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 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
84.5KNew |
$5.6M - $6.1M
|
84.5K
$7.04M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
80.6KNew |
$5.34M - $5.83M
|
80.6K
$6.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
79.2KNew |
$5.25M - $5.72M
|
79.2K
$6.6M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78K+ 9.56% |
$5.16M - $5.63M
|
893K
$74.4M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
77.4K+ 5.91% |
$5.13M - $5.59M
|
1.39M
$115M
|
|
|
May 15, 2024
Q1 2024
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
76.8KNew |
$5.09M - $5.55M
|
76.8K
$6.4M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
74.1KNew |
$4.91M - $5.35M
|
74.1K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
70.1K+ 282.44% |
$4.64M - $5.06M
|
94.9K
$7.9M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
68.6K+ 8.45% |
$4.54M - $4.95M
|
880K
$73.3M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
67.1KNew |
$4.44M - $4.85M
|
67.1K
$5.59M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
65.5K+ 75.91% |
$4.34M - $4.73M
|
152K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
62KNew |
$4.1M - $4.48M
|
62K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61.5K+ 35.23% |
$4.08M - $4.44M
|
236K
$19.7M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60.8K+ 79.46% |
$4.03M - $4.39M
|
137K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
60KNew |
$3.98M - $4.33M
|
60K
$5M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
60K+ 951.13% |
$3.97M - $4.33M
|
66.3K
$5.52M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
59.6KNew |
$3.95M - $4.31M
|
59.6K
$4.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
58.4K+ 2.83% |
$3.87M - $4.22M
|
2.12M
$177M
|
|
|
May 15, 2024
Q1 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
57.4K+ 4.54% |
$3.8M - $4.15M
|
1.32M
$110M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
56.6KNew |
$3.75M - $4.09M
|
56.6K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
55.4KNew |
$3.67M - $4M
|
55.4K
$4.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
53.4K+ 37.77% |
$3.54M - $3.86M
|
195K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
51.3K+ 1131.87% |
$3.4M - $3.7M
|
55.8K
$4.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.3K+ 5.14% |
$3.26M - $3.56M
|
1.01M
$84M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
48.6K+ 1559.07% |
$3.22M - $3.51M
|
51.7K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
46.4K+ 378.11% |
$3.08M - $3.36M
|
58.7K
$4.89M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45K+ 29.63% |
$2.98M - $3.25M
|
197K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
44.6K+ 46.94% |
$2.95M - $3.22M
|
140K
$11.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
43.2KNew |
$2.86M - $3.12M
|
43.2K
$3.59M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
42K+ 3.26% |
$2.78M - $3.03M
|
1.33M
$111M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
41.5K+ 1.96% |
$2.75M - $3M
|
2.16M
$180M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.2K+ 17.31% |
$2.73M - $2.97M
|
279K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
39.4KNew |
$2.61M - $2.84M
|
39.4K
$3.28M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38.4K+ 2414.6% |
$2.54M - $2.77M
|
40K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
38.2K+ 41.93% |
$2.53M - $2.76M
|
129K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
37.4K+ 1.79% |
$2.48M - $2.7M
|
2.12M
$177M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.1K+ 115.8% |
$2.33M - $2.54M
|
65.5K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
34.8K+ 1.9% |
$2.31M - $2.51M
|
1.86M
$155M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
34.3K+ 2.85% |
$2.28M - $2.48M
|
1.24M
$103M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
33.1K+ 382.01% |
$2.19M - $2.39M
|
41.8K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
32.7K+ 422.19% |
$2.17M - $2.37M
|
40.5K
$3.37M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32.4K+ 298.93% |
$2.15M - $2.34M
|
43.3K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31.3K+ 241.67% |
$2.07M - $2.26M
|
44.2K
$3.68M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
30.5K+ 228.12% |
$2.02M - $2.21M
|
43.9K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
29.7KNew |
$1.97M - $2.15M
|
29.7K
$2.48M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
29KNew |
$1.92M - $2.1M
|
29K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
28.9K+ 223.91% |
$1.91M - $2.09M
|
41.8K
$3.48M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
26.5K+ 60.35% |
$1.76M - $1.91M
|
70.4K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.4K+ 293.05% |
$1.75M - $1.91M
|
35.5K
$2.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
26.2KNew |
$1.74M - $1.89M
|
26.2K
$2.18M
|