/2025 Koshinski Asset Management Inc.17,571$1.45M0.0%+1.7%0.002%
1/16/2025 Sky Investment Group LLC81,749$6.73M1.2%+0.9%0.007%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.67,682$5.57M1.2%+3.4%0.006%
1/16/2025 Zhang Financial LLC3,476$286K0.0%-14.7%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB84,049$6.92M0.2%-3.5%0.008%
1/16/2025 Bremer Bank National Association48,973$4.03M0.8%-3.1%0.004%
1/16/2025 UMB Bank n.a.64,348$5.30M0.1%-1.7%0.006%
1/16/2025 M.E. Allison & CO. Inc.2,956$243K0.3%N/A0.000%
1/16/2025 Mechanics Bank Trust Department28,575$2.35M0.3%-1.2%0.003%
1/16/2025 Diversify Advisory Services LLC9,772$795K0.0%-12.9%0.001%
1/16/2025 LVW Advisors LLC18,566$1.53M0.2%+10.4%0.002%
1/16/2025 City Holding Co.69,428$5.71M0.8%+0.7%0.006%
1/16/2025 Annex Advisory Services LLC3,504$288K0.0%+38.7%0.000%
1/16/2025 Client 1ST Advisory Group LLC6,961$573K0.2%N/A0.001%
1/16/2025 Kaydan Wealth Management Inc.3,317$273K0.1%+5.1%0.000%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.32,042$2.64M1.5%-6.6%0.003%
1/16/2025 Arbor Trust Wealth Advisors LLC3,640$300K0.1%-4.0%0.000%
1/16/2025 Liberty One Investment Management LLC367,480$30.25M3.3%-0.2%0.034%
1/16/2025 Romano Brothers AND Company18,685$1.54M0.2%-5.6%0.002%
1/15/2025 HF Advisory Group LLC22,175$1.83M0.8%-3.2%0.002%
1/15/2025 Aaron Wealth Advisors LLC5,972$492K0.1%+10.6%0.001%
1/15/2025 Financial Advisors LLC3,881$319K0.1%N/A0.000%
1/15/2025 Smith Salley Wealth Management9,012$742K0.0%-2.2%0.001%
1/15/2025 TruWealth Advisors LLC5,437$448K0.0%+3.9%0.000%
1/15/2025 Ameritas Advisory Services LLC7,060$581K0.0%-7.5%0.001%
1/15/2025 KRS Capital Management LLC3,133$258K0.2%-8.7%0.000%
1/15/2025 Sanibel Captiva Trust Company Inc.223,768$18.42M0.6%-2.6%0.020%
1/15/2025 Verity & Verity LLC201,971$16.63M1.5%+2.8%0.018%
1/15/2025 Arkadios Wealth Advisors109,008$8.97M0.5%+4.8%0.010%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH14,481$1.19M0.3%-5.7%0.001%
1/15/2025 TrueWealth Advisors LLC40,897$3.37M1.1%-0.3%0.004%
1/15/2025 Retirement Wealth Solutions LLC310$25K0.0%N/A0.000%
1/15/2025 Brooklyn Investment Group10,913$898K0.3%+9.7%0.001%
1/15/2025 Merit Financial Group LLC60,532$4.98M0.1%+45.1%0.006%
1/15/2025 Householder Group Estate & Retirement Specialist LLC870$71K0.1%-45.5%0.000%
1/15/2025 Relyea Zuckerberg Hanson LLC4,307$355K0.0%+6.4%0.000%
1/15/2025 Wealthcare Advisory Partners LLC53,852$4.43M0.1%-2.3%0.005%
1/15/2025 Procyon Advisors LLC10,641$876K0.1%-2.0%0.001%
1/15/2025 Woodstock Corp41,823$3.44M0.3%+5.1%0.004%
1/15/2025 RDA Financial Network20,961$1.73M0.5%+9.0%0.002%
1/15/2025 Hennessy Advisors Inc.292,700$24.10M0.7%+9.4%0.027%
1/15/2025 Goldstone Financial Group LLC6,447$531K0.1%+7.8%0.001%
1/15/2025 Eagle Rock Investment Company LLC18,534$1.53M0.3%-1.0%0.002%
1/15/2025 Cvfg LLC6,500$535K0.5%N/A0.001%
1/15/2025 Constitution Capital LLC11,220$924K0.5%+13.7%0.001%
1/15/2025 Cohen Investment Advisors LLC5,487$452K0.3%+2.5%0.001%
1/15/2025 Capital Advisors Wealth Management LLC4,579$377K0.1%+81.9%0.000%
1/15/2025 Ritholtz Wealth Management13,510$1.11M0.0%-1.0%0.001%
1/15/2025 Carnegie Investment Counsel8,782$723K0.0%-25.3%0.001%
1/15/2025 Legacy Wealth Asset Management LLC10,033$826K0.2%-1.3%0.001%
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1/15/2025 Gateway Investment Advisers LLC2,899$239K0.0%-14.5%0.000%
1/15/2025 Mirador Capital Partners LP5,684$468K0.1%+3.0%0.001%
1/15/2025 Hennion & Walsh Asset Management Inc.54,218$4.46M0.2%+1.7%0.005%
1/14/2025 SignalPoint Asset Management LLC13,193$1.09M0.3%-3.3%0.001%
1/14/2025 Financial Enhancement Group LLC3,985$326K0.0%N/A0.000%
1/14/2025 Winch Advisory Services LLC647$53K0.0%+199.5%0.000%
1/14/2025 Smith Thornton Advisors LLC17,760$1.46M0.9%+6.2%0.002%
1/14/2025 Essex Savings Bank10,394$856K0.2%-1.9%0.001%
1/14/2025 Stolper Co24,510$2.02M0.7%+1.0%0.002%
1/14/2025 BluePath Capital Management LLC12,303$1.01M0.5%+1.2%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, 1,971 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 ($2.27B), and Geode Capital Management LLC ($2.20B).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 1,655 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), Mizuho Securities USA LLC ($14.56M), Norges Bank ($9.00M), Ameriprise Financial Inc. ($5.47M), Wellington Management Group LLP ($5.00M), Mitsubishi UFJ Trust & Banking Corp ($4.85M), and FMR LLC ($4.75M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 137,025,450 shares in the last 24 months. This purchase volume represents approximately $10.09B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,242 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), Wellington Management Group LLP ($5.25M), BlackRock Inc. ($2.85M), Massachusetts Financial Services Co. MA ($2.75M), Caisse DE Depot ET Placement DU Quebec ($1.73M), and Aptus Capital Advisors LLC ($1.70M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 75,590,531 shares in the last 24 months. This volume of shares sold represents approximately $5.39B in transactions.


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This page (NYSE:SO) was last updated on 1/20/2025 by MarketBeat.com Staff
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