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 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-568- 0.56% |
$37.6K - $41K
|
101K
$9.29M
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-574- 11.31% |
$38K - $41.5K
|
4.5K
$414K
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-579- 5.01% |
$38.4K - $41.8K
|
11K
$1.01M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-585- 4.41% |
$38.8K - $42.3K
|
12.7K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-600- 13.9% |
$39.8K - $43.3K
|
3.72K
$342K
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-607- 12.08% |
$40.2K - $43.8K
|
4.42K
$406K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-607- 6.39% |
$40.2K - $43.8K
|
8.89K
$817K
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-624- 6.57% |
$41.3K - $45.1K
|
8.87K
$816K
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-625- 6.33% |
$41.4K - $45.2K
|
9.24K
$850K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-629- 8.35% |
$41.7K - $45.4K
|
6.9K
$635K
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-630- 0.98% |
$41.7K - $45.5K
|
63.7K
$5.86M
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-634- 1.19% |
$42K - $45.8K
|
52.9K
$4.86M
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-635- 11.99% |
$42.1K - $45.9K
|
4.66K
$429K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-635- 1.58% |
$42.1K - $45.9K
|
39.4K
$3.63M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-640- 1.49% |
$42.4K - $46.2K
|
42.4K
$3.9M
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-649- 1.63% |
$43K - $46.9K
|
39.2K
$3.6M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-654- 1.78% |
$43.3K - $47.2K
|
36.1K
$3.32M
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-655- 9.5% |
$43.4K - $47.3K
|
6.24K
$574K
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-657- 7.32% |
$43.5K - $47.5K
|
8.32K
$765K
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-657- 6.64% |
$43.5K - $47.5K
|
9.24K
$849K
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-663- 15.06% |
$43.9K - $47.9K
|
3.74K
$344K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-664- 1.46% |
$44K - $48K
|
44.7K
$4.11M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-665- 7.63% |
$44.1K - $48K
|
8.05K
$740K
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-667- 8.77% |
$44.2K - $48.2K
|
6.94K
$638K
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-670- 15.16% |
$44.4K - $48.4K
|
3.75K
$345K
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-672- 7.21% |
$44.5K - $48.5K
|
8.65K
$795K
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-673- 4.91% |
$44.6K - $48.6K
|
13K
$1.2M
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-684- 1.81% |
$45.3K - $49.4K
|
37.1K
$3.41M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-689- 3.19% |
$45.6K - $49.8K
|
20.9K
$1.92M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-693- 0.3% |
$45.9K - $50.1K
|
228K
$21M
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-696- 12.19% |
$46.1K - $50.3K
|
5.01K
$461K
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-700- 4.28% |
$46.4K - $50.6K
|
15.7K
$1.44M
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-700- 22.8% |
$46.4K - $50.6K
|
2.37K
$218K
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-702- 15.13% |
$46.5K - $50.7K
|
3.94K
$362K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-706- 19.09% |
$46.8K - $51K
|
2.99K
$275K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-720- 7.8% |
$47.7K - $52K
|
8.51K
$783K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-726- 3.52% |
$48.1K - $52.4K
|
19.9K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-729- 18.77% |
$48.3K - $52.7K
|
3.15K
$290K
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-740- 1.87% |
$49K - $53.5K
|
38.8K
$3.57M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-745- 5.44% |
$49.4K - $53.8K
|
13K
$1.19M
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-750- 2.3% |
$49.7K - $54.2K
|
31.9K
$2.93M
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-752- 3.93% |
$49.8K - $54.3K
|
18.4K
$1.69M
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-759- 15.31% |
$50.3K - $54.8K
|
4.2K
$386K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-761- 2.35% |
$50.4K - $55K
|
31.6K
$2.91M
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-765- 2.04% |
$50.7K - $55.3K
|
36.8K
$3.38M
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-767- 10.69% |
$50.8K - $55.4K
|
6.41K
$589K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-768- 2.75% |
$50.9K - $55.5K
|
27.1K
$2.49M
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-775- 2.87% |
$51.3K - $56K
|
26.2K
$2.41M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-779- 7.8% |
$51.6K - $56.3K
|
9.2K
$846K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-786- 0.28% |
$52.1K - $56.8K
|
276K
$25.4M
|