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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
16,062
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
16,061
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
16,055
shares
|
$1.44 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
16,052
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
16,045
shares
|
$1.44 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
15,894
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
15,883
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 87.24%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
15,867
shares
|
$1.42 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
15,727
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
15,685
shares
|
$1.41 Million
0.21% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
15,595
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
15,578
shares
|
$1.4 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
15,555
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
15,361
shares
|
$1.38 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
15,252
shares
|
$1.37 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
15,239
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
15,195
shares
|
$1.36 Million
0.46% of portfolio
|
Q2 2023
Reduced 0.88%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
15,154
shares
|
$1.36 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,091
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
15,010
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
14,950
shares
|
$1.34 Million
1.09% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
14,928
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
14,866
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
14,839
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
14,725
shares
|
$1.32 Million
0.27% of portfolio
|
Q3 2024
Added 3.23%
|