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 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.93K- 0.99% |
$128K - $139K
|
192K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.93K- 14.51% |
$128K - $139K
|
11.4K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.99K- 4.71% |
$132K - $143K
|
40.2K
$3.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2K- 5.48% |
$133K - $145K
|
34.5K
$3.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.03K- 22.35% |
$135K - $147K
|
7.06K
$628K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.07K- 27.34% |
$137K - $149K
|
5.49K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.08K- 5.33% |
$137K - $150K
|
36.8K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.08K- 2.31% |
$138K - $150K
|
87.7K
$7.8M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-2.09K- 0.97% |
$138K - $151K
|
214K
$19M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.09K- 33.6% |
$139K - $151K
|
4.14K
$368K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.19K- 38.46% |
$145K - $158K
|
3.51K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.2K- 11.8% |
$145K - $159K
|
16.4K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.2K- 2.44% |
$146K - $159K
|
87.8K
$7.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.21K- 8.52% |
$146K - $160K
|
23.8K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.22K- 4.25% |
$147K - $160K
|
50K
$4.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.27K- 12.68% |
$150K - $164K
|
15.6K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.28K- 2.58% |
$151K - $165K
|
86.1K
$7.65M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 5.92% |
$151K - $165K
|
36.3K
$3.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.29K- 6.07% |
$151K - $165K
|
35.4K
$3.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.3K- 9.85% |
$152K - $166K
|
21K
$1.87M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.38K- 11.18% |
$157K - $172K
|
18.9K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.39K- 1.63% |
$158K - $172K
|
144K
$12.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.4K- 3.64% |
$159K - $173K
|
63.5K
$5.64M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-2.44K- 14.72% |
$162K - $176K
|
14.1K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-2.48K- 8.64% |
$164K - $179K
|
26.2K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.48K- 22.31% |
$164K - $179K
|
8.63K
$767K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.5K- 82.29% |
$166K - $181K
|
538
$47.8K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.5K- 8.72% |
$166K - $181K
|
26.2K
$2.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.52K- 41.34% |
$167K - $182K
|
3.58K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.55K- 15.42% |
$169K - $184K
|
14K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.55K- 14.06% |
$169K - $184K
|
15.6K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.56K- 13.6% |
$169K - $185K
|
16.2K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-2.56K- 22.4% |
$169K - $185K
|
8.85K
$787K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.61K- 15.15% |
$173K - $188K
|
14.6K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.61K- 0.92% |
$173K - $189K
|
281K
$24.9M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.64K- 8.18% |
$175K - $190K
|
29.6K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.67K- 2.08% |
$177K - $193K
|
126K
$11.2M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.69K- 2.16% |
$178K - $194K
|
121K
$10.8M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-2.72K- 2.95% |
$180K - $196K
|
89.3K
$7.93M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-2.75K- 4.76% |
$182K - $199K
|
55K
$4.89M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.76K- 2.24% |
$183K - $199K
|
120K
$10.7M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.76K- 2.98% |
$183K - $199K
|
89.7K
$7.98M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.77K- 4.2% |
$184K - $200K
|
63.2K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.82K- 44.99% |
$187K - $204K
|
3.45K
$307K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.84K- 46.74% |
$188K - $205K
|
3.24K
$288K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.85K- 11.65% |
$188K - $206K
|
21.6K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.86K- 7.37% |
$190K - $207K
|
36K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.87K- 6.28% |
$190K - $207K
|
42.8K
$3.8M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-2.88KClosed |
$191K - $208K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.9K- 1.99% |
$192K - $209K
|
143K
$12.7M
|