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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10.8K- 17.31% |
$715K - $779K
|
51.5K
$4.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-11K- 28.5% |
$726K - $792K
|
27.5K
$2.53M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-11K- 53.38% |
$730K - $796K
|
9.62K
$885K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11.3K- 10.49% |
$751K - $819K
|
96.7K
$8.9M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.8K- 39.61% |
$781K - $851K
|
18K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12K- 38.46% |
$792K - $864K
|
19.1K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-12.3K- 22.76% |
$816K - $890K
|
41.8K
$3.84M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.4K- 2.28% |
$821K - $895K
|
531K
$48.9M
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-12.8K- 9.64% |
$850K - $927K
|
120K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 3.52% |
$851K - $927K
|
352K
$32.4M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.3K- 1.03% |
$879K - $958K
|
1.28M
$118M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-14.6K- 17.11% |
$970K - $1.06M
|
71K
$6.52M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15K- 12.02% |
$993K - $1.08M
|
110K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.6K- 7.52% |
$1.1M - $1.2M
|
205K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-17.1K- 8.55% |
$1.13M - $1.23M
|
182K
$16.8M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-17.4K- 6.91% |
$1.15M - $1.26M
|
234K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-17.8K- 49.54% |
$1.18M - $1.29M
|
18.2K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-17.9K- 3.45% |
$1.18M - $1.29M
|
499K
$45.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.5K- 0.49% |
$1.29M - $1.41M
|
3.92M
$360M
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-19.8K- 15.08% |
$1.31M - $1.43M
|
111K
$10.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-20.4K- 7.23% |
$1.35M - $1.47M
|
262K
$24M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21.7K- 6.37% |
$1.44M - $1.57M
|
320K
$29.4M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-22K- 56.21% |
$1.45M - $1.59M
|
17.1K
$1.57M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-22.1K- 97.58% |
$1.46M - $1.6M
|
549
$50.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-23.1K- 60.92% |
$1.53M - $1.67M
|
14.8K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-23.5K- 65.93% |
$1.55M - $1.69M
|
12.1K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.9K- 24.0% |
$1.59M - $1.73M
|
75.8K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-24.8K- 0.99% |
$1.65M - $1.79M
|
2.48M
$228M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-27.2K- 0.03% |
$1.8M - $1.96M
|
77.7M
$7.15B
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-28.6K- 2.69% |
$1.89M - $2.06M
|
1.04M
$95.2M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-29K- 51.64% |
$1.92M - $2.1M
|
27.2K
$2.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-31K- 1.12% |
$2.06M - $2.24M
|
2.74M
$252M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-31.2K- 32.24% |
$2.07M - $2.25M
|
65.5K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34K- 27.03% |
$2.25M - $2.45M
|
91.7K
$8.43M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-35K- 18.79% |
$2.32M - $2.52M
|
151K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-35K- 17.9% |
$2.32M - $2.53M
|
160K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-36K- 57.87% |
$2.38M - $2.6M
|
26.2K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-39.4K- 7.0% |
$2.61M - $2.84M
|
523K
$48.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-40.4K- 15.23% |
$2.67M - $2.92M
|
225K
$20.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-42K- 40.18% |
$2.78M - $3.03M
|
62.5K
$5.75M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.3K- 0.39% |
$2.87M - $3.13M
|
11.1M
$1.02B
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-43.7K- 4.8% |
$2.9M - $3.16M
|
868K
$79.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-44.3K- 91.46% |
$2.93M - $3.2M
|
4.13K
$380K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-45.2K- 38.12% |
$3M - $3.27M
|
73.4K
$6.75M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-45.4K- 5.41% |
$3.01M - $3.28M
|
794K
$73M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-48K- 97.59% |
$3.18M - $3.47M
|
1.18K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-49K- 25.4% |
$3.24M - $3.54M
|
144K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-51.7K- 16.35% |
$3.42M - $3.73M
|
264K
$24.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-53K- 10.55% |
$3.51M - $3.83M
|
449K
$41.3M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-53.2K- 2.3% |
$3.52M - $3.84M
|
2.26M
$208M
|