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 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2+ 0.06% |
$136 - $161
|
3.42K
$315K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.54% |
$67.8 - $80.7
|
185
$17K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$67.8 - $80.7
|
1.93K
$178K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.14% |
$67.8 - $80.7
|
717
$65.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.03% |
$67.8 - $80.7
|
3.61K
$332K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.97% |
$67.8 - $80.7
|
104
$9.56K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1+ 1.39% |
$67.8 - $80.7
|
73
$6.71K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.88% |
$67.8 - $80.7
|
115
$10.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.35% |
$67.8 - $80.7
|
284
$26.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.15% |
$67.8 - $80.7
|
671
$61.7K
|
|
|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.24% |
$67.8 - $80.7
|
419
$38.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$67.8 - $80.7
|
3K
$276K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1- 0.01% |
$67.8 - $80.7
|
8.23K
$757K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 5.88% |
$67.8 - $80.7
|
16
$1.47K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3- 0.05% |
$203 - $242
|
6.04K
$555K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 26.67% |
$271 - $323
|
11
$1.01K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.25% |
$339 - $404
|
2.02K
$185K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 0.54% |
$407 - $484
|
1.1K
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 16.22% |
$407 - $484
|
31
$2.85K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 1.32% |
$407 - $484
|
450
$41.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-6- 0.17% |
$407 - $484
|
3.44K
$317K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.33% |
$474 - $565
|
520
$47.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-7- 0.02% |
$474 - $565
|
31K
$2.85M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-9- 0.23% |
$610 - $726
|
3.87K
$356K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-9- 8.26% |
$610 - $726
|
100
$9.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9- 0.09% |
$610 - $726
|
9.68K
$891K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 66.67% |
$678 - $807
|
5
$460
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12- 0.32% |
$813 - $969
|
3.75K
$344K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-12- 0.18% |
$813 - $969
|
6.59K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13- 0.08% |
$881 - $1.05K
|
15.7K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-14- 0.22% |
$949 - $1.13K
|
6.44K
$592K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 7.04% |
$1.02K - $1.21K
|
198
$18.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-15- 0.03% |
$1.02K - $1.21K
|
49.9K
$4.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-15- 0.07% |
$1.02K - $1.21K
|
22.7K
$2.09M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-16- 0.11% |
$1.08K - $1.29K
|
15.2K
$1.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-17- 0.46% |
$1.15K - $1.37K
|
3.66K
$336K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-22- 0.7% |
$1.49K - $1.78K
|
3.11K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-22- 0.18% |
$1.49K - $1.78K
|
12.3K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-23- 0.64% |
$1.56K - $1.86K
|
3.58K
$329K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-23- 0.2% |
$1.56K - $1.86K
|
11.6K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-24- 0.24% |
$1.63K - $1.94K
|
10.1K
$932K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-26- 0.8% |
$1.76K - $2.1K
|
3.22K
$296K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-26- 0.35% |
$1.76K - $2.1K
|
7.35K
$676K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-28- 0.14% |
$1.9K - $2.26K
|
19.5K
$1.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-29- 1.17% |
$1.97K - $2.34K
|
2.46K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-29- 0.57% |
$1.97K - $2.34K
|
5.02K
$462K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-30- 0.75% |
$2.03K - $2.42K
|
3.97K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-30- 23.08% |
$2.03K - $2.42K
|
100
$9.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31- 0.53% |
$2.1K - $2.5K
|
5.8K
$533K
|