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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
5,776
shares
|
$518,338
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,772
shares
|
$517,979
0.25% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
5,767
shares
|
$517,530
0.27% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
5,765
shares
|
$517,351
0.03% of portfolio
|
Q3 2024
Reduced 27.7%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
5,716
shares
|
$512,953
0.06% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
5,706
shares
|
$512,056
0.05% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$511,517
0.1% of portfolio
|
Q2 2024
Reduced 15.19%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
5,672
shares
|
$509,005
0.11% of portfolio
|
Q3 2024
Added 32.18%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
5,671
shares
|
$508,915
0.03% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
5,650
shares
|
$507,031
0.33% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
5,648
shares
|
$506,851
0.15% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
5,636
shares
|
$505,774
0.01% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,633
shares
|
$505,505
0.01% of portfolio
|
Q1 2024
Reduced 64.59%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
5,631
shares
|
$505,325
0.04% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
5,625
shares
|
$504,787
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
5,624
shares
|
$504,697
0.16% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
5,617
shares
|
$504,069
0.2% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
5,597
shares
|
$502,274
0.12% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
5,584
shares
|
$501,108
0.17% of portfolio
|
Q2 2023
Reduced 1.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,569
shares
|
$499,762
0.05% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,567
shares
|
$499,582
0.03% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
5,557
shares
|
$498,685
0.1% of portfolio
|
Q3 2024
Added 37.31%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
5,526
shares
|
$495,903
0.12% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
5,523
shares
|
$495,634
0.02% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
5,521
shares
|
$495,454
0.09% of portfolio
|
Q3 2024
Added 2.93%
|