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 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 0.46% |
$2.39K - $2.6K
|
7.85K
$654K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
35+ 0.74% |
$2.32K - $2.53K
|
4.79K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
35+ 0.82% |
$2.32K - $2.53K
|
4.29K
$358K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
35+ 0.89% |
$2.32K - $2.53K
|
3.95K
$329K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
34+ 1.03% |
$2.25K - $2.46K
|
3.33K
$278K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 1.02% |
$2.12K - $2.31K
|
3.16K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
31+ 0.5% |
$2.05K - $2.24K
|
6.2K
$517K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
29+ 1.18% |
$1.92K - $2.09K
|
2.48K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
29+ 0.31% |
$1.92K - $2.09K
|
9.49K
$790K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
29+ 0.33% |
$1.92K - $2.09K
|
8.92K
$743K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
28+ 0.63% |
$1.86K - $2.02K
|
4.45K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
28+ 0.47% |
$1.86K - $2.02K
|
5.95K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
27+ 0.38% |
$1.79K - $1.95K
|
7.06K
$588K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
26+ 0.05% |
$1.72K - $1.88K
|
48.4K
$4.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
25+ 0.65% |
$1.66K - $1.81K
|
3.85K
$320K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
25+ 0.17% |
$1.66K - $1.81K
|
14.7K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
24+ 0.23% |
$1.59K - $1.73K
|
10.3K
$856K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
24+ 0.4% |
$1.59K - $1.73K
|
6.04K
$503K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
23+ 0.05% |
$1.52K - $1.66K
|
44.1K
$3.68M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 7.52% |
$1.52K - $1.66K
|
329
$27.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
22+ 0.73% |
$1.46K - $1.59K
|
3.06K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
22+ 0.22% |
$1.46K - $1.59K
|
10.2K
$846K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
21+ 0.4% |
$1.39K - $1.52K
|
5.23K
$435K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
21+ 0.18% |
$1.39K - $1.52K
|
11.9K
$993K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 0.37% |
$1.33K - $1.44K
|
5.36K
$446K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$1.33K - $1.44K
|
8.78K
$731K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
20+ 0.07% |
$1.33K - $1.44K
|
30.6K
$2.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
19+ 0.09% |
$1.26K - $1.37K
|
20.8K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
19+ 0.12% |
$1.26K - $1.37K
|
15.8K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
19+ 0.97% |
$1.26K - $1.37K
|
1.97K
$164K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18+ 0.32% |
$1.19K - $1.3K
|
5.69K
$474K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
17+ 0.26% |
$1.13K - $1.23K
|
6.52K
$543K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
15+ 0.2% |
$994 - $1.08K
|
7.64K
$636K
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
15+ 0.14% |
$994 - $1.08K
|
10.7K
$888K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14+ 0.14% |
$928 - $1.01K
|
9.69K
$807K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 0.7% |
$928 - $1.01K
|
2.02K
$168K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
14+ 0.05% |
$928 - $1.01K
|
28.4K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.2% |
$861 - $939
|
6.52K
$543K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13+ 0.24% |
$861 - $939
|
5.33K
$444K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 4.87% |
$861 - $939
|
280
$23.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
12+ 0.24% |
$795 - $867
|
5.08K
$423K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
12+ 0.13% |
$795 - $867
|
9.19K
$765K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.11% |
$729 - $795
|
10.1K
$845K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
9+ 0.08% |
$596 - $650
|
11.3K
$944K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9+ 150.0% |
$596 - $650
|
15
$1.25K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 75.0% |
$596 - $650
|
21
$1.75K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 114.29% |
$530 - $578
|
15
$1.25K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.36% |
$464 - $506
|
1.95K
$162K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 0.43% |
$464 - $506
|
1.63K
$136K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 0.06% |
$464 - $506
|
12.1K
$1.01M
|