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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,952
shares
|
$354,652
0.21% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
3,951
shares
|
$354,562
0.2% of portfolio
|
Q3 2024
Reduced 55.08%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
3,950
shares
|
$354,473
0.0% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
3,931
shares
|
$352,767
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
3,925
shares
|
$352,229
0.26% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
3,909
shares
|
$350,793
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,904
shares
|
$350,344
0.88% of portfolio
|
Q3 2023
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,900
shares
|
$349,986
0.13% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$349,986
0.01% of portfolio
|
Q3 2022
Reduced 1.32%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
3,895
shares
|
$349,537
0.19% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,894
shares
|
$349,447
0.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,891
shares
|
$349,178
0.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,890
shares
|
$349,088
0.02% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,888
shares
|
$348,909
0.02% of portfolio
|
Q1 2024
Added 12.73%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,881
shares
|
$348,280
0.01% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
3,881
shares
|
$348,280
0.14% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
3,879
shares
|
$348,101
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,877
shares
|
$347,921
0.05% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
3,876
shares
|
$347,832
0.16% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
3,871
shares
|
$347,383
0.17% of portfolio
|
Q3 2024
Reduced 74.33%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
3,870
shares
|
$347,293
0.07% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
3,864
shares
|
$346,755
0.2% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
3,859
shares
|
$346,306
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
3,858
shares
|
$346,216
0.09% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
3,855
shares
|
$345,947
0.04% of portfolio
|
Q3 2023
New holding
|