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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,139
shares
|
$99,776
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,136
shares
|
$99,513
0.01% of portfolio
|
Q3 2024
Added 108.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,123
shares
|
$98,374
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,105
shares
|
$96,798
0.02% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,101
shares
|
$96,447
0.01% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,093
shares
|
$95,746
0.03% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,052
shares
|
$92,155
0.05% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
1,036
shares
|
$90,753
0.03% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,033
shares
|
$90,490
0.04% of portfolio
|
Q3 2024
Added 36.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,032
shares
|
$90,403
0.01% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,006
shares
|
$88,125
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$87,600
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$87,600
0.64% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
967
shares
|
$84,709
0.03% of portfolio
|
Q4 2022
Reduced 38.84%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
933
shares
|
$81,730
0.02% of portfolio
|
Q3 2024
Added 59.49%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
882
shares
|
$77,263
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
877
shares
|
$76,825
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
865
shares
|
$75,774
0.01% of portfolio
|
Q3 2024
Reduced 29.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
837
shares
|
$73,321
0.04% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
826
shares
|
$72,357
0.02% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
818
shares
|
$71,656
0.01% of portfolio
|
Q4 2023
Added 295.17%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
817
shares
|
$71,569
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
815
shares
|
$71,394
0.01% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
805
shares
|
$70,518
0.04% of portfolio
|
Q3 2024
Added 35.52%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
789
shares
|
$69,116
0.05% of portfolio
|
Q4 2023
New holding
|