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 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
11.5K+ 3.05% |
$781K - $931K
|
390K
$33.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.2K+ 12.81% |
$762K - $907K
|
99K
$8.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.2K+ 12.19% |
$757K - $901K
|
103K
$8.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10.8K+ 2.42% |
$732K - $871K
|
457K
$39.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
10.8K+ 0.49% |
$730K - $870K
|
2.2M
$188M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10.5K+ 1757.17% |
$714K - $851K
|
11.1K
$954K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
10.5K+ 138.84% |
$710K - $845K
|
18K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10.4K+ 82.28% |
$706K - $841K
|
23.1K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.2K+ 100.51% |
$689K - $821K
|
20.3K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 2.63% |
$687K - $818K
|
395K
$33.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
10.1K+ 37.44% |
$684K - $814K
|
37K
$3.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
10K+ 5.79% |
$681K - $811K
|
184K
$15.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10K+ 833.33% |
$678K - $807K
|
11.2K
$958K
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.99KNew |
$677K - $806K
|
9.99K
$855K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.9K+ 6.32% |
$671K - $799K
|
167K
$14.3M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
9.83KNew |
$666K - $793K
|
9.83K
$841K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.78KNew |
$663K - $789K
|
9.78K
$837K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
9.73K+ 149.54% |
$659K - $785K
|
16.2K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.7K+ 83.57% |
$658K - $783K
|
21.3K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.63K+ 26.4% |
$653K - $777K
|
46.1K
$3.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.61KNew |
$651K - $775K
|
9.61K
$822K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.81K+ 10.78% |
$597K - $711K
|
90.6K
$7.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.58K+ 5.84% |
$581K - $692K
|
156K
$13.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.56K+ 24.94% |
$580K - $691K
|
42.9K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
8.56K+ 14.58% |
$580K - $691K
|
67.3K
$5.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.51K+ 9.26% |
$577K - $687K
|
100K
$8.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
8.33KNew |
$564K - $672K
|
8.33K
$713K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
8.31K+ 1.48% |
$563K - $671K
|
570K
$48.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.26K+ 91.7% |
$560K - $667K
|
17.3K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
8.19K+ 56.13% |
$555K - $661K
|
22.8K
$1.95M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
8.1K+ 5.52% |
$549K - $653K
|
155K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
8KNew |
$542K - $646K
|
8K
$685K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
7.97KNew |
$540K - $644K
|
7.97K
$682K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.79KNew |
$528K - $628K
|
7.79K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.6KNew |
$515K - $614K
|
7.6K
$651K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
7.56K+ 27.67% |
$512K - $610K
|
34.9K
$2.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.52K+ 71.8% |
$510K - $607K
|
18K
$1.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
BUY
|
- |
7.4KNew |
$501K - $597K
|
7.4K
$633K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
7.22K+ 9.33% |
$489K - $582K
|
84.6K
$7.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
7.17K+ 6.86% |
$486K - $578K
|
112K
$9.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.08K+ 57.8% |
$480K - $571K
|
19.3K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.07K+ 40.77% |
$479K - $570K
|
24.4K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.05K+ 7.87% |
$478K - $569K
|
96.6K
$8.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.94KNew |
$470K - $560K
|
6.94K
$594K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.85KNew |
$464K - $553K
|
6.85K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.75K+ 55.82% |
$457K - $545K
|
18.8K
$1.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.74K+ 6.95% |
$457K - $544K
|
104K
$8.87M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6.71KNew |
$455K - $542K
|
6.71K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.71K+ 23.99% |
$455K - $541K
|
34.7K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.7K+ 37.98% |
$454K - $541K
|
24.3K
$2.08M
|