Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,216 institutions that hold shares in the stock, with a total of 702 Million shares, which have been reported (via 13F filing form) to have a value of $57.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
102,524
shares
|
$8.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
101,703
shares
|
$8.27 Million
0.04% of portfolio
|
Q3 2024
Added 29.66%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
100,735
shares
|
$8.19 Million
2.15% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
99,718
shares
|
$8.11 Million
0.06% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
99,078
shares
|
$8.06 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
98,870
shares
|
$8.04 Million
0.36% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
98,633
shares
|
$8.02 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
98,620
shares
|
$8.02 Million
0.26% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
98,323
shares
|
$8 Million
0.56% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
97,877
shares
|
$7.96 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,452
shares
|
$7.92 Million
0.04% of portfolio
|
Q2 2023
Reduced 36.44%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
96,892
shares
|
$7.88 Million
0.39% of portfolio
|
Q3 2024
Added 1502.58%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
96,799
shares
|
$7.87 Million
1.08% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
96,698
shares
|
$7.86 Million
3.11% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
96,501
shares
|
$7.85 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
95,405
shares
|
$7.76 Million
0.06% of portfolio
|
Q3 2024
Added 1018.99%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
94,887
shares
|
$7.72 Million
0.72% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
94,398
shares
|
$7.68 Million
1.55% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
94,392
shares
|
$7.68 Million
0.14% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
94,264
shares
|
$7.67 Million
0.55% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
93,669
shares
|
$7.62 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
93,582
shares
|
$7.61 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
92,990
shares
|
$7.56 Million
0.65% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
91,922
shares
|
$7.48 Million
0.68% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
90,720
shares
|
$7.38 Million
0.56% of portfolio
|
Q3 2024
Reduced 52.33%
|