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 |
|---|---|---|---|---|---|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
12,156
shares
|
$1.09 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
12,124
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
12,111
shares
|
$1.09 Million
0.27% of portfolio
|
Q3 2024
Added 213.51%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12,069
shares
|
$1.08 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
12,019
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
12,003
shares
|
$1.08 Million
0.82% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
11,998
shares
|
$1.08 Million
0.54% of portfolio
|
Q2 2022
Added 2.26%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
11,975
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
11,940
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
11,921
shares
|
$1.07 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
11,912
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2024
Added 68.3%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
11,866
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
11,832
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
11,790
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ami Asset Management Corp
|
Oct 25, 2024 Q3 2024 |
11,779
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
11,771
shares
|
$1.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
11,752
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
11,745
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
11,715
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 50.06%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
11,713
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
11,696
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,663
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2022
Reduced 6.73%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
11,663
shares
|
$1.05 Million
0.78% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
11,653
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
11,598
shares
|
$1.04 Million
0.37% of portfolio
|
Q3 2024
Added 10.7%
|