Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,215 institutions that hold shares in the stock, with a total of 705 Million shares, which have been reported (via 13F filing form) to have a value of $63.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
32,522
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
32,400
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2023
Added 12.65%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
32,389
shares
|
$2.91 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
32,388
shares
|
$2.91 Million
0.2% of portfolio
|
Q3 2024
Added 236.6%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
32,386
shares
|
$2.91 Million
0.81% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
32,374
shares
|
$2.91 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
32,249
shares
|
$2.89 Million
0.09% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
32,032
shares
|
$2.87 Million
0.53% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
32,016
shares
|
$2.87 Million
0.37% of portfolio
|
Q3 2024
Added 67.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
31,832
shares
|
$2.86 Million
0.1% of portfolio
|
Q3 2024
Added 44.84%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
31,570
shares
|
$2.83 Million
0.49% of portfolio
|
Q3 2023
Reduced 12.8%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,531
shares
|
$2.83 Million
0.06% of portfolio
|
Q3 2024
Added 215.63%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
31,516
shares
|
$2.83 Million
0.51% of portfolio
|
Q3 2024
Reduced 26.26%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
31,378
shares
|
$2.82 Million
0.12% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
31,323
shares
|
$2.81 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
31,290
shares
|
$2.81 Million
1.89% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
31,271
shares
|
$2.81 Million
0.12% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
31,180
shares
|
$2.8 Million
0.05% of portfolio
|
Q3 2024
Added 41.17%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
31,178
shares
|
$2.8 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
31,020
shares
|
$2.78 Million
0.62% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
30,778
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
30,697
shares
|
$2.75 Million
0.49% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
30,564
shares
|
$2.74 Million
1.15% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
30,357
shares
|
$2.72 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
30,230
shares
|
$2.71 Million
1.03% of portfolio
|
Q3 2024
New holding
|