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 |
|---|---|---|---|---|---|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
4,810
shares
|
$431,649
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
4,797
shares
|
$430,482
0.19% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,796
shares
|
$430,393
0.01% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
4,785
shares
|
$429,405
0.02% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
4,772
shares
|
$428,239
0.02% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
4,766
shares
|
$427,700
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
4,756
shares
|
$426,803
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,752
shares
|
$426,444
0.08% of portfolio
|
Q1 2023
Reduced 6.55%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
4,751
shares
|
$426,354
0.06% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,746
shares
|
$425,906
0.16% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
4,742
shares
|
$425,547
0.11% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
4,740
shares
|
$425,367
0.31% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,715
shares
|
$423,124
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
4,710
shares
|
$422,675
0.1% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,700
shares
|
$421,778
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
4,687
shares
|
$420,611
0.16% of portfolio
|
Q1 2024
Added 8.32%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,679
shares
|
$419,893
0.05% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
4,678
shares
|
$419,803
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
4,678
shares
|
$419,803
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
4,664
shares
|
$418,547
0.18% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
4,663
shares
|
$418,457
0.32% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
4,659
shares
|
$418,098
0.04% of portfolio
|
Q2 2024
Reduced 22.44%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
4,650
shares
|
$417,291
0.17% of portfolio
|
Q3 2023
Added 8.14%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
4,646
shares
|
$416,932
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
4,644
shares
|
$416,752
0.18% of portfolio
|
Q3 2024
New holding
|