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 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.6K- 10.72% |
$437K - $477K
|
55K
$4.58M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.73K- 34.39% |
$446K - $486K
|
12.8K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-6.95K- 18.13% |
$460K - $502K
|
31.4K
$2.61M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.12K- 9.56% |
$472K - $514K
|
67.3K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7.16K- 87.16% |
$475K - $517K
|
1.06K
$87.9K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.35K- 4.15% |
$487K - $531K
|
170K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-7.35K- 51.59% |
$487K - $531K
|
6.9K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-7.41K- 18.73% |
$491K - $535K
|
32.1K
$2.68M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.49K- 14.47% |
$496K - $541K
|
44.2K
$3.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-7.7K- 29.41% |
$510K - $556K
|
18.5K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-7.8K- 30.66% |
$517K - $563K
|
17.6K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8.23K- 13.46% |
$545K - $595K
|
52.9K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-8.59K- 4.72% |
$569K - $621K
|
174K
$14.5M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-8.61K- 4.47% |
$570K - $622K
|
184K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-8.64K- 4.65% |
$572K - $624K
|
177K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-9.1K- 25.24% |
$603K - $657K
|
27K
$2.24M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.26K- 11.11% |
$613K - $669K
|
74.1K
$6.17M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-9.42K- 62.93% |
$624K - $681K
|
5.55K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-9.46K- 29.03% |
$627K - $684K
|
23.1K
$1.93M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.9K- 6.32% |
$656K - $715K
|
147K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-9.94K- 55.0% |
$658K - $718K
|
8.13K
$677K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-9.99K- 3.53% |
$662K - $722K
|
273K
$22.8M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-10K- 94.36% |
$664K - $725K
|
600
$50K
|
|
|
May 07, 2024
Q1 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-10.1K- 1.15% |
$668K - $728K
|
867K
$72.2M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-10.1K- 2.28% |
$669K - $730K
|
433K
$36M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-10.2K- 41.03% |
$674K - $735K
|
14.6K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 64.59% |
$681K - $742K
|
5.63K
$469K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-10.4K- 19.27% |
$690K - $752K
|
43.6K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-10.5K- 7.17% |
$694K - $757K
|
136K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 2.69% |
$706K - $770K
|
385K
$32.1M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10.8K- 17.31% |
$715K - $779K
|
51.5K
$4.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-11K- 28.5% |
$726K - $792K
|
27.5K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-11K- 53.38% |
$730K - $796K
|
9.62K
$801K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11.3K- 10.49% |
$751K - $819K
|
96.7K
$8.06M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.8K- 39.61% |
$781K - $851K
|
18K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12K- 38.46% |
$792K - $864K
|
19.1K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-12.3K- 22.76% |
$816K - $890K
|
41.8K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.4K- 2.28% |
$821K - $895K
|
531K
$44.3M
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-12.8K- 9.64% |
$850K - $927K
|
120K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 3.52% |
$851K - $927K
|
352K
$29.3M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.3K- 1.03% |
$879K - $958K
|
1.28M
$107M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.6K- 17.11% |
$970K - $1.06M
|
71K
$5.91M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15K- 12.02% |
$993K - $1.08M
|
110K
$9.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.6K- 7.52% |
$1.1M - $1.2M
|
205K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-17.1K- 8.55% |
$1.13M - $1.23M
|
182K
$15.2M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-17.4K- 6.91% |
$1.15M - $1.26M
|
234K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-17.8K- 49.54% |
$1.18M - $1.29M
|
18.2K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-17.9K- 3.45% |
$1.18M - $1.29M
|
499K
$41.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.5K- 0.49% |
$1.29M - $1.41M
|
3.92M
$326M
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-19.8K- 15.08% |
$1.31M - $1.43M
|
111K
$9.26M
|