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 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-58- 0.18% |
$4.47K - $5.25K
|
32.4K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-60- 1.23% |
$4.62K - $5.43K
|
4.82K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-60- 0.76% |
$4.62K - $5.43K
|
7.83K
$637K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-60- 0.97% |
$4.62K - $5.43K
|
6.15K
$500K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-65- 1.47% |
$5.01K - $5.88K
|
4.37K
$355K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-66- 2.03% |
$5.08K - $5.97K
|
3.19K
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-67- 0.4% |
$5.16K - $6.06K
|
16.7K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-69- 2.78% |
$5.31K - $6.25K
|
2.41K
$196K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-69- 0.59% |
$5.31K - $6.25K
|
11.6K
$943K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-70- 2.17% |
$5.39K - $6.34K
|
3.15K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-70- 0.12% |
$5.39K - $6.34K
|
60.2K
$4.9M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-71- 1.86% |
$5.47K - $6.43K
|
3.75K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-72- 0.44% |
$5.54K - $6.52K
|
16.3K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-74- 12.5% |
$5.7K - $6.7K
|
518
$42.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-75- 30.0% |
$5.78K - $6.79K
|
175
$14.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-81- 14.86% |
$6.24K - $7.33K
|
464
$37.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-82- 1.17% |
$6.31K - $7.42K
|
6.93K
$564K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-84- 1.13% |
$6.47K - $7.6K
|
7.37K
$600K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-84- 0.3% |
$6.47K - $7.6K
|
28.2K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-84- 0.53% |
$6.47K - $7.6K
|
15.9K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-85- 0.18% |
$6.55K - $7.69K
|
46.2K
$3.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-91- 8.1% |
$7.01K - $8.24K
|
1.03K
$83.9K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-93- 0.83% |
$7.16K - $8.42K
|
11.1K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-94- 1.37% |
$7.24K - $8.51K
|
6.77K
$551K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-98- 0.71% |
$7.55K - $8.87K
|
13.6K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-99- 1.98% |
$7.62K - $8.96K
|
4.89K
$398K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-100- 0.34% |
$7.7K - $9.05K
|
28.9K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 1.63% |
$7.7K - $9.05K
|
6.02K
$490K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 16.67% |
$7.7K - $9.05K
|
500
$40.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 1.99% |
$7.7K - $9.05K
|
4.92K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-100- 3.1% |
$7.7K - $9.05K
|
3.12K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-102- 1.17% |
$7.85K - $9.23K
|
8.64K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-104- 4.01% |
$8.01K - $9.41K
|
2.49K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-109- 1.2% |
$8.39K - $9.87K
|
8.94K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-109- 1.8% |
$8.39K - $9.87K
|
5.96K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-110- 12.47% |
$8.47K - $9.96K
|
772
$62.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-110- 2.77% |
$8.47K - $9.96K
|
3.86K
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-112- 0.29% |
$8.62K - $10.1K
|
38.8K
$3.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-115- 0.55% |
$8.86K - $10.4K
|
20.7K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-116- 4.13% |
$8.93K - $10.5K
|
2.7K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-117- 0.85% |
$9.01K - $10.6K
|
13.7K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-118- 1.43% |
$9.09K - $10.7K
|
8.14K
$662K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-119- 0.18% |
$9.16K - $10.8K
|
65.5K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-119- 1.8% |
$9.16K - $10.8K
|
6.49K
$528K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-121- 2.58% |
$9.32K - $11K
|
4.56K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-121- 3.2% |
$9.32K - $11K
|
3.66K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-123- 2.39% |
$9.47K - $11.1K
|
5.03K
$409K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-124- 3.97% |
$9.55K - $11.2K
|
3K
$244K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-125- 2.17% |
$9.63K - $11.3K
|
5.65K
$459K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-126- 3.4% |
$9.7K - $11.4K
|
3.58K
$291K
|