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SO Southern

Institutional ownership

Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions

Latest institutional filings

Type Filer #Shares Filed For date #Previous %Chg Prev. Date
13F-HR
Patriot Financial Group Insurance Agency 2.79K 24 Nov 21 30 Sep 21 2.69K +4% 30 Jun 21
13F-HR
First Mercantile Trust 4.44K 24 Nov 21 30 Sep 21 5.03K -12% 30 Jun 21
13F-HR
Bay Harbor Wealth Management 71 24 Nov 21 30 Sep 21 385 -82% 30 Jun 21
13F-HR/A
Cambridge Trust 5.49K 23 Nov 21 30 Sep 21 5.67K -3% 30 Jun 21
13F-HR/A
EP Wealth Advisors 15.36K 22 Nov 21 30 Sep 21 18.83K -18% 30 Jun 21
13F-HR
Comerica Bank 192.83K 22 Nov 21 30 Sep 21 230.45K -16% 30 Jun 21
13F-HR/A
American International 304.4K 19 Nov 21 30 Sep 21 309.73K -2% 30 Jun 21
13F-HR/A
Truist Financial 472.55K 19 Nov 21 31 Dec 20 199.13K +137% 29 Sep 20
13F-HR/A
Bank Of New York Mellon 86.8K 18 Nov 21 30 Sep 21 4.28M -98% 30 Jun 21
13F-HR
Cribstone Capital Management 225 18 Nov 21 30 Sep 21 225 0% 30 Jun 21

About this data

This data is updated daily from 13F, 13D and 13G SEC filings.

Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.

SO 5-year stock price

Institutional ownership trends

Institutional shares (*long positions only)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)

Institutional ownership history data

All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%
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