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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.5K+ 10.14% |
$99.2K - $108K
|
16.3K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
1.5K+ 67.14% |
$99.2K - $108K
|
3.73K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5K+ 1.98% |
$99.2K - $108K
|
77.1K
$6.42M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.49K+ 10.62% |
$98.9K - $108K
|
15.6K
$1.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.49K+ 2.74% |
$98.8K - $108K
|
55.9K
$4.66M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.48K+ 24.87% |
$98.1K - $107K
|
7.44K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.47K+ 276.17% |
$97.5K - $106K
|
2.01K
$167K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.47K+ 3.57% |
$97.4K - $106K
|
42.7K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.46K+ 31.48% |
$96.7K - $105K
|
6.09K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 12.75% |
$96.5K - $105K
|
12.9K
$1.07M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.45K+ 24.9% |
$96.1K - $105K
|
7.27K
$606K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.43K+ 15.4% |
$94.9K - $103K
|
10.7K
$894K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.42K+ 1.12% |
$94.1K - $103K
|
128K
$10.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.42K+ 2.12% |
$93.8K - $102K
|
68.2K
$5.68M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.42K+ 1.56% |
$93.7K - $102K
|
91.9K
$7.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.41K+ 18.96% |
$93.3K - $102K
|
8.83K
$736K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.4K+ 0.31% |
$92.6K - $101K
|
449K
$37.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$92.6K - $101K
|
1.4K
$116K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.39K+ 4.83% |
$92.4K - $101K
|
30.3K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.39K+ 20.45% |
$92.2K - $101K
|
8.2K
$683K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.39K+ 10.84% |
$92.1K - $100K
|
14.2K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.38K+ 0.79% |
$91.7K - $100K
|
176K
$14.7M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
1.37K+ 2.18% |
$91K - $99.3K
|
64.4K
$5.36M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.36K+ 13.82% |
$90K - $98.1K
|
11.2K
$931K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.36K+ 19.61% |
$89.9K - $98K
|
8.28K
$689K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.36K+ 6.54% |
$89.8K - $98K
|
22.1K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.34K+ 12.79% |
$89K - $97.1K
|
11.9K
$987K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 3.58% |
$87.8K - $95.8K
|
38.4K
$3.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.3K+ 1.79% |
$86.4K - $94.2K
|
74.1K
$6.17M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.3K+ 0.54% |
$86.3K - $94.1K
|
243K
$20.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.3K+ 31.92% |
$86.1K - $93.9K
|
5.37K
$447K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.3K+ 10.38% |
$86.1K - $93.8K
|
13.8K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.3K+ 4.87% |
$86K - $93.8K
|
28K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.27K+ 2.21% |
$84.1K - $91.7K
|
58.8K
$4.89M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.25K+ 25.28% |
$82.9K - $90.4K
|
6.21K
$517K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.22K+ 9.76% |
$80.8K - $88.1K
|
13.7K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.21K+ 21.37% |
$80.4K - $87.6K
|
6.89K
$574K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.2K+ 3.81% |
$79.6K - $86.8K
|
32.8K
$2.73M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.2K+ 87.59% |
$79.5K - $86.7K
|
2.57K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.18K+ 2.06% |
$78.2K - $85.2K
|
58.5K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.17K+ 4.42% |
$77.5K - $84.5K
|
27.6K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.15K+ 11.95% |
$76.1K - $83K
|
10.8K
$897K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.15K+ 0.96% |
$76.1K - $82.9K
|
121K
$10.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1.14K+ 1.25% |
$75.8K - $82.6K
|
92.5K
$7.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.14K+ 28.93% |
$75.6K - $82.4K
|
5.09K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.12KNew |
$74.4K - $81.1K
|
1.12K
$93.5K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.12KNew |
$74.3K - $81K
|
1.12K
$93.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1.12K+ 7.46% |
$74.1K - $80.8K
|
16.1K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.11K+ 2.53% |
$73.3K - $80K
|
44.9K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.11K+ 4.01% |
$73.3K - $79.9K
|
28.7K
$2.39M
|