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 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
167+ 1.03% |
$11.1K - $12.1K
|
16.4K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
167+ 0.85% |
$11.1K - $12.1K
|
19.8K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
164+ 1.4% |
$10.9K - $11.8K
|
11.9K
$992K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
163+ 3.07% |
$10.8K - $11.8K
|
5.48K
$456K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
156New |
$10.3K - $11.3K
|
156
$13K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
154+ 2.08% |
$10.2K - $11.1K
|
7.57K
$631K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
152+ 0.53% |
$10.1K - $11K
|
29.1K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
151+ 3.73% |
$10K - $10.9K
|
4.19K
$349K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
149+ 1.74% |
$9.87K - $10.8K
|
8.72K
$726K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
149+ 0.47% |
$9.87K - $10.8K
|
32.1K
$2.68M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
147+ 2.1% |
$9.74K - $10.6K
|
7.15K
$596K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
144+ 0.9% |
$9.54K - $10.4K
|
16.1K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
142+ 2.91% |
$9.41K - $10.3K
|
5.02K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
140+ 0.58% |
$9.28K - $10.1K
|
24.3K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
137+ 1.04% |
$9.08K - $9.9K
|
13.3K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
137+ 2.12% |
$9.08K - $9.9K
|
6.6K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
136+ 0.79% |
$9.01K - $9.82K
|
17.3K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
135+ 0.37% |
$8.94K - $9.75K
|
36.5K
$3.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
134+ 3.85% |
$8.88K - $9.68K
|
3.61K
$301K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
133+ 2.36% |
$8.81K - $9.61K
|
5.76K
$480K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
133+ 0.55% |
$8.81K - $9.61K
|
24.5K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
133+ 0.74% |
$8.81K - $9.61K
|
18.1K
$1.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
132+ 2.04% |
$8.75K - $9.54K
|
6.61K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
127+ 4.01% |
$8.41K - $9.17K
|
3.29K
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
124+ 1.11% |
$8.22K - $8.96K
|
11.3K
$940K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
124+ 9.41% |
$8.22K - $8.96K
|
1.44K
$120K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
124+ 1.77% |
$8.22K - $8.96K
|
7.13K
$594K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
120New |
$7.95K - $8.67K
|
120
$9.99K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
119+ 0.4% |
$7.88K - $8.6K
|
29.9K
$2.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
115+ 0.14% |
$7.62K - $8.31K
|
82.2K
$6.85M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
113+ 5.9% |
$7.49K - $8.16K
|
2.03K
$169K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
105New |
$6.96K - $7.59K
|
105
$8.74K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
102+ 0.77% |
$6.76K - $7.37K
|
13.4K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
101+ 0.34% |
$6.69K - $7.3K
|
29.6K
$2.46M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
100+ 0.39% |
$6.63K - $7.22K
|
25.8K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
100+ 2.38% |
$6.63K - $7.22K
|
4.31K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100+ 24.45% |
$6.63K - $7.22K
|
509
$42.4K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$6.63K - $7.22K
|
100
$8.33K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
100+ 0.56% |
$6.63K - $7.22K
|
17.8K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
99+ 2.45% |
$6.56K - $7.15K
|
4.14K
$345K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
98+ 0.95% |
$6.49K - $7.08K
|
10.4K
$864K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
93+ 2.63% |
$6.16K - $6.72K
|
3.63K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
93+ 404.35% |
$6.16K - $6.72K
|
116
$9.66K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
89+ 2.59% |
$5.9K - $6.43K
|
3.53K
$294K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
87+ 145.0% |
$5.76K - $6.28K
|
147
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
87+ 1.52% |
$5.76K - $6.28K
|
5.81K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
86+ 0.25% |
$5.7K - $6.21K
|
34.6K
$2.88M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
82+ 0.57% |
$5.43K - $5.92K
|
14.4K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
82+ 3.32% |
$5.43K - $5.92K
|
2.55K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
80+ 0.15% |
$5.3K - $5.78K
|
53K
$4.41M
|