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 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
11.9K+ 79.3% |
$787K - $858K
|
26.9K
$2.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
11.8KNew |
$784K - $855K
|
11.8K
$986K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
11.5K+ 5.49% |
$765K - $834K
|
222K
$18.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.5K+ 2.12% |
$762K - $830K
|
554K
$46.1M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
11.3K+ 11.24% |
$750K - $818K
|
112K
$9.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
11.2K+ 1.45% |
$745K - $813K
|
789K
$65.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.2K+ 309.9% |
$745K - $812K
|
14.9K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.2K+ 11.94% |
$743K - $811K
|
105K
$8.76M
|
|
|
May 13, 2024
Q1 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
10.9KNew |
$722K - $787K
|
10.9K
$908K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
10.5K+ 6.83% |
$696K - $759K
|
164K
$13.7M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
10.2K+ 14.73% |
$673K - $733K
|
79.1K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.92K+ 13.48% |
$657K - $716K
|
83.5K
$6.95M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.76K+ 90.75% |
$647K - $705K
|
20.5K
$1.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
9.54KNew |
$632K - $689K
|
9.54K
$795K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
9.48K+ 2.47% |
$628K - $685K
|
393K
$32.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.44KNew |
$625K - $682K
|
9.44K
$786K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
9.03K+ 286.42% |
$598K - $652K
|
12.2K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
9.01KNew |
$597K - $651K
|
9.01K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.81K+ 137.17% |
$584K - $636K
|
15.2K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.71K+ 5.27% |
$577K - $629K
|
174K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.71KNew |
$577K - $629K
|
8.71K
$725K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
8.67K+ 1.22% |
$575K - $626K
|
720K
$60M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.64KNew |
$573K - $624K
|
8.64K
$720K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.56K+ 9.69% |
$567K - $619K
|
97K
$8.07M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.48K+ 416.24% |
$562K - $613K
|
10.5K
$876K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.47K+ 30.35% |
$561K - $612K
|
36.4K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.45K+ 64.11% |
$560K - $611K
|
21.6K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.39K+ 11.77% |
$556K - $606K
|
79.6K
$6.63M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.26K+ 3.95% |
$547K - $597K
|
217K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
8.24K+ 4.45% |
$546K - $595K
|
193K
$16.1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.2K+ 5.73% |
$543K - $592K
|
151K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
8.18K+ 9.61% |
$542K - $591K
|
93.3K
$7.77M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.13K+ 100.53% |
$538K - $587K
|
16.2K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
8.1KNew |
$537K - $585K
|
8.1K
$675K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
8.04K+ 38.33% |
$533K - $581K
|
29K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
7.99K+ 5.77% |
$529K - $577K
|
146K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.94K+ 5.64% |
$526K - $574K
|
149K
$12.4M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.92KNew |
$525K - $572K
|
7.92K
$660K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.91K+ 16.73% |
$524K - $571K
|
55.2K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.77K+ 1.07% |
$515K - $561K
|
736K
$61.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
7.71K+ 2.12% |
$511K - $557K
|
370K
$30.9M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
7.71K+ 4.88% |
$510K - $557K
|
166K
$13.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.59K+ 0.59% |
$503K - $548K
|
1.3M
$108M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.56K+ 77.87% |
$501K - $546K
|
17.3K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.49KNew |
$496K - $541K
|
7.49K
$624K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.42KNew |
$492K - $536K
|
7.42K
$618K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.39KNew |
$489K - $533K
|
7.39K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.23K+ 11.53% |
$479K - $522K
|
70K
$5.83M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.15K+ 13.0% |
$474K - $517K
|
62.2K
$5.18M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.02K+ 8.3% |
$465K - $507K
|
91.6K
$7.63M
|