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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.89K+ 31.87% |
$457K - $498K
|
28.5K
$2.38M
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
6.65KNew |
$441K - $481K
|
6.65K
$554K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.54KNew |
$433K - $473K
|
6.54K
$545K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
6.54K+ 28.05% |
$433K - $472K
|
29.8K
$2.49M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.54K+ 12.09% |
$433K - $472K
|
60.6K
$5.05M
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.51K+ 67.23% |
$431K - $470K
|
16.2K
$1.35M
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
6.37K+ 52.96% |
$422K - $460K
|
18.4K
$1.53M
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.17K+ 4.38% |
$409K - $446K
|
147K
$12.2M
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
6.15K+ 2.01% |
$408K - $444K
|
313K
$26.1M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.1K+ 4.64% |
$404K - $440K
|
137K
$11.4M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.08K+ 14.97% |
$403K - $439K
|
46.7K
$3.89M
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.07K+ 0.5% |
$402K - $439K
|
1.22M
$101M
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6.03K+ 1.37% |
$399K - $435K
|
446K
$37.1M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
6.01KNew |
$398K - $434K
|
6.01K
$500K
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
5.87KNew |
$389K - $424K
|
5.87K
$489K
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.83KNew |
$386K - $421K
|
5.83K
$486K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.82K+ 233.01% |
$386K - $421K
|
8.32K
$693K
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.81K+ 3.2% |
$385K - $420K
|
187K
$15.6M
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.8KNew |
$384K - $419K
|
5.8K
$483K
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
5.72K+ 23.86% |
$379K - $413K
|
29.7K
$2.47M
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.71K+ 0.58% |
$378K - $412K
|
993K
$82.7M
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
5.67K+ 171.38% |
$376K - $410K
|
8.98K
$748K
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5.65K+ 0.54% |
$374K - $408K
|
1.06M
$88M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.64KNew |
$374K - $408K
|
5.64K
$470K
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
BUY
|
- |
5.63K+ 15.61% |
$373K - $407K
|
41.7K
$3.47M
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5.49KNew |
$364K - $396K
|
5.49K
$457K
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.43KNew |
$359K - $392K
|
5.43K
$452K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.4K+ 54.62% |
$357K - $390K
|
15.3K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.25K+ 9.79% |
$348K - $379K
|
58.9K
$4.9M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.16K+ 3.68% |
$342K - $373K
|
145K
$12.1M
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.1K+ 9.09% |
$338K - $369K
|
61.2K
$5.1M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.1K+ 6.65% |
$338K - $368K
|
81.8K
$6.81M
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.08K+ 4.04% |
$336K - $367K
|
131K
$10.9M
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.06K+ 1.41% |
$335K - $365K
|
364K
$30.3M
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
5K+ 15.95% |
$331K - $361K
|
36.3K
$3.02M
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
4.99KNew |
$330K - $360K
|
4.99K
$415K
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
4.96KNew |
$328K - $358K
|
4.96K
$413K
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
4.94KNew |
$327K - $357K
|
4.94K
$412K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.94K+ 4.85% |
$327K - $357K
|
107K
$8.89M
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.92K+ 3.0% |
$326K - $356K
|
169K
$14.1M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.91K+ 77.39% |
$325K - $355K
|
11.3K
$937K
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.9K+ 8.64% |
$325K - $354K
|
61.6K
$5.13M
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
4.9K+ 73.1% |
$324K - $354K
|
11.6K
$966K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.89K+ 5.3% |
$324K - $353K
|
97.1K
$8.08M
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
4.85K+ 55.71% |
$321K - $350K
|
13.5K
$1.13M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.76K+ 16.17% |
$315K - $344K
|
34.2K
$2.85M
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.71K+ 3.64% |
$312K - $340K
|
134K
$11.2M
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.71K+ 24.73% |
$312K - $340K
|
23.7K
$1.98M
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
4.7K+ 1.26% |
$311K - $340K
|
379K
$31.5M
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.68K+ 3.51% |
$310K - $338K
|
138K
$11.5M
|