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 |
|---|---|---|---|---|---|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
51,624
shares
|
$4.52 Million
2.16% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,510
shares
|
$4.51 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
51,400
shares
|
$4.5 Million
1.56% of portfolio
|
Q2 2024
Reduced 13.83%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
51,327
shares
|
$4.5 Million
0.62% of portfolio
|
Q1 2024
Added 6.41%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
51,193
shares
|
$4.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 38.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
51,185
shares
|
$4.48 Million
0.18% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
51,107
shares
|
$4.48 Million
2.35% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
50,924
shares
|
$4.46 Million
0.14% of portfolio
|
Q3 2024
Added 26.15%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
50,812
shares
|
$4.45 Million
0.06% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
50,516
shares
|
$4.43 Million
0.87% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
50,271
shares
|
$4.4 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
50,157
shares
|
$4.39 Million
0.33% of portfolio
|
Q3 2024
Reduced 37.93%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Nov 14, 2024 Q3 2024 |
50,147
shares
|
$4.39 Million
0.08% of portfolio
|
Q3 2024
Added 353.65%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$4.38 Million
0.3% of portfolio
|
Q3 2024
Reduced 22.23%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
49,927
shares
|
$4.37 Million
0.13% of portfolio
|
Q3 2024
Added 667.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
49,916
shares
|
$4.37 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
49,669
shares
|
$4.35 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
49,360
shares
|
$4.32 Million
0.6% of portfolio
|
Q4 2022
Added 2.62%
|
|
|
Nepsis Inc.
|
Oct 18, 2024 Q3 2024 |
49,180
shares
|
$4.31 Million
1.1% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
49,178
shares
|
$4.31 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
48,836
shares
|
$4.28 Million
0.2% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
48,675
shares
|
$4.26 Million
0.08% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
48,615
shares
|
$4.26 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
48,520
shares
|
$4.25 Million
0.03% of portfolio
|
Q3 2024
Added 1308.83%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
48,494
shares
|
$4.25 Million
1.67% of portfolio
|
Q3 2024
Reduced 2.03%
|