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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
11+ 0.19% |
$745 - $888
|
5.82K
$494K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10+ 0.03% |
$678 - $807
|
35.2K
$2.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.08% |
$678 - $807
|
12.1K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
10+ 0.5% |
$678 - $807
|
2K
$170K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.02% |
$678 - $807
|
51.6K
$4.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
10+ 0.12% |
$678 - $807
|
8.52K
$724K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
10+ 0.24% |
$678 - $807
|
4.13K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
10+ 0.16% |
$678 - $807
|
6.21K
$528K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.28% |
$610 - $726
|
3.25K
$276K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9+ 0.06% |
$610 - $726
|
14.1K
$1.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
9+ 0.11% |
$610 - $726
|
8.18K
$695K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 0.8% |
$610 - $726
|
1.14K
$96.7K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 33.33% |
$474 - $565
|
28
$2.38K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
6+ 0.05% |
$407 - $484
|
11.6K
$989K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.04% |
$407 - $484
|
14.6K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$339 - $404
|
3.19K
$271K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.25% |
$339 - $404
|
2.01K
$171K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
5+ 0.07% |
$339 - $404
|
7.11K
$604K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.08% |
$339 - $404
|
6.46K
$548K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 1.23% |
$339 - $404
|
412
$35K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.15% |
$339 - $404
|
3.24K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 1.6% |
$339 - $404
|
317
$26.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4+ 0.91% |
$271 - $323
|
444
$37.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.23% |
$271 - $323
|
1.72K
$146K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4+ 0.09% |
$271 - $323
|
4.28K
$364K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$271 - $323
|
7.16K
$608K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
4+ 0.09% |
$271 - $323
|
4.58K
$389K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.13% |
$271 - $323
|
2.98K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4+ 0.09% |
$271 - $323
|
4.31K
$366K
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4+ 0.09% |
$271 - $323
|
4.3K
$366K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.05% |
$203 - $242
|
5.76K
$489K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3+ 0.07% |
$203 - $242
|
4.38K
$372K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$203 - $242
|
4.46K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.29% |
$203 - $242
|
1.05K
$89K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.03% |
$203 - $242
|
9.82K
$834K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.03% |
$203 - $242
|
295
$25.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2+ 0.06% |
$136 - $161
|
3.56K
$302K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.04% |
$136 - $161
|
5.29K
$449K
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2+ 0.02% |
$136 - $161
|
12.3K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2+ 0.02% |
$136 - $161
|
8.65K
$735K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.9% |
$136 - $161
|
224
$19K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.14% |
$136 - $161
|
1.47K
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$136 - $161
|
10.7K
$906K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2+ 0.06% |
$136 - $161
|
3.42K
$290K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.54% |
$67.8 - $80.7
|
185
$15.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$67.8 - $80.7
|
1.93K
$164K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.14% |
$67.8 - $80.7
|
717
$60.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.03% |
$67.8 - $80.7
|
3.61K
$307K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.97% |
$67.8 - $80.7
|
104
$8.83K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1+ 1.39% |
$67.8 - $80.7
|
73
$6.2K
|