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 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
26.1K+ 93.94% |
$1.73M - $1.88M
|
53.9K
$4.49M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
24.1K+ 7.31% |
$1.6M - $1.74M
|
354K
$29.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24K+ 502.05% |
$1.59M - $1.74M
|
28.8K
$2.4M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
22.8K+ 21.5% |
$1.51M - $1.65M
|
129K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$1.48M - $1.62M
|
22.4K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
21.7K+ 13.79% |
$1.44M - $1.57M
|
179K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
21.4KNew |
$1.42M - $1.55M
|
21.4K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
21.1K+ 18.29% |
$1.4M - $1.53M
|
137K
$11.4M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
20.9K+ 358.53% |
$1.38M - $1.51M
|
26.7K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20K+ 2.12% |
$1.32M - $1.44M
|
961K
$80M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.7K+ 6.38% |
$1.31M - $1.42M
|
329K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.5K+ 27.92% |
$1.29M - $1.41M
|
89.3K
$7.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
19.4K+ 271.12% |
$1.28M - $1.4M
|
26.5K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
19.2K+ 215.57% |
$1.28M - $1.39M
|
28.2K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
19.2KNew |
$1.27M - $1.39M
|
19.2K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
19K+ 51.02% |
$1.26M - $1.37M
|
56.2K
$4.68M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
19K+ 354.04% |
$1.26M - $1.37M
|
24.3K
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 12.62% |
$1.25M - $1.36M
|
168K
$14M
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
18.7K+ 0.18% |
$1.24M - $1.35M
|
10.6M
$883M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.6K+ 11.39% |
$1.23M - $1.35M
|
182K
$15.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.5K+ 49.0% |
$1.22M - $1.33M
|
56.2K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
18.3KNew |
$1.21M - $1.32M
|
18.3K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.1K+ 53.51% |
$1.2M - $1.31M
|
52.1K
$4.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18KNew |
$1.19M - $1.3M
|
18K
$1.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
17.6K+ 95.01% |
$1.17M - $1.27M
|
36.2K
$3.01M
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
BUY
|
- |
17.5KNew |
$1.16M - $1.26M
|
17.5K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
17.4K+ 7.72% |
$1.15M - $1.26M
|
243K
$20.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Nepsis Inc.
|
BUY
|
- |
17.3K+ 69.59% |
$1.15M - $1.25M
|
42.1K
$3.51M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
17K+ 159.25% |
$1.12M - $1.23M
|
27.6K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17K+ 226.64% |
$1.12M - $1.23M
|
24.4K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
16.9K+ 2.94% |
$1.12M - $1.22M
|
591K
$49.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.7K+ 22.25% |
$1.11M - $1.21M
|
91.7K
$7.63M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.6KNew |
$1.1M - $1.2M
|
16.6K
$1.38M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16.3K+ 106.02% |
$1.08M - $1.18M
|
31.7K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.3KNew |
$1.08M - $1.18M
|
16.3K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.1K+ 15.71% |
$1.07M - $1.16M
|
119K
$9.89M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
16.1K+ 14.68% |
$1.06M - $1.16M
|
126K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
15.7K+ 3.7% |
$1.04M - $1.13M
|
439K
$36.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.4KNew |
$1.02M - $1.11M
|
15.4K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
15.2KNew |
$1.01M - $1.1M
|
15.2K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
14.4K+ 21.33% |
$951K - $1.04M
|
81.7K
$6.8M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
14K+ 21.06% |
$926K - $1.01M
|
80.3K
$6.69M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.8K+ 4.6% |
$911K - $994K
|
313K
$26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 4.43% |
$909K - $992K
|
323K
$26.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
13.6K+ 34.13% |
$900K - $981K
|
53.4K
$4.45M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 0.65% |
$894K - $975K
|
2.1M
$175M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
12.4K+ 114.92% |
$822K - $897K
|
23.2K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.4KNew |
$822K - $896K
|
12.4K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.2K+ 18.23% |
$811K - $885K
|
79.4K
$6.61M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
12K+ 77.33% |
$792K - $864K
|
27.4K
$2.28M
|