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 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
428+ 7.49% |
$28.4K - $30.9K
|
6.14K
$512K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
425+ 5.08% |
$28.2K - $30.7K
|
8.8K
$733K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
418+ 4.32% |
$27.7K - $30.2K
|
10.1K
$841K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
409+ 1.98% |
$27.1K - $29.5K
|
21.1K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
408+ 47.17% |
$27K - $29.5K
|
1.27K
$106K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 14.04% |
$26.5K - $28.9K
|
3.25K
$271K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
400+ 13.64% |
$26.5K - $28.9K
|
3.33K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
400+ 39.56% |
$26.5K - $28.9K
|
1.41K
$118K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
390+ 6.05% |
$25.8K - $28.2K
|
6.84K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
380+ 2.76% |
$25.2K - $27.5K
|
14.1K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
375+ 11.02% |
$24.8K - $27.1K
|
3.78K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
375+ 0.49% |
$24.8K - $27.1K
|
77.4K
$6.44M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
370+ 120.13% |
$24.5K - $26.7K
|
678
$56.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
368+ 6.97% |
$24.4K - $26.6K
|
5.64K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
365+ 12.57% |
$24.2K - $26.4K
|
3.27K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
362+ 2.06% |
$24K - $26.2K
|
18K
$1.5M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
360+ 8.32% |
$23.9K - $26K
|
4.69K
$390K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
354+ 0.29% |
$23.5K - $25.6K
|
121K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
354+ 0.15% |
$23.5K - $25.6K
|
241K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
354+ 0.71% |
$23.5K - $25.6K
|
50.1K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
353+ 5.3% |
$23.4K - $25.5K
|
7.02K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
352New |
$23.3K - $25.4K
|
352
$29.3K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
352+ 3.56% |
$23.3K - $25.4K
|
10.2K
$853K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
350+ 35.21% |
$23.2K - $25.3K
|
1.34K
$112K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
340+ 8.17% |
$22.5K - $24.6K
|
4.5K
$375K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
338+ 2.66% |
$22.4K - $24.4K
|
13K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
336+ 6.07% |
$22.3K - $24.3K
|
5.88K
$489K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
334+ 7.69% |
$22.1K - $24.1K
|
4.68K
$390K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
329+ 1.19% |
$21.8K - $23.8K
|
27.9K
$2.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
327+ 6.58% |
$21.7K - $23.6K
|
5.3K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
324+ 4.04% |
$21.5K - $23.4K
|
8.33K
$694K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
321+ 2.14% |
$21.3K - $23.2K
|
15.3K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
321+ 5.02% |
$21.3K - $23.2K
|
6.72K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
321+ 8.5% |
$21.3K - $23.2K
|
4.1K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
318+ 4.58% |
$21.1K - $23K
|
7.26K
$604K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
314+ 8.8% |
$20.8K - $22.7K
|
3.88K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
307+ 1.23% |
$20.3K - $22.2K
|
25.2K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
306+ 4.61% |
$20.3K - $22.1K
|
6.94K
$578K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
306+ 4.98% |
$20.3K - $22.1K
|
6.45K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
305+ 2.84% |
$20.2K - $22K
|
11K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
305+ 10.54% |
$20.2K - $22K
|
3.2K
$266K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
301+ 6.23% |
$19.9K - $21.7K
|
5.13K
$427K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
300+ 6.59% |
$19.9K - $21.7K
|
4.85K
$404K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300+ 1250.0% |
$19.9K - $21.7K
|
324
$27K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
299+ 4.22% |
$19.8K - $21.6K
|
7.38K
$615K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
296+ 5.75% |
$19.6K - $21.4K
|
5.45K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
293+ 2.48% |
$19.4K - $21.2K
|
12.1K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
285+ 2.36% |
$18.9K - $20.6K
|
12.4K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
283New |
$18.7K - $20.4K
|
283
$23.6K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
279+ 7.83% |
$18.5K - $20.2K
|
3.84K
$320K
|