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 389,324 shares, which have been reported (via 13F filing form) to have a value of $8.53 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
307,098
shares
|
$6.73 Million
0.13% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
65,065
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
15,311
shares
|
$335,464
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,850
shares
|
$40,533
0.01% of portfolio
|
Q1 2024
New holding
|