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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
11,009
shares
|
$987,947
0.07% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
11,003
shares
|
$987,409
0.34% of portfolio
|
Q3 2024
Added 56.43%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
11,002
shares
|
$987,319
0.19% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
10,966
shares
|
$984,088
0.02% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,939
shares
|
$981,665
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
10,874
shares
|
$975,832
0.06% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,854
shares
|
$974,037
0.07% of portfolio
|
Q3 2024
Reduced 14.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,849
shares
|
$973,589
0.06% of portfolio
|
Q3 2023
Reduced 22.85%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
10,845
shares
|
$973,230
0.02% of portfolio
|
Q3 2024
Added 198.43%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
10,843
shares
|
$973,050
1.51% of portfolio
|
Q3 2022
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,800
shares
|
$969,192
0.0% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
10,781
shares
|
$967,486
0.08% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,754
shares
|
$965,063
0.7% of portfolio
|
Q1 2023
Added 33.77%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
10,718
shares
|
$961,833
0.37% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,714
shares
|
$961,474
0.3% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
10,704
shares
|
$960,576
0.12% of portfolio
|
Q3 2024
Reduced 31.6%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
10,696
shares
|
$959,859
0.68% of portfolio
|
Q3 2024
Added 65.65%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
10,666
shares
|
$957,166
0.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
10,625
shares
|
$953,487
0.26% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
10,598
shares
|
$951,064
0.24% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
10,582
shares
|
$949,628
0.03% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
10,568
shares
|
$948,372
0.25% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
10,538
shares
|
$945,680
0.08% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
10,515
shares
|
$943,616
0.05% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,492
shares
|
$941,552
0.09% of portfolio
|
Q3 2024
Added 0.05%
|