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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
38
shares
|
$3,172
0.0% of portfolio
|
Q4 2024
Reduced 96.66%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
35
shares
|
$2,921
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
34
shares
|
$2,838
0.0% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
30
shares
|
$2,504
0.24% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
30
shares
|
$2,504
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
29
shares
|
$2,420
0.0% of portfolio
|
Q3 2024
Reduced 97.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
28
shares
|
$2,337
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
23
shares
|
$1,920
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
21
shares
|
$1,753
0.0% of portfolio
|
Q3 2023
Added 5.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
21
shares
|
$1,753
0.16% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
17
shares
|
$1,419
0.0% of portfolio
|
Q2 2022
Reduced 99.84%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
15
shares
|
$1,252
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
15
shares
|
$1,252
0.0% of portfolio
|
Q2 2024
Reduced 98.75%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
13
shares
|
$1,085
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
11
shares
|
$918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
10
shares
|
$834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8
shares
|
$667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
4
shares
|
$333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
4
shares
|
$333
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$83
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|