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 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
613+ 15.98% |
$41.5K - $49.5K
|
4.45K
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
613+ 17.08% |
$41.5K - $49.5K
|
4.2K
$357K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
604+ 11.34% |
$40.9K - $48.7K
|
5.93K
$504K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
601+ 3.53% |
$40.7K - $48.5K
|
17.6K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
601+ 7.97% |
$40.7K - $48.5K
|
8.14K
$691K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.2% |
$40.7K - $48.4K
|
299K
$25.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
590+ 3.48% |
$40K - $47.6K
|
17.5K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
579+ 16.7% |
$39.2K - $46.7K
|
4.05K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
578+ 1.45% |
$39.2K - $46.7K
|
40.5K
$3.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
572+ 16.48% |
$38.8K - $46.2K
|
4.04K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
568+ 5.78% |
$38.5K - $45.8K
|
10.4K
$883K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
566+ 9.45% |
$38.4K - $45.7K
|
6.55K
$557K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
564+ 2.79% |
$38.2K - $45.5K
|
20.8K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
563+ 2.94% |
$38.2K - $45.4K
|
19.7K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
560+ 2.81% |
$38K - $45.2K
|
20.5K
$1.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
539+ 1.9% |
$36.5K - $43.5K
|
28.9K
$2.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
536+ 4.39% |
$36.3K - $43.3K
|
12.8K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
534+ 2.91% |
$36.2K - $43.1K
|
18.9K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
531+ 1.16% |
$36K - $42.9K
|
46.3K
$3.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
525+ 17.4% |
$35.6K - $42.4K
|
3.54K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
522+ 11.61% |
$35.4K - $42.1K
|
5.02K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
515+ 5.83% |
$34.9K - $41.6K
|
9.35K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
513+ 0.2% |
$34.8K - $41.4K
|
261K
$22.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
511+ 1.84% |
$34.6K - $41.2K
|
28.3K
$2.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
506+ 1.78% |
$34.3K - $40.8K
|
29K
$2.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
504New |
$34.2K - $40.7K
|
504
$42.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
500+ 4.86% |
$33.9K - $40.4K
|
10.8K
$915K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
500+ 8.02% |
$33.9K - $40.4K
|
6.73K
$572K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
498+ 3.06% |
$33.7K - $40.2K
|
16.8K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
496+ 6.62% |
$33.6K - $40K
|
7.99K
$678K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
494+ 5.14% |
$33.5K - $39.9K
|
10.1K
$859K
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
483+ 0.58% |
$32.7K - $39K
|
84.4K
$7.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
482+ 0.2% |
$32.7K - $38.9K
|
241K
$20.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
478+ 4.61% |
$32.4K - $38.6K
|
10.9K
$922K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
473+ 1.63% |
$32.1K - $38.2K
|
29.5K
$2.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
466+ 9.91% |
$31.6K - $37.6K
|
5.17K
$439K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
464+ 1.9% |
$31.4K - $37.4K
|
24.9K
$2.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
457+ 8.99% |
$31K - $36.9K
|
5.54K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
449+ 15.29% |
$30.4K - $36.2K
|
3.39K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
448+ 12.95% |
$30.4K - $36.2K
|
3.91K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
445+ 158.93% |
$30.2K - $35.9K
|
725
$61.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
441+ 11.05% |
$29.9K - $35.6K
|
4.43K
$376K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
440+ 56.48% |
$29.8K - $35.5K
|
1.22K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
435+ 3.99% |
$29.5K - $35.1K
|
11.3K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
434+ 0.79% |
$29.4K - $35K
|
55.6K
$4.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
428+ 1.45% |
$29K - $34.5K
|
30K
$2.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
422+ 3.29% |
$28.6K - $34.1K
|
13.3K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
420+ 3.78% |
$28.5K - $33.9K
|
11.5K
$979K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
419+ 9.31% |
$28.4K - $33.8K
|
4.92K
$418K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
415+ 13.52% |
$28.1K - $33.5K
|
3.49K
$296K
|