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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
4,123
shares
|
$369,998
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,110
shares
|
$368,831
0.03% of portfolio
|
Q2 2024
Reduced 12.12%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,109
shares
|
$368,741
0.1% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
4,103
shares
|
$368,203
0.05% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
4,099
shares
|
$367,844
0.06% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,079
shares
|
$366,049
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
4,078
shares
|
$365,959
0.15% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
4,075
shares
|
$365,690
0.02% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
4,069
shares
|
$365,152
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
4,063
shares
|
$364,613
0.05% of portfolio
|
Q3 2024
Added 44.75%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,050
shares
|
$363,447
0.03% of portfolio
|
Q2 2021
Reduced 16.49%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
4,049
shares
|
$363,357
0.06% of portfolio
|
Q2 2024
Added 8.75%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,046
shares
|
$363,088
0.24% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
4,033
shares
|
$361,921
0.02% of portfolio
|
Q3 2024
Reduced 24.38%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,029
shares
|
$361,562
0.3% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
4,012
shares
|
$360,036
0.1% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
4,011
shares
|
$359,947
0.06% of portfolio
|
Q3 2021
Reduced 1.47%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
4,008
shares
|
$359,677
0.1% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
4,008
shares
|
$359,677
0.05% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
4,000
shares
|
$358,960
0.16% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$358,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,997
shares
|
$358,690
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
3,986
shares
|
$357,703
0.24% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,985
shares
|
$357,613
0.05% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,973
shares
|
$356,537
0.17% of portfolio
|
Q1 2023
Reduced 4.91%
|