Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,212 institutions that hold shares in the stock, with a total of 704 Million shares, which have been reported (via 13F filing form) to have a value of $61.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
73,054
shares
|
$6.4 Million
1.4% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
72,389
shares
|
$6.34 Million
0.01% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
71,782
shares
|
$6.29 Million
1.69% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
71,632
shares
|
$6.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
70,903
shares
|
$6.21 Million
0.15% of portfolio
|
Q3 2024
Reduced 99.52%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
70,707
shares
|
$6.19 Million
4.21% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
70,700
shares
|
$6.19 Million
0.47% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
70,626
shares
|
$6.19 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
70,483
shares
|
$6.17 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
70,199
shares
|
$6.15 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
68,933
shares
|
$6.04 Million
0.9% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
68,907
shares
|
$6.04 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
68,662
shares
|
$6.01 Million
0.02% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
68,650
shares
|
$6.01 Million
0.63% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
68,557
shares
|
$6.01 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
68,124
shares
|
$5.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
67,797
shares
|
$5.94 Million
0.45% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
67,570
shares
|
$5.92 Million
0.81% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
67,467
shares
|
$5.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 55.44%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
66,690
shares
|
$5.84 Million
0.64% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
66,388
shares
|
$5.82 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
65,963
shares
|
$5.78 Million
0.23% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
65,942
shares
|
$5.78 Million
2.71% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
65,629
shares
|
$5.75 Million
0.09% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
65,608
shares
|
$5.75 Million
0.14% of portfolio
|
Q4 2022
New holding
|