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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,521
shares
|
$495,454
0.04% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
5,518
shares
|
$495,185
0.05% of portfolio
|
Q3 2024
Added 95.33%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
5,501
shares
|
$493,659
0.02% of portfolio
|
Q3 2024
Added 902.0%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,495
shares
|
$493,121
0.17% of portfolio
|
Q2 2023
Reduced 0.9%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
5,486
shares
|
$492,313
0.01% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
5,484
shares
|
$492,134
0.27% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
5,467
shares
|
$490,608
0.26% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
5,454
shares
|
$489,441
0.02% of portfolio
|
Q3 2024
Added 84.51%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
5,450
shares
|
$489,083
0.17% of portfolio
|
Q1 2024
Reduced 16.15%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,434
shares
|
$487,647
0.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
5,424
shares
|
$486,749
0.36% of portfolio
|
Q1 2024
Added 12.44%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
5,405
shares
|
$485,044
0.35% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
5,403
shares
|
$484,865
0.07% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
5,401
shares
|
$484,685
0.22% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
5,400
shares
|
$484,596
0.06% of portfolio
|
Q3 2024
Added 17.37%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
5,400
shares
|
$484,596
0.07% of portfolio
|
Q1 2024
Added 86.21%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,400
shares
|
$484,596
0.18% of portfolio
|
Q2 2022
Reduced 6.09%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
5,398
shares
|
$484,416
0.23% of portfolio
|
Q4 2022
Added 0.32%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
5,388
shares
|
$483,519
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,386
shares
|
$483,339
0.09% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
5,367
shares
|
$481,634
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
5,353
shares
|
$480,378
0.29% of portfolio
|
Q3 2024
Reduced 23.18%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,336
shares
|
$478,852
0.04% of portfolio
|
Q3 2024
Reduced 25.46%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
5,335
shares
|
$478,762
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
5,301
shares
|
$475,711
0.01% of portfolio
|
Q3 2024
New holding
|