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 |
|---|---|---|---|---|---|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
2,270
shares
|
$198,852
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
2,267
shares
|
$198,589
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,266
shares
|
$198,501
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
2,265
shares
|
$198,414
0.02% of portfolio
|
Q3 2024
Reduced 27.4%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
2,262
shares
|
$198,151
0.0% of portfolio
|
Q3 2024
Reduced 90.25%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,254
shares
|
$197,450
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,254
shares
|
$197,450
0.17% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
2,250
shares
|
$197,100
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
2,248
shares
|
$196,924
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
2,247
shares
|
$196,837
0.01% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
2,237
shares
|
$195,961
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
2,234
shares
|
$195,698
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
2,231
shares
|
$195,435
0.13% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,229
shares
|
$195,260
0.05% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
2,228
shares
|
$195,172
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,201
shares
|
$192,807
0.02% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,195
shares
|
$192,282
0.06% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
2,175
shares
|
$190,530
0.02% of portfolio
|
Q2 2024
Reduced 38.02%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,155
shares
|
$188,778
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,155
shares
|
$188,778
0.02% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
2,151
shares
|
$188,427
0.11% of portfolio
|
Q4 2023
Reduced 9.66%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,150
shares
|
$188,340
0.03% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
2,060
shares
|
$180,456
0.06% of portfolio
|
Q1 2024
Added 31.71%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,038
shares
|
$178,528
0.03% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,015
shares
|
$176,514
0.02% of portfolio
|
Q3 2024
Added 0.2%
|