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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-584- 13.28% |
$39.6K - $47.1K
|
3.81K
$331K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-584- 1.03% |
$39.6K - $47.1K
|
56K
$4.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-595- 1.63% |
$40.3K - $48K
|
36K
$3.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-607- 4.42% |
$41.1K - $49K
|
13.1K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-610- 8.73% |
$41.3K - $49.2K
|
6.38K
$554K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-611- 7.35% |
$41.4K - $49.3K
|
7.7K
$669K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-623- 0.88% |
$42.2K - $50.3K
|
70.5K
$6.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-629- 2.72% |
$42.6K - $50.8K
|
22.5K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-630- 7.39% |
$42.7K - $50.8K
|
7.89K
$685K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-634- 2.97% |
$43K - $51.2K
|
20.7K
$1.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-638- 7.5% |
$43.2K - $51.5K
|
7.87K
$683K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-639- 0.82% |
$43.3K - $51.6K
|
77.3K
$6.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-645- 2.84% |
$43.7K - $52.1K
|
22.1K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-650- 17.5% |
$44.1K - $52.5K
|
3.07K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-652- 4.51% |
$44.2K - $52.6K
|
13.8K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-653- 0.79% |
$44.3K - $52.7K
|
82.4K
$7.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-663- 14.64% |
$44.9K - $53.5K
|
3.87K
$336K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-665- 12.88% |
$45.1K - $53.7K
|
4.5K
$391K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-668- 2.05% |
$45.3K - $53.9K
|
32K
$2.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-678- 14.65% |
$45.9K - $54.7K
|
3.95K
$343K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-688- 39.56% |
$46.6K - $55.5K
|
1.05K
$91.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-693- 14.77% |
$47K - $55.9K
|
4K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-701- 14.52% |
$47.5K - $56.6K
|
4.13K
$358K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-722- 16.61% |
$48.9K - $58.3K
|
3.62K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-724- 2.01% |
$49.1K - $58.4K
|
35.3K
$3.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-761- 2.43% |
$51.6K - $61.4K
|
30.6K
$2.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-762- 4.71% |
$51.6K - $61.5K
|
15.4K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-762- 2.1% |
$51.6K - $61.5K
|
35.6K
$3.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-765- 3.29% |
$51.8K - $61.7K
|
22.5K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-773- 10.03% |
$52.4K - $62.4K
|
6.93K
$602K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-775- 13.39% |
$52.5K - $62.6K
|
5.01K
$435K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-778- 5.97% |
$52.7K - $62.8K
|
12.3K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-779- 1.99% |
$52.8K - $62.9K
|
38.4K
$3.33M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-784- 15.83% |
$53.1K - $63.3K
|
4.17K
$362K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-793- 2.73% |
$53.7K - $64K
|
28.2K
$2.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-795- 1.49% |
$53.9K - $64.2K
|
52.6K
$4.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-795- 7.21% |
$53.9K - $64.2K
|
10.2K
$888K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-796- 82.49% |
$53.9K - $64.2K
|
169
$14.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-799- 4.13% |
$54.1K - $64.5K
|
18.5K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-804- 20.49% |
$54.5K - $64.9K
|
3.12K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-804- 9.12% |
$54.5K - $64.9K
|
8.01K
$696K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-806- 6.26% |
$54.6K - $65.1K
|
12.1K
$1.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-808- 12.98% |
$54.8K - $65.2K
|
5.42K
$470K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-816- 7.29% |
$55.3K - $65.9K
|
10.4K
$901K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-817- 8.56% |
$55.4K - $65.9K
|
8.73K
$758K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-818- 3.79% |
$55.4K - $66K
|
20.7K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-825- 12.92% |
$55.9K - $66.6K
|
5.56K
$483K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-829- 3.94% |
$56.2K - $66.9K
|
20.2K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-835- 2.27% |
$56.6K - $67.4K
|
36K
$3.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-843- 6.65% |
$57.1K - $68K
|
11.8K
$1.03M
|