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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
6,907
shares
|
$619,834
0.17% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
6,903
shares
|
$619,475
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
6,900
shares
|
$619,206
0.06% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
6,890
shares
|
$618,308
0.12% of portfolio
|
Q1 2019
Reduced 25.94%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
6,884
shares
|
$617,770
0.14% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
6,830
shares
|
$612,924
0.4% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
6,815
shares
|
$611,578
0.44% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
6,803
shares
|
$610,501
0.23% of portfolio
|
Q4 2023
Added 13.71%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
6,796
shares
|
$609,873
0.3% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
6,794
shares
|
$609,693
0.16% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,781
shares
|
$608,526
0.03% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,770
shares
|
$607,539
0.04% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
6,753
shares
|
$606,014
0.08% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
6,740
shares
|
$604,847
0.12% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
6,737
shares
|
$604,578
0.1% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,729
shares
|
$603,860
0.16% of portfolio
|
Q4 2023
Reduced 1.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,672
shares
|
$598,745
0.04% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
6,672
shares
|
$598,745
0.01% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
6,667
shares
|
$598,296
0.03% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
6,647
shares
|
$596,501
0.0% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
6,638
shares
|
$595,694
0.22% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,636
shares
|
$595,514
0.01% of portfolio
|
Q2 2022
Reduced 1.34%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,627
shares
|
$594,706
0.09% of portfolio
|
Q1 2023
Reduced 0.9%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
6,617
shares
|
$593,809
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
6,616
shares
|
$593,719
0.29% of portfolio
|
Q3 2024
Reduced 2.93%
|