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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
11,593
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
11,579
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 32.79%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
11,579
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
11,570
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,537
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 17.09%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
11,505
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
11,503
shares
|
$1.03 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
11,461
shares
|
$1.03 Million
0.36% of portfolio
|
Q3 2021
Reduced 0.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
11,449
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
11,449
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
11,338
shares
|
$1.02 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
11,327
shares
|
$1.02 Million
0.36% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
11,319
shares
|
$1.02 Million
0.59% of portfolio
|
Q4 2022
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
11,273
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
11,269
shares
|
$1.01 Million
0.26% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
11,257
shares
|
$1.01 Million
1.05% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
11,247
shares
|
$1.01 Million
0.32% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
11,222
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 40.54%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,216
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
11,142
shares
|
$999,883
0.12% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
11,130
shares
|
$998,806
1.21% of portfolio
|
Q3 2022
Reduced 2.37%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
11,093
shares
|
$995,485
0.8% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
11,082
shares
|
$994,498
0.03% of portfolio
|
Q3 2024
Reduced 93.89%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
11,063
shares
|
$992,793
0.35% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
11,055
shares
|
$992,075
0.14% of portfolio
|
Q3 2024
Reduced 0.83%
|