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 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
99.2KNew |
$6.72M - $8.01M
|
99.2K
$8.22M
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
93.4K+ 24.76% |
$6.33M - $7.54M
|
470K
$39M
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
84.3KNew |
$5.71M - $6.8M
|
84.3K
$6.98M
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
79.4K+ 70.88% |
$5.38M - $6.41M
|
191K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
79.4KNew |
$5.38M - $6.41M
|
79.4K
$6.58M
|
|
Aug 14, 2024
Q2 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
78.4K+ 60.0% |
$5.31M - $6.33M
|
209K
$17.3M
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
75K+ 17.67% |
$5.08M - $6.05M
|
500K
$41.4M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
73.2K+ 5028.43% |
$4.96M - $5.91M
|
74.7K
$6.18M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
70.5K+ 58.11% |
$4.78M - $5.69M
|
192K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
69.2K+ 75.44% |
$4.69M - $5.58M
|
161K
$13.3M
|
|
Aug 14, 2024
Q2 2024
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
64.3KNew |
$4.36M - $5.19M
|
64.3K
$5.33M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
63.6K+ 19.64% |
$4.31M - $5.14M
|
388K
$32.1M
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
63K+ 41.73% |
$4.27M - $5.09M
|
214K
$17.7M
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
62.8K+ 93.45% |
$4.26M - $5.07M
|
130K
$10.8M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62.6KNew |
$4.24M - $5.05M
|
62.6K
$5.18M
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
61.8K+ 49.95% |
$4.19M - $4.99M
|
185K
$15.4M
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
60.5K+ 27.19% |
$4.1M - $4.88M
|
283K
$23.5M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.4K+ 20.93% |
$3.96M - $4.71M
|
337K
$27.9M
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
57.3KNew |
$3.88M - $4.62M
|
57.3K
$4.75M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.8K+ 2.08% |
$3.51M - $4.18M
|
2.54M
$211M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
49.6K+ 595.67% |
$3.36M - $4.01M
|
58K
$4.8M
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
48.5KNew |
$3.29M - $3.92M
|
48.5K
$4.02M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
47.6K+ 3.85% |
$3.23M - $3.84M
|
1.29M
$106M
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
47.5K+ 76.0% |
$3.22M - $3.84M
|
110K
$9.12M
|
|
Aug 14, 2024
Q2 2024
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
47.4K+ 113.44% |
$3.21M - $3.83M
|
89.2K
$7.39M
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
46.3K+ 4.27% |
$3.14M - $3.74M
|
1.13M
$93.6M
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
44.8KNew |
$3.04M - $3.62M
|
44.8K
$3.71M
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
43.7K+ 24.34% |
$2.96M - $3.53M
|
223K
$18.5M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.3K+ 0.39% |
$2.94M - $3.5M
|
11.1M
$923M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.3K+ 0.39% |
$2.94M - $3.5M
|
11.1M
$923M
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
43.1K+ 8.27% |
$2.92M - $3.48M
|
564K
$46.7M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 1.93% |
$2.75M - $3.27M
|
2.14M
$177M
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
40KNew |
$2.71M - $3.23M
|
40K
$3.31M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39.5KNew |
$2.67M - $3.19M
|
39.5K
$3.27M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
39.3K+ 21.57% |
$2.66M - $3.17M
|
221K
$18.3M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
38K+ 137.51% |
$2.57M - $3.07M
|
65.6K
$5.43M
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
37.9KNew |
$2.57M - $3.06M
|
37.9K
$3.14M
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
36.4K+ 6.69% |
$2.46M - $2.93M
|
580K
$48.1M
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
36.3K+ 14.23% |
$2.46M - $2.93M
|
292K
$24.2M
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
36.1K+ 16.28% |
$2.45M - $2.92M
|
258K
$21.4M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
36K+ 32.79% |
$2.44M - $2.9M
|
146K
$12.1M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
35KNew |
$2.37M - $2.83M
|
35K
$2.9M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34.7K+ 25.3% |
$2.35M - $2.8M
|
172K
$14.2M
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
34.1KNew |
$2.31M - $2.75M
|
34.1K
$2.82M
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
33.9K+ 4.04% |
$2.3M - $2.73M
|
872K
$72.2M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.1K+ 184.15% |
$2.24M - $2.67M
|
51K
$4.23M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.6K+ 10.08% |
$2.21M - $2.63M
|
356K
$29.5M
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
31.5K+ 28.81% |
$2.13M - $2.54M
|
141K
$11.7M
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
31.4KNew |
$2.13M - $2.54M
|
31.4K
$2.6M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.8K+ 25.91% |
$2.08M - $2.48M
|
149K
$12.4M
|