Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,215 institutions that hold shares in the stock, with a total of 705 Million shares, which have been reported (via 13F filing form) to have a value of $63.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,465
shares
|
$221,209
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,464
shares
|
$221,119
0.08% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
2,453
shares
|
$220,132
0.05% of portfolio
|
Q2 2023
Reduced 2.27%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
2,451
shares
|
$219,952
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,445
shares
|
$219,414
0.03% of portfolio
|
Q3 2024
Reduced 18.31%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
2,445
shares
|
$219,414
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
2,444
shares
|
$219,324
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
2,443
shares
|
$219,234
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
2,435
shares
|
$218,516
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
2,431
shares
|
$218,157
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,430
shares
|
$218,068
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,429
shares
|
$217,978
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,428
shares
|
$217,888
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
2,426
shares
|
$217,709
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,421
shares
|
$217,260
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
2,416
shares
|
$216,811
0.21% of portfolio
|
Q3 2024
Reduced 26.05%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,413
shares
|
$216,542
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
2,412
shares
|
$216,452
0.06% of portfolio
|
Q3 2024
Reduced 40.69%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
2,412
shares
|
$216,452
0.06% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
2,405
shares
|
$215,824
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
2,404
shares
|
$215,734
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,404
shares
|
$215,734
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,401
shares
|
$215,465
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
2,400
shares
|
$215,376
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
2,400
shares
|
$215,376
0.04% of portfolio
|
Q4 2018
New holding
|