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 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-804- 9.12% |
$54.5K - $64.9K
|
8.01K
$737K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-806- 6.26% |
$54.6K - $65.1K
|
12.1K
$1.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-808- 12.98% |
$54.8K - $65.2K
|
5.42K
$498K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-816- 7.29% |
$55.3K - $65.9K
|
10.4K
$954K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-817- 8.56% |
$55.4K - $65.9K
|
8.73K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-818- 3.79% |
$55.4K - $66K
|
20.7K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-825- 12.92% |
$55.9K - $66.6K
|
5.56K
$511K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-829- 3.94% |
$56.2K - $66.9K
|
20.2K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-835- 2.27% |
$56.6K - $67.4K
|
36K
$3.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-843- 6.65% |
$57.1K - $68K
|
11.8K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-866- 13.81% |
$58.7K - $69.9K
|
5.4K
$497K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-867- 0.22% |
$58.8K - $70K
|
392K
$36.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Nepsis Inc.
|
SELL
|
- |
-878- 2.08% |
$59.5K - $70.9K
|
41.3K
$3.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-892- 15.91% |
$60.5K - $72K
|
4.71K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-894- 3.48% |
$60.6K - $72.2K
|
24.8K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-894- 1.91% |
$60.6K - $72.2K
|
45.8K
$4.21M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-896- 1.29% |
$60.7K - $72.3K
|
68.7K
$6.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-907- 10.6% |
$61.5K - $73.2K
|
7.65K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-951- 34.39% |
$64.4K - $76.8K
|
1.81K
$167K
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-961- 6.53% |
$65.1K - $77.6K
|
13.8K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-965- 3.26% |
$65.4K - $77.9K
|
28.6K
$2.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-969- 12.98% |
$65.7K - $78.2K
|
6.5K
$597K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-969- 7.3% |
$65.7K - $78.2K
|
12.3K
$1.13M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-981- 13.49% |
$66.5K - $79.2K
|
6.29K
$579K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-990- 3.3% |
$67.1K - $79.9K
|
29K
$2.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-990- 20.21% |
$67.1K - $79.9K
|
3.91K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-997- 7.04% |
$67.6K - $80.5K
|
13.2K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1K- 23.55% |
$67.8K - $80.7K
|
3.25K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1K- 7.25% |
$67.9K - $80.9K
|
12.8K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.01K- 2.99% |
$68.1K - $81.1K
|
32.7K
$3M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.02K- 20.9% |
$69K - $82.2K
|
3.85K
$354K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.02K- 5.4% |
$69.1K - $82.3K
|
17.9K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 15.19% |
$69.2K - $82.4K
|
5.7K
$524K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.03K- 8.33% |
$69.8K - $83.1K
|
11.3K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 3.67% |
$71.3K - $84.9K
|
27.6K
$2.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.06K- 25.6% |
$71.8K - $85.5K
|
3.08K
$283K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.06K- 24.79% |
$72.1K - $85.9K
|
3.23K
$297K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.07K- 20.53% |
$72.5K - $86.4K
|
4.14K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.08K- 25.47% |
$73.1K - $87.1K
|
3.16K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.1K- 9.7% |
$74.2K - $88.4K
|
10.2K
$937K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.11K- 18.46% |
$74.9K - $89.2K
|
4.88K
$449K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.11K- 1.73% |
$74.9K - $89.2K
|
62.8K
$5.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.13K- 5.67% |
$76.2K - $90.8K
|
18.7K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.14K- 35.65% |
$77.3K - $92.1K
|
2.06K
$189K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.15K- 14.34% |
$78K - $92.9K
|
6.88K
$632K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.17K- 4.36% |
$79K - $94.1K
|
25.5K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.18K- 4.38% |
$80.2K - $95.6K
|
25.9K
$2.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.19K- 98.75% |
$80.5K - $95.9K
|
15
$1.38K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.19K- 1.82% |
$80.9K - $96.4K
|
64.3K
$5.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.2K- 25.18% |
$81.3K - $96.9K
|
3.57K
$328K
|