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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
3,672
shares
|
$329,525
0.05% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
3,670
shares
|
$329,345
0.08% of portfolio
|
Q2 2023
Reduced 9.83%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
3,661
shares
|
$328,538
0.06% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
3,657
shares
|
$328,179
0.1% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
3,655
shares
|
$327,999
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,650
shares
|
$327,551
0.03% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,648
shares
|
$327,371
0.19% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
3,635
shares
|
$326,204
0.13% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,627
shares
|
$325,486
0.29% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
3,623
shares
|
$325,128
0.26% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
3,621
shares
|
$324,948
0.02% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
3,617
shares
|
$324,589
0.18% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,607
shares
|
$323,692
0.03% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
3,606
shares
|
$323,602
0.11% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
3,602
shares
|
$323,243
0.04% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
3,600
shares
|
$323,064
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
3,594
shares
|
$322,525
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,586
shares
|
$321,807
0.06% of portfolio
|
Q3 2024
Added 154.15%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
3,583
shares
|
$321,538
0.05% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
3,572
shares
|
$320,551
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
3,569
shares
|
$320,282
0.07% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
3,567
shares
|
$320,102
0.02% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,566
shares
|
$320,012
0.09% of portfolio
|
Q3 2024
Reduced 20.28%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
3,565
shares
|
$319,923
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
3,563
shares
|
$319,743
0.14% of portfolio
|
Q3 2024
Added 0.06%
|