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 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.17K- 3.81% |
$147K - $175K
|
54.8K
$4.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.21K- 26.53% |
$150K - $178K
|
6.12K
$531K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.23K- 10.96% |
$151K - $180K
|
18.1K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-2.24K- 4.01% |
$152K - $181K
|
53.7K
$4.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.28K- 7.54% |
$155K - $184K
|
28K
$2.43M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.29K- 6.96% |
$155K - $185K
|
30.6K
$2.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.3K- 15.16% |
$156K - $185K
|
12.9K
$1.12M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.3K- 54.76% |
$156K - $186K
|
1.9K
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.34K- 3.19% |
$159K - $189K
|
70.9K
$6.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-2.34K- 6.03% |
$159K - $189K
|
36.6K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.35K- 1.48% |
$159K - $190K
|
157K
$13.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.43K- 2.71% |
$165K - $196K
|
87.3K
$7.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-2.43K- 3.82% |
$165K - $196K
|
61.3K
$5.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-2.48K- 5.76% |
$168K - $200K
|
40.6K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.5K- 4.98% |
$169K - $201K
|
47.6K
$4.13M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.51K- 2.83% |
$170K - $203K
|
86.1K
$7.48M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-2.54K- 25.04% |
$172K - $205K
|
7.6K
$660K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.57K- 9.44% |
$174K - $208K
|
24.7K
$2.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.61K- 11.89% |
$177K - $211K
|
19.4K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-2.67K- 2.96% |
$181K - $216K
|
87.5K
$7.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.69K- 7.47% |
$182K - $217K
|
33.3K
$2.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.7K- 13.01% |
$183K - $218K
|
18.1K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.71K- 24.79% |
$184K - $219K
|
8.24K
$715K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.72K- 10.39% |
$184K - $220K
|
23.5K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.72K- 10.54% |
$184K - $220K
|
23.1K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.76K- 15.01% |
$187K - $223K
|
15.6K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.78K- 31.49% |
$188K - $224K
|
6.05K
$525K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-2.79K- 2.15% |
$189K - $225K
|
127K
$11M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.86K- 33.03% |
$194K - $231K
|
5.8K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.89K- 4.69% |
$196K - $233K
|
58.6K
$5.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.89K- 2.4% |
$196K - $233K
|
117K
$10.2M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.9KClosed |
$196K - $234K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.93K- 3.96% |
$199K - $237K
|
71.2K
$6.18M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.93K- 3.96% |
$199K - $237K
|
71.2K
$6.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.99K- 67.27% |
$202K - $241K
|
1.45K
$126K
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-3.03K- 50.0% |
$205K - $244K
|
3.03K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-3.05K- 3.8% |
$207K - $246K
|
77.4K
$6.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.2K- 17.42% |
$217K - $258K
|
15.2K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.27K- 3.0% |
$221K - $264K
|
106K
$9.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.37K- 18.91% |
$228K - $272K
|
14.4K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.41K- 9.97% |
$231K - $275K
|
30.8K
$2.67M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.44K- 43.42% |
$233K - $278K
|
4.48K
$389K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-3.46K- 10.0% |
$234K - $279K
|
31.1K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.48K- 1.64% |
$236K - $281K
|
208K
$18.1M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.51K- 1.12% |
$238K - $283K
|
309K
$26.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-3.6K- 4.06% |
$244K - $290K
|
84.9K
$7.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.7K- 31.51% |
$251K - $299K
|
8.04K
$698K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-3.75K- 14.31% |
$254K - $302K
|
22.4K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.77K- 1.68% |
$256K - $304K
|
221K
$19.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.81K- 0.29% |
$258K - $308K
|
1.3M
$113M
|