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 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
144+ 2.09% |
$9.76K - $11.6K
|
7.03K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
144+ 1.89% |
$9.76K - $11.6K
|
7.78K
$661K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
143+ 4.52% |
$9.69K - $11.5K
|
3.31K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
143+ 4.89% |
$9.69K - $11.5K
|
3.07K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
143+ 2.0% |
$9.69K - $11.5K
|
7.28K
$618K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
141+ 31.76% |
$9.56K - $11.4K
|
585
$49.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
141+ 4.53% |
$9.56K - $11.4K
|
3.26K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
138+ 2.75% |
$9.35K - $11.1K
|
5.16K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
133+ 0.65% |
$9.01K - $10.7K
|
20.6K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
131+ 2.03% |
$8.88K - $10.6K
|
6.6K
$560K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
128+ 2.06% |
$8.67K - $10.3K
|
6.35K
$539K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
127+ 1.56% |
$8.61K - $10.3K
|
8.25K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
127+ 1.35% |
$8.61K - $10.3K
|
9.52K
$809K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
125+ 0.91% |
$8.47K - $10.1K
|
13.9K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
125+ 3.03% |
$8.47K - $10.1K
|
4.25K
$361K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
124+ 1.39% |
$8.4K - $10K
|
9.05K
$768K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
124+ 1.9% |
$8.4K - $10K
|
6.67K
$566K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
122+ 0.77% |
$8.27K - $9.85K
|
16K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
122+ 0.63% |
$8.27K - $9.85K
|
19.6K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
118+ 1.37% |
$8K - $9.52K
|
8.74K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
118+ 0.03% |
$8K - $9.52K
|
364K
$30.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
115+ 1.74% |
$7.79K - $9.28K
|
6.71K
$570K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
114+ 1.13% |
$7.73K - $9.2K
|
10.2K
$864K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
109+ 1.65% |
$7.39K - $8.8K
|
6.73K
$572K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
107+ 1.46% |
$7.25K - $8.64K
|
7.46K
$633K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
105+ 1.97% |
$7.12K - $8.47K
|
5.44K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
105New |
$7.12K - $8.47K
|
105
$8.92K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
103+ 0.47% |
$6.98K - $8.31K
|
21.8K
$1.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
102+ 4.29% |
$6.91K - $8.23K
|
2.48K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
102+ 1.38% |
$6.91K - $8.23K
|
7.49K
$636K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
100+ 1.12% |
$6.78K - $8.07K
|
8.99K
$764K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
100New |
$6.78K - $8.07K
|
100
$8.49K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
100+ 0.74% |
$6.78K - $8.07K
|
13.7K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
97+ 2.47% |
$6.57K - $7.83K
|
4.02K
$341K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
96+ 1.37% |
$6.51K - $7.75K
|
7.08K
$601K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
95+ 6.52% |
$6.44K - $7.67K
|
1.55K
$132K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
93+ 3.64% |
$6.3K - $7.51K
|
2.65K
$225K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
90+ 2.94% |
$6.1K - $7.26K
|
3.15K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
90+ 31.8% |
$6.1K - $7.26K
|
373
$31.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
90+ 0.89% |
$6.1K - $7.26K
|
10.2K
$866K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
89+ 0.57% |
$6.03K - $7.18K
|
15.7K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
89+ 0.52% |
$6.03K - $7.18K
|
17.1K
$1.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
89+ 0.59% |
$6.03K - $7.18K
|
15.2K
$1.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
88+ 0.92% |
$5.96K - $7.1K
|
9.61K
$816K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
87+ 3.08% |
$5.9K - $7.02K
|
2.91K
$247K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
87+ 5.57% |
$5.9K - $7.02K
|
1.65K
$140K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
84+ 0.8% |
$5.69K - $6.78K
|
10.6K
$897K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
84+ 0.08% |
$5.69K - $6.78K
|
101K
$8.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
81+ 0.29% |
$5.49K - $6.54K
|
28K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
78+ 0.43% |
$5.29K - $6.3K
|
18.2K
$1.55M
|