Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,209 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 $58.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
705
shares
|
$58,853
0.02% of portfolio
|
Q3 2021
Added 41.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
700
shares
|
$58,436
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
678
shares
|
$56,599
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
676
shares
|
$56,432
0.02% of portfolio
|
Q1 2024
Reduced 23.96%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
671
shares
|
$56,015
0.02% of portfolio
|
Q4 2024
Added 23.12%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
659
shares
|
$55,013
0.01% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
655
shares
|
$54,679
0.01% of portfolio
|
Q3 2024
Reduced 81.01%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
647
shares
|
$54,011
0.01% of portfolio
|
Q4 2024
Added 199.54%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
640
shares
|
$53,427
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
625
shares
|
$52,175
0.02% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
620
shares
|
$51,757
0.02% of portfolio
|
Q3 2023
Added 181.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
617
shares
|
$51,507
0.01% of portfolio
|
Q3 2024
Reduced 33.44%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
600
shares
|
$50,088
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
588
shares
|
$49,086
0.02% of portfolio
|
Q2 2021
Added 21.24%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
587
shares
|
$49,002
0.01% of portfolio
|
Q2 2022
Reduced 34.41%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
557
shares
|
$46,498
0.05% of portfolio
|
Q4 2024
Reduced 25.34%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
556
shares
|
$46,414
0.02% of portfolio
|
Q4 2023
Added 46.32%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
553
shares
|
$46,164
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
552
shares
|
$46,080
0.0% of portfolio
|
Q3 2022
Reduced 49.22%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
545
shares
|
$45,496
0.01% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
541
shares
|
$45,162
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
540
shares
|
$45,079
0.01% of portfolio
|
Q1 2024
Reduced 59.7%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
539
shares
|
$44,995
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
537
shares
|
$44,828
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
534
shares
|
$44,578
0.01% of portfolio
|
Q3 2017
New holding
|