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 |
|---|---|---|---|---|---|
|
Harvey Investment CO LLC
|
Oct 22, 2024 Q3 2024 |
2,926
shares
|
$256,317
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
2,914
shares
|
$255,266
0.1% of portfolio
|
Q2 2024
Added 3.08%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,900
shares
|
$254,039
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,896
shares
|
$253,689
0.02% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
2,883
shares
|
$252,550
0.17% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
2,883
shares
|
$252,550
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,879
shares
|
$252,200
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
2,879
shares
|
$252,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,878
shares
|
$252,112
0.03% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
2,872
shares
|
$251,587
0.26% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
2,867
shares
|
$251,149
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,863
shares
|
$250,798
0.02% of portfolio
|
Q4 2022
Reduced 83.59%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
2,845
shares
|
$249,221
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,844
shares
|
$249,134
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
2,844
shares
|
$249,134
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
2,843
shares
|
$249,046
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
2,840
shares
|
$248,783
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,840
shares
|
$248,783
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
2,839
shares
|
$248,696
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
2,836
shares
|
$248,433
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
2,836
shares
|
$248,433
0.17% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,828
shares
|
$247,732
0.0% of portfolio
|
Q3 2024
Reduced 20.7%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
2,812
shares
|
$246,331
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,809
shares
|
$246,068
0.15% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
2,808
shares
|
$245,980
0.16% of portfolio
|
Q1 2024
New holding
|