Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,339 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 $65.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
15,979
shares
|
$1.47 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
15,970
shares
|
$1.47 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
15,954
shares
|
$1.47 Million
0.15% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
15,913
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Reduced 98.94%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
15,889
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,878
shares
|
$1.46 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
15,818
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
15,800
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,767
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
15,761
shares
|
$1.45 Million
0.21% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
15,761
shares
|
$1.45 Million
0.07% of portfolio
|
Q4 2024
Added 44.94%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
15,741
shares
|
$1.45 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,741
shares
|
$1.45 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
15,700
shares
|
$1.44 Million
0.27% of portfolio
|
Q4 2024
Reduced 32.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,652
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 38.51%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,617
shares
|
$1.44 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15,600
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
15,569
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,530
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 88.56%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
15,470
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Added 42.65%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
15,398
shares
|
$1.42 Million
0.4% of portfolio
|
Q4 2024
Added 158.18%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
15,315
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
15,308
shares
|
$1.41 Million
0.41% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
15,305
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
15,279
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2024
Added 0.18%
|