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 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-654- 1.78% |
$43.3K - $47.2K
|
36.1K
$3.01M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-655- 9.5% |
$43.4K - $47.3K
|
6.24K
$520K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-657- 7.32% |
$43.5K - $47.5K
|
8.32K
$692K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-657- 6.64% |
$43.5K - $47.5K
|
9.24K
$769K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-663- 15.06% |
$43.9K - $47.9K
|
3.74K
$311K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-664- 1.46% |
$44K - $48K
|
44.7K
$3.72M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-665- 7.63% |
$44.1K - $48K
|
8.05K
$670K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-667- 8.77% |
$44.2K - $48.2K
|
6.94K
$578K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-670- 15.16% |
$44.4K - $48.4K
|
3.75K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-672- 7.21% |
$44.5K - $48.5K
|
8.65K
$720K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-673- 4.91% |
$44.6K - $48.6K
|
13K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-689- 3.19% |
$45.6K - $49.8K
|
20.9K
$1.74M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-693- 0.3% |
$45.9K - $50.1K
|
228K
$19M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-696- 12.19% |
$46.1K - $50.3K
|
5.01K
$417K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-700- 4.28% |
$46.4K - $50.6K
|
15.7K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-700- 22.8% |
$46.4K - $50.6K
|
2.37K
$197K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-702- 15.13% |
$46.5K - $50.7K
|
3.94K
$328K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-706- 19.09% |
$46.8K - $51K
|
2.99K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-720- 7.8% |
$47.7K - $52K
|
8.51K
$709K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-726- 3.52% |
$48.1K - $52.4K
|
19.9K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-729- 18.77% |
$48.3K - $52.7K
|
3.15K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-740- 1.87% |
$49K - $53.5K
|
38.8K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-745- 5.44% |
$49.4K - $53.8K
|
13K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-750- 2.3% |
$49.7K - $54.2K
|
31.9K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-752- 3.93% |
$49.8K - $54.3K
|
18.4K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-759- 15.31% |
$50.3K - $54.8K
|
4.2K
$350K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-761- 2.35% |
$50.4K - $55K
|
31.6K
$2.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-765- 2.04% |
$50.7K - $55.3K
|
36.8K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-767- 10.69% |
$50.8K - $55.4K
|
6.41K
$534K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-768- 2.75% |
$50.9K - $55.5K
|
27.1K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-775- 2.87% |
$51.3K - $56K
|
26.2K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-779- 7.8% |
$51.6K - $56.3K
|
9.2K
$767K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-786- 0.28% |
$52.1K - $56.8K
|
276K
$23M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-789- 2.83% |
$52.3K - $57K
|
27.1K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-792- 5.3% |
$52.5K - $57.2K
|
14.1K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-796- 2.74% |
$52.7K - $57.5K
|
28.3K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-800- 59.7% |
$53K - $57.8K
|
540
$45K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-800- 5.69% |
$53K - $57.8K
|
13.3K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-811- 2.47% |
$53.7K - $58.6K
|
32K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-815- 5.25% |
$54K - $58.9K
|
14.7K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-832- 12.65% |
$55.1K - $60.1K
|
5.74K
$478K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-839- 7.4% |
$55.6K - $60.6K
|
10.5K
$875K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-839- 23.7% |
$55.6K - $60.6K
|
2.7K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-842- 7.0% |
$55.8K - $60.8K
|
11.2K
$931K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-845- 11.95% |
$56K - $61K
|
6.23K
$519K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-858- 4.32% |
$56.8K - $62K
|
19K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-885- 0.99% |
$58.6K - $63.9K
|
88.5K
$7.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-895- 4.22% |
$59.3K - $64.7K
|
20.3K
$1.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-896- 2.62% |
$59.4K - $64.7K
|
33.3K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-908- 12.74% |
$60.2K - $65.6K
|
6.22K
$518K
|