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 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-38- 0.5% |
$2.58K - $3.07K
|
7.56K
$642K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-40- 7.01% |
$2.71K - $3.23K
|
531
$45.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-40- 4.34% |
$2.71K - $3.23K
|
882
$74.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-41- 7.0% |
$2.78K - $3.31K
|
545
$46.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-42- 1.18% |
$2.85K - $3.39K
|
3.5K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-42- 2.83% |
$2.85K - $3.39K
|
1.44K
$123K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-43- 1.15% |
$2.91K - $3.47K
|
3.7K
$314K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-43- 0.86% |
$2.91K - $3.47K
|
4.95K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44- 0.02% |
$2.98K - $3.55K
|
278K
$23.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-45- 1.06% |
$3.05K - $3.63K
|
4.2K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-45- 0.93% |
$3.05K - $3.63K
|
4.79K
$406K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-47- 1.38% |
$3.19K - $3.79K
|
3.35K
$284K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-49- 0.69% |
$3.32K - $3.95K
|
7.03K
$597K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-50- 6.53% |
$3.39K - $4.04K
|
716
$60.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-50- 7.69% |
$3.39K - $4.04K
|
600
$51K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 7.37% |
$3.39K - $4.04K
|
628
$53.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-50- 0.08% |
$3.39K - $4.04K
|
61.9K
$5.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.77% |
$3.39K - $4.04K
|
6.48K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-50- 2.86% |
$3.39K - $4.04K
|
1.7K
$144K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-51- 1.0% |
$3.46K - $4.12K
|
5.06K
$430K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-52- 1.26% |
$3.52K - $4.2K
|
4.07K
$346K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-53- 0.97% |
$3.59K - $4.28K
|
5.41K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-53- 0.94% |
$3.59K - $4.28K
|
5.57K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-55- 0.28% |
$3.73K - $4.44K
|
19.8K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-59- 0.44% |
$4K - $4.76K
|
13.2K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-59- 6.75% |
$4K - $4.76K
|
815
$69.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-61- 0.37% |
$4.13K - $4.92K
|
16.4K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-63- 2.58% |
$4.27K - $5.08K
|
2.38K
$202K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-66- 0.58% |
$4.47K - $5.33K
|
11.3K
$959K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-66- 1.11% |
$4.47K - $5.33K
|
5.89K
$500K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-69- 24.38% |
$4.68K - $5.57K
|
214
$18.2K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-70- 0.79% |
$4.74K - $5.65K
|
8.83K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-72- 2.47% |
$4.88K - $5.81K
|
2.84K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-75- 1.25% |
$5.08K - $6.05K
|
5.91K
$502K
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-76- 2.05% |
$5.15K - $6.13K
|
3.63K
$309K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-77- 22.78% |
$5.22K - $6.21K
|
261
$22.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-78- 0.68% |
$5.29K - $6.3K
|
11.4K
$971K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-80- 0.43% |
$5.42K - $6.46K
|
18.5K
$1.57M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-81- 1.85% |
$5.49K - $6.54K
|
4.31K
$366K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-81- 0.8% |
$5.49K - $6.54K
|
10.1K
$855K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-83- 0.35% |
$5.62K - $6.7K
|
23.8K
$2.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-84- 2.77% |
$5.69K - $6.78K
|
2.95K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-87- 2.06% |
$5.9K - $7.02K
|
4.14K
$351K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-89- 0.75% |
$6.03K - $7.18K
|
11.8K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-90- 0.57% |
$6.1K - $7.26K
|
15.6K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-96- 1.62% |
$6.51K - $7.75K
|
5.84K
$496K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-98- 2.58% |
$6.64K - $7.91K
|
3.71K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-98- 7.26% |
$6.64K - $7.91K
|
1.25K
$106K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-99- 2.89% |
$6.71K - $7.99K
|
3.33K
$283K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-100- 0.31% |
$6.78K - $8.07K
|
31.8K
$2.7M
|