Purchases and Sales Made in Q3 2024 in Southern CO (SO)

SO Quotes by TradingView

This table provides information about the institutional ownership of Southern CO (SO) during Q3 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
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
376
+ 10.52%
$29K - $34K
3.95K $330K
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
375
+ 1.75%
$28.9K - $33.9K
21.7K $1.82M
Nov 14, 2024 Q3 2024
Cooper Financial Group

BUY
 -
374
+ 11.59%
$28.8K - $33.9K
3.6K $301K
Oct 22, 2024 Q3 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
372
+ 1.91%
$28.6K - $33.7K
19.8K $1.65M
Nov 12, 2024 Q3 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
367
+ 5.98%
$28.3K - $33.2K
6.51K $543K
Nov 06, 2024 Q3 2024
Goal Vest Advisory LLC

BUY
 -
366
+ 2.86%
$28.2K - $33.1K
13.2K $1.1M
Nov 13, 2024 Q3 2024
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
360
+ 1.27%
$27.7K - $32.6K
28.8K $2.4M
Nov 14, 2024 Q3 2024
Driehaus Capital Management LLC

Chicago, IL
BUY
 -
360
+ 5.97%
$27.7K - $32.6K
6.39K $534K
Oct 08, 2024 Q3 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
356
+ 0.16%
$27.4K - $32.2K
230K $19.2M
Nov 12, 2024 Q3 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
350
New
$27K - $31.7K
350 $29.2K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
349
+ 34.22%
$26.9K - $31.6K
1.37K $114K
Oct 07, 2024 Q3 2024
Versant Capital Management, Inc

BUY
 -
348
+ 59.49%
$26.8K - $31.5K
933 $77.9K
Nov 21, 2024 Q3 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
347
+ 0.45%
$26.7K - $31.4K
77K $6.42M
Oct 23, 2024 Q3 2024
Element Wealth, LLC

BUY
 -
345
+ 4.24%
$26.6K - $31.2K
8.49K $708K
Nov 13, 2024 Q3 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
345
+ 2.2%
$26.6K - $31.2K
16.1K $1.34M
Oct 16, 2024 Q3 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
340
+ 3.71%
$26.2K - $30.8K
9.5K $793K
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
339
+ 5.48%
$26.1K - $30.7K
6.52K $544K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
338
New
$26K - $30.6K
338 $28.2K
Nov 14, 2024 Q3 2024
Aviva PLC

BUY
 -
337
+ 1.91%
$25.9K - $30.5K
17.9K $1.5M
Nov 04, 2024 Q3 2024
Los Angeles Capital Management LLC

BUY
 -
332
+ 1.77%
$25.6K - $30.1K
19.1K $1.59M
Nov 13, 2024 Q3 2024
Avestar Capital, LLC

BUY
 -
332
+ 6.18%
$25.6K - $30.1K
5.71K $476K
Oct 24, 2024 Q3 2024
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
326
+ 1.81%
$25.1K - $29.5K
18.3K $1.53M
Oct 31, 2024 Q3 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
322
+ 3.71%
$24.8K - $29.1K
9.01K $752K
Nov 14, 2024 Q3 2024
Jacobi Capital Management LLC

BUY
 -
320
+ 1.17%
$24.6K - $29K
27.6K $2.3M
Nov 14, 2024 Q3 2024
Rench Wealth Management, Inc.

Denton, TX
BUY
 -
318
+ 0.72%
$24.5K - $28.8K
44.4K $3.71M
Nov 14, 2024 Q3 2024
Elequin Capital LP

New York, NY
BUY
 -
310
New
$23.9K - $28.1K
310 $25.9K
Oct 28, 2024 Q3 2024
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
306
+ 4.64%
$23.6K - $27.7K
6.9K $576K
Nov 05, 2024 Q3 2024
Haverford Trust CO

Radnor, PA
BUY
 -
306
+ 4.81%
$23.6K - $27.7K
6.67K $557K
Jan 15, 2025 Q3 2024
Pflug Koory, LLC

BUY
 -
306
New
$23.6K - $27.7K
306 $25.5K
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
305
+ 0.35%
$23.5K - $27.6K
87.1K $7.27M
Oct 31, 2024 Q3 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
304
+ 1.57%
$23.4K - $27.5K
19.7K $1.64M
Nov 07, 2024 Q3 2024
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
300
+ 1.5%
$23.1K - $27.2K
20.2K $1.69M
Oct 07, 2024 Q3 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
294
New
$22.6K - $26.6K
294 $24.5K
Nov 04, 2024 Q3 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
294
+ 0.91%
$22.6K - $26.6K
32.5K $2.71M
Oct 21, 2024 Q3 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
292
+ 12.08%
$22.5K - $26.4K
2.71K $226K
Nov 14, 2024 Q3 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
289
+ 3.97%
$22.3K - $26.2K
7.57K $632K
Oct 30, 2024 Q3 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
275
+ 36.28%
$21.2K - $24.9K
1.03K $86.2K
Oct 25, 2024 Q3 2024
Pb Mares Wealth Management LLC

BUY
 -
273
+ 9.1%
$21K - $24.7K
3.27K $273K
Oct 28, 2024 Q3 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
265
+ 6.15%
$20.4K - $24K
4.58K $382K
Oct 08, 2024 Q3 2024
Advocate Group LLC

BUY
 -
264
+ 0.28%
$20.3K - $23.9K
94.4K $7.88M
Nov 04, 2024 Q3 2024
Vera Bank, N.A.

BUY
 -
262
+ 8.7%
$20.2K - $23.7K
3.27K $273K
Nov 14, 2024 Q3 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
255
+ 170.0%
$19.6K - $23.1K
405 $33.8K
Nov 13, 2024 Q3 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
248
+ 1.26%
$19.1K - $22.4K
20K $1.67M
Oct 10, 2024 Q3 2024
Chicago Trust CO Na

BUY
 -
247
+ 3.21%
$19K - $22.4K
7.95K $664K
Oct 24, 2024 Q3 2024
Investment Partners Asset Management, Inc.

Metuchen, NJ
BUY
 -
246
+ 2.42%
$18.9K - $22.3K
10.4K $868K
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
242
+ 3.98%
$18.6K - $21.9K
6.32K $527K
Nov 05, 2024 Q3 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
239
+ 12.01%
$18.4K - $21.6K
2.23K $186K
Oct 15, 2024 Q3 2024
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
233
+ 388.33%
$17.9K - $21.1K
293 $24.5K
Oct 11, 2024 Q3 2024
Rise Advisors, LLC

BUY
 -
230
+ 4.15%
$17.7K - $20.8K
5.77K $482K

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