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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 5.39% |
$847 - $996
|
215
$17.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.2% |
$770 - $905
|
5.1K
$415K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 0.3% |
$770 - $905
|
3.31K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 0.2% |
$770 - $905
|
5.03K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
10+ 0.26% |
$770 - $905
|
3.88K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10+ 0.16% |
$770 - $905
|
6.39K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
10+ 0.05% |
$770 - $905
|
21.6K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
10+ 0.35% |
$770 - $905
|
2.84K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.15% |
$770 - $905
|
6.56K
$534K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9+ 0.19% |
$693 - $815
|
4.66K
$379K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 1.38% |
$693 - $815
|
659
$53.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
8+ 0.29% |
$616 - $724
|
2.75K
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.26% |
$616 - $724
|
3.05K
$248K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8New |
$616 - $724
|
8
$651
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.33% |
$616 - $724
|
2.43K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$616 - $724
|
3.4K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 0.44% |
$539 - $634
|
1.6K
$130K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.35% |
$539 - $634
|
527
$42.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.03% |
$462 - $543
|
18.1K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.1% |
$462 - $543
|
5.77K
$469K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$462 - $543
|
3.74K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$385 - $453
|
17.4K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.11% |
$385 - $453
|
4.58K
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.16% |
$385 - $453
|
3.04K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.05% |
$385 - $453
|
10.5K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.15% |
$385 - $453
|
3.25K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.38% |
$308 - $362
|
1.05K
$85.5K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$308 - $362
|
7.16K
$582K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4New |
$308 - $362
|
4
$325
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4+ 0.03% |
$308 - $362
|
12.4K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.2% |
$308 - $362
|
2.02K
$164K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$231 - $272
|
23.5K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.44% |
$231 - $272
|
678
$55.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$231 - $272
|
3.15K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3+ 0.04% |
$231 - $272
|
7.12K
$579K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3+ 0.04% |
$231 - $272
|
6.9K
$561K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.86% |
$231 - $272
|
350
$28.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$231 - $272
|
9.4K
$764K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$231 - $272
|
4.46K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.11% |
$231 - $272
|
2.7K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.73% |
$231 - $272
|
415
$33.7K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3+ 0.07% |
$231 - $272
|
4.44K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 3.33% |
$231 - $272
|
93
$7.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$231 - $272
|
10.7K
$867K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$154 - $181
|
3.19K
$259K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
2+ 0.02% |
$154 - $181
|
8.19K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.08% |
$154 - $181
|
2.61K
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2+ 0.06% |
$154 - $181
|
3.56K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.93% |
$154 - $181
|
216
$17.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2+ 0.02% |
$154 - $181
|
10.5K
$851K
|