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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,148
shares
|
$275,764
0.2% of portfolio
|
Q4 2023
Added 13.69%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
3,144
shares
|
$275,414
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
3,140
shares
|
$275,064
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
3,123
shares
|
$273,574
0.17% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
3,120
shares
|
$273,312
0.04% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
3,119
shares
|
$273,224
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
3,118
shares
|
$273,136
0.12% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,114
shares
|
$272,786
0.04% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
3,107
shares
|
$272,173
0.05% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
3,100
shares
|
$271,560
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,100
shares
|
$271,560
0.01% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
3,100
shares
|
$271,560
0.13% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
3,097
shares
|
$271,297
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
3,096
shares
|
$271,209
0.0% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
3,086
shares
|
$270,333
0.04% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,085
shares
|
$270,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
3,084
shares
|
$270,158
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,075
shares
|
$269,370
0.03% of portfolio
|
Q3 2024
Reduced 89.03%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,065
shares
|
$268,494
0.02% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
3,059
shares
|
$267,968
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
3,056
shares
|
$267,705
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
3,050
shares
|
$267,180
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,046
shares
|
$266,829
0.02% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
3,040
shares
|
$266,304
0.2% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,034
shares
|
$265,778
0.05% of portfolio
|
Q3 2024
Reduced 0.72%
|