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 |
|---|---|---|---|---|---|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
3,030
shares
|
$265,428
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
3,027
shares
|
$265,165
0.05% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,026
shares
|
$265,077
0.29% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
3,023
shares
|
$264,814
0.03% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,020
shares
|
$264,552
0.09% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
3,011
shares
|
$263,763
0.07% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
3,002
shares
|
$262,975
0.13% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,001
shares
|
$262,887
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
3,000
shares
|
$262,800
0.17% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$262,800
0.03% of portfolio
|
Q3 2024
Reduced 73.21%
|
|
|
Asset Management Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$262,800
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
3,000
shares
|
$262,800
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,999
shares
|
$262,712
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,996
shares
|
$262,449
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,977
shares
|
$260,785
0.0% of portfolio
|
Q3 2024
Added 44.51%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
2,975
shares
|
$260,609
0.22% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
2,974
shares
|
$260,522
0.1% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
2,968
shares
|
$259,996
0.07% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,952
shares
|
$258,595
1.25% of portfolio
|
Q3 2022
Reduced 47.95%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,950
shares
|
$258,419
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
2,945
shares
|
$257,981
0.25% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
2,939
shares
|
$257,456
0.19% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,936
shares
|
$257,193
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
2,934
shares
|
$257,018
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
2,927
shares
|
$256,405
0.04% of portfolio
|
Q3 2024
Reduced 89.47%
|