Recent Quarter Total Invested
$7.07 M
Recent Quarter Institutional Ownership Percentage
0.03%
Total Invested of Last Quarter
$7.23 M
Ownership Percentage of Last Quarter
0.03%
Southern Company (The) Series 2 Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CROSSMARK GLOBAL HOLDINGS, INC. | 07/29/2024 | 303,088 | $6.69 M | 1.87% | 0.03% |
| ETHOS FINANCIAL GROUP, LLC | 08/12/2024 | 15,311 | $338,000 | 0.00% | 0.00% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 07/08/2024 | 1,850 | $40,829 | 0.00% | 0.00% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 08/06/2024 | 0 | $0 | -100.00% | 0.00% |
Southern Company (The) Series 2institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SOJD shares?
During the previous two years, 5 institutional investors and hedge funds held shares of Southern Company (The) Series 2. The most heavily invested institutionals were:
Crossmark Global Holdings, Inc.: 303,088
Ethos Financial Group, LLC: 15,311
THOMPSON INVESTMENT MANAGEMENT, INC.: 1,850
Financial Gravity Asset Management, Inc.: 0
Bartlett & Co. LLC: 65,065
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What percentage of Southern Company (The) Series 2 stock is owned by institutional investors?
0.03% of Southern Company (The) Series 2 stock is owned by institutional investors.
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How much institutional buying is happening at SOJD ?
Institutional investors have bought a total of 385,314 shares in the last 24 months. This purchase volume represents approximately $9.12 M in transactions.