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 |
|---|---|---|---|---|---|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
4,324
shares
|
$388,035
0.11% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
4,319
shares
|
$387,587
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,314
shares
|
$387,138
0.1% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
4,309
shares
|
$386,689
0.08% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
4,304
shares
|
$386,240
0.02% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,302
shares
|
$386,061
0.17% of portfolio
|
Q4 2021
Reduced 8.51%
|
|
|
Bey Douglas LLC
Marietta, GA |
Nov 12, 2024 Q3 2024 |
4,298
shares
|
$385,702
0.34% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
4,295
shares
|
$385,433
0.04% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
4,270
shares
|
$383,189
0.08% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
4,270
shares
|
$383,189
0.02% of portfolio
|
Q2 2024
Reduced 23.49%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
4,269
shares
|
$383,100
0.05% of portfolio
|
Q3 2024
Added 34.97%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
4,233
shares
|
$379,869
0.19% of portfolio
|
Q3 2024
Reduced 34.75%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
4,230
shares
|
$379,600
0.21% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
4,220
shares
|
$378,702
0.03% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
4,203
shares
|
$377,177
0.16% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
4,200
shares
|
$376,908
0.03% of portfolio
|
Q3 2024
Reduced 89.5%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$376,908
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,193
shares
|
$376,279
0.09% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
4,162
shares
|
$373,497
0.04% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,158
shares
|
$373,138
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
4,147
shares
|
$372,151
0.13% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
4,142
shares
|
$371,703
0.1% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,136
shares
|
$371,164
0.03% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
4,129
shares
|
$370,536
0.03% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
4,129
shares
|
$370,536
0.02% of portfolio
|
Q2 2024
Added 0.24%
|