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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
3,560
shares
|
$319,474
0.2% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,558
shares
|
$319,294
0.09% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
3,556
shares
|
$319,115
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
3,546
shares
|
$318,218
0.04% of portfolio
|
Q1 2024
Reduced 9.91%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
3,524
shares
|
$316,243
0.13% of portfolio
|
Q3 2024
Added 278.11%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
3,506
shares
|
$314,628
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
3,502
shares
|
$314,269
0.12% of portfolio
|
Q1 2024
Reduced 28.55%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
3,500
shares
|
$314,090
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
3,492
shares
|
$313,372
0.17% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,492
shares
|
$313,372
0.07% of portfolio
|
Q3 2024
Added 24.94%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
3,475
shares
|
$311,846
0.13% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
3,471
shares
|
$311,487
0.08% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,460
shares
|
$310,500
0.09% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,460
shares
|
$310,500
0.01% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
3,458
shares
|
$310,320
0.05% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,452
shares
|
$309,782
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
3,450
shares
|
$309,603
0.06% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
3,450
shares
|
$309,603
0.35% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
3,450
shares
|
$309,603
0.39% of portfolio
|
Q2 2024
Reduced 10.78%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
3,449
shares
|
$309,513
0.03% of portfolio
|
Q2 2024
Added 7.85%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,445
shares
|
$309,154
0.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
3,444
shares
|
$309,064
0.14% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
3,436
shares
|
$308,346
0.06% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,432
shares
|
$307,987
0.23% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
3,428
shares
|
$307,628
0.1% of portfolio
|
Q3 2024
Reduced 1.64%
|