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 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-161- 1.82% |
$10.9K - $13K
|
8.68K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-163- 0.91% |
$11K - $13.2K
|
17.8K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-163- 1.83% |
$11K - $13.2K
|
8.73K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-169- 4.79% |
$11.5K - $13.6K
|
3.36K
$285K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-169- 0.09% |
$11.5K - $13.6K
|
196K
$16.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-170- 0.76% |
$11.5K - $13.7K
|
22.1K
$1.88M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-174- 1.84% |
$11.8K - $14K
|
9.27K
$787K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-174- 4.63% |
$11.8K - $14K
|
3.59K
$305K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-176- 4.27% |
$11.9K - $14.2K
|
3.95K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-178- 3.69% |
$12.1K - $14.4K
|
4.65K
$395K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-179- 2.96% |
$12.1K - $14.4K
|
5.88K
$499K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-180- 0.49% |
$12.2K - $14.5K
|
36.6K
$3.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-181- 2.94% |
$12.3K - $14.6K
|
5.97K
$507K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-185- 3.64% |
$12.5K - $14.9K
|
4.9K
$416K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-187- 1.34% |
$12.7K - $15.1K
|
13.7K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-190- 4.53% |
$12.9K - $15.3K
|
4.01K
$340K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-192- 1.69% |
$13K - $15.5K
|
11.1K
$947K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-198- 0.33% |
$13.4K - $16K
|
59.7K
$5.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-200- 2.09% |
$13.6K - $16.1K
|
9.39K
$797K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 6.0% |
$13.6K - $16.1K
|
3.13K
$266K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-201- 28.67% |
$13.6K - $16.2K
|
500
$42.5K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-202- 2.47% |
$13.7K - $16.3K
|
7.98K
$678K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-202- 6.32% |
$13.7K - $16.3K
|
2.99K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-204- 2.91% |
$13.8K - $16.5K
|
6.82K
$579K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-206- 3.78% |
$14K - $16.6K
|
5.24K
$445K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-211- 1.99% |
$14.3K - $17K
|
10.4K
$882K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-215- 1.84% |
$14.6K - $17.4K
|
11.5K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-215- 27.92% |
$14.6K - $17.4K
|
555
$47.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-219- 1.45% |
$14.8K - $17.7K
|
14.9K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-223- 2.18% |
$15.1K - $18K
|
10K
$851K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-225- 1.15% |
$15.2K - $18.2K
|
19.3K
$1.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-227- 20.88% |
$15.4K - $18.3K
|
860
$73K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-228- 1.01% |
$15.5K - $18.4K
|
22.3K
$1.89M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-230- 6.12% |
$15.6K - $18.6K
|
3.53K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-231- 0.92% |
$15.7K - $18.6K
|
24.9K
$2.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-232- 3.7% |
$15.7K - $18.7K
|
6.03K
$512K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-237- 7.06% |
$16.1K - $19.1K
|
3.12K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-241- 4.3% |
$16.3K - $19.5K
|
5.36K
$455K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-242- 1.81% |
$16.4K - $19.5K
|
13.1K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-243- 1.72% |
$16.5K - $19.6K
|
13.9K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-245- 1.87% |
$16.6K - $19.8K
|
12.8K
$1.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
SELL
|
- |
-245- 0.26% |
$16.6K - $19.8K
|
93.9K
$7.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-245- 0.47% |
$16.6K - $19.8K
|
51.8K
$4.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-247- 17.28% |
$16.7K - $19.9K
|
1.18K
$100K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-247- 1.53% |
$16.7K - $19.9K
|
15.8K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-248- 0.51% |
$16.8K - $20K
|
48.1K
$4.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-250- 0.92% |
$16.9K - $20.2K
|
26.9K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-250- 3.96% |
$16.9K - $20.2K
|
6.07K
$516K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-252- 5.11% |
$17.1K - $20.3K
|
4.68K
$397K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-255- 2.38% |
$17.3K - $20.6K
|
10.5K
$890K
|