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
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.96K- 98.22% |
$329K - $358K
|
90
$8.28K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5K- 0.93% |
$331K - $361K
|
534K
$49.1M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5K- 2.12% |
$331K - $361K
|
231K
$21.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.06K- 1.79% |
$335K - $365K
|
278K
$25.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.06K- 29.22% |
$335K - $365K
|
12.2K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-5.08K- 1.88% |
$336K - $367K
|
265K
$24.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.23K- 4.37% |
$346K - $378K
|
114K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.26K- 0.86% |
$348K - $380K
|
609K
$56M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5.4K- 16.54% |
$358K - $390K
|
27.2K
$2.5M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-5.45K- 19.27% |
$361K - $393K
|
22.8K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.46K- 4.14% |
$361K - $394K
|
126K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.66K- 3.66% |
$375K - $409K
|
149K
$13.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.86K- 11.42% |
$388K - $423K
|
45.5K
$4.18M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.9K- 6.18% |
$391K - $426K
|
89.6K
$8.24M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.14K- 3.78% |
$407K - $444K
|
156K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.15K- 3.06% |
$407K - $444K
|
195K
$17.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.22K- 68.96% |
$412K - $449K
|
2.8K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.36KClosed |
$421K - $459K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.44K- 5.38% |
$426K - $465K
|
113K
$10.4M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-6.53K- 13.89% |
$432K - $472K
|
40.5K
$3.72M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.6K- 10.72% |
$437K - $477K
|
55K
$5.06M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.73K- 34.39% |
$446K - $486K
|
12.8K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-6.95K- 18.13% |
$460K - $502K
|
31.4K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.12K- 9.56% |
$472K - $514K
|
67.3K
$6.19M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7.16K- 87.16% |
$475K - $517K
|
1.06K
$97K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.35K- 4.15% |
$487K - $531K
|
170K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-7.35K- 51.59% |
$487K - $531K
|
6.9K
$634K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-7.41K- 18.73% |
$491K - $535K
|
32.1K
$2.95M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.49K- 14.47% |
$496K - $541K
|
44.2K
$4.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-7.7K- 29.41% |
$510K - $556K
|
18.5K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-7.8K- 30.66% |
$517K - $563K
|
17.6K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8.23K- 13.46% |
$545K - $595K
|
52.9K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-8.59K- 4.72% |
$569K - $621K
|
174K
$16M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-8.61K- 4.47% |
$570K - $622K
|
184K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-8.64K- 4.65% |
$572K - $624K
|
177K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-9.1K- 25.24% |
$603K - $657K
|
27K
$2.48M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.26K- 11.11% |
$613K - $669K
|
74.1K
$6.81M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-9.42K- 62.93% |
$624K - $681K
|
5.55K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-9.46K- 29.03% |
$627K - $684K
|
23.1K
$2.13M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.9K- 6.32% |
$656K - $715K
|
147K
$13.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-9.94K- 55.0% |
$658K - $718K
|
8.13K
$748K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-9.99K- 3.53% |
$662K - $722K
|
273K
$25.1M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-10K- 94.36% |
$664K - $725K
|
600
$55.2K
|
|
|
May 07, 2024
Q1 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-10.1K- 1.15% |
$668K - $728K
|
867K
$79.7M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-10.1K- 2.28% |
$669K - $730K
|
433K
$39.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-10.2K- 41.03% |
$674K - $735K
|
14.6K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 64.59% |
$681K - $742K
|
5.63K
$518K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-10.4K- 19.27% |
$690K - $752K
|
43.6K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-10.5K- 7.17% |
$694K - $757K
|
136K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 2.69% |
$706K - $770K
|
385K
$35.4M
|