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 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.12K- 1.38% |
$73.9K - $80.6K
|
80K
$7.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.12K- 1.89% |
$74.2K - $80.9K
|
58.1K
$5.34M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.12K- 11.61% |
$74.2K - $80.9K
|
8.53K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.13K- 11.63% |
$74.6K - $81.3K
|
8.55K
$787K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.13K- 3.11% |
$74.7K - $81.5K
|
35.2K
$3.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.16K- 3.26% |
$76.6K - $83.5K
|
34.3K
$3.16M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.16K- 1.34% |
$77K - $83.9K
|
85.7K
$7.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.17K- 25.4% |
$77.3K - $84.3K
|
3.43K
$315K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.18K- 22.89% |
$78K - $85K
|
3.96K
$365K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.19K- 7.4% |
$78.9K - $86K
|
14.9K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.2K- 9.73% |
$79.3K - $86.5K
|
11.1K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.22K- 7.02% |
$80.6K - $87.8K
|
16.1K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.22K- 16.61% |
$81K - $88.3K
|
6.14K
$564K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.23K- 7.78% |
$81.4K - $88.8K
|
14.6K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.23K- 5.45% |
$81.7K - $89.1K
|
21.4K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.25K- 6.3% |
$83K - $90.5K
|
18.6K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.25K- 16.16% |
$83.1K - $90.6K
|
6.5K
$598K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.27K- 25.84% |
$84.3K - $92K
|
3.65K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.28K- 1.16% |
$84.8K - $92.5K
|
109K
$10M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 7.49% |
$84.9K - $92.5K
|
15.8K
$1.46M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.3K- 22.98% |
$86.1K - $93.9K
|
4.36K
$401K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.3K- 30.95% |
$86.1K - $93.9K
|
2.9K
$267K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.31K- 31.51% |
$86.9K - $94.8K
|
2.85K
$262K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.33K- 13.84% |
$88.2K - $96.2K
|
8.3K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.34K- 1.26% |
$88.4K - $96.4K
|
105K
$9.62M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.35K- 18.12% |
$89.4K - $97.5K
|
6.1K
$561K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.35K- 3.2% |
$89.5K - $97.6K
|
40.9K
$3.76M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.37K- 19.19% |
$91K - $99.3K
|
5.79K
$532K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.39K- 8.05% |
$91.8K - $100K
|
15.8K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.4K- 28.55% |
$92.7K - $101K
|
3.5K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.43K- 4.59% |
$94.6K - $103K
|
29.7K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.43K- 41.67% |
$94.9K - $104K
|
2.01K
$184K
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.45K- 28.91% |
$95.9K - $105K
|
3.56K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.45K- 2.48% |
$95.9K - $105K
|
56.9K
$5.24M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.45K- 18.18% |
$96.1K - $105K
|
6.53K
$600K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.46K- 16.56% |
$96.8K - $106K
|
7.36K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.47K- 5.04% |
$97.2K - $106K
|
27.6K
$2.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.47K- 13.56% |
$97.7K - $106K
|
9.4K
$864K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.48K- 7.24% |
$98.1K - $107K
|
19K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.5K- 13.05% |
$99.5K - $109K
|
10K
$920K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.53K- 13.03% |
$101K - $111K
|
10.2K
$940K
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.6K- 2.61% |
$106K - $116K
|
59.7K
$5.49M
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-1.63K- 3.65% |
$108K - $118K
|
43.1K
$3.96M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.65K- 77.1% |
$109K - $119K
|
489
$45K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.69K- 22.7% |
$112K - $122K
|
5.74K
$528K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.7K- 12.1% |
$113K - $123K
|
12.3K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.75K- 24.39% |
$116K - $126K
|
5.43K
$499K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.78K- 26.02% |
$118K - $129K
|
5.06K
$465K
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.79K- 1.28% |
$118K - $129K
|
138K
$12.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.82K- 5.16% |
$121K - $131K
|
33.4K
$3.08M
|