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 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.45K+ 13.38% |
$163K - $177K
|
20.8K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.45K+ 0.47% |
$162K - $177K
|
521K
$43.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.45KNew |
$162K - $177K
|
2.45K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2.41K+ 33.41% |
$160K - $174K
|
9.62K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
2.35K+ 4.22% |
$155K - $169K
|
57.9K
$4.82M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.34K+ 10.95% |
$155K - $169K
|
23.7K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.28K+ 11.62% |
$151K - $165K
|
21.9K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.27K+ 2.22% |
$150K - $164K
|
104K
$8.7M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.25K+ 34.06% |
$149K - $162K
|
8.84K
$737K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.25K+ 14.64% |
$149K - $162K
|
17.6K
$1.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.21K+ 10.9% |
$146K - $160K
|
22.5K
$1.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 9.68% |
$144K - $157K
|
24.6K
$2.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.14K+ 43.57% |
$142K - $155K
|
7.05K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.13K+ 2.23% |
$141K - $154K
|
97.4K
$8.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.11K+ 29.9% |
$140K - $153K
|
9.18K
$765K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
2.11K+ 11.86% |
$140K - $152K
|
19.9K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.08K+ 1.66% |
$138K - $150K
|
127K
$10.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.07K+ 1.44% |
$137K - $149K
|
146K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.05K+ 19.14% |
$136K - $148K
|
12.8K
$1.06M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
2.01K+ 7.78% |
$133K - $145K
|
27.8K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2K+ 23.01% |
$132K - $144K
|
10.7K
$888K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.98K+ 2.96% |
$131K - $143K
|
68.9K
$5.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.96K+ 15.11% |
$130K - $142K
|
14.9K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 16.34% |
$129K - $141K
|
13.9K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.94K+ 235.97% |
$129K - $140K
|
2.77K
$230K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.91K+ 2.18% |
$126K - $138K
|
89.5K
$7.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.9K+ 1.85% |
$126K - $137K
|
105K
$8.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
1.9K+ 28.47% |
$126K - $137K
|
8.55K
$712K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.89K+ 4614.63% |
$125K - $137K
|
1.93K
$161K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
1.89K+ 2.04% |
$125K - $136K
|
94.1K
$7.84M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.88K+ 31.59% |
$124K - $136K
|
7.82K
$651K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.87KNew |
$124K - $135K
|
1.87K
$155K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.87K+ 33.62% |
$124K - $135K
|
7.41K
$617K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.86K+ 11.26% |
$123K - $134K
|
18.4K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.79K+ 27.89% |
$119K - $129K
|
8.22K
$684K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.75K+ 48.29% |
$116K - $127K
|
5.38K
$448K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.72K+ 2.86% |
$114K - $124K
|
61.7K
$5.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.7K+ 4.65% |
$112K - $123K
|
38.2K
$3.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.68K+ 15.9% |
$112K - $122K
|
12.3K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.67K+ 1.39% |
$111K - $121K
|
122K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 31.78% |
$110K - $119K
|
6.86K
$571K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.63K+ 4.29% |
$108K - $118K
|
39.6K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 11.1% |
$108K - $117K
|
16.3K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.62K+ 2.56% |
$107K - $117K
|
65K
$5.41M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.61K+ 4.33% |
$107K - $117K
|
38.9K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.61KNew |
$107K - $116K
|
1.61K
$134K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.54KNew |
$102K - $111K
|
1.54K
$128K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
1.53K+ 0.34% |
$101K - $111K
|
450K
$37.5M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.52K+ 2.54% |
$101K - $110K
|
61.5K
$5.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.51K+ 22.12% |
$100K - $109K
|
8.33K
$694K
|