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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
19,265
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
19,239
shares
|
$1.73 Million
0.55% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
19,115
shares
|
$1.72 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,099
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 39.71%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
19,080
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
19,073
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
19,023
shares
|
$1.71 Million
1.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
19,000
shares
|
$1.71 Million
0.28% of portfolio
|
Q3 2017
New holding
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
18,968
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
18,931
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
18,899
shares
|
$1.7 Million
0.84% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
18,882
shares
|
$1.69 Million
0.31% of portfolio
|
Q4 2023
Reduced 8.73%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
18,864
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
18,828
shares
|
$1.69 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
18,719
shares
|
$1.68 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
18,697
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.92%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
18,627
shares
|
$1.67 Million
0.19% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
18,557
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
18,494
shares
|
$1.66 Million
1.2% of portfolio
|
Q2 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
18,456
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
18,436
shares
|
$1.65 Million
0.82% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
18,427
shares
|
$1.65 Million
0.89% of portfolio
|
Q3 2024
Added 117.92%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
18,342
shares
|
$1.65 Million
0.62% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
18,314
shares
|
$1.64 Million
0.47% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
18,287
shares
|
$1.64 Million
1.23% of portfolio
|
Q3 2024
Added 4.24%
|