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 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.97K- 2.82% |
$229K - $269K
|
103K
$8.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3K- 3.31% |
$231K - $272K
|
87.6K
$7.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-3.04K- 35.1% |
$234K - $275K
|
5.62K
$457K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.08K- 37.01% |
$237K - $279K
|
5.25K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.12K- 3.09% |
$240K - $282K
|
97.9K
$7.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.15K- 6.18% |
$242K - $285K
|
47.8K
$3.88M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.15K- 5.51% |
$243K - $285K
|
54.1K
$4.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.15K- 1.43% |
$243K - $285K
|
218K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-3.18K- 2.88% |
$245K - $288K
|
107K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.19K- 7.18% |
$246K - $289K
|
41.3K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.22K- 1.55% |
$248K - $291K
|
205K
$16.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.26K- 2.37% |
$251K - $295K
|
135K
$10.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-3.33K- 11.56% |
$256K - $301K
|
25.4K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.4K- 18.81% |
$262K - $308K
|
14.7K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.41K- 1.29% |
$263K - $309K
|
261K
$21.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.43K- 4.07% |
$264K - $310K
|
80.7K
$6.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.47K- 19.51% |
$267K - $314K
|
14.3K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.51K- 3.99% |
$270K - $317K
|
84.3K
$6.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.51K- 0.68% |
$270K - $318K
|
514K
$41.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-3.56K- 0.45% |
$274K - $322K
|
786K
$63.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.56K- 3.31% |
$274K - $322K
|
104K
$8.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.57K- 7.74% |
$275K - $323K
|
42.5K
$3.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.58K- 21.91% |
$275K - $324K
|
12.7K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.6K- 1.36% |
$277K - $326K
|
261K
$21.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.82K- 8.6% |
$294K - $346K
|
40.6K
$3.3M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.88K- 27.5% |
$299K - $351K
|
10.2K
$832K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.93K- 1.14% |
$303K - $356K
|
342K
$27.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.96K- 31.03% |
$305K - $358K
|
8.8K
$715K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.96K- 59.19% |
$305K - $359K
|
2.73K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-4K- 33.0% |
$308K - $362K
|
8.12K
$660K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.03K- 14.4% |
$310K - $365K
|
24K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.06K- 6.59% |
$313K - $367K
|
57.5K
$4.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.11K- 4.47% |
$317K - $372K
|
87.9K
$7.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.19K- 0.18% |
$322K - $379K
|
2.38M
$193M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.27K- 3.15% |
$329K - $386K
|
131K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.41K- 5.79% |
$339K - $399K
|
71.6K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-4.46K- 15.65% |
$343K - $404K
|
24K
$1.96M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.47K- 3.23% |
$344K - $405K
|
134K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.56K- 19.44% |
$351K - $413K
|
18.9K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.58K- 4.28% |
$353K - $414K
|
103K
$8.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.75K- 8.19% |
$366K - $430K
|
53.3K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.77K- 15.57% |
$367K - $431K
|
25.8K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.82K- 63.34% |
$371K - $436K
|
2.79K
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.82K- 3.21% |
$371K - $436K
|
145K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.84K- 27.08% |
$372K - $438K
|
13K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.85K- 55.08% |
$373K - $439K
|
3.95K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-4.88K- 8.64% |
$376K - $442K
|
51.6K
$4.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.89K- 21.87% |
$376K - $443K
|
17.5K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4.9K- 8.75% |
$377K - $444K
|
51.1K
$4.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.93K- 5.73% |
$380K - $447K
|
81.2K
$6.6M
|