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 |
|---|---|---|---|---|---|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
9,055
shares
|
$812,595
0.27% of portfolio
|
Q1 2018
Reduced 15.41%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
9,018
shares
|
$809,275
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
9,005
shares
|
$808,108
0.03% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
8,993
shares
|
$807,031
0.55% of portfolio
|
Q3 2023
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
8,971
shares
|
$805,057
0.13% of portfolio
|
Q3 2024
Added 219.37%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
8,968
shares
|
$804,788
0.09% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
8,950
shares
|
$803,173
0.62% of portfolio
|
Q1 2024
Reduced 26.34%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,944
shares
|
$802,634
0.04% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
8,939
shares
|
$802,185
0.01% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,906
shares
|
$799,224
0.09% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
8,898
shares
|
$798,506
0.35% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
8,894
shares
|
$798,147
0.18% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
8,875
shares
|
$796,442
0.14% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
8,872
shares
|
$796,173
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
8,868
shares
|
$795,814
0.05% of portfolio
|
Q3 2024
Reduced 37.26%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
8,855
shares
|
$794,647
0.03% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,837
shares
|
$793,032
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
8,826
shares
|
$792,045
0.2% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
8,796
shares
|
$789,353
0.41% of portfolio
|
Q1 2024
Added 5.08%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
8,795
shares
|
$789,263
0.06% of portfolio
|
Q3 2024
Added 28.32%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,787
shares
|
$788,545
0.09% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
8,787
shares
|
$788,545
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
8,746
shares
|
$784,866
0.36% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
8,698
shares
|
$780,558
0.06% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
8,652
shares
|
$776,430
0.56% of portfolio
|
Q3 2024
Added 0.02%
|