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
|
Regions Financial Corp
|
SELL
|
- |
-20.4K- 7.23% |
$1.35M - $1.47M
|
262K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21.7K- 6.37% |
$1.44M - $1.57M
|
320K
$26.6M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-22K- 56.21% |
$1.45M - $1.59M
|
17.1K
$1.42M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-22.1K- 97.58% |
$1.46M - $1.6M
|
549
$45.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-23.1K- 60.92% |
$1.53M - $1.67M
|
14.8K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-23.5K- 65.93% |
$1.55M - $1.69M
|
12.1K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.9K- 24.0% |
$1.59M - $1.73M
|
75.8K
$6.31M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-24.8K- 0.99% |
$1.65M - $1.79M
|
2.48M
$206M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-27.2K- 0.03% |
$1.8M - $1.96M
|
77.7M
$6.47B
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-28.6K- 2.69% |
$1.89M - $2.06M
|
1.04M
$86.3M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-29K- 51.64% |
$1.92M - $2.1M
|
27.2K
$2.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-31K- 1.12% |
$2.06M - $2.24M
|
2.74M
$228M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-31.2K- 32.24% |
$2.07M - $2.25M
|
65.5K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34K- 27.03% |
$2.25M - $2.45M
|
91.7K
$7.63M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-35K- 18.79% |
$2.32M - $2.52M
|
151K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-35K- 17.9% |
$2.32M - $2.53M
|
160K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-36K- 57.87% |
$2.38M - $2.6M
|
26.2K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-39.4K- 7.0% |
$2.61M - $2.84M
|
523K
$43.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-40.4K- 15.23% |
$2.67M - $2.92M
|
225K
$18.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-42K- 40.18% |
$2.78M - $3.03M
|
62.5K
$5.21M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.3K- 0.39% |
$2.87M - $3.13M
|
11.1M
$925M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-43.7K- 4.8% |
$2.9M - $3.16M
|
868K
$72.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-44.3K- 91.46% |
$2.93M - $3.2M
|
4.13K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-45.2K- 38.12% |
$3M - $3.27M
|
73.4K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-45.4K- 5.41% |
$3.01M - $3.28M
|
794K
$66.1M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-48K- 97.59% |
$3.18M - $3.47M
|
1.18K
$98.6K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-49K- 25.4% |
$3.24M - $3.54M
|
144K
$12M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-51.7K- 16.35% |
$3.42M - $3.73M
|
264K
$22M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-53K- 10.55% |
$3.51M - $3.83M
|
449K
$37.4M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-53.2K- 2.3% |
$3.52M - $3.84M
|
2.26M
$188M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-56.3K- 3.05% |
$3.73M - $4.07M
|
1.79M
$149M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-56.9K- 3.66% |
$3.77M - $4.11M
|
1.5M
$125M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-59.5K- 33.71% |
$3.94M - $4.3M
|
117K
$9.74M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-62.9K- 19.47% |
$4.17M - $4.54M
|
260K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-63K- 34.2% |
$4.18M - $4.55M
|
121K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.9K- 1.82% |
$4.3M - $4.69M
|
3.49M
$291M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-67.6K- 6.68% |
$4.48M - $4.88M
|
944K
$78.6M
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-67.6K- 3.95% |
$4.48M - $4.88M
|
1.64M
$137M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-68K- 5.06% |
$4.5M - $4.91M
|
1.28M
$106M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-74K- 93.38% |
$4.9M - $5.34M
|
5.24K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-78.2K- 38.26% |
$5.18M - $5.65M
|
126K
$10.5M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-85.2K- 11.83% |
$5.64M - $6.16M
|
635K
$52.9M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-86.8K- 0.81% |
$5.75M - $6.27M
|
10.6M
$882M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-90.3K- 7.33% |
$5.98M - $6.52M
|
1.14M
$95M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-97.9K- 22.55% |
$6.48M - $7.07M
|
336K
$28M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-100K- 96.9% |
$6.63M - $7.23M
|
3.2K
$266K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-100K- 98.35% |
$6.65M - $7.25M
|
1.68K
$140K
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-101K- 57.07% |
$6.68M - $7.29M
|
75.9K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-116K- 17.84% |
$7.69M - $8.38M
|
534K
$44.5M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-116K- 81.13% |
$7.71M - $8.41M
|
27.1K
$2.26M
|