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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
10,477
shares
|
$940,205
0.13% of portfolio
|
Q3 2024
Added 250.87%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
10,466
shares
|
$939,218
0.25% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,451
shares
|
$937,872
0.18% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
10,432
shares
|
$936,167
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
10,417
shares
|
$934,821
0.12% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
10,415
shares
|
$934,642
0.03% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
10,395
shares
|
$932,847
0.77% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
10,390
shares
|
$932,398
0.22% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
10,382
shares
|
$931,680
0.24% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
10,354
shares
|
$929,167
0.05% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
10,342
shares
|
$928,091
0.01% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
10,290
shares
|
$923,424
0.09% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
10,282
shares
|
$922,706
0.25% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
10,279
shares
|
$922,437
0.27% of portfolio
|
Q3 2024
Added 84.48%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
10,250
shares
|
$919,835
0.33% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
10,248
shares
|
$919,655
0.06% of portfolio
|
Q3 2024
Added 24.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
10,247
shares
|
$919,565
0.04% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
10,233
shares
|
$918,309
0.62% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
10,229
shares
|
$917,950
0.17% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,217
shares
|
$916,873
0.07% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
10,191
shares
|
$914,540
0.42% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
10,169
shares
|
$912,566
0.13% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,162
shares
|
$911,937
0.27% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
10,127
shares
|
$908,796
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,107
shares
|
$907,002
0.06% of portfolio
|
Q3 2024
Reduced 1.88%
|