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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.8K+ 25.91% |
$2.08M - $2.48M
|
149K
$13.7M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30.4K+ 55.07% |
$2.06M - $2.46M
|
85.7K
$7.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
28.2KNew |
$1.91M - $2.28M
|
28.2K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
28.2KNew |
$1.91M - $2.28M
|
28.2K
$2.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.9K+ 8.5% |
$1.89M - $2.26M
|
357K
$32.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
27.7KNew |
$1.88M - $2.23M
|
27.7K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
27.6KNew |
$1.87M - $2.23M
|
27.6K
$2.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
27.4K+ 49.41% |
$1.86M - $2.21M
|
82.8K
$7.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
27.2K+ 96.7% |
$1.85M - $2.2M
|
55.4K
$5.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.1K+ 54.28% |
$1.84M - $2.19M
|
77.2K
$7.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
26.7KNew |
$1.81M - $2.15M
|
26.7K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
26.5KNew |
$1.8M - $2.14M
|
26.5K
$2.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.8K+ 149.51% |
$1.75M - $2.08M
|
43.1K
$3.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
25.8KNew |
$1.75M - $2.08M
|
25.8K
$2.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
24.9K+ 16.39% |
$1.69M - $2.01M
|
177K
$16.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24.8K+ 161.94% |
$1.68M - $2M
|
40.1K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
24.8KNew |
$1.68M - $2M
|
24.8K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24.5KNew |
$1.66M - $1.98M
|
24.5K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
23.5KNew |
$1.59M - $1.89M
|
23.5K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
23.1K+ 43.54% |
$1.56M - $1.86M
|
76K
$6.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
22.7K+ 8.3% |
$1.54M - $1.83M
|
296K
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.8K+ 230.21% |
$1.41M - $1.68M
|
29.9K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
19.7K+ 48.37% |
$1.33M - $1.59M
|
60.4K
$5.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
19.2KNew |
$1.3M - $1.55M
|
19.2K
$1.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$1.25M - $1.49M
|
18.5K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
18.3K+ 0.86% |
$1.24M - $1.48M
|
2.14M
$197M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
18K+ 13.97% |
$1.22M - $1.46M
|
147K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
18K+ 31603.51% |
$1.22M - $1.45M
|
18.1K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.2K+ 13.71% |
$1.17M - $1.39M
|
143K
$13.1M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
17KNew |
$1.15M - $1.37M
|
17K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
16.5K+ 8.58% |
$1.12M - $1.33M
|
208K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16.3K+ 120.38% |
$1.1M - $1.31M
|
29.8K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.8K+ 19.85% |
$1.07M - $1.28M
|
95.5K
$8.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.4K+ 6.51% |
$1.04M - $1.24M
|
251K
$23.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
15.3KNew |
$1.03M - $1.23M
|
15.3K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
15.1K+ 1.03% |
$1.02M - $1.22M
|
1.48M
$136M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.9K+ 1946.35% |
$1.01M - $1.21M
|
15.7K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
14.8K+ 7.78% |
$1M - $1.19M
|
204K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
14.6K+ 10.16% |
$993K - $1.18M
|
159K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.5K+ 166.46% |
$982K - $1.17M
|
23.2K
$2.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.4K+ 8.48% |
$976K - $1.16M
|
184K
$16.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14K+ 1.06% |
$952K - $1.13M
|
1.34M
$124M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14K+ 3.97% |
$949K - $1.13M
|
366K
$33.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.7KNew |
$926K - $1.1M
|
13.7K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
13.6K+ 5.62% |
$924K - $1.1M
|
256K
$23.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
13.3KNew |
$901K - $1.07M
|
13.3K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
12.9K+ 47.22% |
$877K - $1.05M
|
40.4K
$3.71M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6K+ 6.25% |
$851K - $1.01M
|
213K
$19.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.6KNew |
$851K - $1.01M
|
12.6K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 13.53% |
$789K - $940K
|
97.7K
$8.98M
|