Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,448 institutions that hold shares in the stock, with a total of 710 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,115
shares
|
$273,434
0.05% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,115
shares
|
$273,434
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
3,114
shares
|
$273,346
0.11% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
3,112
shares
|
$273,171
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
3,111
shares
|
$273,083
0.09% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
3,107
shares
|
$272,732
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
3,104
shares
|
$272,469
0.05% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,103
shares
|
$272,381
0.04% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,100
shares
|
$272,118
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
3,090
shares
|
$271,240
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
3,077
shares
|
$270,099
0.08% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
3,073
shares
|
$269,747
0.06% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
3,068
shares
|
$269,309
0.07% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,065
shares
|
$269,045
0.02% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
3,060
shares
|
$268,606
0.05% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
3,058
shares
|
$268,431
0.25% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
3,049
shares
|
$267,641
0.22% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
3,049
shares
|
$267,641
0.16% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
May 08, 2025 Q1 2025 |
3,040
shares
|
$266,851
0.02% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
3,030
shares
|
$265,973
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
3,028
shares
|
$265,797
0.01% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
3,024
shares
|
$265,446
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
3,021
shares
|
$265,183
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Searcy Financial Services Inc
|
Apr 17, 2025 Q1 2025 |
3,018
shares
|
$264,920
0.12% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
3,017
shares
|
$264,832
0.04% of portfolio
|
Q1 2025
Added 5.12%
|