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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
7,680
shares
|
$689,203
0.24% of portfolio
|
Q3 2024
Reduced 22.85%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
7,673
shares
|
$688,575
0.1% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
7,671
shares
|
$688,395
0.6% of portfolio
|
Q3 2022
Added 153320.0%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
7,632
shares
|
$684,895
0.51% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,630
shares
|
$684,716
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,587
shares
|
$680,857
0.01% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,568
shares
|
$679,152
0.01% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
7,534
shares
|
$676,101
0.07% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
7,524
shares
|
$675,203
0.17% of portfolio
|
Q1 2023
Reduced 2.53%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,517
shares
|
$674,575
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
7,515
shares
|
$674,396
0.45% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
7,507
shares
|
$673,678
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
7,479
shares
|
$671,165
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
7,453
shares
|
$668,832
0.09% of portfolio
|
Q3 2024
Added 122.54%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
7,436
shares
|
$667,306
0.39% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
7,412
shares
|
$665,152
0.4% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
7,400
shares
|
$664,076
0.44% of portfolio
|
Q2 2024
New holding
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
7,373
shares
|
$661,653
0.02% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
7,363
shares
|
$660,755
0.67% of portfolio
|
Q2 2024
Reduced 98.71%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
7,346
shares
|
$659,230
0.05% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
7,320
shares
|
$656,896
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
7,294
shares
|
$654,563
0.05% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
7,259
shares
|
$651,422
0.06% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
7,254
shares
|
$650,973
0.03% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Centre Asset Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,238
shares
|
$649,538
0.14% of portfolio
|
Q3 2024
Reduced 4.8%
|