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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
760+ 5.12% |
$50.4K - $54.9K
|
15.6K
$1.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
732+ 7.63% |
$48.5K - $52.9K
|
10.3K
$950K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
731+ 2.63% |
$48.4K - $52.8K
|
28.5K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
725+ 7.18% |
$48K - $52.4K
|
10.8K
$995K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
722+ 3.84% |
$47.8K - $52.2K
|
19.5K
$1.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
714+ 21.61% |
$47.3K - $51.6K
|
4.02K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
713+ 12.23% |
$47.2K - $51.5K
|
6.54K
$602K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
710+ 19.0% |
$47K - $51.3K
|
4.45K
$409K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
709+ 5.27% |
$47K - $51.2K
|
14.2K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
700+ 11.22% |
$46.4K - $50.6K
|
6.94K
$638K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
696+ 1.36% |
$46.1K - $50.3K
|
52K
$4.79M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
692+ 6.75% |
$45.8K - $50K
|
11K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
683+ 1.6% |
$45.2K - $49.3K
|
43.3K
$3.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
678+ 0.77% |
$44.9K - $49K
|
88.6K
$8.15M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
675+ 7.67% |
$44.7K - $48.8K
|
9.48K
$871K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
648+ 22.31% |
$42.9K - $46.8K
|
3.55K
$327K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
644+ 14.25% |
$42.7K - $46.5K
|
5.16K
$475K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
638+ 7.33% |
$42.3K - $46.1K
|
9.34K
$859K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
635+ 2.7% |
$42.1K - $45.9K
|
24.2K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
635+ 2.33% |
$42.1K - $45.9K
|
27.9K
$2.57M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
617+ 3.77% |
$40.9K - $44.6K
|
17K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
612+ 5.75% |
$40.5K - $44.2K
|
11.3K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
600+ 12.44% |
$39.8K - $43.3K
|
5.42K
$499K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
593+ 1.19% |
$39.3K - $42.8K
|
50.4K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
593+ 5.04% |
$39.3K - $42.8K
|
12.4K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
589+ 7.47% |
$39K - $42.5K
|
8.48K
$779K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
583+ 11.91% |
$38.6K - $42.1K
|
5.48K
$504K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
582+ 11.92% |
$38.6K - $42K
|
5.47K
$503K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
577+ 4.78% |
$38.2K - $41.7K
|
12.7K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
576+ 3.46% |
$38.2K - $41.6K
|
17.2K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
562+ 2.98% |
$37.2K - $40.6K
|
19.4K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
555+ 6.17% |
$36.8K - $40.1K
|
9.55K
$878K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
554+ 13.47% |
$36.7K - $40K
|
4.67K
$429K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
553New |
$36.6K - $39.9K
|
553
$50.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
541+ 9.52% |
$35.8K - $39.1K
|
6.22K
$572K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
541+ 9.3% |
$35.8K - $39.1K
|
6.36K
$585K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
525+ 10.34% |
$34.8K - $37.9K
|
5.6K
$515K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
525+ 2.09% |
$34.8K - $37.9K
|
25.6K
$2.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
516+ 0.84% |
$34.2K - $37.3K
|
61.8K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
516+ 2.58% |
$34.2K - $37.3K
|
20.5K
$1.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
508+ 3628.57% |
$33.7K - $36.7K
|
522
$48K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
496+ 31.71% |
$32.9K - $35.8K
|
2.06K
$189K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
495+ 3.36% |
$32.8K - $35.8K
|
15.2K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
491+ 12.15% |
$32.5K - $35.5K
|
4.53K
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
486+ 6.89% |
$32.2K - $35.1K
|
7.54K
$694K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
475+ 0.08% |
$31.5K - $34.3K
|
598K
$55M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
473+ 3.56% |
$31.3K - $34.2K
|
13.7K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
466+ 0.51% |
$30.9K - $33.7K
|
91.5K
$8.42M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
464+ 1.51% |
$30.7K - $33.5K
|
31.2K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
462+ 9.72% |
$30.6K - $33.4K
|
5.22K
$480K
|