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 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.28KNew |
$217K - $237K
|
3.28K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.27KNew |
$216K - $236K
|
3.27K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.26K+ 16.71% |
$216K - $235K
|
22.7K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
3.23KNew |
$214K - $234K
|
3.23K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.23K+ 4.71% |
$214K - $233K
|
71.8K
$5.98M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.22K+ 35.33% |
$214K - $233K
|
12.3K
$1.03M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.2K+ 18.53% |
$212K - $231K
|
20.5K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.2K+ 6.18% |
$212K - $231K
|
55K
$4.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.2KNew |
$212K - $231K
|
3.2K
$266K
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.16K+ 5.97% |
$210K - $228K
|
56.1K
$4.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.12KNew |
$206K - $225K
|
3.12K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.09K+ 6.41% |
$205K - $223K
|
51.3K
$4.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.07K+ 11.95% |
$204K - $222K
|
28.8K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3.05K+ 4.58% |
$202K - $220K
|
69.5K
$5.79M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.05K+ 18.15% |
$202K - $220K
|
19.8K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.03K+ 21.93% |
$201K - $219K
|
16.9K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.03K+ 20.93% |
$201K - $219K
|
17.5K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.03K+ 100.0% |
$200K - $219K
|
6.05K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.03K+ 93.05% |
$200K - $219K
|
6.28K
$523K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
3.02KNew |
$200K - $218K
|
3.02K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.99K+ 28.57% |
$198K - $216K
|
13.5K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.98K+ 1361.64% |
$198K - $215K
|
3.2K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.98KNew |
$197K - $215K
|
2.98K
$248K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.92KNew |
$193K - $211K
|
2.92K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.9KNew |
$192K - $209K
|
2.9K
$242K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.89K+ 20.71% |
$192K - $209K
|
16.9K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.88KNew |
$191K - $208K
|
2.88K
$240K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.88KNew |
$191K - $208K
|
2.88K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.85K+ 144.21% |
$189K - $206K
|
4.83K
$402K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.85K+ 49.18% |
$189K - $206K
|
8.63K
$719K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
2.85KNew |
$188K - $206K
|
2.85K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.85KNew |
$188K - $206K
|
2.85K
$237K
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.84KNew |
$188K - $205K
|
2.84K
$237K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.84KNew |
$188K - $205K
|
2.84K
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.83KNew |
$187K - $204K
|
2.83K
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.81KNew |
$186K - $203K
|
2.81K
$234K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.81KNew |
$186K - $203K
|
2.81K
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.81K+ 4.0% |
$186K - $203K
|
73K
$6.08M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.78K+ 1.01% |
$184K - $201K
|
277K
$23.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 5.41% |
$183K - $200K
|
53.9K
$4.49M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.69K+ 0.48% |
$178K - $194K
|
562K
$46.8M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.67K+ 1.85% |
$177K - $193K
|
147K
$12.3M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.67K+ 9.41% |
$177K - $193K
|
31K
$2.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.6K+ 15.25% |
$172K - $188K
|
19.6K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.58K+ 1.38% |
$171K - $187K
|
190K
$15.8M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.56K+ 6.34% |
$169K - $185K
|
42.9K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.53K+ 36.56% |
$168K - $183K
|
9.45K
$787K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.51K+ 16.25% |
$166K - $181K
|
17.9K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.5K+ 86.21% |
$166K - $181K
|
5.4K
$450K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.47K+ 6.38% |
$164K - $179K
|
41.2K
$3.43M
|