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 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-127- 0.31% |
$9.78K - $11.5K
|
40.7K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-133- 2.86% |
$10.2K - $12K
|
4.52K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-141- 0.41% |
$10.9K - $12.8K
|
34.7K
$2.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-142- 1.2% |
$10.9K - $12.9K
|
11.7K
$951K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-142- 0.35% |
$10.9K - $12.9K
|
40.8K
$3.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-143- 1.23% |
$11K - $12.9K
|
11.5K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-143- 1.96% |
$11K - $12.9K
|
7.14K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-147- 3.97% |
$11.3K - $13.3K
|
3.56K
$289K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-150- 4.04% |
$11.6K - $13.6K
|
3.57K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-150- 1.72% |
$11.6K - $13.6K
|
8.58K
$697K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-155- 3.06% |
$11.9K - $14K
|
4.91K
$399K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-156- 1.59% |
$12K - $14.1K
|
9.66K
$786K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-159- 3.6% |
$12.2K - $14.4K
|
4.26K
$346K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-159- 2.54% |
$12.2K - $14.4K
|
6.1K
$496K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-162- 1.42% |
$12.5K - $14.7K
|
11.3K
$917K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-166- 6.29% |
$12.8K - $15K
|
2.47K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-166- 4.35% |
$12.8K - $15K
|
3.65K
$297K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-172- 1.12% |
$13.2K - $15.6K
|
15.2K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-174- 2.26% |
$13.4K - $15.8K
|
7.53K
$613K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-174- 2.55% |
$13.4K - $15.8K
|
6.64K
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-175- 1.08% |
$13.5K - $15.8K
|
16.1K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-175- 1.49% |
$13.5K - $15.8K
|
11.6K
$941K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-176- 5.25% |
$13.6K - $15.9K
|
3.18K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-176- 4.19% |
$13.6K - $15.9K
|
4.03K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-177- 1.81% |
$13.6K - $16K
|
9.59K
$780K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-185- 2.09% |
$14.2K - $16.7K
|
8.65K
$703K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-186- 1.15% |
$14.3K - $16.8K
|
16K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-187- 1.66% |
$14.4K - $16.9K
|
11.1K
$900K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-188- 5.26% |
$14.5K - $17K
|
3.39K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-190- 2.72% |
$14.6K - $17.2K
|
6.8K
$553K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-191- 0.38% |
$14.7K - $17.3K
|
49.7K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-191- 5.58% |
$14.7K - $17.3K
|
3.23K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-192- 2.36% |
$14.8K - $17.4K
|
7.94K
$645K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-194- 1.88% |
$14.9K - $17.6K
|
10.1K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-194- 0.72% |
$14.9K - $17.6K
|
26.8K
$2.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-195- 5.34% |
$15K - $17.7K
|
3.46K
$281K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-197- 2.94% |
$15.2K - $17.8K
|
6.51K
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-197- 1.49% |
$15.2K - $17.8K
|
13K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-197- 3.76% |
$15.2K - $17.8K
|
5.04K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-198- 1.84% |
$15.2K - $17.9K
|
10.6K
$861K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-199- 6.18% |
$15.3K - $18K
|
3.02K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-200- 61.73% |
$15.4K - $18.1K
|
124
$10.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-200- 6.06% |
$15.4K - $18.1K
|
3.1K
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-200- 2.93% |
$15.4K - $18.1K
|
6.62K
$538K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-200- 5.16% |
$15.4K - $18.1K
|
3.67K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-200- 7.41% |
$15.4K - $18.1K
|
2.5K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-202- 0.93% |
$15.6K - $18.3K
|
21.6K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-204- 3.75% |
$15.7K - $18.5K
|
5.23K
$426K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-204- 0.31% |
$15.7K - $18.5K
|
66.4K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-204- 1.14% |
$15.7K - $18.5K
|
17.7K
$1.44M
|