Southern States Bancshares Ownership 2024 | Who Owns Southern States Bancshares Now?
Institutional Ownership
53.35%
Insider Ownership
15.08%
Retail Ownership
31.57%
Institutional Holders
63.00
Southern States Bancshares Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STRATEGIC VALUE BANK PARTNERS LLC | 9.52% | 15.26% | 848,403 | - | - | 23,025,657 | Jun 30, 2024 |
| DAVIS ASSET MANAGEMENT, L.P. | 8.68% | 0.94% | 774,046 | - | - | 21,007,608 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 8.33% | 2.39% | 742,653 | 7,310 | 0.99% | 20,155,602 | Jun 30, 2024 |
| BLACKROCK INC. | 5.51% | 0.00% | 491,360 | 48,986 | 11.07% | 13,335,512 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.00% | 0.00% | 356,154 | 6,387 | 1.83% | 9,666,019 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 3.86% | 0.00% | 344,022 | -7,863 | -2.23% | 9,336,757 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.90% | 0.00% | 169,356 | 18,248 | 12.08% | 4,596,780 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 1.40% | 0.08% | 125,000 | - | - | 3,392,500 | Jun 30, 2024 |
| WAVERLY ADVISORS, LLC | 1.39% | 0.07% | 124,014 | 2 | 0.00% | 3,365,740 | Jun 30, 2024 |
| STATE STREET CORP | 1.02% | 0.00% | 91,293 | 2,472 | 2.78% | 2,477,692,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.71% | 0.04% | 63,200 | -1,740 | -2.68% | 1,715,248 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.69% | 0.00% | 61,413 | -736 | -1.18% | 1,666,749,000 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.58% | 0.00% | 52,034 | 52,034 | 100.00% | 1,412,203 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.57% | 0.00% | 50,521 | 9,244 | 22.39% | 1,370,678 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.55% | 0.00% | 48,900 | -4,000 | -7.56% | 1,327,146 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.45% | 0.00% | 40,045 | 3,708 | 10.20% | 1,086,829 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.35% | 0.01% | 30,942 | 30,942 | 100.00% | 839,766 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.29% | 0.01% | 25,719 | 868 | 3.49% | 698,014 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.28% | 0.49% | 24,530 | 24,530 | 100.00% | 665,744 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.26% | 0.00% | 23,361 | 4,541 | 24.13% | 634,018 | Jun 30, 2024 |
Southern States Bancshares's largest institutional shareholder is STRATEGIC VALUE BANK PARTNERS LLC, holding 9.52% of the company's total share outstanding, currently valued at $23.03M. The top 10 institutional shareholders own together 45.62% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STRATEGIC VALUE BANK PARTNERS LLC | 9.52% | 15.26% | 848,403 | - | - | 23,025,657 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 8.33% | 2.39% | 742,653 | 7,310 | 0.99% | 20,155,602 | Jun 30, 2024 |
| DAVIS ASSET MANAGEMENT, L.P. | 8.68% | 0.94% | 774,046 | - | - | 21,007,608 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.28% | 0.49% | 24,530 | 24,530 | 100.00% | 665,744 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.21% | 0.25% | 18,594 | -5,900 | -24.09% | 504,641 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 1.40% | 0.08% | 125,000 | - | - | 3,392,500 | Jun 30, 2024 |
| WAVERLY ADVISORS, LLC | 1.39% | 0.07% | 124,014 | 2 | 0.00% | 3,365,740 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.71% | 0.04% | 63,200 | -1,740 | -2.68% | 1,715,248 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.07% | 0.02% | 6,573 | -1,408 | -17.64% | 178,391 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.29% | 0.01% | 25,719 | 868 | 3.49% | 698,014 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.35% | 0.01% | 30,942 | 30,942 | 100.00% | 839,766 | Jun 30, 2024 |
| WELCH GROUP, LLC | 0.13% | 0.01% | 11,182 | - | - | 303,480 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.18% | 0.01% | 16,088 | 3,413 | 26.93% | 436,629 | Jun 30, 2024 |
| INVESTORS RESEARCH CORP | 0.01% | 0.00% | 585 | - | - | 15,877 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 3.86% | 0.00% | 344,022 | -7,863 | -2.23% | 9,336,757 | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0.02% | 0.00% | 1,628 | -200 | -10.94% | 44,183 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.55% | 0.00% | 48,900 | -4,000 | -7.56% | 1,327,146 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.58% | 0.00% | 52,034 | 52,034 | 100.00% | 1,412,203 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 2,954 | 2,499 | 549.23% | 80,171 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.13% | 0.00% | 11,502 | 11,502 | 100.00% | 312,164 | Jun 30, 2024 |
The largest Southern States Bancshares shareholder by % of total assets is STRATEGIC VALUE BANK PARTNERS LLC. The company owns 848.40K shares of Southern States Bancshares (SSBK), representing 15.26% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 0.58% | 0.00% | 52,034 | 52,034 | 100.00% | 1,412,203 | Jun 30, 2024 |
| BLACKROCK INC. | 5.51% | 0.00% | 491,360 | 48,986 | 11.07% | 13,335,512 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.35% | 0.01% | 30,942 | 30,942 | 100.00% | 839,766 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.28% | 0.49% | 24,530 | 24,530 | 100.00% | 665,744 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.90% | 0.00% | 169,356 | 18,248 | 12.08% | 4,596,780 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.13% | 0.00% | 11,502 | 11,502 | 100.00% | 312,164 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.11% | 0.00% | 9,472 | 9,472 | 100.00% | 257,070 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.57% | 0.00% | 50,521 | 9,244 | 22.39% | 1,370,678 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.10% | 0.00% | 9,076 | 9,076 | 100.00% | 245,000 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 8.33% | 2.39% | 742,653 | 7,310 | 0.99% | 20,155,602 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.08% | 0.00% | 6,865 | 6,865 | 100.00% | 186,316 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.00% | 0.00% | 356,154 | 6,387 | 1.83% | 9,666,019 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.22% | 0.00% | 19,719 | 4,875 | 32.84% | 535,174 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.26% | 0.00% | 23,361 | 4,541 | 24.13% | 634,018 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 4,483 | 4,483 | 100.00% | 121,669 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.15% | 0.00% | 13,325 | 3,924 | 41.74% | 361,640 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.45% | 0.00% | 40,045 | 3,708 | 10.20% | 1,086,829 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.18% | 0.01% | 16,088 | 3,413 | 26.93% | 436,629 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 3,254 | 3,254 | 100.00% | 88,314 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.25% | 0.00% | 22,622 | 2,556 | 12.74% | 613,961 | Jun 30, 2024 |
As of Jun 30 2024, Southern States Bancshares's largest institutional buyer is STIFEL FINANCIAL CORP. The company purchased 52.03K stocks of SSBK, valued at $1.41M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 3.86% | 0.00% | 344,022 | -7,863 | -2.23% | 9,336,757 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.08% | - | 7,143 | -6,176 | -46.37% | 193,861 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.21% | 0.25% | 18,594 | -5,900 | -24.09% | 504,641 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | - | 3,464 | -4,308 | -55.43% | 94,013 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.55% | 0.00% | 48,900 | -4,000 | -7.56% | 1,327,146 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,744 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.03% | - | 3,011 | -2,374 | -44.09% | 82,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.11% | - | 10,047 | -1,954 | -16.28% | 272,692 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.71% | 0.04% | 63,200 | -1,740 | -2.68% | 1,715,248 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.07% | 0.02% | 6,573 | -1,408 | -17.64% | 178,391 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.69% | 0.00% | 61,413 | -736 | -1.18% | 1,666,749,000 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -440 | -100.00% | - | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0.02% | 0.00% | 1,628 | -200 | -10.94% | 44,183 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 604 | -160 | -20.94% | 16,393 | Jun 30, 2024 |
| STRATEGIC VALUE BANK PARTNERS LLC | 9.52% | 15.26% | 848,403 | - | - | 23,025,657 | Jun 30, 2024 |
| DAVIS ASSET MANAGEMENT, L.P. | 8.68% | 0.94% | 774,046 | - | - | 21,007,608 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 1.40% | 0.08% | 125,000 | - | - | 3,392,500 | Jun 30, 2024 |
| WELCH GROUP, LLC | 0.13% | 0.01% | 11,182 | - | - | 303,480 | Jun 30, 2024 |
| INVESTORS RESEARCH CORP | 0.01% | 0.00% | 585 | - | - | 15,877 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.01% | 0.00% | 1,000 | - | - | 27,140 | Jun 30, 2024 |
As of Jun 30 2024, Southern States Bancshares's biggest institutional seller is ALLIANCEBERNSTEIN L.P.. The company sold -7.86K shares of SSBK, valued at $9.34M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SEGALL BRYANT & HAMILL, LLC | 0.35% | 0.01% | 30,942 | 30,942 | 100.00% | 839,766 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.28% | 0.49% | 24,530 | 24,530 | 100.00% | 665,744 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.13% | 0.00% | 11,502 | 11,502 | 100.00% | 312,164 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.11% | 0.00% | 9,472 | 9,472 | 100.00% | 257,070 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.10% | 0.00% | 9,076 | 9,076 | 100.00% | 245,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.08% | 0.00% | 6,865 | 6,865 | 100.00% | 186,316 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 4,483 | 4,483 | 100.00% | 121,669 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 3,254 | 3,254 | 100.00% | 88,314 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.01% | - | 526 | 526 | 100.00% | 14,275 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 331 | 331 | 100.00% | 9,000 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 129 | 129 | 100.00% | 4,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 28 | 28 | 100.00% | 760 | Jun 30, 2024 |
Southern States Bancshares's largest new institutional shareholder by number of shares is SEGALL BRYANT & HAMILL, LLC, purchased 30.94K shares, valued at $839.77K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,744 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -440 | -100.00% | - | Jun 30, 2024 |
Southern States Bancshares's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -3.74K shares, valued at -, as of undefined.
Southern States Bancshares Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| RMB INVESTORS TRUST | 0.27% | 140,000 | - | - | Dec 31, 2023 |
| BRIDGEWAY FUNDS INC | 0.02% | 58,800 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,798 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 13,089 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,190 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 298,613 | -91,437 | -23.44% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 20,066 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 60,166 | 1,948 | 3.35% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 620 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,245 | -342 | -7.46% | Mar 31, 2024 |
| Global X Funds | 0.00% | 4,349 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 323 | -116 | -26.42% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 13,565 | 9,769 | 257.35% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 2,900 | 500 | 20.83% | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 5,423 | 621 | 12.93% | Jan 31, 2024 |
| Series Portfolios Trust | 0.00% | 199 | - | - | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 3,000 | - | - | Mar 28, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 24,956 | 9,094 | 57.33% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 3,297 | -200 | -5.72% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 492 | 52 | 11.82% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 33,194 | 3,308 | 11.07% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 68 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 259,466 | -15,397 | -5.60% | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 557 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 14,216 | 250 | 1.79% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 679 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| VALIC Co I | 0.00% | 2,916 | 25 | 0.86% | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,242 | 35 | 2.90% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 3,976 | 1,160 | 41.19% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,197 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 34 | - | - | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 15,506 | -45 | -0.29% | Mar 31, 2024 |
| ProFunds | 0.00% | 59 | -5 | -7.81% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,114 | 145 | 14.96% | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 459 | 459 | - | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 926 | 169 | 22.32% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 4 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 9,401 | - | - | Jan 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 2,700 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 6,952 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 275 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 861 | 8 | 0.94% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 138 | - | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 5,585 | -63 | -1.12% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,754 | -377 | -12.04% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 3,162 | -87 | -2.68% | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 2,946 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 20 | 20 | - | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 759 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 938 | -166 | -15.04% | Jan 31, 2024 |
Southern States Bancshares's largest mutual fund holder by % of total assets is "RMB INVESTORS TRUST", owning 140.00K shares, compromising 0.27% of its total assets.
Southern States Bancshares Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 63 | 21.15% |
| 31 Mar, 24 | 52 | -3.70% |
| 31 Dec, 23 | 54 | 5.88% |
| 30 Sep, 23 | 51 | 8.51% |
| 30 Jun, 23 | 47 | 17.50% |
| 31 Mar, 23 | 40 | 14.29% |
| 31 Dec, 22 | 35 | 20.69% |
| 30 Sep, 22 | 29 | 16.00% |
| 30 Jun, 22 | 25 | 4.17% |
| 31 Mar, 22 | 24 | 9.09% |
| 31 Dec, 21 | 22 | 57.14% |
| 30 Sep, 21 | 14 | - |
As of 30 Jun 24, 63 institutions are holding Southern States Bancshares's shares, representing an increase of 21.15% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 4,755,000 | 2.75% |
| 31 Mar, 24 | 4,627,562 | -3.70% |
| 31 Dec, 23 | 4,805,432 | 7.88% |
| 30 Sep, 23 | 4,454,583 | -0.57% |
| 30 Jun, 23 | 4,480,026 | 6.22% |
| 31 Mar, 23 | 4,217,639 | -1.18% |
| 31 Dec, 22 | 4,268,101 | 1.95% |
| 30 Sep, 22 | 4,186,469 | 2.70% |
| 30 Jun, 22 | 4,076,299 | -1.60% |
| 31 Mar, 22 | 4,142,488 | -5.80% |
| 31 Dec, 21 | 4,397,743 | 32.72% |
| 30 Sep, 21 | 3,313,440 | - |
Southern States Bancshares (SSBK) has 4.75M shares outstanding as of 30 Jun 24, up 2.75% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 53.35% | 1.93% |
| 31 Mar, 24 | 52.53% | 1.78% |
| 31 Dec, 23 | 54.32% | 2.10% |
| 30 Sep, 23 | 50.83% | 1.94% |
| 30 Jun, 23 | 51.13% | 2.21% |
| 31 Mar, 23 | 48.13% | 2.01% |
| 31 Dec, 22 | 48.99% | 2.11% |
| 30 Sep, 22 | 48.16% | 2.21% |
| 30 Jun, 22 | 46.64% | 2.17% |
| 31 Mar, 22 | 46.36% | 1.61% |
| 31 Dec, 21 | 53.64% | 3.41% |
| 30 Sep, 21 | 39.66% | - |
As of 30 Jun 24, Southern States Bancshares is held by 53.35% institutional shareholders, representing a 1.93% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 40 | 110.53% |
| 31 Mar, 24 | 19 | -34.48% |
| 31 Dec, 23 | 29 | 20.83% |
| 30 Sep, 23 | 24 | -17.24% |
| 30 Jun, 23 | 29 | 16.00% |
| 31 Mar, 23 | 25 | 31.58% |
| 31 Dec, 22 | 19 | 18.75% |
| 30 Sep, 22 | 16 | 45.45% |
| 30 Jun, 22 | 11 | -21.43% |
| 31 Mar, 22 | 14 | 7.69% |
| 31 Dec, 21 | 13 | -7.14% |
| 30 Sep, 21 | 14 | - |
40 institutional shareholders have increased their position in SSBK stock as of 30 Jun 24 compared to 19 in the previous quarter (a 110.53% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 12 | -40.00% |
| 31 Mar, 24 | 20 | 122.22% |
| 31 Dec, 23 | 9 | -35.71% |
| 30 Sep, 23 | 14 | 40.00% |
| 30 Jun, 23 | 10 | 25.00% |
| 31 Mar, 23 | 8 | - |
| 31 Dec, 22 | 8 | 14.29% |
| 30 Sep, 22 | 7 | 40.00% |
| 30 Jun, 22 | 5 | -16.67% |
| 31 Mar, 22 | 6 | 50.00% |
| 31 Dec, 21 | 4 | - |
| 30 Sep, 21 | - | - |
12 institutional shareholders have reduced their position in SSBK stock as of 30 Jun 24 compared to 20 in the previous quarter (a -40.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 63 | 21.15% | 4,755,000 | 2.75% | 53.35% | 1.93% | 40 | 110.53% | 12 | -40.00% |
| 31 Mar, 24 | 52 | -3.70% | 4,627,562 | -3.70% | 52.53% | 1.78% | 19 | -34.48% | 20 | 122.22% |
| 31 Dec, 23 | 54 | 5.88% | 4,805,432 | 7.88% | 54.32% | 2.10% | 29 | 20.83% | 9 | -35.71% |
| 30 Sep, 23 | 51 | 8.51% | 4,454,583 | -0.57% | 50.83% | 1.94% | 24 | -17.24% | 14 | 40.00% |
| 30 Jun, 23 | 47 | 17.50% | 4,480,026 | 6.22% | 51.13% | 2.21% | 29 | 16.00% | 10 | 25.00% |
| 31 Mar, 23 | 40 | 14.29% | 4,217,639 | -1.18% | 48.13% | 2.01% | 25 | 31.58% | 8 | - |
| 31 Dec, 22 | 35 | 20.69% | 4,268,101 | 1.95% | 48.99% | 2.11% | 19 | 18.75% | 8 | 14.29% |
| 30 Sep, 22 | 29 | 16.00% | 4,186,469 | 2.70% | 48.16% | 2.21% | 16 | 45.45% | 7 | 40.00% |
| 30 Jun, 22 | 25 | 4.17% | 4,076,299 | -1.60% | 46.64% | 2.17% | 11 | -21.43% | 5 | -16.67% |
| 31 Mar, 22 | 24 | 9.09% | 4,142,488 | -5.80% | 46.36% | 1.61% | 14 | 7.69% | 6 | 50.00% |
| 31 Dec, 21 | 22 | 57.14% | 4,397,743 | 32.72% | 53.64% | 3.41% | 13 | -7.14% | 4 | - |
| 30 Sep, 21 | 14 | - | 3,313,440 | - | 39.66% | - | 14 | - | - | - |
Southern States Bancshares Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Southern States Bancshares's stock was made by Hitson Brent O. on Jul 30 2024, selling 5,747 shares at $33.22 per share (valued at $190.92K).
Southern States Bancshares Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 3 | 66.67% |
| Q2 2024 | 6 | 7 | 85.71% |
| Q1 2024 | 20 | 7 | 285.71% |
| Q4 2023 | - | - | - |
| Q3 2023 | 1 | 1 | 100.00% |
| Q2 2023 | 5 | - | - |
| Q1 2023 | 25 | 13 | 192.31% |
| Q3 2022 | 2 | - | - |
| Q1 2022 | 20 | 5 | 400.00% |
| Q4 2021 | 4 | - | - |
| Q3 2021 | 11 | 18 | 61.11% |
| Q1 2021 | - | 9 | - |
2 total buy trades, and 3 total sell trades (buy/sell ratio of 0.67%) were made by Southern States Bancshares's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 3 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | 1 | 1 | 100.00% |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 5 | - | - |
| Q1 2023 | - | 6 | - |
| Q3 2022 | 2 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 4 | - | - |
| Q3 2021 | 10 | 1 | 1000.00% |
| Q1 2021 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Southern States Bancshares's stocks.
Southern States Bancshares Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| FSBW | FS Bancorp, Inc. |
| CHMG | Chemung Financial Corporation |
| COFS | ChoiceOne Financial Services, Inc. |
| FCAP | First Capital, Inc. |
| OVLY | Oak Valley Bancorp |
| MNSB | MainStreet Bancshares, Inc. |
| FCCO | First Community Corporation |
| ESSA | ESSA Bancorp, Inc. |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| OBT | Orange County Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| BSVN | Bank7 Corp. |
| FNWB | First Northwest Bancorp |
SSBK Ownership FAQ
Who Owns Southern States Bancshares?
Southern States Bancshares is owned by institutional shareholders (53.35%), insiders (15.08%), and public (31.57%). The largest institutional shareholder of Southern States Bancshares is STRATEGIC VALUE BANK PARTNERS LLC (9.52% of total shares) and the top mutual fund owner is RMB INVESTORS TRUST (0.27% of total shares).
Who are the major institutional shareholders of Southern States Bancshares?
Southern States Bancshares's major institutional shareholders are STRATEGIC VALUE BANK PARTNERS LLC, DAVIS ASSET MANAGEMENT, L.P., BANC FUNDS CO LLC, BLACKROCK INC., and VANGUARD GROUP INC. The top five shareholders own together 36.04% of the company's share outstanding.
How many Southern States Bancshares shareholders are there?
As of Jun 2024, there are 63 institutional shareholders of Southern States Bancshares.
What percentage of Southern States Bancshares is owned by STRATEGIC VALUE BANK PARTNERS LLC?
STRATEGIC VALUE BANK PARTNERS LLC owns 848.4K shares of Southern States Bancshares, representing 9.52% of the company's total shares outstanding, valued at $23.03M (as of Jun 2024).
What percentage of Southern States Bancshares is owned by DAVIS ASSET MANAGEMENT, L.P?
As of Jun 2024, DAVIS ASSET MANAGEMENT, L.P holds 774.05K shares of Southern States Bancshares (SSBK), compromising 8.68% of the company, valued at $21.01M.
What percentage of Southern States Bancshares is owned by BANC FUNDS CO LLC?
BANC FUNDS CO LLC is the third largest holder of Southern States Bancshares. The company owns 742.65K of the company's shares outstanding (worth $20.16M).