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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
78+ 2.59% |
$5.29K - $6.3K
|
3.08K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
77+ 2.39% |
$5.22K - $6.21K
|
3.3K
$280K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
76+ 2.54% |
$5.15K - $6.13K
|
3.07K
$261K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
76+ 2.64% |
$5.15K - $6.13K
|
2.95K
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
75+ 1.32% |
$5.08K - $6.05K
|
5.77K
$490K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
75+ 2.53% |
$5.08K - $6.05K
|
3.04K
$258K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
75+ 0.62% |
$5.08K - $6.05K
|
12.2K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
74+ 1.93% |
$5.01K - $5.97K
|
3.91K
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
72+ 2.43% |
$4.88K - $5.81K
|
3.04K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
71+ 1.89% |
$4.81K - $5.73K
|
3.82K
$325K
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
69+ 0.93% |
$4.68K - $5.57K
|
7.46K
$633K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
69+ 1.35% |
$4.68K - $5.57K
|
5.2K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
69+ 0.41% |
$4.68K - $5.57K
|
16.8K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
69+ 0.6% |
$4.68K - $5.57K
|
11.7K
$991K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
66+ 1.08% |
$4.47K - $5.33K
|
6.18K
$525K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
65+ 1.8% |
$4.41K - $5.25K
|
3.67K
$312K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
64+ 1.21% |
$4.34K - $5.17K
|
5.36K
$456K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
63+ 3.24% |
$4.27K - $5.08K
|
2.01K
$171K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
63+ 1.33% |
$4.27K - $5.08K
|
4.79K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
63+ 0.2% |
$4.27K - $5.08K
|
31.3K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
60+ 1.82% |
$4.07K - $4.84K
|
3.35K
$285K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.58% |
$4K - $4.76K
|
3.79K
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
58New |
$3.93K - $4.68K
|
58
$4.93K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
56+ 0.76% |
$3.8K - $4.52K
|
7.42K
$630K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55+ 1.22% |
$3.73K - $4.44K
|
4.56K
$387K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
54+ 0.73% |
$3.66K - $4.36K
|
7.47K
$634K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
52New |
$3.52K - $4.2K
|
52
$4.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
51+ 0.37% |
$3.46K - $4.12K
|
13.8K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
51+ 0.65% |
$3.46K - $4.12K
|
7.9K
$671K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.93% |
$3.39K - $4.04K
|
5.41K
$459K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
50+ 0.29% |
$3.39K - $4.04K
|
17.3K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50+ 41.67% |
$3.39K - $4.04K
|
170
$14.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$3.32K - $3.95K
|
49
$4.16K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
47New |
$3.19K - $3.79K
|
47
$3.99K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
47+ 0.7% |
$3.19K - $3.79K
|
6.8K
$578K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
45+ 0.21% |
$3.05K - $3.63K
|
21.1K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
45+ 0.97% |
$3.05K - $3.63K
|
4.68K
$397K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
44+ 1.13% |
$2.98K - $3.55K
|
3.94K
$335K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
43+ 0.79% |
$2.91K - $3.47K
|
5.46K
$464K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
43+ 0.98% |
$2.91K - $3.47K
|
4.44K
$377K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
43New |
$2.91K - $3.47K
|
43
$3.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
42+ 0.85% |
$2.85K - $3.39K
|
4.96K
$421K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
41+ 1.04% |
$2.78K - $3.31K
|
3.99K
$339K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
40+ 0.86% |
$2.71K - $3.23K
|
4.7K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
40+ 0.8% |
$2.71K - $3.23K
|
5.06K
$429K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
39+ 0.7% |
$2.64K - $3.15K
|
5.58K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
37+ 11.25% |
$2.51K - $2.99K
|
366
$31.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
35New |
$2.37K - $2.82K
|
35
$2.97K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
35+ 0.85% |
$2.37K - $2.82K
|
4.18K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
35+ 0.65% |
$2.37K - $2.82K
|
5.42K
$460K
|