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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
30,217
shares
|
$2.71 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
30,199
shares
|
$2.71 Million
0.12% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
30,146
shares
|
$2.71 Million
0.02% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
30,018
shares
|
$2.69 Million
1.21% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
30,000
shares
|
$2.69 Million
0.05% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
30,000
shares
|
$2.69 Million
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
29,963
shares
|
$2.69 Million
1.98% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
29,957
shares
|
$2.69 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,918
shares
|
$2.68 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
29,895
shares
|
$2.68 Million
0.76% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
29,728
shares
|
$2.67 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
29,636
shares
|
$2.66 Million
0.23% of portfolio
|
Q3 2024
Reduced 30.62%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,344
shares
|
$2.63 Million
1.52% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
28,986
shares
|
$2.6 Million
0.3% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
28,986
shares
|
$2.6 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
28,956
shares
|
$2.6 Million
0.16% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
28,910
shares
|
$2.59 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
28,886
shares
|
$2.59 Million
0.72% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
28,796
shares
|
$2.58 Million
1.09% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
28,750
shares
|
$2.58 Million
0.1% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
28,502
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
28,497
shares
|
$2.56 Million
0.4% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
28,428
shares
|
$2.55 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
28,388
shares
|
$2.55 Million
0.86% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
28,340
shares
|
$2.54 Million
0.07% of portfolio
|
Q3 2024
Added 2.01%
|