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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,636
shares
|
$416,034
0.03% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
4,636
shares
|
$416,034
0.06% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
4,631
shares
|
$415,585
0.07% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
4,627
shares
|
$415,226
0.28% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
4,616
shares
|
$414,239
0.01% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
4,615
shares
|
$414,150
0.08% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
4,612
shares
|
$413,880
0.04% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
4,595
shares
|
$412,355
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
4,589
shares
|
$411,816
0.06% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,586
shares
|
$411,547
0.03% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
4,583
shares
|
$411,278
0.31% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,582
shares
|
$411,188
0.06% of portfolio
|
Q3 2024
Reduced 20.08%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
4,575
shares
|
$410,560
0.14% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
4,563
shares
|
$409,483
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
4,561
shares
|
$409,304
0.16% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
4,560
shares
|
$409,214
0.23% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,555
shares
|
$408,765
0.11% of portfolio
|
Q3 2023
Added 0.62%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
4,550
shares
|
$408,317
0.33% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
4,517
shares
|
$405,355
0.1% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,513
shares
|
$404,996
0.4% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
4,500
shares
|
$403,830
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
4,498
shares
|
$403,650
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
4,497
shares
|
$403,560
0.06% of portfolio
|
Q2 2023
Reduced 1.81%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,495
shares
|
$403,381
0.05% of portfolio
|
Q4 2022
Added 3.26%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,490
shares
|
$402,932
0.03% of portfolio
|
Q3 2024
Added 53.45%
|