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 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-391- 3.05% |
$26.5K - $31.6K
|
12.4K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-393- 1.18% |
$26.6K - $31.7K
|
32.9K
$2.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-397- 5.75% |
$26.9K - $32K
|
6.5K
$552K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-400- 14.22% |
$27.1K - $32.3K
|
2.41K
$205K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-401- 2.94% |
$27.2K - $32.4K
|
13.3K
$1.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-401- 0.15% |
$27.2K - $32.4K
|
265K
$22.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-404- 2.9% |
$27.4K - $32.6K
|
13.5K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-415- 1.33% |
$28.1K - $33.5K
|
30.7K
$2.61M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-417- 10.78% |
$28.3K - $33.7K
|
3.45K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-418- 0.63% |
$28.3K - $33.7K
|
66K
$5.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-425- 1.99% |
$28.8K - $34.3K
|
21K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-426- 2.3% |
$28.9K - $34.4K
|
18.1K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-428- 0.52% |
$29K - $34.5K
|
82.4K
$7M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-430- 1.77% |
$29.1K - $34.7K
|
23.8K
$2.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-433- 1.2% |
$29.3K - $34.9K
|
35.7K
$3.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-437- 2.39% |
$29.6K - $35.3K
|
17.9K
$1.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-440- 12.01% |
$29.8K - $35.5K
|
3.22K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-445- 12.13% |
$30.2K - $35.9K
|
3.22K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-450- 2.43% |
$30.5K - $36.3K
|
18.1K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-450- 4.18% |
$30.5K - $36.3K
|
10.3K
$876K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-454- 13.2% |
$30.8K - $36.6K
|
2.99K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-468- 4.36% |
$31.7K - $37.8K
|
10.3K
$872K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-471- 3.49% |
$31.9K - $38K
|
13K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-472- 3.62% |
$32K - $38.1K
|
12.6K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-480- 5.22% |
$32.5K - $38.7K
|
8.72K
$741K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-490- 0.88% |
$33.2K - $39.5K
|
55.3K
$4.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-491- 2.85% |
$33.3K - $39.6K
|
16.8K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-498- 7.82% |
$33.7K - $40.2K
|
5.87K
$499K
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-500- 0.54% |
$33.9K - $40.4K
|
92K
$7.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-502- 1.22% |
$34K - $40.5K
|
40.7K
$3.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-504- 5.23% |
$34.2K - $40.7K
|
9.13K
$776K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-504- 0.65% |
$34.2K - $40.7K
|
76.6K
$6.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-523- 4.29% |
$35.4K - $42.2K
|
11.7K
$991K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-523- 6.43% |
$35.4K - $42.2K
|
7.61K
$646K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-528- 1.43% |
$35.8K - $42.6K
|
36.3K
$3.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-529- 4.12% |
$35.9K - $42.7K
|
12.3K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-533- 0.36% |
$36.1K - $43K
|
146K
$12.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-535- 1.36% |
$36.3K - $43.2K
|
38.9K
$3.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-541- 0.59% |
$36.7K - $43.7K
|
91K
$7.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-541- 7.8% |
$36.7K - $43.7K
|
6.4K
$543K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-545- 6.15% |
$36.9K - $44K
|
8.32K
$707K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-546- 4.85% |
$37K - $44.1K
|
10.7K
$910K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-554- 17.45% |
$37.5K - $44.7K
|
2.62K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-556- 4.9% |
$37.7K - $44.9K
|
10.8K
$917K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-562- 0.59% |
$38.1K - $45.4K
|
94.1K
$7.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-565- 1.94% |
$38.3K - $45.6K
|
28.5K
$2.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-567- 12.12% |
$38.4K - $45.8K
|
4.11K
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-570- 8.02% |
$38.6K - $46K
|
6.54K
$555K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-572- 0.92% |
$38.8K - $46.2K
|
61.6K
$5.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-583- 1.05% |
$39.5K - $47.1K
|
54.8K
$4.65M
|