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 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-175- 1.98% |
$11.6K - $12.6K
|
8.66K
$797K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-178- 4.93% |
$11.8K - $12.9K
|
3.43K
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-178- 5.01% |
$11.8K - $12.9K
|
3.37K
$310K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-179- 2.84% |
$11.9K - $12.9K
|
6.12K
$563K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-184- 4.06% |
$12.2K - $13.3K
|
4.35K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-185- 5.17% |
$12.3K - $13.4K
|
3.4K
$312K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-186- 1.02% |
$12.3K - $13.4K
|
18.1K
$1.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-188- 1.21% |
$12.5K - $13.6K
|
15.4K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-188- 2.91% |
$12.5K - $13.6K
|
6.26K
$576K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-190- 34.86% |
$12.6K - $13.7K
|
355
$32.6K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-190- 1.49% |
$12.6K - $13.7K
|
12.6K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-191- 3.0% |
$12.7K - $13.8K
|
6.18K
$568K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-200- 2.37% |
$13.3K - $14.4K
|
8.24K
$757K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 4.15% |
$13.3K - $14.4K
|
4.62K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-200- 5.8% |
$13.3K - $14.4K
|
3.25K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-200- 3.31% |
$13.3K - $14.4K
|
5.84K
$537K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-200- 12.26% |
$13.3K - $14.4K
|
1.43K
$132K
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-200- 2.71% |
$13.3K - $14.4K
|
7.19K
$661K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-200- 2.62% |
$13.3K - $14.4K
|
7.44K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.11% |
$13.3K - $14.4K
|
189K
$17.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-203- 5.54% |
$13.4K - $14.7K
|
3.46K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-203- 2.07% |
$13.4K - $14.7K
|
9.59K
$882K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-204- 4.97% |
$13.5K - $14.7K
|
3.9K
$359K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-204- 1.34% |
$13.5K - $14.7K
|
15.1K
$1.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-206- 1.24% |
$13.6K - $14.9K
|
16.3K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-210- 6.12% |
$13.9K - $15.2K
|
3.22K
$296K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-210- 77.78% |
$13.9K - $15.2K
|
60
$5.52K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-212- 5.76% |
$14K - $15.3K
|
3.47K
$319K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-213- 23.96% |
$14.1K - $15.4K
|
676
$62.2K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-213- 4.53% |
$14.1K - $15.4K
|
4.49K
$413K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-216- 0.48% |
$14.3K - $15.6K
|
44.7K
$4.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-217- 2.03% |
$14.4K - $15.7K
|
10.5K
$963K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-220- 3.72% |
$14.6K - $15.9K
|
5.7K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-222- 3.57% |
$14.7K - $16K
|
5.99K
$551K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-223- 0.27% |
$14.8K - $16.1K
|
83.1K
$7.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-224- 4.53% |
$14.8K - $16.2K
|
4.72K
$434K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-229- 5.13% |
$15.2K - $16.5K
|
4.24K
$389K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-230- 4.9% |
$15.2K - $16.6K
|
4.46K
$410K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-230- 3.14% |
$15.2K - $16.6K
|
7.1K
$653K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-230- 5.2% |
$15.2K - $16.6K
|
4.2K
$386K
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-231- 2.43% |
$15.3K - $16.7K
|
9.27K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-233Closed |
$15.4K - $16.8K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-234- 0.87% |
$15.5K - $16.9K
|
26.7K
$2.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-240- 0.91% |
$15.9K - $17.3K
|
26.2K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-243- 0.78% |
$16.1K - $17.6K
|
31K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-245- 2.51% |
$16.2K - $17.7K
|
9.52K
$875K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-251- 3.83% |
$16.6K - $18.1K
|
6.3K
$580K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-251- 5.75% |
$16.6K - $18.1K
|
4.11K
$378K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-252- 6.54% |
$16.7K - $18.2K
|
3.6K
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-255- 4.0% |
$16.9K - $18.4K
|
6.13K
$563K
|