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 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.19% |
$66.3 - $72.2
|
85
$7.82K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.98% |
$66.3 - $72.2
|
103
$9.47K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1+ 0.01% |
$66.3 - $72.2
|
12.3K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$66.3 - $72.2
|
6.98K
$642K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.02% |
$66.3 - $72.2
|
5.14K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$66.3 - $72.2
|
9.93K
$913K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.88% |
$66.3 - $72.2
|
114
$10.5K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.03% |
$66.3 - $72.2
|
3.68K
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$66.3 - $72.2
|
5.99K
$551K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.29% |
$66.3 - $72.2
|
347
$31.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.03% |
$66.3 - $72.2
|
3.67K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 0.07% |
$66.3 - $72.2
|
1.49K
$137K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2- 0.02% |
$133 - $144
|
10.8K
$990K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2- 0.04% |
$133 - $144
|
5.51K
$507K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-3- 0.04% |
$199 - $217
|
7.11K
$654K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-4- 1.96% |
$265 - $289
|
200
$18.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4- 0.02% |
$265 - $289
|
17.7K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4- 0.72% |
$265 - $289
|
554
$50.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-5- 0.12% |
$331 - $361
|
4.29K
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5- 0.16% |
$331 - $361
|
3.1K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-5- 0.18% |
$331 - $361
|
2.81K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$331 - $361
|
4.69K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.65% |
$331 - $361
|
770
$70.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 0.11% |
$398 - $433
|
5.62K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-6- 0.18% |
$398 - $433
|
3.36K
$309K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-7- 0.21% |
$464 - $506
|
3.29K
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-8- 0.05% |
$530 - $578
|
17K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-8- 0.07% |
$530 - $578
|
11.2K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 1.72% |
$530 - $578
|
456
$41.9K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8- 44.44% |
$530 - $578
|
10
$920
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 0.13% |
$530 - $578
|
6.05K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-9- 0.19% |
$596 - $650
|
4.79K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9- 0.97% |
$596 - $650
|
922
$84.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-10- 0.32% |
$663 - $722
|
3.12K
$287K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-10- 0.21% |
$663 - $722
|
4.68K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-11- 0.51% |
$729 - $795
|
2.16K
$198K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-11- 0.11% |
$729 - $795
|
10K
$920K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.37% |
$795 - $867
|
3.19K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 5.75% |
$861 - $939
|
213
$19.6K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-13- 0.24% |
$861 - $939
|
5.39K
$495K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14- 0.33% |
$928 - $1.01K
|
4.22K
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-15- 0.34% |
$994 - $1.08K
|
4.39K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 0.43% |
$994 - $1.08K
|
3.46K
$318K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-17- 0.43% |
$1.13K - $1.23K
|
3.9K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-17- -0.0% |
$1.13K - $1.23K
|
448K
$41.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-18- 0.05% |
$1.19K - $1.3K
|
36.9K
$3.39M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-18- 5.45% |
$1.19K - $1.3K
|
312
$28.7K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-18- 15.25% |
$1.19K - $1.3K
|
100
$9.2K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-19- 0.06% |
$1.26K - $1.37K
|
31.1K
$2.86M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20- 0.36% |
$1.33K - $1.44K
|
5.58K
$513K
|