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 |
|---|---|---|---|---|---|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
10,074
shares
|
$904,040
0.81% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
10,073
shares
|
$903,951
0.1% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,033
shares
|
$900,361
0.1% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
9,994
shares
|
$896,861
0.41% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
9,994
shares
|
$896,861
0.1% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
9,990
shares
|
$896,502
0.26% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,960
shares
|
$893,810
0.08% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
9,945
shares
|
$892,464
0.3% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
9,942
shares
|
$892,195
0.05% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
9,938
shares
|
$891,836
0.6% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
9,905
shares
|
$888,874
0.34% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
9,888
shares
|
$887,349
0.05% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
9,887
shares
|
$887,259
0.05% of portfolio
|
Q3 2024
Added 121.58%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
9,870
shares
|
$885,733
0.48% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
9,850
shares
|
$883,939
0.06% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
9,812
shares
|
$880,528
0.42% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
9,791
shares
|
$878,644
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
9,784
shares
|
$878,016
0.42% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,768
shares
|
$876,580
0.03% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
9,734
shares
|
$873,529
0.25% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,666
shares
|
$867,426
0.15% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
9,662
shares
|
$867,067
0.44% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
9,618
shares
|
$863,119
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
9,607
shares
|
$862,132
0.22% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
9,606
shares
|
$862,042
0.06% of portfolio
|
Q3 2024
Reduced 34.39%
|