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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-36- 0.26% |
$2.39K - $2.6K
|
13.8K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-38- 0.44% |
$2.52K - $2.75K
|
8.57K
$698K
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-40- 1.06% |
$2.65K - $2.89K
|
3.72K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-40- 2.23% |
$2.65K - $2.89K
|
1.75K
$143K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-48- 1.31% |
$3.18K - $3.47K
|
3.63K
$295K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-48- 0.1% |
$3.18K - $3.47K
|
49.1K
$4M
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-50- 0.56% |
$3.31K - $3.61K
|
8.89K
$725K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 0.25% |
$3.31K - $3.61K
|
19.7K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 1.26% |
$3.31K - $3.61K
|
3.93K
$320K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-51- 0.07% |
$3.38K - $3.68K
|
77.9K
$6.35M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-55- 13.99% |
$3.64K - $3.97K
|
338
$27.5K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-55- 1.4% |
$3.64K - $3.97K
|
3.88K
$316K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-56- 1.53% |
$3.71K - $4.05K
|
3.61K
$294K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-57- 1.43% |
$3.78K - $4.12K
|
3.92K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-58- 1.5% |
$3.84K - $4.19K
|
3.81K
$310K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-59- 0.33% |
$3.91K - $4.26K
|
18.1K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-60- 3.64% |
$3.98K - $4.33K
|
1.59K
$129K
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
SELL
|
- |
-60- 0.7% |
$3.98K - $4.33K
|
8.48K
$691K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-61- 1.52% |
$4.04K - $4.41K
|
3.95K
$322K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-64- 0.95% |
$4.24K - $4.62K
|
6.65K
$542K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-64- 1.97% |
$4.24K - $4.62K
|
3.18K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-65- 1.06% |
$4.31K - $4.7K
|
6.07K
$495K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-65- 5.55% |
$4.31K - $4.7K
|
1.11K
$90.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-66- 2.49% |
$4.37K - $4.77K
|
2.59K
$211K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-67- 9.19% |
$4.44K - $4.84K
|
662
$54K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-68- 1.85% |
$4.51K - $4.91K
|
3.61K
$294K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-70- 4.93% |
$4.64K - $5.06K
|
1.35K
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-71- 1.57% |
$4.7K - $5.13K
|
4.44K
$362K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-71- 6.51% |
$4.7K - $5.13K
|
1.02K
$83.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-72- 0.73% |
$4.77K - $5.2K
|
9.82K
$800K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-72- 1.99% |
$4.77K - $5.2K
|
3.55K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-73- 0.6% |
$4.84K - $5.27K
|
12.2K
$993K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-73- 0.98% |
$4.84K - $5.27K
|
7.41K
$604K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-74- 2.77% |
$4.9K - $5.35K
|
2.6K
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-75- 1.79% |
$4.97K - $5.42K
|
4.12K
$336K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-75- 0.81% |
$4.97K - $5.42K
|
9.16K
$746K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 2.54% |
$4.97K - $5.42K
|
2.87K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-75- 2.46% |
$4.97K - $5.42K
|
2.98K
$243K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-76- 2.58% |
$5.04K - $5.49K
|
2.87K
$234K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-77- 2.29% |
$5.1K - $5.56K
|
3.29K
$268K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-80- 1.22% |
$5.3K - $5.78K
|
6.46K
$526K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-84- 1.73% |
$5.57K - $6.07K
|
4.77K
$388K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-86- 1.27% |
$5.7K - $6.21K
|
6.7K
$546K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-87- 0.63% |
$5.76K - $6.28K
|
13.8K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-88- 1.97% |
$5.83K - $6.36K
|
4.39K
$358K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-88- 0.14% |
$5.83K - $6.36K
|
62.7K
$5.11M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-89- 3.08% |
$5.9K - $6.43K
|
2.81K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-90- 1.83% |
$5.96K - $6.5K
|
4.83K
$394K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.57% |
$6.16K - $6.72K
|
16.2K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-94- 2.51% |
$6.23K - $6.79K
|
3.65K
$298K
|