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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
7,228
shares
|
$648,640
0.06% of portfolio
|
Q3 2024
Added 55.81%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
7,220
shares
|
$647,922
0.04% of portfolio
|
Q3 2024
Added 101.17%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,187
shares
|
$644,961
0.02% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,171
shares
|
$643,525
0.05% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
7,160
shares
|
$642,538
0.41% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
7,138
shares
|
$640,564
0.02% of portfolio
|
Q2 2024
Added 96.48%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,135
shares
|
$640,294
0.11% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
7,132
shares
|
$640,025
0.11% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
7,130
shares
|
$639,846
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
7,117
shares
|
$638,679
0.12% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
7,108
shares
|
$637,871
0.12% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
7,104
shares
|
$637,512
0.3% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
7,090
shares
|
$636,256
0.33% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,084
shares
|
$635,718
0.06% of portfolio
|
Q4 2022
Reduced 15.51%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
7,020
shares
|
$629,974
0.27% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
7,019
shares
|
$629,885
0.04% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,019
shares
|
$629,885
0.03% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
7,017
shares
|
$629,705
0.23% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
6,984
shares
|
$626,744
0.01% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
6,955
shares
|
$624,141
0.04% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,953
shares
|
$623,962
0.0% of portfolio
|
Q3 2022
Added 7.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
6,953
shares
|
$623,962
0.13% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
6,941
shares
|
$622,885
0.02% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,933
shares
|
$622,167
0.05% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
6,928
shares
|
$621,718
0.14% of portfolio
|
Q3 2024
Added 10.02%
|