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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
12,860
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
12,834
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,805
shares
|
$1.15 Million
0.23% of portfolio
|
Q1 2023
Added 4.92%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,773
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
12,743
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,741
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.73%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,690
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2022
Added 248.53%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
12,686
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
12,681
shares
|
$1.14 Million
0.23% of portfolio
|
Q3 2024
Added 92.37%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
12,605
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,555
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
12,545
shares
|
$1.13 Million
0.23% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
12,534
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
12,525
shares
|
$1.12 Million
0.93% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
12,520
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Added 161.11%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
12,431
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
12,407
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
12,359
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,353
shares
|
$1.11 Million
0.59% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
12,338
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,338
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,260
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2023
Added 5.1%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
12,256
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
12,199
shares
|
$1.09 Million
0.71% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
12,161
shares
|
$1.09 Million
0.68% of portfolio
|
Q3 2024
Added 0.3%
|