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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,844
shares
|
$344,960
0.05% of portfolio
|
Q3 2024
Added 166.39%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
3,840
shares
|
$344,601
0.08% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
3,838
shares
|
$344,422
0.04% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,834
shares
|
$344,063
0.03% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,826
shares
|
$343,345
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
3,823
shares
|
$343,076
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,802
shares
|
$341,191
0.11% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
3,794
shares
|
$340,473
0.07% of portfolio
|
Q3 2024
Reduced 69.13%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
3,792
shares
|
$340,294
0.03% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
3,791
shares
|
$340,204
0.02% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,790
shares
|
$340,114
0.17% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,787
shares
|
$339,845
0.07% of portfolio
|
Q3 2024
Added 21.34%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
3,778
shares
|
$339,037
0.02% of portfolio
|
Q1 2024
Added 11.02%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
3,767
shares
|
$338,050
0.11% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,760
shares
|
$337,422
0.02% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
3,750
shares
|
$336,525
0.11% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,745
shares
|
$336,076
0.06% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
3,740
shares
|
$335,627
0.3% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,739
shares
|
$335,537
0.16% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,737
shares
|
$335,358
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,717
shares
|
$333,563
0.03% of portfolio
|
Q3 2024
Added 24.19%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,690
shares
|
$331,140
0.02% of portfolio
|
Q3 2024
Reduced 95.35%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
3,683
shares
|
$330,512
0.25% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,679
shares
|
$330,153
0.08% of portfolio
|
Q2 2022
Reduced 3.67%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
3,673
shares
|
$329,615
0.08% of portfolio
|
Q3 2024
Reduced 5.16%
|