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 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.83K- 4.17% |
$259K - $309K
|
87.9K
$7.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.91K- 2.0% |
$265K - $315K
|
191K
$16M
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-3.92K- 43.7% |
$266K - $317K
|
5.06K
$424K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.95K- 12.91% |
$268K - $319K
|
26.6K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.96K- 4.6% |
$269K - $320K
|
82.2K
$6.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.98K- 5.61% |
$270K - $321K
|
67K
$5.61M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4KClosed |
$271K - $323K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.06K- 9.39% |
$275K - $328K
|
39.2K
$3.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.21K- 1.44% |
$285K - $340K
|
288K
$24.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.36K- 0.41% |
$296K - $352K
|
1.05M
$88.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-4.5K- 13.44% |
$305K - $363K
|
29K
$2.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.55K- 4.38% |
$308K - $367K
|
99.1K
$8.31M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.59K- 2.77% |
$311K - $371K
|
161K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-4.61K- 40.23% |
$313K - $372K
|
6.85K
$574K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.92K- 6.25% |
$333K - $397K
|
73.7K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.05K- 45.98% |
$342K - $407K
|
5.93K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.05K- 3.23% |
$342K - $408K
|
151K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.1K- 3.57% |
$346K - $412K
|
138K
$11.6M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.25K- 29.03% |
$355K - $423K
|
12.8K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-5.27K- 4.5% |
$357K - $426K
|
112K
$9.37M
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.49K- 2.85% |
$372K - $443K
|
187K
$15.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5.5K- 4.7% |
$373K - $444K
|
112K
$9.34M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-5.52K- 13.63% |
$374K - $445K
|
35K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-5.96K- 2.52% |
$404K - $481K
|
230K
$19.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.07K- 5.46% |
$411K - $490K
|
105K
$8.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-6.08K- 49.89% |
$412K - $490K
|
6.1K
$511K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.2K- 1.16% |
$420K - $500K
|
529K
$44.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-6.81K- 8.97% |
$461K - $550K
|
69.1K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-6.86K- 5.47% |
$465K - $554K
|
119K
$9.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-7.11K- 2.01% |
$482K - $574K
|
347K
$29.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.19K- 1.18% |
$487K - $580K
|
602K
$50.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-7.24K- 3.39% |
$491K - $585K
|
207K
$17.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-7.32K- 10.53% |
$496K - $591K
|
62.2K
$5.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.45K- 47.48% |
$505K - $601K
|
8.24K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-7.5K- 6.62% |
$508K - $605K
|
106K
$8.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-7.62K- 11.36% |
$516K - $615K
|
59.5K
$4.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.8K- 8.88% |
$529K - $630K
|
80K
$6.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.01K- 38.26% |
$543K - $647K
|
12.9K
$1.08M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.2K- 2.27% |
$556K - $662K
|
353K
$29.5M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-8.25K- 13.83% |
$559K - $666K
|
51.4K
$4.31M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.45K- 0.66% |
$573K - $682K
|
1.27M
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-8.5K- 4.5% |
$576K - $686K
|
180K
$15.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.97K- 1.3% |
$608K - $724K
|
681K
$57M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.92K- 80.87% |
$672K - $800K
|
2.35K
$197K
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-10K- 71.89% |
$678K - $807K
|
3.91K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-10K- 40.37% |
$680K - $810K
|
14.8K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.3K- 25.49% |
$695K - $828K
|
30K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.3KClosed |
$696K - $829K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-10.3K- 2.9% |
$700K - $833K
|
346K
$29M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-10.3K- 2.12% |
$701K - $835K
|
477K
$40M
|