Purchases and Sales Made in Q2 2024 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q2 2024. The information is specifically focused on institutions that hold shares of SOUTHERN CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-100- 0.31% |
$6.78K - $8.07K
|
31.8K
$2.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-100- 31.85% |
$6.78K - $8.07K
|
214
$18.6K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-100- 5.95% |
$6.78K - $8.07K
|
1.58K
$137K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-100- 19.65% |
$6.78K - $8.07K
|
409
$35.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-100- 2.32% |
$6.78K - $8.07K
|
4.21K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-100- 1.39% |
$6.78K - $8.07K
|
7.09K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 0.45% |
$6.78K - $8.07K
|
22K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.16% |
$6.78K - $8.07K
|
4.53K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.16% |
$6.78K - $8.07K
|
4.53K
$393K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-102- 0.37% |
$6.91K - $8.23K
|
27.3K
$2.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-105- 0.71% |
$7.12K - $8.47K
|
14.8K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-105- 0.46% |
$7.12K - $8.47K
|
22.7K
$1.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-106- 13.57% |
$7.18K - $8.56K
|
675
$58.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-107- 0.58% |
$7.25K - $8.64K
|
18.3K
$1.59M
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
SELL
|
- |
-110- 1.3% |
$7.45K - $8.88K
|
8.37K
$727K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-112- 2.49% |
$7.59K - $9.04K
|
4.38K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-113- 2.94% |
$7.66K - $9.12K
|
3.73K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-113- 5.57% |
$7.66K - $9.12K
|
1.92K
$166K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-114- 0.17% |
$7.73K - $9.2K
|
66.6K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-115- 0.42% |
$7.79K - $9.28K
|
27K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-115- 3.38% |
$7.79K - $9.28K
|
3.29K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-115- 0.97% |
$7.79K - $9.28K
|
11.7K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-117- 32.96% |
$7.93K - $9.44K
|
238
$20.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.46% |
$7.93K - $9.44K
|
25.4K
$2.2M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-117- 0.69% |
$7.93K - $9.44K
|
16.8K
$1.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-118- 0.72% |
$8K - $9.52K
|
16.2K
$1.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-120- 0.51% |
$8.13K - $9.69K
|
23.6K
$2.05M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-121- 44.65% |
$8.2K - $9.77K
|
150
$13K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-125- 2.04% |
$8.47K - $10.1K
|
6.01K
$522K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 1.34% |
$8.47K - $10.1K
|
9.2K
$798K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-126- 1.22% |
$8.54K - $10.2K
|
10.2K
$886K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-127- 0.92% |
$8.61K - $10.3K
|
13.7K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-131- 0.78% |
$8.88K - $10.6K
|
16.7K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-133- 4.4% |
$9.01K - $10.7K
|
2.89K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-133- 1.79% |
$9.01K - $10.7K
|
7.28K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-134- 2.59% |
$9.08K - $10.8K
|
5.04K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-135- 3.78% |
$9.15K - $10.9K
|
3.44K
$299K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-136- 3.12% |
$9.22K - $11K
|
4.22K
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-141- 1.15% |
$9.56K - $11.4K
|
12.2K
$1.06M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-142- 1.38% |
$9.62K - $11.5K
|
10.1K
$881K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-142- 11.23% |
$9.62K - $11.5K
|
1.12K
$97.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-143- 1.52% |
$9.69K - $11.5K
|
9.29K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-147- 1.17% |
$9.96K - $11.9K
|
12.4K
$1.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-148- 5.76% |
$10K - $11.9K
|
2.42K
$210K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-150- 0.06% |
$10.2K - $12.1K
|
243K
$21.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-150- 3.15% |
$10.2K - $12.1K
|
4.62K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-150- 0.91% |
$10.2K - $12.1K
|
16.3K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 3.32% |
$10.2K - $12.1K
|
4.36K
$379K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-156- 1.47% |
$10.6K - $12.6K
|
10.5K
$908K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-157- 0.22% |
$10.6K - $12.7K
|
71.6K
$6.22M
|