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 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
34+ 0.73% |
$2.3K - $2.74K
|
4.7K
$399K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34+ 2.56% |
$2.3K - $2.74K
|
1.36K
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
34+ 0.41% |
$2.3K - $2.74K
|
8.36K
$710K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
33+ 0.08% |
$2.24K - $2.66K
|
43.9K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
33+ 0.11% |
$2.24K - $2.66K
|
29.9K
$2.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 0.38% |
$2.17K - $2.58K
|
8.47K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
32+ 0.81% |
$2.17K - $2.58K
|
3.98K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
31+ 46.97% |
$2.1K - $2.5K
|
97
$8.24K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
30+ 0.9% |
$2.03K - $2.42K
|
3.36K
$286K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
29+ 0.92% |
$1.97K - $2.34K
|
3.19K
$271K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
28+ 0.43% |
$1.9K - $2.26K
|
6.5K
$552K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
27New |
$1.83K - $2.18K
|
27
$2.29K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
27+ 0.42% |
$1.83K - $2.18K
|
6.41K
$544K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
26+ 0.42% |
$1.76K - $2.1K
|
6.26K
$532K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
25+ 0.6% |
$1.69K - $2.02K
|
4.22K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
25+ 0.42% |
$1.69K - $2.02K
|
5.97K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
24+ 0.34% |
$1.63K - $1.94K
|
7.08K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 4.8% |
$1.63K - $1.94K
|
524
$44.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 0.1% |
$1.56K - $1.86K
|
23.5K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
23+ 0.03% |
$1.56K - $1.86K
|
70K
$5.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
23+ 0.1% |
$1.56K - $1.86K
|
23.2K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
23+ 0.08% |
$1.56K - $1.86K
|
27.9K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22+ 0.35% |
$1.49K - $1.78K
|
6.26K
$532K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
21+ 0.19% |
$1.42K - $1.69K
|
10.8K
$921K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
21+ 0.12% |
$1.42K - $1.69K
|
17.7K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 1.29% |
$1.42K - $1.69K
|
1.65K
$140K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 0.35% |
$1.42K - $1.69K
|
6.08K
$516K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
21+ 0.26% |
$1.42K - $1.69K
|
8.13K
$690K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 0.29% |
$1.36K - $1.61K
|
6.96K
$591K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
20+ 0.71% |
$1.36K - $1.61K
|
2.83K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
20+ 0.49% |
$1.36K - $1.61K
|
4.08K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
20+ 0.13% |
$1.36K - $1.61K
|
15.6K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
20+ 1.82% |
$1.36K - $1.61K
|
1.12K
$94.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
18+ 0.11% |
$1.22K - $1.45K
|
16.9K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17+ 0.86% |
$1.15K - $1.37K
|
1.99K
$169K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
17+ 0.13% |
$1.15K - $1.37K
|
13.6K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 0.14% |
$1.08K - $1.29K
|
11.2K
$951K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
16+ 5.73% |
$1.08K - $1.29K
|
295
$25.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
16+ 0.28% |
$1.08K - $1.29K
|
5.7K
$484K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
16+ 0.42% |
$1.08K - $1.29K
|
3.86K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16+ 0.29% |
$1.08K - $1.29K
|
5.5K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
16+ 0.36% |
$1.08K - $1.29K
|
4.44K
$377K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
15+ 0.36% |
$1.02K - $1.21K
|
4.13K
$351K
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
14+ 0.33% |
$949 - $1.13K
|
4.3K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
14+ 0.31% |
$949 - $1.13K
|
4.47K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14+ 0.15% |
$949 - $1.13K
|
9.25K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.44% |
$949 - $1.13K
|
3.19K
$271K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
13New |
$881 - $1.05K
|
13
$1.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11+ 0.22% |
$745 - $888
|
5.09K
$432K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11+ 0.16% |
$745 - $888
|
7.02K
$596K
|