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 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300+ 1250.0% |
$19.9K - $21.7K
|
324
$29.8K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
299+ 4.22% |
$19.8K - $21.6K
|
7.38K
$679K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
296+ 5.75% |
$19.6K - $21.4K
|
5.45K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
293+ 2.48% |
$19.4K - $21.2K
|
12.1K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
285+ 2.36% |
$18.9K - $20.6K
|
12.4K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
283New |
$18.7K - $20.4K
|
283
$26K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
279+ 7.83% |
$18.5K - $20.2K
|
3.84K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
278+ 0.66% |
$18.4K - $20.1K
|
42.3K
$3.89M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
278+ 1.32% |
$18.4K - $20.1K
|
21.4K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
277+ 6.14% |
$18.4K - $20K
|
4.79K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
276+ 1.11% |
$18.3K - $19.9K
|
25.2K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
273+ 3.34% |
$18.1K - $19.7K
|
8.44K
$776K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
273+ 6.26% |
$18.1K - $19.7K
|
4.63K
$426K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
272+ 6.81% |
$18K - $19.6K
|
4.27K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
272+ 1.81% |
$18K - $19.6K
|
15.3K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
264+ 5.49% |
$17.5K - $19.1K
|
5.08K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
264+ 0.98% |
$17.5K - $19.1K
|
27.3K
$2.51M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
262+ 0.12% |
$17.4K - $18.9K
|
225K
$20.7M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
259+ 1.37% |
$17.2K - $18.7K
|
19.2K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
258+ 4.07% |
$17.1K - $18.6K
|
6.6K
$607K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
257+ 5.06% |
$17K - $18.6K
|
5.33K
$490K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
257+ 1.0% |
$17K - $18.6K
|
25.8K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
254+ 1.27% |
$16.8K - $18.3K
|
20.2K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
253+ 0.35% |
$16.8K - $18.3K
|
73.3K
$6.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
250+ 3.35% |
$16.6K - $18.1K
|
7.71K
$709K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
246+ 34.21% |
$16.3K - $17.8K
|
965
$88.7K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
245+ 2.82% |
$16.2K - $17.7K
|
8.95K
$823K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
244+ 2.2% |
$16.2K - $17.6K
|
11.3K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
237+ 7.59% |
$15.7K - $17.1K
|
3.36K
$309K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
231+ 2.93% |
$15.3K - $16.7K
|
8.11K
$745K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
230+ 7.43% |
$15.2K - $16.6K
|
3.33K
$306K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
229+ 2.49% |
$15.2K - $16.5K
|
9.44K
$868K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
226+ 1.46% |
$15K - $16.3K
|
15.7K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
225+ 3.33% |
$14.9K - $16.3K
|
6.99K
$642K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
220+ 17.66% |
$14.6K - $15.9K
|
1.47K
$135K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
214+ 5.25% |
$14.2K - $15.5K
|
4.29K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
211+ 63.17% |
$14K - $15.2K
|
545
$50.1K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
211+ 468.89% |
$14K - $15.2K
|
256
$23.5K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
209+ 1.82% |
$13.8K - $15.1K
|
11.7K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
209+ 3.97% |
$13.8K - $15.1K
|
5.47K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
205+ 3.72% |
$13.6K - $14.8K
|
5.72K
$526K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
203+ 101.5% |
$13.4K - $14.7K
|
403
$37.1K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.07% |
$13.3K - $14.4K
|
299K
$27.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
200+ 6.12% |
$13.3K - $14.4K
|
3.47K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
193+ 3.07% |
$12.8K - $13.9K
|
6.47K
$595K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
191+ 4.08% |
$12.7K - $13.8K
|
4.87K
$448K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
190+ 0.29% |
$12.6K - $13.7K
|
66.7K
$6.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
190New |
$12.6K - $13.7K
|
190
$17.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
190+ 1.04% |
$12.6K - $13.7K
|
18.4K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
188+ 4.49% |
$12.5K - $13.6K
|
4.38K
$403K
|