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
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
78.3KNew |
$6.03M - $7.09M
|
78.3K
$6.37M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
72.3K+ 1.61% |
$5.57M - $6.55M
|
4.58M
$372M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
71.7K+ 33.51% |
$5.52M - $6.49M
|
286K
$23.2M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62.2K+ 72.75% |
$4.79M - $5.63M
|
148K
$12M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
58.8K+ 6.1% |
$4.53M - $5.32M
|
1.02M
$83.1M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.1K+ 2.85% |
$4.47M - $5.26M
|
2.09M
$170M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
58KNew |
$4.47M - $5.25M
|
58K
$4.72M
|
|
Nov 13, 2024
Q3 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
57.7KNew |
$4.44M - $5.22M
|
57.7K
$4.69M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
55.5K+ 20.53% |
$4.28M - $5.03M
|
326K
$26.5M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
52.8K+ 4.07% |
$4.07M - $4.78M
|
1.35M
$110M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
52.4K+ 0.83% |
$4.04M - $4.74M
|
6.41M
$521M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
51.5KNew |
$3.97M - $4.66M
|
51.5K
$4.19M
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
51.5K+ 46.76% |
$3.96M - $4.66M
|
162K
$13.1M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
48KNew |
$3.69M - $4.34M
|
48K
$3.9M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45.9K+ 20.74% |
$3.54M - $4.16M
|
267K
$21.7M
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
45.1K+ 1308.83% |
$3.47M - $4.08M
|
48.5K
$3.95M
|
|
Oct 21, 2024
Q3 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
45KNew |
$3.47M - $4.07M
|
45K
$3.66M
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
43.4K+ 667.75% |
$3.34M - $3.93M
|
49.9K
$4.06M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
42.7K+ 255.51% |
$3.29M - $3.87M
|
59.4K
$4.83M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
39.8K+ 61.14% |
$3.07M - $3.61M
|
105K
$8.54M
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
39.8KNew |
$3.07M - $3.6M
|
39.8K
$3.24M
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
39.3K+ 18.49% |
$3.03M - $3.56M
|
252K
$20.5M
|
|
Nov 14, 2024
Q3 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
39.1K+ 353.65% |
$3.01M - $3.54M
|
50.1K
$4.08M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.9K+ 5.72% |
$3M - $3.52M
|
720K
$58.5M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
38.8K+ 17.59% |
$2.99M - $3.51M
|
259K
$21.1M
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
38.7KNew |
$2.98M - $3.5M
|
38.7K
$3.15M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
36.6K+ 149.56% |
$2.82M - $3.31M
|
61.1K
$4.97M
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
36.4K+ 462.57% |
$2.8M - $3.29M
|
44.3K
$3.6M
|
|
Nov 14, 2024
Q3 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
36.3KNew |
$2.8M - $3.29M
|
36.3K
$2.95M
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
35.9KNew |
$2.77M - $3.25M
|
35.9K
$2.92M
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
35.2KNew |
$2.71M - $3.19M
|
35.2K
$2.86M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
34.9KNew |
$2.69M - $3.16M
|
34.9K
$2.84M
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
34.6KNew |
$2.66M - $3.13M
|
34.6K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
34.3K+ 5.82% |
$2.64M - $3.11M
|
624K
$50.7M
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
33.3K+ 31.63% |
$2.56M - $3.01M
|
138K
$11.3M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.7K+ 9.19% |
$2.52M - $2.96M
|
389K
$31.6M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.9K+ 73.99% |
$2.46M - $2.89M
|
75K
$6.1M
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
31.5K+ 4.04% |
$2.43M - $2.85M
|
811K
$65.9M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
31.1K+ 904.36% |
$2.4M - $2.82M
|
34.6K
$2.81M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
30.2KNew |
$2.33M - $2.74M
|
30.2K
$2.46M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
29KNew |
$2.23M - $2.62M
|
29K
$2.36M
|
|
Nov 14, 2024
Q3 2024
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
28.1K+ 31.48% |
$2.16M - $2.54M
|
117K
$9.54M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
27.4K+ 19.18% |
$2.11M - $2.48M
|
170K
$13.8M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
27.2K+ 28.18% |
$2.1M - $2.46M
|
124K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.2K+ 91.17% |
$2.1M - $2.46M
|
57.1K
$4.64M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.6K+ 0.31% |
$2.05M - $2.41M
|
8.5M
$691M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
26.2KNew |
$2.02M - $2.37M
|
26.2K
$2.13M
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
25.8K+ 236.33% |
$1.99M - $2.34M
|
36.8K
$2.99M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
25.5K+ 22.21% |
$1.96M - $2.3M
|
140K
$11.4M
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
25K+ 4.44% |
$1.93M - $2.27M
|
589K
$47.9M
|