Institutional Ownership Southern CO (SOJD)
This table provides information about the institutional ownership of Southern CO (SOJD). We have compiled data on the 4 institutions that hold shares in the stock, with a total of 86,549 shares, which have been reported (via 13F filing form) to have a value of $1.76 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
65,065
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
15,311
shares
|
$310,660
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,323
shares
|
$87,713
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
1,850
shares
|
$37,536
0.01% of portfolio
|
Q1 2024
New holding
|