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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,545
shares
|
$222,942
0.02% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
2,539
shares
|
$222,416
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,532
shares
|
$221,803
0.01% of portfolio
|
Q3 2024
Reduced 24.19%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,527
shares
|
$221,365
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,517
shares
|
$220,489
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
2,508
shares
|
$219,700
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
2,501
shares
|
$219,087
0.11% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
2,501
shares
|
$219,087
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
2,500
shares
|
$219,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$219,000
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$219,000
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,491
shares
|
$218,211
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
2,490
shares
|
$218,124
0.1% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
2,480
shares
|
$217,248
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
2,478
shares
|
$217,072
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,478
shares
|
$217,072
0.06% of portfolio
|
Q1 2022
Reduced 91.93%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
2,475
shares
|
$216,810
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,473
shares
|
$216,634
0.08% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,472
shares
|
$216,547
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
2,472
shares
|
$216,547
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
2,469
shares
|
$216,284
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,467
shares
|
$216,109
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,465
shares
|
$215,934
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,464
shares
|
$215,846
0.08% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
2,453
shares
|
$214,882
0.05% of portfolio
|
Q2 2023
Reduced 2.27%
|