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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$17,594
0.0% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
200
shares
|
$17,594
0.01% of portfolio
|
Q4 2019
Reduced 9.09%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
200
shares
|
$17,594
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
200
shares
|
$17,594
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$17,594
0.0% of portfolio
|
Q1 2023
Reduced 82.86%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
196
shares
|
$17,242
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
193
shares
|
$16,978
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
190
shares
|
$16,714
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
186
shares
|
$16,362
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
184
shares
|
$16,186
0.01% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
181
shares
|
$15,922
0.0% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
175
shares
|
$15,394
0.01% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
167
shares
|
$14,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
162
shares
|
$14,251
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
160
shares
|
$14,075
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
156
shares
|
$13,723
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
150
shares
|
$13,195
0.01% of portfolio
|
Q1 2023
Reduced 21.05%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
144
shares
|
$12,667
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
140
shares
|
$12,315
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
132
shares
|
$11,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
126
shares
|
$11,084
0.0% of portfolio
|
Q3 2024
Reduced 76.27%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
124
shares
|
$10,908
0.0% of portfolio
|
Q3 2024
Reduced 61.73%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
121
shares
|
$10,644
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
120
shares
|
$10,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
120
shares
|
$10,556
0.0% of portfolio
|
Q3 2024
New holding
|