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 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 9.09% |
$6.63K - $7.22K
|
1K
$83.3K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 13.33% |
$6.63K - $7.22K
|
650
$54.1K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-100- 2.94% |
$6.63K - $7.22K
|
3.3K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 1.11% |
$6.63K - $7.22K
|
8.89K
$740K
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-100- 0.15% |
$6.63K - $7.22K
|
66.4K
$5.53M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-101- 0.25% |
$6.69K - $7.3K
|
40.5K
$3.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-106- 1.19% |
$7.02K - $7.66K
|
8.82K
$734K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-110- 1.69% |
$7.29K - $7.95K
|
6.39K
$532K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-114- 1.07% |
$7.55K - $8.24K
|
10.5K
$876K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-122- 0.83% |
$8.08K - $8.81K
|
14.7K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-125- 1.81% |
$8.28K - $9.03K
|
6.79K
$566K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-125- 0.74% |
$8.28K - $9.03K
|
16.8K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-129- 5.31% |
$8.55K - $9.32K
|
2.3K
$191K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-132- 2.1% |
$8.75K - $9.54K
|
6.16K
$513K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-137- 2.39% |
$9.08K - $9.9K
|
5.61K
$467K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-138- 1.58% |
$9.14K - $9.97K
|
8.62K
$718K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-138- 3.92% |
$9.14K - $9.97K
|
3.38K
$281K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-139- 15.14% |
$9.21K - $10K
|
779
$64.9K
|
|
|
May 15, 2024
Q1 2024
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-142- 0.08% |
$9.41K - $10.3K
|
169K
$14.1M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-143- 4.31% |
$9.47K - $10.3K
|
3.18K
$264K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-145- 3.19% |
$9.61K - $10.5K
|
4.41K
$367K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-146- 3.32% |
$9.67K - $10.5K
|
4.25K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-148- 2.86% |
$9.81K - $10.7K
|
5.02K
$418K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-150- 0.69% |
$9.94K - $10.8K
|
21.5K
$1.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-150- 1.9% |
$9.94K - $10.8K
|
7.75K
$645K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-151- 1.74% |
$10K - $10.9K
|
8.52K
$710K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-152- 8.43% |
$10.1K - $11K
|
1.65K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-153- 0.73% |
$10.1K - $11.1K
|
20.8K
$1.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-154- 1.55% |
$10.2K - $11.1K
|
9.77K
$813K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-159- 1.91% |
$10.5K - $11.5K
|
8.19K
$682K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-163- 4.39% |
$10.8K - $11.8K
|
3.55K
$295K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-164- 0.14% |
$10.9K - $11.8K
|
117K
$9.75M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-164- 3.07% |
$10.9K - $11.8K
|
5.17K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-165- 5.32% |
$10.9K - $11.9K
|
2.94K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-167- 3.61% |
$11.1K - $12.1K
|
4.46K
$371K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-169- 5.57% |
$11.2K - $12.2K
|
2.87K
$239K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-170- 0.56% |
$11.3K - $12.3K
|
30K
$2.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-175- 1.98% |
$11.6K - $12.6K
|
8.66K
$722K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-178- 4.93% |
$11.8K - $12.9K
|
3.43K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-178- 5.01% |
$11.8K - $12.9K
|
3.37K
$281K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-179- 2.84% |
$11.9K - $12.9K
|
6.12K
$509K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-184- 4.06% |
$12.2K - $13.3K
|
4.35K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-185- 5.17% |
$12.3K - $13.4K
|
3.4K
$283K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-186- 1.02% |
$12.3K - $13.4K
|
18.1K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-188- 1.21% |
$12.5K - $13.6K
|
15.4K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-188- 2.91% |
$12.5K - $13.6K
|
6.26K
$522K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-190- 34.86% |
$12.6K - $13.7K
|
355
$29.6K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-190- 1.49% |
$12.6K - $13.7K
|
12.6K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-191- 3.0% |
$12.7K - $13.8K
|
6.18K
$515K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-200- 2.37% |
$13.3K - $14.4K
|
8.24K
$686K
|