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 |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
186
shares
|
$15,527
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
181
shares
|
$15,109
0.0% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
175
shares
|
$14,609
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
167
shares
|
$13,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
162
shares
|
$13,523
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
160
shares
|
$13,356
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
156
shares
|
$13,022
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
153
shares
|
$12,772
0.01% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
150
shares
|
$12,522
0.01% of portfolio
|
Q1 2023
Reduced 21.05%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
150
shares
|
$12,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
144
shares
|
$12,021
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
140
shares
|
$11,687
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
132
shares
|
$11,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
126
shares
|
$10,518
0.0% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
121
shares
|
$10,101
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
120
shares
|
$10,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
120
shares
|
$10,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
117
shares
|
$9,767
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
116
shares
|
$9,683
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
114
shares
|
$9,516
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
113
shares
|
$9,433
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
105
shares
|
$8,765
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
104
shares
|
$8,681
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
102
shares
|
$8,514
0.0% of portfolio
|
Q1 2022
Reduced 3.77%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
101
shares
|
$8,431
0.0% of portfolio
|
Q4 2023
New holding
|