Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,213 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 $62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
450
shares
|
$39,663
0.03% of portfolio
|
Q2 2024
Reduced 77.56%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
449
shares
|
$39,574
0.01% of portfolio
|
Q4 2023
Added 42.09%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
447
shares
|
$39,398
0.0% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
415
shares
|
$36,578
0.02% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
414
shares
|
$36,489
0.01% of portfolio
|
Q2 2023
Added 1.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
412
shares
|
$36,313
0.0% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
409
shares
|
$36,049
0.01% of portfolio
|
Q2 2024
Reduced 19.65%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
405
shares
|
$35,696
0.02% of portfolio
|
Q3 2024
Added 170.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
403
shares
|
$35,520
0.0% of portfolio
|
Q1 2024
Added 101.5%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
400
shares
|
$35,256
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
365
shares
|
$32,171
0.05% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
350
shares
|
$30,849
0.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
350
shares
|
$30,849
0.01% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
350
shares
|
$30,849
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
350
shares
|
$30,849
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
346
shares
|
$30,496
0.01% of portfolio
|
Q4 2023
Reduced 4.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
340
shares
|
$29,967
0.0% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
338
shares
|
$29,791
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
317
shares
|
$27,940
0.01% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
314
shares
|
$27,675
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
312
shares
|
$27,499
0.0% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
311
shares
|
$27,411
0.02% of portfolio
|
Q3 2024
Added 168.1%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
310
shares
|
$27,323
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$26,442
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
300
shares
|
$26,442
0.02% of portfolio
|
Q4 2023
New holding
|