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 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-260- 0.91% |
$17.6K - $21K
|
28.3K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-264- 7.29% |
$17.9K - $21.3K
|
3.36K
$285K
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-266- 6.73% |
$18K - $21.5K
|
3.68K
$313K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-269- 1.48% |
$18.2K - $21.7K
|
17.9K
$1.52M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-271- 0.49% |
$18.4K - $21.9K
|
54.8K
$4.65M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-273- 2.64% |
$18.5K - $22K
|
10.1K
$854K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-273- 1.94% |
$18.5K - $22K
|
13.8K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-274- 2.31% |
$18.6K - $22.1K
|
11.6K
$983K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-283- 0.37% |
$19.2K - $22.8K
|
76K
$6.46M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-284- 4.72% |
$19.2K - $22.9K
|
5.73K
$487K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-284- 3.17% |
$19.2K - $22.9K
|
8.67K
$736K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-290- 2.06% |
$19.7K - $23.4K
|
13.8K
$1.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-292- 0.86% |
$19.8K - $23.6K
|
33.7K
$2.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-295- 3.42% |
$20K - $23.8K
|
8.34K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-295- 0.95% |
$20K - $23.8K
|
30.9K
$2.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 4.79% |
$20.2K - $24.1K
|
5.92K
$503K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-300- 3.75% |
$20.3K - $24.2K
|
7.71K
$655K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-300- 6.19% |
$20.3K - $24.2K
|
4.55K
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-300- 6.84% |
$20.3K - $24.2K
|
4.08K
$347K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 1.52% |
$20.3K - $24.2K
|
19.4K
$1.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 3.73% |
$20.3K - $24.2K
|
7.75K
$658K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-300- 9.6% |
$20.3K - $24.2K
|
2.83K
$240K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-305- 4.32% |
$20.7K - $24.6K
|
6.76K
$574K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-312- 6.01% |
$21.1K - $25.2K
|
4.88K
$414K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-313- 0.68% |
$21.2K - $25.3K
|
45.4K
$3.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-326- 0.84% |
$22.1K - $26.3K
|
38.5K
$3.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-328- 0.64% |
$22.2K - $26.5K
|
50.6K
$4.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-329- 3.0% |
$22.3K - $26.6K
|
10.6K
$904K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-340- 7.55% |
$23K - $27.4K
|
4.16K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-342- 0.45% |
$23.2K - $27.6K
|
75.1K
$6.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-345- 9.55% |
$23.4K - $27.8K
|
3.27K
$277K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-346- 0.4% |
$23.4K - $27.9K
|
86.8K
$7.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-347- 1.2% |
$23.5K - $28K
|
28.5K
$2.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-352- 7.55% |
$23.9K - $28.4K
|
4.31K
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-352- 2.41% |
$23.9K - $28.4K
|
14.3K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-354- 15.4% |
$24K - $28.6K
|
1.95K
$165K
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-355- 4.08% |
$24.1K - $28.7K
|
8.35K
$709K
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-359- 10.1% |
$24.3K - $29K
|
3.2K
$271K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-359- 7.22% |
$24.3K - $29K
|
4.61K
$392K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-360- 0.24% |
$24.4K - $29.1K
|
151K
$12.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-363- 0.51% |
$24.6K - $29.3K
|
70.1K
$5.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-364- 2.56% |
$24.7K - $29.4K
|
13.8K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-364- 3.73% |
$24.7K - $29.4K
|
9.4K
$798K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-365- 3.4% |
$24.7K - $29.5K
|
10.4K
$880K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-375- 7.39% |
$25.4K - $30.3K
|
4.7K
$399K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-380- 1.45% |
$25.8K - $30.7K
|
25.8K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-388- 24.07% |
$26.3K - $31.3K
|
1.22K
$104K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-390- 7.22% |
$26.4K - $31.5K
|
5.01K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-390- 5.7% |
$26.4K - $31.5K
|
6.45K
$548K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-391- 0.89% |
$26.5K - $31.6K
|
43.4K
$3.69M
|