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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
26,237
shares
|
$2.35 Million
0.34% of portfolio
|
Q3 2024
Added 682.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
26,194
shares
|
$2.35 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
26,184
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
26,099
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
26,093
shares
|
$2.34 Million
0.36% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
26,051
shares
|
$2.34 Million
0.26% of portfolio
|
Q3 2022
Added 4.59%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
25,995
shares
|
$2.33 Million
0.28% of portfolio
|
Q3 2024
Reduced 17.66%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
25,835
shares
|
$2.32 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
25,805
shares
|
$2.32 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
25,718
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
25,679
shares
|
$2.3 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
25,601
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
25,544
shares
|
$2.29 Million
0.21% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
25,516
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2024
Added 64.75%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,456
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
25,446
shares
|
$2.28 Million
0.93% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
25,000
shares
|
$2.24 Million
0.2% of portfolio
|
Q3 2021
New holding
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
24,994
shares
|
$2.24 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
24,935
shares
|
$2.24 Million
0.19% of portfolio
|
Q3 2024
Reduced 64.17%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
24,889
shares
|
$2.23 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
24,800
shares
|
$2.23 Million
0.68% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
24,546
shares
|
$2.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
24,483
shares
|
$2.2 Million
0.31% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
24,445
shares
|
$2.19 Million
0.11% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
24,378
shares
|
$2.19 Million
0.1% of portfolio
|
Q3 2024
Added 15.27%
|