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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
8,036
shares
|
$721,150
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,023
shares
|
$719,984
0.28% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
8,013
shares
|
$719,086
0.32% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
8,007
shares
|
$718,548
0.19% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
8,004
shares
|
$718,278
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
7,988
shares
|
$716,843
0.45% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,976
shares
|
$715,766
0.12% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
7,951
shares
|
$713,522
0.15% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
7,950
shares
|
$713,433
0.46% of portfolio
|
Q3 2024
Added 89.74%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7,947
shares
|
$713,163
0.45% of portfolio
|
Q2 2023
Reduced 9.24%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,935
shares
|
$712,086
0.1% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
7,926
shares
|
$711,279
0.15% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
7,887
shares
|
$707,779
0.37% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
7,871
shares
|
$706,343
0.04% of portfolio
|
Q3 2024
Added 125.01%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
7,855
shares
|
$704,907
0.21% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
7,848
shares
|
$704,279
0.39% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
7,848
shares
|
$704,279
0.04% of portfolio
|
Q3 2024
Added 196.15%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
7,830
shares
|
$702,664
0.18% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
7,830
shares
|
$702,664
0.08% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
7,781
shares
|
$698,266
0.12% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,763
shares
|
$696,651
0.03% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
7,745
shares
|
$695,036
0.4% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,728
shares
|
$693,510
0.58% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
7,702
shares
|
$691,177
0.36% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,689
shares
|
$690,010
0.06% of portfolio
|
Q4 2023
Reduced 53.89%
|