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 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
78+ 1.47% |
$5.17K - $5.63K
|
5.4K
$450K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
77+ 1.05% |
$5.1K - $5.56K
|
7.39K
$615K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
76+ 5.12% |
$5.04K - $5.49K
|
1.56K
$130K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
75+ 1.02% |
$4.97K - $5.42K
|
7.39K
$616K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
74+ 0.4% |
$4.9K - $5.35K
|
18.8K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
74+ 0.47% |
$4.9K - $5.35K
|
15.7K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
73+ 34.76% |
$4.84K - $5.27K
|
283
$23.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
72New |
$4.77K - $5.2K
|
72
$6K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
70+ 0.88% |
$4.64K - $5.06K
|
8.01K
$667K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
69+ 1.42% |
$4.57K - $4.98K
|
4.93K
$411K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
66+ 1.51% |
$4.37K - $4.77K
|
4.42K
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
65+ 0.09% |
$4.31K - $4.7K
|
76.3K
$6.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
65+ 0.27% |
$4.31K - $4.7K
|
23.8K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
64+ 1.8% |
$4.24K - $4.62K
|
3.62K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
60+ 1.6% |
$3.98K - $4.33K
|
3.8K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
59+ 7.24% |
$3.91K - $4.26K
|
874
$72.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
58+ 0.69% |
$3.84K - $4.19K
|
8.44K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
58+ 0.18% |
$3.84K - $4.19K
|
32.7K
$2.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
55+ 0.36% |
$3.64K - $3.97K
|
15.1K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
53+ 0.49% |
$3.51K - $3.83K
|
10.9K
$908K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
52+ 0.21% |
$3.45K - $3.76K
|
24.6K
$2.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
51+ 0.36% |
$3.38K - $3.68K
|
14.2K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
51+ 0.64% |
$3.38K - $3.68K
|
8.05K
$671K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 4.12% |
$3.31K - $3.61K
|
1.26K
$105K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
50+ 1.01% |
$3.31K - $3.61K
|
4.99K
$416K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
50+ 0.44% |
$3.31K - $3.61K
|
11.4K
$946K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50+ 1.69% |
$3.31K - $3.61K
|
3.01K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
49+ 0.27% |
$3.25K - $3.54K
|
18.5K
$1.54M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
49+ 0.27% |
$3.25K - $3.54K
|
18.3K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
49+ 1.24% |
$3.25K - $3.54K
|
4K
$333K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
48+ 1.02% |
$3.18K - $3.47K
|
4.75K
$395K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
47+ 1.04% |
$3.11K - $3.4K
|
4.57K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
47+ 1.05% |
$3.11K - $3.4K
|
4.53K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
46+ 0.77% |
$3.05K - $3.32K
|
6.02K
$501K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
46+ 1.13% |
$3.05K - $3.32K
|
4.13K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
46+ 0.94% |
$3.05K - $3.32K
|
4.92K
$410K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
45+ 8.56% |
$2.98K - $3.25K
|
571
$47.6K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
45+ 0.91% |
$2.98K - $3.25K
|
5.02K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
45+ 0.67% |
$2.98K - $3.25K
|
6.75K
$562K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
44+ 0.8% |
$2.92K - $3.18K
|
5.54K
$462K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43+ 1.11% |
$2.85K - $3.11K
|
3.92K
$327K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
42+ 1.4% |
$2.78K - $3.03K
|
3.04K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
41+ 2.9% |
$2.72K - $2.96K
|
1.46K
$121K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40+ 0.22% |
$2.65K - $2.89K
|
18.3K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
40+ 0.11% |
$2.65K - $2.89K
|
37.1K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
39+ 1.01% |
$2.58K - $2.82K
|
3.9K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
38+ 1.32% |
$2.52K - $2.75K
|
2.93K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 0.29% |
$2.45K - $2.67K
|
12.9K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
37+ 0.08% |
$2.45K - $2.67K
|
43.9K
$3.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
36+ 0.75% |
$2.39K - $2.6K
|
4.83K
$402K
|