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 |
|---|---|---|---|---|---|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
9,590
shares
|
$860,606
0.38% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
9,581
shares
|
$859,798
0.06% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
9,555
shares
|
$857,465
0.04% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
9,544
shares
|
$856,478
0.05% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
9,496
shares
|
$852,171
0.16% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,424
shares
|
$845,709
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
9,412
shares
|
$844,632
0.01% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
9,402
shares
|
$843,735
0.1% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
9,398
shares
|
$843,376
0.15% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,396
shares
|
$843,197
0.15% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
9,386
shares
|
$842,299
0.29% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
9,309
shares
|
$835,389
0.16% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
9,301
shares
|
$834,671
0.07% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
9,296
shares
|
$834,223
0.37% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
9,290
shares
|
$833,684
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
9,253
shares
|
$830,364
0.13% of portfolio
|
Q1 2023
Added 12.88%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
9,251
shares
|
$830,184
0.04% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
9,250
shares
|
$830,095
0.03% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
9,212
shares
|
$826,684
0.06% of portfolio
|
Q3 2024
Added 50.94%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
9,185
shares
|
$824,261
0.01% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,166
shares
|
$822,556
0.3% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
9,158
shares
|
$821,838
0.15% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,125
shares
|
$818,877
0.04% of portfolio
|
Q2 2024
Added 16.41%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
9,089
shares
|
$815,646
0.53% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
9,084
shares
|
$815,198
0.01% of portfolio
|
Q3 2024
Reduced 51.81%
|