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 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
272+ 0.43% |
$18.4K - $22K
|
63K
$5.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
269+ 0.84% |
$18.2K - $21.7K
|
32.2K
$2.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
268+ 4.76% |
$18.2K - $21.6K
|
5.9K
$501K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
264New |
$17.9K - $21.3K
|
264
$22.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
262+ 0.18% |
$17.8K - $21.1K
|
146K
$12.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
251+ 7.85% |
$17K - $20.3K
|
3.45K
$293K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
248+ 1.32% |
$16.8K - $20K
|
19.1K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
245+ 2.55% |
$16.6K - $19.8K
|
9.86K
$837K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
243+ 7.62% |
$16.5K - $19.6K
|
3.43K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
238+ 3.14% |
$16.1K - $19.2K
|
7.81K
$663K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
235+ 2.69% |
$15.9K - $19K
|
8.96K
$761K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
233+ 0.29% |
$15.8K - $18.8K
|
81.9K
$6.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
227+ 0.29% |
$15.4K - $18.3K
|
77.6K
$6.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
221+ 5.43% |
$15K - $17.8K
|
4.29K
$364K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
216+ 2.83% |
$14.6K - $17.4K
|
7.85K
$667K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
212+ 0.57% |
$14.4K - $17.1K
|
37.3K
$3.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
211+ 0.03% |
$14.3K - $17K
|
789K
$67M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
208+ 1.18% |
$14.1K - $16.8K
|
17.8K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
204+ 4.86% |
$13.8K - $16.5K
|
4.4K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
204New |
$13.8K - $16.5K
|
204
$17.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
BUY
|
- |
200+ 5.36% |
$13.6K - $16.1K
|
3.93K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
198+ 2.78% |
$13.4K - $16K
|
7.33K
$623K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
197+ 35.56% |
$13.4K - $15.9K
|
751
$63.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
194+ 1.04% |
$13.1K - $15.7K
|
18.9K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
193+ 2.7% |
$13.1K - $15.6K
|
7.35K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
190+ 0.13% |
$12.9K - $15.3K
|
146K
$12.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
190+ 0.55% |
$12.9K - $15.3K
|
34.8K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
188+ 1.03% |
$12.7K - $15.2K
|
18.5K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
186+ 5.9% |
$12.6K - $15K
|
3.34K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
185+ 0.73% |
$12.5K - $14.9K
|
25.5K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
185+ 11.2% |
$12.5K - $14.9K
|
1.84K
$156K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
184+ 0.1% |
$12.5K - $14.9K
|
185K
$15.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
179+ 0.4% |
$12.1K - $14.4K
|
44.8K
$3.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
179+ 1.87% |
$12.1K - $14.4K
|
9.77K
$830K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
176+ 2.85% |
$11.9K - $14.2K
|
6.36K
$540K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
176+ 1.24% |
$11.9K - $14.2K
|
14.3K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
175+ 1.08% |
$11.9K - $14.1K
|
16.4K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
169+ 3.08% |
$11.5K - $13.6K
|
5.66K
$480K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
169+ 4.63% |
$11.5K - $13.6K
|
3.82K
$325K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
165+ 1.91% |
$11.2K - $13.3K
|
8.79K
$746K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
163+ 1.06% |
$11K - $13.2K
|
15.5K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
162New |
$11K - $13.1K
|
162
$13.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
159+ 0.49% |
$10.8K - $12.8K
|
32.3K
$2.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
153+ 2.49% |
$10.4K - $12.3K
|
6.3K
$535K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
152+ 1.04% |
$10.3K - $12.3K
|
14.7K
$1.25M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
150+ 0.7% |
$10.2K - $12.1K
|
21.7K
$1.84M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
150+ 1.78% |
$10.2K - $12.1K
|
8.57K
$728K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
148+ 0.9% |
$10K - $11.9K
|
16.6K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
148+ 0.6% |
$10K - $11.9K
|
24.7K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
145+ 0.81% |
$9.83K - $11.7K
|
18.1K
$1.54M
|