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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,352
shares
|
$2.19 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
24,273
shares
|
$2.18 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
24,048
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
24,040
shares
|
$2.16 Million
0.05% of portfolio
|
Q3 2024
Added 40.48%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
23,958
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
23,847
shares
|
$2.14 Million
1.33% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
23,813
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2024
Added 60.71%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
23,719
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
23,712
shares
|
$2.13 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
23,636
shares
|
$2.12 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 08, 2024 Q3 2024 |
23,555
shares
|
$2.11 Million
1.69% of portfolio
|
Q3 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
23,525
shares
|
$2.11 Million
0.17% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
23,417
shares
|
$2.1 Million
0.39% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2024 Q3 2024 |
23,397
shares
|
$2.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
23,368
shares
|
$2.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
23,275
shares
|
$2.09 Million
0.82% of portfolio
|
Q3 2024
Reduced 30.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23,267
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
23,201
shares
|
$2.08 Million
0.36% of portfolio
|
Q3 2024
Added 33.82%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
23,181
shares
|
$2.08 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
23,042
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
23,019
shares
|
$2.07 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
22,898
shares
|
$2.05 Million
0.96% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
22,875
shares
|
$2.05 Million
1.06% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
22,710
shares
|
$2.04 Million
0.5% of portfolio
|
Q3 2024
Reduced 33.34%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
22,689
shares
|
$2.04 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.07%
|