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 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.1K+ 5.95% |
$72.7K - $79.3K
|
19.6K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.08K+ 13.89% |
$71.3K - $77.7K
|
8.83K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 17.45% |
$70.2K - $76.6K
|
7.14K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.05K+ 11.39% |
$69.6K - $75.9K
|
10.3K
$856K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
1.04K+ 3.45% |
$69K - $75.2K
|
31.3K
$2.6M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.04K+ 5.68% |
$69K - $75.2K
|
19.4K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.04K+ 32.36% |
$68.6K - $74.8K
|
4.24K
$353K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.02K+ 5.28% |
$67.6K - $73.8K
|
20.4K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.02K+ 16.24% |
$67.6K - $73.7K
|
7.3K
$608K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.02K+ 2.08% |
$67.4K - $73.5K
|
49.9K
$4.15M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1K+ 20.62% |
$66.4K - $72.4K
|
5.86K
$488K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$66.3K - $72.2K
|
1K
$83.3K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1KNew |
$66.3K - $72.2K
|
1K
$83.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
998+ 5.68% |
$66.1K - $72.1K
|
18.6K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
974+ 52.99% |
$64.5K - $70.4K
|
2.81K
$234K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
974+ 1.53% |
$64.5K - $70.4K
|
64.5K
$5.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
969+ 14.92% |
$64.2K - $70K
|
7.46K
$622K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
969+ 340.0% |
$64.2K - $70K
|
1.25K
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
958+ 10.22% |
$63.5K - $69.2K
|
10.3K
$860K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
953+ 5.96% |
$63.1K - $68.8K
|
17K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
949+ 0.84% |
$62.9K - $68.6K
|
114K
$9.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
946+ 1.27% |
$62.7K - $68.3K
|
75.5K
$6.28M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
941+ 2.84% |
$62.3K - $68K
|
34K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
937+ 8.78% |
$62.1K - $67.7K
|
11.6K
$966K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
926+ 4.15% |
$61.3K - $66.9K
|
23.3K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
922New |
$61.1K - $66.6K
|
922
$76.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
915+ 1.06% |
$60.6K - $66.1K
|
87.1K
$7.25M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
913+ 2.9% |
$60.5K - $66K
|
32.4K
$2.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
905+ 5.13% |
$60K - $65.4K
|
18.5K
$1.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
900New |
$59.6K - $65K
|
900
$75K
|
|
|
May 15, 2024
Q1 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
900+ 10.45% |
$59.6K - $65K
|
9.51K
$792K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
893+ 18.86% |
$59.2K - $64.5K
|
5.63K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
881+ 23.1% |
$58.4K - $63.6K
|
4.7K
$391K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
880+ 0.46% |
$58.3K - $63.6K
|
192K
$16M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
874+ 2.58% |
$57.9K - $63.1K
|
34.7K
$2.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
864+ 3.72% |
$57.2K - $62.4K
|
24.1K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
845+ 2.11% |
$56K - $61K
|
40.9K
$3.41M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
831+ 3.87% |
$55.1K - $60K
|
22.3K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
830+ 0.35% |
$55K - $60K
|
236K
$19.7M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
793+ 1.74% |
$52.5K - $57.3K
|
46.3K
$3.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
786+ 24.52% |
$52.1K - $56.8K
|
3.99K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
782+ 3.19% |
$51.8K - $56.5K
|
25.3K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
768New |
$50.9K - $55.5K
|
768
$64K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
762+ 5.78% |
$50.5K - $55K
|
13.9K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
760+ 5.12% |
$50.4K - $54.9K
|
15.6K
$1.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
732+ 7.63% |
$48.5K - $52.9K
|
10.3K
$860K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
731+ 2.63% |
$48.4K - $52.8K
|
28.5K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
725+ 7.18% |
$48K - $52.4K
|
10.8K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
722+ 3.84% |
$47.8K - $52.2K
|
19.5K
$1.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
714+ 21.61% |
$47.3K - $51.6K
|
4.02K
$335K
|