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 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.67K- 0.29% |
$129K - $151K
|
568K
$46.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.75K- 10.43% |
$135K - $158K
|
15K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 3.02% |
$135K - $158K
|
56.2K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.77K- 2.09% |
$136K - $160K
|
83.1K
$6.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.78K- 28.54% |
$137K - $161K
|
4.45K
$362K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.8K- 14.2% |
$138K - $163K
|
10.9K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.82K- 3.79% |
$140K - $164K
|
46.1K
$3.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.82K- 25.46% |
$140K - $165K
|
5.34K
$434K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.83K- 7.91% |
$141K - $165K
|
21.3K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.83K- 3.27% |
$141K - $166K
|
54.1K
$4.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.84K- 11.03% |
$142K - $166K
|
14.8K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.88K- 2.28% |
$145K - $170K
|
80.6K
$6.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.9K- 6.56% |
$146K - $172K
|
27.1K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.91K- 23.39% |
$147K - $173K
|
6.26K
$509K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-1.91K- 33.16% |
$147K - $173K
|
3.86K
$314K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.94K- 7.68% |
$150K - $176K
|
23.4K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.95K- 2.71% |
$150K - $177K
|
70.2K
$5.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.96K- 28.78% |
$151K - $177K
|
4.84K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.02K- 2.45% |
$155K - $182K
|
80.2K
$6.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.05K- 14.05% |
$158K - $186K
|
12.5K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.11K- 5.38% |
$162K - $191K
|
37.1K
$3.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.13K- 1.66% |
$164K - $193K
|
126K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.13K- 3.23% |
$164K - $193K
|
63.7K
$5.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.15K- 2.83% |
$166K - $195K
|
73.9K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.15K- 8.31% |
$166K - $195K
|
23.7K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.17K- 1.38% |
$167K - $196K
|
155K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.18K- 7.88% |
$168K - $197K
|
25.5K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.21K- 27.7% |
$170K - $200K
|
5.77K
$469K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 9.76% |
$173K - $204K
|
20.8K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.25K- 1.03% |
$173K - $204K
|
216K
$17.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.25K- 34.75% |
$174K - $204K
|
4.23K
$344K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.27K- 22.85% |
$175K - $206K
|
7.68K
$625K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.29K- 7.66% |
$176K - $207K
|
27.6K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.33K- 12.33% |
$180K - $211K
|
16.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.34K- 9.59% |
$180K - $212K
|
22.1K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.4K- 3.81% |
$185K - $217K
|
60.5K
$4.92M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.4K- 1.0% |
$185K - $217K
|
239K
$19.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.43K- 8.49% |
$187K - $220K
|
26.2K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.46K- 1.48% |
$189K - $222K
|
164K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-2.5K- 18.17% |
$193K - $226K
|
11.3K
$915K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.59K- 0.94% |
$199K - $234K
|
271K
$22.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.69K- 33.83% |
$207K - $243K
|
5.25K
$427K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.74K- 0.65% |
$211K - $248K
|
420K
$34.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.77K- 45.78% |
$213K - $250K
|
3.28K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2.78K- 0.88% |
$214K - $252K
|
314K
$25.5M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.79K- 81.01% |
$215K - $253K
|
655
$53.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.82K- 4.64% |
$217K - $255K
|
57.9K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.82K- 12.93% |
$217K - $255K
|
19K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.89K- 8.2% |
$223K - $262K
|
32.4K
$2.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.97K- 5.75% |
$229K - $269K
|
48.6K
$3.95M
|