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 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.33K- 38.02% |
$90.4K - $108K
|
2.18K
$189K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.34K- 49.65% |
$90.9K - $108K
|
1.36K
$118K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.35K- 22.44% |
$91.4K - $109K
|
4.66K
$404K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.36K- 2.12% |
$92.4K - $110K
|
62.9K
$5.46M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.38K- 4.73% |
$93.2K - $111K
|
27.7K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.39K- 33.94% |
$94.5K - $113K
|
2.71K
$236K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.4K- 31.64% |
$95K - $113K
|
3.03K
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-1.42K- 10.54% |
$96.1K - $114K
|
12K
$1.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.42K- 3.22% |
$96.4K - $115K
|
42.7K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.43K- 25.95% |
$96.6K - $115K
|
4.07K
$353K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.44K- 1.49% |
$97.7K - $116K
|
95.3K
$8.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.47K- 8.27% |
$99.8K - $119K
|
16.3K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.48K- 11.45% |
$100K - $120K
|
11.5K
$994K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.5K- 17.68% |
$102K - $121K
|
6.98K
$606K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.51K- 3.75% |
$102K - $122K
|
38.6K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.51K- 4.75% |
$102K - $122K
|
30.2K
$2.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 8.16% |
$103K - $122K
|
17K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.56K- 77.56% |
$105K - $126K
|
450
$39.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.56K- 9.62% |
$106K - $126K
|
14.7K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.57K- 1.83% |
$106K - $126K
|
84.2K
$7.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.59K- 23.71% |
$108K - $128K
|
5.11K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.59K- 2.89% |
$108K - $128K
|
53.4K
$4.64M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-1.59K- 1.78% |
$108K - $128K
|
87.7K
$7.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.6K- 2.52% |
$108K - $129K
|
61.9K
$5.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.61K- 1.24% |
$109K - $130K
|
128K
$11.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.71K- 1.86% |
$116K - $138K
|
90.2K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.73K- 2.76% |
$117K - $139K
|
60.8K
$5.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.73K- 21.06% |
$117K - $140K
|
6.49K
$563K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.77K- 24.38% |
$120K - $143K
|
5.49K
$476K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.78K- 10.57% |
$121K - $144K
|
15.1K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.8K- 25.21% |
$122K - $145K
|
5.33K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 1.72% |
$122K - $146K
|
103K
$8.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.83K- 11.52% |
$124K - $147K
|
14K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.86K- 4.46% |
$126K - $150K
|
39.9K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.88K- 6.33% |
$127K - $152K
|
27.8K
$2.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.89K- 34.48% |
$128K - $152K
|
3.59K
$312K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.92K- 3.72% |
$130K - $155K
|
49.8K
$4.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.94K- 2.36% |
$131K - $157K
|
80.3K
$6.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.98K- 1.57% |
$134K - $160K
|
124K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.99K- 4.65% |
$135K - $161K
|
40.9K
$3.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2K- 0.46% |
$136K - $161K
|
431K
$37.4M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2K- 10.54% |
$136K - $162K
|
17K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.01K- 3.8% |
$136K - $162K
|
50.9K
$4.42M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-2.03K- 41.99% |
$138K - $164K
|
2.81K
$244K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.04K- 0.55% |
$138K - $165K
|
368K
$32M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.04K- 1.21% |
$138K - $165K
|
166K
$14.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.07K- 20.7% |
$140K - $167K
|
7.94K
$689K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.08K- 5.59% |
$141K - $167K
|
35.1K
$3.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.08K- 4.74% |
$141K - $168K
|
41.7K
$3.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.11K- 1.93% |
$143K - $170K
|
107K
$9.28M
|