Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,335 institutions that hold shares in the stock, with a total of 715 Million shares, which have been reported (via 13F filing form) to have a value of $65.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
30,209
shares
|
$2.75 Million
0.13% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
30,166
shares
|
$2.75 Million
0.03% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
30,117
shares
|
$2.74 Million
0.19% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
30,020
shares
|
$2.74 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
30,000
shares
|
$2.73 Million
0.05% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
30,000
shares
|
$2.73 Million
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,918
shares
|
$2.73 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
29,903
shares
|
$2.73 Million
0.2% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
29,830
shares
|
$2.72 Million
0.71% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
29,820
shares
|
$2.72 Million
0.3% of portfolio
|
Q4 2024
Added 21.8%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
29,810
shares
|
$2.72 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Feb 24, 2025 Q4 2024 |
29,662
shares
|
$2.7 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
29,381
shares
|
$2.68 Million
0.82% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
29,186
shares
|
$2.66 Million
0.23% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
29,063
shares
|
$2.65 Million
0.1% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
28,986
shares
|
$2.64 Million
0.3% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
28,949
shares
|
$2.64 Million
0.21% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
28,936
shares
|
$2.64 Million
0.04% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
28,766
shares
|
$2.62 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
28,704
shares
|
$2.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
28,575
shares
|
$2.6 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
28,570
shares
|
$2.6 Million
0.37% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
28,462
shares
|
$2.59 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
28,360
shares
|
$2.58 Million
0.85% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
28,205
shares
|
$2.57 Million
2.8% of portfolio
|
Q3 2023
Reduced 41.36%
|