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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
14,673
shares
|
$1.32 Million
0.62% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
14,641
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
14,625
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
14,610
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
14,561
shares
|
$1.31 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
14,470
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
14,459
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
14,430
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 187.62%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,394
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Added 52.38%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
14,390
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
14,346
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
14,325
shares
|
$1.29 Million
0.66% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
14,306
shares
|
$1.28 Million
0.66% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
14,294
shares
|
$1.28 Million
0.21% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
14,249
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
14,235
shares
|
$1.28 Million
1.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
14,210
shares
|
$1.28 Million
0.92% of portfolio
|
Q2 2022
Added 4.41%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,208
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
14,170
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
14,169
shares
|
$1.27 Million
0.37% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
14,080
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
13,877
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2024
Added 35.21%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
13,854
shares
|
$1.24 Million
0.43% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
13,829
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
13,820
shares
|
$1.24 Million
0.86% of portfolio
|
Q3 2023
Reduced 12.64%
|