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 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-390- 5.69% |
$25.8K - $28.2K
|
6.46K
$573K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-390- 9.91% |
$25.8K - $28.2K
|
3.55K
$315K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-392- 10.59% |
$26K - $28.3K
|
3.31K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-392- 4.25% |
$26K - $28.3K
|
8.83K
$783K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 2.1% |
$26.5K - $28.9K
|
18.6K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-402- 2.08% |
$26.6K - $29K
|
19K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-406- 0.91% |
$26.9K - $29.3K
|
44K
$3.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-407- 3.69% |
$27K - $29.4K
|
10.6K
$942K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-412- 52.55% |
$27.3K - $29.8K
|
372
$33K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-412- 7.95% |
$27.3K - $29.8K
|
4.77K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-413- 7.23% |
$27.4K - $29.8K
|
5.3K
$470K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-436- 2.22% |
$28.9K - $31.5K
|
19.2K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-438- 8.52% |
$29K - $31.6K
|
4.7K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-445- 9.19% |
$29.5K - $32.1K
|
4.4K
$390K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-450- 5.07% |
$29.8K - $32.5K
|
8.42K
$747K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-459- 15.16% |
$30.4K - $33.2K
|
2.57K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-471- 1.09% |
$31.2K - $34K
|
42.7K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-471- 1.28% |
$31.2K - $34K
|
36.3K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-472- 2.1% |
$31.3K - $34.1K
|
22K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-480- 0.59% |
$31.8K - $34.7K
|
80.4K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-482- 4.03% |
$31.9K - $34.8K
|
11.5K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-483- 1.3% |
$32K - $34.9K
|
36.6K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-484- 0.77% |
$32.1K - $35K
|
62.5K
$5.54M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-486- 0.76% |
$32.2K - $35.1K
|
63.9K
$5.67M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-493- 14.03% |
$32.7K - $35.6K
|
3.02K
$268K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-500- 4.64% |
$33.1K - $36.1K
|
10.3K
$912K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-500- 3.47% |
$33.1K - $36.1K
|
13.9K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-500- 11.45% |
$33.1K - $36.1K
|
3.87K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-500- 1.02% |
$33.1K - $36.1K
|
48.5K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-500- 3.57% |
$33.1K - $36.1K
|
13.5K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-502- 4.52% |
$33.3K - $36.3K
|
10.6K
$941K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-511- 3.38% |
$33.9K - $36.9K
|
14.6K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-513- 5.05% |
$34K - $37.1K
|
9.64K
$856K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-519- 13.25% |
$34.4K - $37.5K
|
3.4K
$302K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-521- 4.28% |
$34.5K - $37.6K
|
11.7K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-523- 9.52% |
$34.6K - $37.8K
|
4.97K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-524- 6.98% |
$34.7K - $37.9K
|
6.99K
$620K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-532- 15.06% |
$35.2K - $38.4K
|
3K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-533- 9.31% |
$35.3K - $38.5K
|
5.19K
$461K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-537- 15.19% |
$35.6K - $38.8K
|
3K
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-540- 0.57% |
$35.8K - $39K
|
94.7K
$8.4M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-559- 0.43% |
$37K - $40.4K
|
130K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-563- 8.59% |
$37.3K - $40.7K
|
5.99K
$531K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-568- 2.04% |
$37.6K - $41K
|
27.3K
$2.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-568- 0.56% |
$37.6K - $41K
|
101K
$8.96M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-574- 11.31% |
$38K - $41.5K
|
4.5K
$399K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-579- 5.01% |
$38.4K - $41.8K
|
11K
$973K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-585- 4.41% |
$38.8K - $42.3K
|
12.7K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-600- 13.9% |
$39.8K - $43.3K
|
3.72K
$330K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-607- 12.08% |
$40.2K - $43.8K
|
4.42K
$392K
|