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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.01K+ 2.16% |
$68.7K - $81.8K
|
48K
$4.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1K+ 11.43% |
$67.9K - $80.9K
|
9.77K
$830K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1K+ 666.67% |
$67.8K - $80.7K
|
1.15K
$97.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
985New |
$66.8K - $79.5K
|
985
$83.7K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
971+ 6.37% |
$65.8K - $78.4K
|
16.2K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
965+ 3.82% |
$65.4K - $77.9K
|
26.2K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
963+ 5.17% |
$65.3K - $77.7K
|
19.6K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
961+ 1.49% |
$65.1K - $77.6K
|
65.6K
$5.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
955+ 0.65% |
$64.7K - $77.1K
|
148K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
953+ 28.92% |
$64.6K - $76.9K
|
4.25K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
940+ 17.32% |
$63.7K - $75.9K
|
6.37K
$541K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
933+ 3.79% |
$63.2K - $75.3K
|
25.6K
$2.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
920+ 2.17% |
$62.3K - $74.3K
|
43.2K
$3.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
915+ 3.08% |
$62K - $73.8K
|
30.6K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
910+ 15.85% |
$61.7K - $73.4K
|
6.65K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
907+ 1.32% |
$61.5K - $73.2K
|
69.9K
$5.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
900+ 10.98% |
$61K - $72.6K
|
9.1K
$773K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
873+ 1.36% |
$59.2K - $70.5K
|
65.3K
$5.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
864+ 27.62% |
$58.6K - $69.7K
|
3.99K
$339K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
856+ 0.37% |
$58K - $69.1K
|
229K
$19.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
853+ 5.09% |
$57.8K - $68.8K
|
17.6K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
852New |
$57.7K - $68.8K
|
852
$72.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
846+ 4.07% |
$57.3K - $68.3K
|
21.6K
$1.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
841+ 13.73% |
$57K - $67.9K
|
6.97K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
818+ 1.26% |
$55.4K - $66K
|
65.8K
$5.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
800+ 5.45% |
$54.2K - $64.6K
|
15.5K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
800+ 13.31% |
$54.2K - $64.6K
|
6.81K
$579K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
799+ 21.87% |
$54.1K - $64.5K
|
4.45K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
784+ 7.62% |
$53.1K - $63.3K
|
11.1K
$940K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
774+ 75.0% |
$52.5K - $62.5K
|
1.81K
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
752+ 1.74% |
$51K - $60.7K
|
44.1K
$3.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
740+ 15.97% |
$50.1K - $59.7K
|
5.37K
$456K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
740+ 19.25% |
$50.1K - $59.7K
|
4.59K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
731+ 12.44% |
$49.5K - $59K
|
6.61K
$561K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
726+ 0.64% |
$49.2K - $58.6K
|
115K
$9.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
723+ 8.19% |
$49K - $58.4K
|
9.55K
$811K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
722+ 3.04% |
$48.9K - $58.3K
|
24.5K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
715+ 77.55% |
$48.5K - $57.7K
|
1.64K
$139K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
683+ 3.18% |
$46.3K - $55.1K
|
22.2K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
680+ 8.02% |
$46.1K - $54.9K
|
9.16K
$778K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
675New |
$45.7K - $54.5K
|
675
$57.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
674+ 19.46% |
$45.7K - $54.4K
|
4.14K
$351K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
661+ 19.4% |
$44.8K - $53.3K
|
4.07K
$345K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
660+ 7.72% |
$44.7K - $53.3K
|
9.21K
$782K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
653+ 13.91% |
$44.3K - $52.7K
|
5.35K
$454K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
652+ 0.7% |
$44.2K - $52.6K
|
93.9K
$7.98M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
650+ 15.35% |
$44.1K - $52.5K
|
4.89K
$415K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
650+ 25.29% |
$44.1K - $52.5K
|
3.22K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
647+ 1.46% |
$43.8K - $52.2K
|
44.9K
$3.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
632+ 15.71% |
$42.8K - $51K
|
4.66K
$395K
|