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
|
Sigma Investment Counselors Inc
|
BUY
|
- |
12+ 0.24% |
$795 - $867
|
5.08K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
12+ 0.13% |
$795 - $867
|
9.19K
$845K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
12+ 0.17% |
$795 - $867
|
7.05K
$649K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.11% |
$729 - $795
|
10.1K
$933K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
9+ 0.08% |
$596 - $650
|
11.3K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9+ 150.0% |
$596 - $650
|
15
$1.38K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 75.0% |
$596 - $650
|
21
$1.93K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 114.29% |
$530 - $578
|
15
$1.38K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.36% |
$464 - $506
|
1.95K
$179K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 0.43% |
$464 - $506
|
1.63K
$150K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 0.06% |
$464 - $506
|
12.1K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7+ 0.22% |
$464 - $506
|
3.24K
$298K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.23% |
$464 - $506
|
3.01K
$276K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
6+ 0.07% |
$398 - $433
|
8.18K
$752K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 2.52% |
$398 - $433
|
244
$22.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.11% |
$398 - $433
|
5.42K
$499K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6+ 0.04% |
$398 - $433
|
14.1K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
5+ 0.07% |
$331 - $361
|
7.15K
$658K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.29% |
$331 - $361
|
1.71K
$157K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.25% |
$331 - $361
|
1.99K
$183K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.2% |
$331 - $361
|
2.53K
$233K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
5+ 0.12% |
$331 - $361
|
4.3K
$396K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4+ 0.92% |
$265 - $289
|
440
$40.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.38% |
$265 - $289
|
1.05K
$96.1K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.07% |
$265 - $289
|
5.94K
$546K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
4+ 0.03% |
$265 - $289
|
12.2K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
4+ 0.09% |
$265 - $289
|
4.28K
$394K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.09% |
$265 - $289
|
4.43K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.13% |
$265 - $289
|
3.12K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4+ 0.99% |
$265 - $289
|
407
$37.4K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.06% |
$265 - $289
|
6.38K
$587K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4+ 0.09% |
$265 - $289
|
4.3K
$395K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.39% |
$199 - $217
|
781
$71.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$199 - $217
|
3.76K
$345K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.07% |
$199 - $217
|
4.5K
$414K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.02% |
$199 - $217
|
14.1K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3+ 0.06% |
$199 - $217
|
4.63K
$426K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.04% |
$199 - $217
|
292
$26.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$133 - $144
|
13.9K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.02% |
$133 - $144
|
8.95K
$823K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.1% |
$133 - $144
|
184
$16.9K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.91% |
$133 - $144
|
222
$20.4K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2+ 0.02% |
$133 - $144
|
10.1K
$930K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.48% |
$133 - $144
|
418
$38.4K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.67% |
$66.3 - $72.2
|
61
$5.61K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$66.3 - $72.2
|
5.28K
$486K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 2.78% |
$66.3 - $72.2
|
37
$3.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.17% |
$66.3 - $72.2
|
586
$53.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$66.3 - $72.2
|
3.68K
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.14% |
$66.3 - $72.2
|
716
$65.8K
|