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 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.82K- 44.99% |
$187K - $204K
|
3.45K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.84K- 46.74% |
$188K - $205K
|
3.24K
$298K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.85K- 11.65% |
$188K - $206K
|
21.6K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.86K- 7.37% |
$190K - $207K
|
36K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.87K- 6.28% |
$190K - $207K
|
42.8K
$3.94M
|
|
|
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
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.91K- 7.95% |
$193K - $210K
|
33.7K
$3.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.92K- 5.94% |
$193K - $211K
|
46.2K
$4.24M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.98K- 27.05% |
$197K - $215K
|
8.03K
$738K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-3K- 4.08% |
$198K - $216K
|
70.5K
$6.48M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3K- 31.99% |
$198K - $216K
|
6.37K
$586K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.01K- 34.29% |
$199K - $217K
|
5.77K
$530K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.07K- 4.54% |
$204K - $222K
|
64.6K
$5.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.19K- 11.01% |
$212K - $231K
|
25.8K
$2.37M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.19K- 36.03% |
$212K - $231K
|
5.67K
$521K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.2K- 26.34% |
$212K - $231K
|
8.95K
$823K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-3.2K- 15.63% |
$212K - $231K
|
17.3K
$1.59M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-3.2K- 15.63% |
$212K - $231K
|
17.3K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.22K- 1.88% |
$213K - $233K
|
168K
$15.5M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-3.24K- 6.6% |
$214K - $234K
|
45.8K
$4.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.31K- 16.49% |
$219K - $239K
|
16.8K
$1.54M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-3.32K- 1.69% |
$220K - $240K
|
193K
$17.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-3.35K- 43.32% |
$222K - $242K
|
4.38K
$403K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.4K- 7.7% |
$225K - $245K
|
40.7K
$3.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.45K- 4.66% |
$229K - $250K
|
70.6K
$6.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.47K- 0.5% |
$230K - $251K
|
690K
$63.4M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.5K- 3.26% |
$232K - $253K
|
104K
$9.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.55K- 20.82% |
$235K - $257K
|
13.5K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.65K- 11.73% |
$242K - $264K
|
27.5K
$2.53M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.67K- 59.25% |
$243K - $265K
|
2.53K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.77K- 8.43% |
$250K - $273K
|
41K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.8K- 9.54% |
$252K - $275K
|
36K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.84K- 13.39% |
$255K - $278K
|
24.8K
$2.29M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.9K- 0.89% |
$258K - $282K
|
435K
$40M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.93K- 55.38% |
$260K - $284K
|
3.17K
$291K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.01K- 41.11% |
$265K - $289K
|
5.74K
$527K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.05K- 3.71% |
$268K - $292K
|
105K
$9.67M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.36K- 2.0% |
$289K - $315K
|
214K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-4.39K- 3.43% |
$291K - $317K
|
124K
$11.4M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.39K- 59.37% |
$291K - $317K
|
3K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.44K- 5.08% |
$294K - $320K
|
82.8K
$7.62M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-4.46K- 2.73% |
$296K - $322K
|
159K
$14.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-4.47K- 12.75% |
$296K - $323K
|
30.6K
$2.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.55K- 2.62% |
$302K - $329K
|
169K
$15.5M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.62K- 4.95% |
$306K - $333K
|
88.6K
$8.15M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.66K- 30.77% |
$308K - $336K
|
10.5K
$963K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.71K- 1.26% |
$312K - $341K
|
371K
$34.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.74K- 1.38% |
$314K - $343K
|
338K
$31.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.79K- 6.94% |
$317K - $346K
|
64.2K
$5.91M
|