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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
4,470
shares
|
$401,137
0.03% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
4,461
shares
|
$400,330
0.06% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
4,458
shares
|
$400,060
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,456
shares
|
$399,881
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,456
shares
|
$399,881
0.0% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
4,454
shares
|
$399,701
0.04% of portfolio
|
Q3 2024
Reduced 28.54%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
4,454
shares
|
$399,701
0.08% of portfolio
|
Q2 2024
Reduced 21.45%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,452
shares
|
$399,522
0.03% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
4,444
shares
|
$398,804
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
4,444
shares
|
$398,804
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
4,440
shares
|
$398,445
0.02% of portfolio
|
Q2 2021
Added 81.97%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
4,425
shares
|
$397,099
0.11% of portfolio
|
Q3 2024
Added 67.17%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,418
shares
|
$396,471
0.03% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,403
shares
|
$395,125
0.04% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,400
shares
|
$394,856
0.04% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
4,400
shares
|
$394,856
0.19% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
4,384
shares
|
$393,420
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,379
shares
|
$392,971
0.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
4,367
shares
|
$391,894
0.04% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,365
shares
|
$391,715
0.08% of portfolio
|
Q4 2021
Added 0.32%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,363
shares
|
$391,535
0.32% of portfolio
|
Q1 2022
Added 1.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,363
shares
|
$391,535
0.05% of portfolio
|
Q2 2023
Reduced 19.41%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,354
shares
|
$390,727
0.13% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
4,346
shares
|
$390,010
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,345
shares
|
$389,920
0.26% of portfolio
|
Q4 2021
New holding
|