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 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-815- 5.25% |
$54K - $58.9K
|
14.7K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-832- 12.65% |
$55.1K - $60.1K
|
5.74K
$510K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-839- 7.4% |
$55.6K - $60.6K
|
10.5K
$933K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-839- 23.7% |
$55.6K - $60.6K
|
2.7K
$240K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-842- 7.0% |
$55.8K - $60.8K
|
11.2K
$994K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-845- 11.95% |
$56K - $61K
|
6.23K
$553K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-858- 4.32% |
$56.8K - $62K
|
19K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-885- 0.99% |
$58.6K - $63.9K
|
88.5K
$7.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-895- 4.22% |
$59.3K - $64.7K
|
20.3K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-896- 2.62% |
$59.4K - $64.7K
|
33.3K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-908- 12.74% |
$60.2K - $65.6K
|
6.22K
$553K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-910- 45.57% |
$60.3K - $65.7K
|
1.09K
$96.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-925- 23.77% |
$61.3K - $66.8K
|
2.97K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-941- 19.24% |
$62.3K - $68K
|
3.95K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-944- 10.75% |
$62.5K - $68.2K
|
7.84K
$697K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-953- 3.91% |
$63.1K - $68.8K
|
23.4K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-959- 3.19% |
$63.5K - $69.3K
|
29.1K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-965- 2.73% |
$63.9K - $69.7K
|
34.4K
$3.06M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-978- 0.27% |
$64.8K - $70.7K
|
356K
$31.7M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-979- 1.95% |
$64.9K - $70.7K
|
49.2K
$4.37M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-980- 1.12% |
$64.9K - $70.8K
|
86.2K
$7.66M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1K- 86.96% |
$66.3K - $72.2K
|
150
$13.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 5.15% |
$67.2K - $73.3K
|
18.7K
$1.66M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.03K- 1.3% |
$68K - $74.2K
|
78.2K
$6.95M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-1.04K- 10.57% |
$68.6K - $74.8K
|
8.77K
$779K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 66.45% |
$69.2K - $75.4K
|
527
$46.8K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.04K- 1.12% |
$69.2K - $75.4K
|
91.9K
$8.17M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.05K- 16.15% |
$69.6K - $75.9K
|
5.45K
$484K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.05K- 4.47% |
$69.8K - $76.1K
|
22.5K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.06K- 94.12% |
$70K - $76.3K
|
66
$5.87K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.06K- 7.01% |
$70.2K - $76.6K
|
14.1K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.06K- 13.82% |
$70.4K - $76.7K
|
6.63K
$589K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.06K- 4.83% |
$70.5K - $76.9K
|
20.9K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.07K- 4.49% |
$70.7K - $77.1K
|
22.7K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.07K- 7.25% |
$70.8K - $77.2K
|
13.7K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.08K- 5.27% |
$71.2K - $77.7K
|
19.3K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.08K- 23.17% |
$71.4K - $77.9K
|
3.57K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.08K- 7.76% |
$71.5K - $77.9K
|
12.8K
$1.14M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 4.09% |
$71.9K - $78.4K
|
25.5K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 19.21% |
$72.9K - $79.5K
|
4.63K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 19.21% |
$72.9K - $79.5K
|
4.63K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.11K- 6.59% |
$73.3K - $79.9K
|
15.7K
$1.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 4.52% |
$73.7K - $80.3K
|
23.5K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.12K- 1.38% |
$73.9K - $80.6K
|
80K
$7.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.12K- 1.89% |
$74.2K - $80.9K
|
58.1K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.12K- 11.61% |
$74.2K - $80.9K
|
8.53K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.13K- 11.63% |
$74.6K - $81.3K
|
8.55K
$760K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.13K- 3.11% |
$74.7K - $81.5K
|
35.2K
$3.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.16K- 3.26% |
$76.6K - $83.5K
|
34.3K
$3.05M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.16K- 1.34% |
$77K - $83.9K
|
85.7K
$7.62M
|