Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,212 institutions that hold shares in the stock, with a total of 704 Million shares, which have been reported (via 13F filing form) to have a value of $61.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
3,246
shares
|
$284,349
0.22% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
3,246
shares
|
$284,349
0.13% of portfolio
|
Q2 2024
Reduced 23.55%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
3,236
shares
|
$283,473
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
3,236
shares
|
$283,473
0.01% of portfolio
|
Q3 2024
Reduced 27.31%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
3,235
shares
|
$283,386
0.17% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
3,233
shares
|
$283,210
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
3,232
shares
|
$283,123
0.07% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,222
shares
|
$282,247
0.27% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,210
shares
|
$281,196
0.07% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
3,200
shares
|
$280,320
0.11% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,200
shares
|
$280,320
0.03% of portfolio
|
Q3 2023
Reduced 39.62%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,190
shares
|
$279,444
0.05% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,189
shares
|
$279,356
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Searcy Financial Services Inc
|
Oct 15, 2024 Q3 2024 |
3,180
shares
|
$278,568
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
3,179
shares
|
$278,480
0.06% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
3,178
shares
|
$278,392
0.1% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
3,170
shares
|
$277,692
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,163
shares
|
$277,078
0.23% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
3,163
shares
|
$277,078
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
3,162
shares
|
$276,991
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
3,156
shares
|
$276,465
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
3,155
shares
|
$276,378
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,150
shares
|
$275,940
0.04% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
3,150
shares
|
$275,940
0.07% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,150
shares
|
$275,940
0.14% of portfolio
|
Q1 2024
Reduced 8.7%
|