Purchases and Sales Made in Q3 2024 in Southern CO (SO)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
134+ 1.11% |
$10.3K - $12.1K
|
12.3K
$997K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
132New |
$10.2K - $11.9K
|
132
$10.7K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
129+ 34.68% |
$9.93K - $11.7K
|
501
$40.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
126+ 1.49% |
$9.7K - $11.4K
|
8.6K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
125+ 0.69% |
$9.63K - $11.3K
|
18.2K
$1.48M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125+ 8.05% |
$9.63K - $11.3K
|
1.68K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
123+ 4.26% |
$9.47K - $11.1K
|
3.01K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
121+ 5.82% |
$9.32K - $11K
|
2.2K
$179K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
121+ 4.46% |
$9.32K - $11K
|
2.84K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
121+ 0.05% |
$9.32K - $11K
|
256K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
120New |
$9.24K - $10.9K
|
120
$9.76K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
120New |
$9.24K - $10.9K
|
120
$9.76K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
120+ 1.79% |
$9.24K - $10.9K
|
6.83K
$555K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
119+ 3.81% |
$9.16K - $10.8K
|
3.25K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
118+ 3.52% |
$9.09K - $10.7K
|
3.48K
$283K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
117New |
$9.01K - $10.6K
|
117
$9.51K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
116+ 0.56% |
$8.93K - $10.5K
|
20.9K
$1.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
112+ 15.45% |
$8.62K - $10.1K
|
837
$68.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
108+ 10.96% |
$8.32K - $9.78K
|
1.09K
$88.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
107+ 1.67% |
$8.24K - $9.69K
|
6.51K
$530K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
105+ 2.69% |
$8.09K - $9.5K
|
4.01K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
105+ 1.25% |
$8.09K - $9.5K
|
8.48K
$689K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104+ 1.92% |
$8.01K - $9.41K
|
5.52K
$449K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
104+ 1.01% |
$8.01K - $9.41K
|
10.4K
$847K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
104+ 1.78% |
$8.01K - $9.41K
|
5.95K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
103+ 0.07% |
$7.93K - $9.32K
|
151K
$12.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
100+ 0.68% |
$7.7K - $9.05K
|
14.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
100+ 3.04% |
$7.7K - $9.05K
|
3.39K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
99New |
$7.62K - $8.96K
|
99
$8.05K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
98+ 0.71% |
$7.55K - $8.87K
|
13.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
98+ 0.33% |
$7.55K - $8.87K
|
30K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
96+ 3.66% |
$7.39K - $8.69K
|
2.72K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
95+ 3.99% |
$7.32K - $8.6K
|
2.48K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
95+ 1.03% |
$7.32K - $8.6K
|
9.29K
$755K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$7.32K - $8.6K
|
95
$7.73K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
92+ 2.19% |
$7.08K - $8.33K
|
4.3K
$349K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
91+ 1.4% |
$7.01K - $8.24K
|
6.58K
$535K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
90+ 2.01% |
$6.93K - $8.15K
|
4.56K
$371K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
90+ 3.67% |
$6.93K - $8.15K
|
2.55K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
87+ 1.57% |
$6.7K - $7.88K
|
5.64K
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
87+ 1.1% |
$6.7K - $7.88K
|
7.99K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
86+ 0.27% |
$6.62K - $7.78K
|
32.4K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
84+ 1.83% |
$6.47K - $7.6K
|
4.68K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
81+ 22.13% |
$6.24K - $7.33K
|
447
$36.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
80+ 5.45% |
$6.16K - $7.24K
|
1.55K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
80+ 1.09% |
$6.16K - $7.24K
|
7.41K
$603K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
80+ 0.61% |
$6.16K - $7.24K
|
13.2K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
78+ 0.22% |
$6.01K - $7.06K
|
35.1K
$2.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
77+ 1.32% |
$5.93K - $6.97K
|
5.89K
$479K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
77+ 1.18% |
$5.93K - $6.97K
|
6.62K
$538K
|