Purchases and Sales Made in Q2 2024 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q2 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 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 3.33% |
$104K - $124K
|
47.9K
$4.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.54K+ 16.19% |
$104K - $124K
|
11.1K
$939K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.51K+ 16.43% |
$102K - $122K
|
10.7K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.48K+ 1.11% |
$101K - $120K
|
136K
$11.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.48K+ 6.58% |
$100K - $119K
|
23.9K
$2.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.45K+ 40.57% |
$98.3K - $117K
|
5.02K
$427K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.41K+ 1.78% |
$95.6K - $114K
|
80.6K
$6.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.39K+ 2.03% |
$94K - $112K
|
69.6K
$5.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.37K+ 42.08% |
$93.1K - $111K
|
4.64K
$394K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.37K+ 14.26% |
$93K - $111K
|
11K
$934K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 14.21% |
$92.8K - $111K
|
11K
$935K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.37K+ 35.55% |
$92.6K - $110K
|
5.21K
$442K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.34K+ 5.49% |
$91.1K - $108K
|
25.8K
$2.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.34K+ 3.15% |
$90.5K - $108K
|
43.7K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.33K+ 200.6% |
$90K - $107K
|
1.99K
$169K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.3KNew |
$88.4K - $105K
|
1.3K
$111K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.3K+ 4.92% |
$88.4K - $105K
|
27.8K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.29K+ 16.41% |
$87.2K - $104K
|
9.13K
$775K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.28K+ 38.38% |
$86.5K - $103K
|
4.6K
$391K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
1.27K+ 4.85% |
$86.1K - $103K
|
27.5K
$2.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.25K+ 22.18% |
$84.8K - $101K
|
6.9K
$586K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 7.74% |
$84.7K - $101K
|
17.4K
$1.48M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.25K+ 4.52% |
$84.6K - $101K
|
28.9K
$2.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.24K+ 49.09% |
$84.3K - $100K
|
3.78K
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.24K+ 105.61% |
$84.2K - $100K
|
2.42K
$205K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.23K+ 4.48% |
$83.6K - $99.6K
|
28.8K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.21K+ 3.05% |
$81.9K - $97.6K
|
40.8K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.21K+ 4.36% |
$81.7K - $97.3K
|
28.8K
$2.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.21K+ 18.25% |
$81.7K - $97.3K
|
7.81K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.2K+ 8.44% |
$81.3K - $96.9K
|
15.4K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.19K+ 17.01% |
$80.6K - $96K
|
8.19K
$695K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.19K+ 2.35% |
$80.3K - $95.6K
|
51.6K
$4.38M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.18K+ 26.68% |
$79.7K - $94.9K
|
5.58K
$474K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 7.4% |
$79.4K - $94.5K
|
17K
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.17K+ 0.78% |
$79K - $94K
|
150K
$12.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
1.16K+ 8.19% |
$78.4K - $93.4K
|
15.3K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.12K+ 20.56% |
$76.2K - $90.7K
|
6.59K
$560K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.12K+ 5.1% |
$75.8K - $90.3K
|
23K
$1.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.1K+ 3.56% |
$74.8K - $89.1K
|
32.1K
$2.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.1K+ 19.27% |
$74.6K - $88.9K
|
6.82K
$579K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08K+ 4.06% |
$73.5K - $87.5K
|
27.8K
$2.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.08K+ 38.32% |
$73.1K - $87K
|
3.89K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.08K+ 2.96% |
$72.9K - $86.8K
|
37.4K
$3.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.07K+ 12.02% |
$72.4K - $86.2K
|
9.95K
$845K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.05K+ 0.76% |
$71K - $84.5K
|
139K
$11.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 1.86% |
$70.8K - $84.3K
|
57.2K
$4.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.04K+ 5.41% |
$70.5K - $83.9K
|
20.3K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.03K+ 25.91% |
$69.6K - $82.9K
|
4.99K
$424K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.02K+ 20.31% |
$69K - $82.2K
|
6.03K
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.01K+ 4.21% |
$68.7K - $81.8K
|
25.1K
$2.13M
|