Purchases and Sales Made in Q1 2024 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.6M+ 54.56% |
$705M - $769M
|
30.2M
$2.51B
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
7.55M+ 45.92% |
$500M - $545M
|
24M
$2B
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.44MNew |
$228M - $248M
|
3.44M
$286M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.78M+ 47.52% |
$184M - $201M
|
8.64M
$720M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.66M+ 8.11% |
$110M - $120M
|
22.2M
$1.85B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.64M+ 20.69% |
$108M - $118M
|
9.55M
$795M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.57M+ 591.21% |
$104M - $113M
|
1.84M
$153M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.27M+ 8.12% |
$84.2M - $91.8M
|
16.9M
$1.41B
|
|
|
May 15, 2024
Q1 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.21MNew |
$80.3M - $87.5M
|
1.21M
$101M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
897K+ 3.53% |
$59.4M - $64.8M
|
26.3M
$2.19B
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
838KNew |
$55.5M - $60.5M
|
838K
$69.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
669KNew |
$44.3M - $48.4M
|
669K
$55.7M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
634KNew |
$42M - $45.8M
|
634K
$52.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
610K+ 26.21% |
$40.4M - $44M
|
2.94M
$244M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
585K+ 38.03% |
$38.8M - $42.3M
|
2.12M
$177M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
526K+ 4.97% |
$34.8M - $38M
|
11.1M
$925M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
526K+ 4.97% |
$34.8M - $38M
|
11.1M
$925M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
500K+ 34.97% |
$33.1M - $36.1M
|
1.93M
$161M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
481K+ 0.48% |
$31.9M - $34.8M
|
100M
$8.34B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
469K+ 6.35% |
$31.1M - $33.9M
|
7.85M
$654M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
445K+ 203.66% |
$29.5M - $32.1M
|
663K
$55.2M
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
416K+ 98.31% |
$27.6M - $30.1M
|
840K
$69.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
409K+ 323.71% |
$27.1M - $29.5M
|
535K
$44.5M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
371K+ 690.52% |
$24.6M - $26.8M
|
425K
$35.4M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
332K+ 120.05% |
$22M - $23.9M
|
608K
$50.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
302KNew |
$20M - $21.8M
|
302K
$25.2M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
294KNew |
$19.5M - $21.2M
|
294K
$24.5M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
284K+ 17.84% |
$18.8M - $20.5M
|
1.87M
$156M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
255KNew |
$16.9M - $18.4M
|
255K
$21.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
253K+ 2836.95% |
$16.7M - $18.3M
|
262K
$21.8M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
198K+ 18.14% |
$13.1M - $14.3M
|
1.29M
$108M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
185K+ 491.91% |
$12.3M - $13.4M
|
223K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
184KNew |
$12.2M - $13.3M
|
184K
$15.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
181K+ 5223.12% |
$12M - $13.1M
|
184K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
180K+ 3.37% |
$11.9M - $13M
|
5.52M
$460M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
179K+ 663.98% |
$11.8M - $12.9M
|
206K
$17.1M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
173K+ 48.14% |
$11.5M - $12.5M
|
534K
$44.4M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
169K+ 265.99% |
$11.2M - $12.2M
|
233K
$19.4M
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
150KNew |
$9.96M - $10.9M
|
150K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
150K+ 76.45% |
$9.94M - $10.8M
|
346K
$28.8M
|
|
|
May 06, 2024
Q1 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
146K+ 17.97% |
$9.68M - $10.6M
|
959K
$79.9M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
136K+ 6.63% |
$9M - $9.81M
|
2.19M
$182M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
128K+ 2.1% |
$8.46M - $9.23M
|
6.22M
$518M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
113K+ 6.61% |
$7.51M - $8.18M
|
1.83M
$152M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
109KNew |
$7.25M - $7.91M
|
109K
$9.11M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
105K+ 5.3% |
$6.95M - $7.58M
|
2.08M
$174M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
97.1K+ 38.57% |
$6.43M - $7.02M
|
349K
$29.1M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
90.6K+ 1132.84% |
$6M - $6.55M
|
98.6K
$8.21M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
89.6K+ 19.72% |
$5.94M - $6.47M
|
544K
$45.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
85.8K+ 72.64% |
$5.68M - $6.2M
|
204K
$17M
|