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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
13,763
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
13,710
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
13,698
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
13,672
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
13,667
shares
|
$1.23 Million
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
13,653
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
13,641
shares
|
$1.22 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
13,630
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Added 104.62%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
13,614
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
13,555
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
13,521
shares
|
$1.21 Million
0.2% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
13,520
shares
|
$1.21 Million
0.55% of portfolio
|
Q2 2022
Added 52.68%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
13,344
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2024
Added 19.3%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
13,340
shares
|
$1.2 Million
0.83% of portfolio
|
Q2 2023
Reduced 4.48%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
13,309
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Added 368.13%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
13,250
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
13,229
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
13,184
shares
|
$1.18 Million
0.63% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
13,176
shares
|
$1.18 Million
0.36% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
13,123
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
13,118
shares
|
$1.18 Million
1.0% of portfolio
|
Q2 2022
Reduced 19.87%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
13,089
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 50.29%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
13,022
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
13,016
shares
|
$1.17 Million
0.26% of portfolio
|
Q1 2022
Reduced 0.46%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
13,010
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.49%
|