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 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
278+ 0.66% |
$18.4K - $20.1K
|
42.3K
$3.52M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
278+ 1.32% |
$18.4K - $20.1K
|
21.4K
$1.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
277+ 6.14% |
$18.4K - $20K
|
4.79K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
276+ 1.11% |
$18.3K - $19.9K
|
25.2K
$2.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
273+ 3.34% |
$18.1K - $19.7K
|
8.44K
$702K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
273+ 6.26% |
$18.1K - $19.7K
|
4.63K
$386K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
272+ 6.81% |
$18K - $19.6K
|
4.27K
$355K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
272+ 1.81% |
$18K - $19.6K
|
15.3K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
264+ 5.49% |
$17.5K - $19.1K
|
5.08K
$423K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
264+ 0.98% |
$17.5K - $19.1K
|
27.3K
$2.27M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
262+ 0.12% |
$17.4K - $18.9K
|
225K
$18.8M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
259+ 1.37% |
$17.2K - $18.7K
|
19.2K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
258+ 4.07% |
$17.1K - $18.6K
|
6.6K
$550K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
257+ 5.06% |
$17K - $18.6K
|
5.33K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
257+ 1.0% |
$17K - $18.6K
|
25.8K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
254+ 1.27% |
$16.8K - $18.3K
|
20.2K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
253+ 0.35% |
$16.8K - $18.3K
|
73.3K
$6.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
250+ 3.35% |
$16.6K - $18.1K
|
7.71K
$642K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
246+ 34.21% |
$16.3K - $17.8K
|
965
$80.4K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
245+ 2.82% |
$16.2K - $17.7K
|
8.95K
$745K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
244+ 2.2% |
$16.2K - $17.6K
|
11.3K
$942K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
237+ 7.59% |
$15.7K - $17.1K
|
3.36K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
231+ 2.93% |
$15.3K - $16.7K
|
8.11K
$675K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
230+ 7.43% |
$15.2K - $16.6K
|
3.33K
$277K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
229+ 2.49% |
$15.2K - $16.5K
|
9.44K
$786K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
226+ 1.46% |
$15K - $16.3K
|
15.7K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
225+ 3.33% |
$14.9K - $16.3K
|
6.99K
$582K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
220+ 17.66% |
$14.6K - $15.9K
|
1.47K
$122K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
211+ 63.17% |
$14K - $15.2K
|
545
$45.4K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
211+ 468.89% |
$14K - $15.2K
|
256
$21.3K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
209+ 1.82% |
$13.8K - $15.1K
|
11.7K
$975K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
209+ 3.97% |
$13.8K - $15.1K
|
5.47K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
205+ 3.72% |
$13.6K - $14.8K
|
5.72K
$476K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
203+ 101.5% |
$13.4K - $14.7K
|
403
$33.6K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.07% |
$13.3K - $14.4K
|
299K
$24.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
200+ 6.12% |
$13.3K - $14.4K
|
3.47K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
193+ 3.07% |
$12.8K - $13.9K
|
6.47K
$539K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
191+ 4.08% |
$12.7K - $13.8K
|
4.87K
$406K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
190+ 0.29% |
$12.6K - $13.7K
|
66.7K
$5.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
190New |
$12.6K - $13.7K
|
190
$15.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
190+ 1.04% |
$12.6K - $13.7K
|
18.4K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
188+ 4.49% |
$12.5K - $13.6K
|
4.38K
$365K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
188+ 5.14% |
$12.5K - $13.6K
|
3.85K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
187+ 2.52% |
$12.4K - $13.5K
|
7.59K
$632K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
181+ 2.09% |
$12K - $13.1K
|
8.83K
$735K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
180+ 0.35% |
$11.9K - $13K
|
50.9K
$4.24M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
180+ 2.97% |
$11.9K - $13K
|
6.23K
$519K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
179+ 0.45% |
$11.9K - $12.9K
|
40K
$3.33M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
170+ 62.04% |
$11.3K - $12.3K
|
444
$37K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
170+ 5.36% |
$11.3K - $12.3K
|
3.34K
$278K
|