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 |
|---|---|---|---|---|---|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
6,580
shares
|
$590,489
0.18% of portfolio
|
Q3 2023
Reduced 4.43%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
6,578
shares
|
$590,309
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,564
shares
|
$589,053
0.06% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,562
shares
|
$588,873
0.11% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,542
shares
|
$587,079
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
6,528
shares
|
$585,822
0.04% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
6,525
shares
|
$585,553
0.05% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,522
shares
|
$585,284
0.04% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
6,518
shares
|
$584,925
0.26% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
6,514
shares
|
$584,566
0.09% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,508
shares
|
$584,027
0.03% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,507
shares
|
$583,938
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,487
shares
|
$582,143
0.02% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,443
shares
|
$578,194
0.07% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
6,434
shares
|
$577,387
0.32% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
6,433
shares
|
$577,297
0.26% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
6,425
shares
|
$576,579
0.03% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
6,418
shares
|
$575,951
0.27% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,393
shares
|
$573,707
0.01% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
6,390
shares
|
$573,438
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
6,388
shares
|
$573,259
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,377
shares
|
$572,271
0.05% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,367
shares
|
$571,374
0.57% of portfolio
|
Q2 2022
Reduced 40.48%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
6,343
shares
|
$569,220
0.27% of portfolio
|
Q2 2023
Reduced 13.62%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,329
shares
|
$567,964
0.05% of portfolio
|
Q2 2023
Reduced 71.5%
|