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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.66KNew |
$309K - $337K
|
4.66K
$388K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.66KNew |
$309K - $337K
|
4.66K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.61K+ 61.54% |
$305K - $333K
|
12.1K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.59K+ 59.87% |
$304K - $332K
|
12.3K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.59K+ 103.12% |
$304K - $332K
|
9.04K
$753K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.46KNew |
$295K - $322K
|
4.46K
$371K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.43KNew |
$294K - $320K
|
4.43K
$369K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.4K+ 5.89% |
$292K - $318K
|
79.2K
$6.59M
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
4.39K+ 20.62% |
$291K - $317K
|
25.7K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.35KNew |
$288K - $314K
|
4.35K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.34K+ 131.56% |
$287K - $313K
|
7.64K
$636K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.29K+ 18.42% |
$284K - $310K
|
27.6K
$2.3M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.28KNew |
$283K - $309K
|
4.28K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
4.14K+ 5.65% |
$274K - $299K
|
77.4K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.11KNew |
$272K - $297K
|
4.11K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.07KNew |
$270K - $294K
|
4.07K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.06KNew |
$269K - $293K
|
4.06K
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
3.95K+ 9.46% |
$262K - $286K
|
45.7K
$3.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.91KNew |
$259K - $282K
|
3.91K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
3.84KNew |
$255K - $278K
|
3.84K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
3.84KNew |
$254K - $277K
|
3.84K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
3.83KNew |
$254K - $277K
|
3.83K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.83K+ 46.47% |
$254K - $277K
|
12.1K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.82K+ 1.29% |
$253K - $276K
|
300K
$25M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3.82K+ 20.27% |
$253K - $276K
|
22.6K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.81K+ 3.13% |
$253K - $276K
|
125K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.76K+ 0.4% |
$249K - $272K
|
933K
$77.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.72K+ 15.57% |
$247K - $269K
|
27.6K
$2.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.71KNew |
$246K - $268K
|
3.71K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
3.67K+ 4.24% |
$243K - $265K
|
90.2K
$7.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
3.6K+ 13.6% |
$239K - $260K
|
30.1K
$2.5M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.59KNew |
$238K - $259K
|
3.59K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
3.57KNew |
$236K - $258K
|
3.57K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.56K+ 5.43% |
$236K - $257K
|
69.3K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.55K+ 8.18% |
$235K - $256K
|
46.9K
$3.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.54K+ 7.67% |
$235K - $256K
|
49.8K
$4.14M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.52K+ 53.9% |
$233K - $255K
|
10.1K
$838K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.51KNew |
$232K - $253K
|
3.51K
$292K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
3.5K+ 2.77% |
$232K - $253K
|
130K
$10.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
3.48K+ 2.26% |
$230K - $251K
|
157K
$13.1M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
3.47K+ 4.31% |
$230K - $251K
|
83.9K
$6.99M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.46KNew |
$229K - $250K
|
3.46K
$288K
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.46KNew |
$229K - $250K
|
3.46K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.45K+ 1.61% |
$229K - $250K
|
219K
$18.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
3.41KNew |
$226K - $246K
|
3.41K
$284K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.34K+ 4.44% |
$221K - $241K
|
78.6K
$6.55M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.33K+ 0.13% |
$221K - $241K
|
2.49M
$207M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.33K+ 0.69% |
$221K - $241K
|
487K
$40.6M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.3KNew |
$218K - $238K
|
3.3K
$274K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.29K+ 11.91% |
$218K - $238K
|
30.9K
$2.58M
|