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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
8,648
shares
|
$776,071
0.19% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
8,641
shares
|
$775,443
0.01% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
8,629
shares
|
$774,366
0.23% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
8,600
shares
|
$771,764
0.1% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,585
shares
|
$770,417
0.41% of portfolio
|
Q1 2023
Added 1.07%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
8,577
shares
|
$769,699
0.23% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
8,540
shares
|
$766,379
0.49% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
8,491
shares
|
$761,982
0.22% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
8,485
shares
|
$761,443
0.41% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
8,478
shares
|
$760,815
0.48% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
8,474
shares
|
$760,456
0.31% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
8,370
shares
|
$751,123
0.06% of portfolio
|
Q1 2023
Added 5.02%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
8,370
shares
|
$751,123
0.06% of portfolio
|
Q1 2023
Added 5.02%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
8,343
shares
|
$748,700
0.1% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
8,330
shares
|
$747,534
0.63% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
8,313
shares
|
$746,008
0.51% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
8,292
shares
|
$744,124
0.1% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
8,234
shares
|
$738,919
0.05% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,190
shares
|
$734,970
0.02% of portfolio
|
Q3 2022
Added 6.32%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
8,186
shares
|
$734,611
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
8,174
shares
|
$733,534
0.06% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
8,135
shares
|
$730,034
0.08% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
8,122
shares
|
$728,868
0.09% of portfolio
|
Q3 2024
Reduced 33.0%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,117
shares
|
$728,419
0.08% of portfolio
|
Q3 2024
Added 31.13%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
8,041
shares
|
$721,599
0.24% of portfolio
|
Q2 2024
Reduced 31.51%
|