Southern States Bancshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STRATEGIC VALUE BANK PARTNERS LLC | 11/14/2024 | 848,403 | $26.07 M | 0.00% | 8.83% |
| DAVIS ASSET MANAGEMENT, L.P. | 11/12/2024 | 774,046 | $23.79 M | 0.00% | 8.06% |
| BANC FUNDS CO LLC | 11/14/2024 | 717,213 | $22.04 M | -3.43% | 7.46% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 530,001 | $16.29 M | 100.00% | 5.52% |
| VANGUARD GROUP INC | 11/13/2024 | 373,737 | $11.48 M | 4.94% | 3.89% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 336,598 | $10.34 M | -2.16% | 3.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 172,073 | $5.29 M | 1.60% | 1.79% |
| WAVERLY ADVISORS, LLC | 11/14/2024 | 121,019 | $3.72 M | -2.42% | 1.26% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2024 | 120,000 | $3.69 M | -4.00% | 1.25% |
| RMB CAPITAL MANAGEMENT, LLC | 11/06/2024 | 120,000 | $3.69 M | -4.00% | 1.25% |
| STATE STREET CORP | 11/14/2024 | 94,195 | $2.89 M | 3.18% | 0.98% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 87,987 | $2.70 M | 242.11% | 0.92% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 61,768 | $1.90 M | -2.27% | 0.64% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 60,251 | $1.85 M | 19.26% | 0.63% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 59,101 | $1.82 M | 20.86% | 0.62% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 52,034 | $1.60 M | 0.00% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 34,097 | $1.05 M | -14.85% | 0.35% |
| MORGAN STANLEY | 11/14/2024 | 25,736 | $790,884 | 156.16% | 0.27% |
| EJF CAPITAL LLC | 11/14/2024 | 25,380 | $779,927 | 3.47% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 22,622 | $695,174 | 0.00% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 22,427 | $689,182 | -4.00% | 0.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 21,991 | $675,783 | 100.00% | 0.23% |
| JPMORGAN CHASE & CO | 11/08/2024 | 21,883 | $672,465 | 206.36% | 0.23% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 21,637 | $664,905 | 88.12% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 19,846 | $609,868 | 63.03% | 0.21% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 18,900 | $580,797 | 17.48% | 0.20% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 18,594 | $571,394 | 0.00% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 18,445 | $566,815 | -6.46% | 0.19% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 17,100 | $525,483 | 15.54% | 0.18% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 15,315 | $470,630 | 100.00% | 0.16% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 13,325 | $409,478 | 0.00% | 0.14% |
| BARCLAYS PLC | 11/19/2024 | 11,818 | $363,000 | 292.49% | 0.12% |
| WELCH GROUP, LLC | 10/24/2024 | 11,182 | $343,623 | 0.00% | 0.12% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 11,143 | $340,000 | 22.77% | 0.12% |
| MAI CAPITAL MANAGEMENT | 11/07/2024 | 9,784 | $300,662 | 100.00% | 0.10% |
| MAN GROUP PLC | 11/14/2024 | 9,703 | $298,173 | 100.00% | 0.10% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 8,971 | $276,000 | 100.00% | 0.09% |
| RHUMBLINE ADVISERS | 11/12/2024 | 8,451 | $259,693 | -5.66% | 0.09% |
| AJOVISTA, LLC | 11/12/2024 | 7,941 | $244.03 M | 100.00% | 0.08% |
| ONEASCENT WEALTH MANAGEMENT LLC | 11/07/2024 | 7,690 | $236,000 | 100.00% | 0.08% |
| QUADRATURE CAPITAL LTD | 11/14/2024 | 7,186 | $221,041 | 100.00% | 0.07% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 6,840 | $210,193 | -27.79% | 0.07% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 6,768 | $207,981 | 100.00% | 0.07% |
| GLOBEFLEX CAPITAL L P | 11/13/2024 | 6,573 | $201,988 | 0.00% | 0.07% |
| UBS GROUP AG | 11/14/2024 | 6,452 | $198,270 | 86.26% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 5,683 | $174,639 | 2.93% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 4,685 | $143,970 | 0.00% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 4,664 | $143,000 | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 4,537 | $139,422 | 39.43% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 4,456 | $136,933 | -0.60% | 0.05% |
Southern States Bancshares, Inc.institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of Southern States Bancshares, Inc.. The most heavily invested institutionals were:
STRATEGIC VALUE BANK PARTNERS LLC: 848,403
Davis Asset Management, L.P.: 774,046
BANC FUNDS CO LLC: 717,213
BlackRock Funding, Inc. /DE: 530,001
VANGUARD GROUP INC: 373,737
ALLIANCEBERNSTEIN L.P.: 336,598
52.94% of Southern States Bancshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.35 M shares in the last 24 months. This purchase volume represents approximately $218.16 M in transactions.