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 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-286- 1.58% |
$18.9K - $20.7K
|
17.8K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-289- 8.08% |
$19.1K - $20.9K
|
3.29K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-291- 0.2% |
$19.3K - $21K
|
147K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-296- 4.13% |
$19.6K - $21.4K
|
6.86K
$572K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-299- 0.68% |
$19.8K - $21.6K
|
43.8K
$3.65M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-299- 6.07% |
$19.8K - $21.6K
|
4.63K
$385K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 2.99% |
$19.9K - $21.7K
|
9.73K
$811K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-300Closed |
$19.9K - $21.7K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-300- 8.7% |
$19.9K - $21.7K
|
3.15K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 3.04% |
$19.9K - $21.7K
|
9.58K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-300- 3.47% |
$19.9K - $21.7K
|
8.34K
$695K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-301- 8.05% |
$19.9K - $21.7K
|
3.44K
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-303- 5.61% |
$20.1K - $21.9K
|
5.09K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-305- 3.31% |
$20.2K - $22K
|
8.9K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-309- 6.43% |
$20.5K - $22.3K
|
4.5K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-313- 5.66% |
$20.7K - $22.6K
|
5.21K
$434K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-313- 3.99% |
$20.7K - $22.6K
|
7.54K
$628K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-314- 4.29% |
$20.8K - $22.7K
|
7K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-316- 9.81% |
$20.9K - $22.8K
|
2.91K
$242K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-317- 1.44% |
$21K - $22.9K
|
21.7K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-323- 2.9% |
$21.4K - $23.3K
|
10.8K
$901K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-325- 0.3% |
$21.5K - $23.5K
|
109K
$9.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-333- 2.48% |
$22.1K - $24.1K
|
13.1K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-338- 2.82% |
$22.4K - $24.4K
|
11.6K
$970K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-340- 6.66% |
$22.5K - $24.6K
|
4.77K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-343- 10.38% |
$22.7K - $24.8K
|
2.96K
$247K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-347- 10.19% |
$23K - $25.1K
|
3.06K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-348- 2.39% |
$23.1K - $25.1K
|
14.2K
$1.18M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-348- 3.42% |
$23.1K - $25.1K
|
9.83K
$819K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-350- 3.16% |
$23.2K - $25.3K
|
10.7K
$894K
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-354- 3.37% |
$23.5K - $25.6K
|
10.1K
$845K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-354- 52.99% |
$23.5K - $25.6K
|
314
$26.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-356- 5.47% |
$23.6K - $25.7K
|
6.15K
$512K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-373- 3.09% |
$24.7K - $26.9K
|
11.7K
$973K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-375- 5.67% |
$24.8K - $27.1K
|
6.24K
$519K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-377- 5.04% |
$25K - $27.2K
|
7.11K
$592K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-380- 3.42% |
$25.2K - $27.5K
|
10.7K
$894K
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-380- 10.95% |
$25.2K - $27.5K
|
3.09K
$257K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-381- 29.02% |
$25.2K - $27.5K
|
932
$77.6K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-388- 8.6% |
$25.7K - $28K
|
4.13K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-388- 1.77% |
$25.7K - $28K
|
21.5K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-390- 5.69% |
$25.8K - $28.2K
|
6.46K
$538K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-390- 9.91% |
$25.8K - $28.2K
|
3.55K
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-392- 10.59% |
$26K - $28.3K
|
3.31K
$276K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-392- 4.25% |
$26K - $28.3K
|
8.83K
$735K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 2.1% |
$26.5K - $28.9K
|
18.6K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-402- 2.08% |
$26.6K - $29K
|
19K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-406- 0.91% |
$26.9K - $29.3K
|
44K
$3.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-407- 3.69% |
$27K - $29.4K
|
10.6K
$884K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-412- 52.55% |
$27.3K - $29.8K
|
372
$31K
|