Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,462 institutions that hold shares in the stock, with a total of 719 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
4,230
shares
|
$375,243
0.22% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
4,227
shares
|
$374,977
0.27% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,218
shares
|
$374,178
0.02% of portfolio
|
Q1 2025
Reduced 32.88%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
4,200
shares
|
$372,582
0.06% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
4,196
shares
|
$372,227
0.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
4,193
shares
|
$371,961
0.03% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,193
shares
|
$371,961
0.09% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
4,190
shares
|
$371,694
0.09% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
4,179
shares
|
$370,719
0.04% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
4,175
shares
|
$370,364
0.34% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
4,174
shares
|
$370,275
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
4,174
shares
|
$370,275
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
4,172
shares
|
$370,098
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
4,166
shares
|
$369,565
0.11% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
4,159
shares
|
$368,944
0.05% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,158
shares
|
$368,856
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
Hodges Capital Management Inc.
|
May 15, 2025 Q1 2025 |
4,150
shares
|
$368,146
0.03% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
4,150
shares
|
$368,146
0.02% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,144
shares
|
$367,614
0.09% of portfolio
|
Q1 2025
Reduced 19.19%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
4,143
shares
|
$367,525
0.03% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
4,142
shares
|
$367,436
0.1% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
4,135
shares
|
$366,815
0.05% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,128
shares
|
$366,194
0.06% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
4,120
shares
|
$365,485
0.0% of portfolio
|
Q1 2025
Reduced 98.25%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,099
shares
|
$363,622
0.01% of portfolio
|
Q4 2024
Added 47.02%
|