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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
2,060
shares
|
$184,864
0.06% of portfolio
|
Q1 2024
Added 31.71%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,038
shares
|
$182,890
0.03% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,015
shares
|
$180,826
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,010
shares
|
$180,377
0.24% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
2,006
shares
|
$180,018
0.14% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
2,002
shares
|
$179,659
0.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,998
shares
|
$179,300
0.03% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,984
shares
|
$178,044
0.01% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,915
shares
|
$171,852
0.01% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,901
shares
|
$170,595
0.1% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,891
shares
|
$169,698
0.01% of portfolio
|
Q4 2023
Reduced 7.35%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,882
shares
|
$168,890
0.15% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,836
shares
|
$164,762
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,826
shares
|
$163,865
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,747
shares
|
$156,775
0.01% of portfolio
|
Q3 2024
Added 25.05%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,740
shares
|
$156,147
0.01% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,727
shares
|
$154,980
0.01% of portfolio
|
Q3 2019
Added 58.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,722
shares
|
$154,532
0.02% of portfolio
|
Q1 2022
Added 47.05%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,678
shares
|
$150,583
0.05% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
1,669
shares
|
$149,776
0.02% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,650
shares
|
$148,071
0.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,648
shares
|
$147,891
0.08% of portfolio
|
Q2 2024
Added 5.57%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,647
shares
|
$147,801
0.02% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,630
shares
|
$146,276
0.09% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,606
shares
|
$144,122
0.01% of portfolio
|
Q3 2023
Added 0.06%
|