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
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.01K- 38.26% |
$543K - $647K
|
12.9K
$1.19M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.2K- 2.27% |
$556K - $662K
|
353K
$32.4M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-8.25K- 13.83% |
$559K - $666K
|
51.4K
$4.73M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.45K- 0.66% |
$573K - $682K
|
1.27M
$117M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-8.5K- 4.5% |
$576K - $686K
|
180K
$16.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.97K- 1.3% |
$608K - $724K
|
681K
$62.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.92K- 80.87% |
$672K - $800K
|
2.35K
$216K
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-10K- 71.89% |
$678K - $807K
|
3.91K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-10K- 40.37% |
$680K - $810K
|
14.8K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.3K- 25.49% |
$695K - $828K
|
30K
$2.76M
|
|
|
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
$31.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-10.3K- 2.12% |
$701K - $835K
|
477K
$43.8M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11K- 53.56% |
$745K - $887K
|
9.53K
$876K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.3K- 12.68% |
$768K - $914K
|
78K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.9K- 3.44% |
$805K - $959K
|
333K
$30.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12K- 2.76% |
$813K - $968K
|
423K
$38.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.6K- 17.78% |
$851K - $1.01M
|
58.1K
$5.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-12.7K- 1.33% |
$862K - $1.03M
|
946K
$87M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-12.9K- 52.99% |
$873K - $1.04M
|
11.4K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.9K- 4.04% |
$876K - $1.04M
|
307K
$28.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-13.1K- 4.72% |
$887K - $1.06M
|
264K
$24.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.6K- 2.56% |
$921K - $1.1M
|
518K
$47.6M
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-13.6K- 10.05% |
$924K - $1.1M
|
122K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-14.1K- 76.86% |
$953K - $1.13M
|
4.23K
$389K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-14.6K- 12.03% |
$990K - $1.18M
|
107K
$9.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-14.9K- 50.0% |
$1.01M - $1.2M
|
14.9K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15K- 0.02% |
$1.02M - $1.21M
|
77.7M
$7.14B
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-15.5K- 26.54% |
$1.05M - $1.25M
|
43K
$3.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-15.8K- 11.52% |
$1.07M - $1.27M
|
121K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-15.9K- 1.3% |
$1.08M - $1.28M
|
1.2M
$111M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-16.6K- 17.0% |
$1.12M - $1.34M
|
80.8K
$7.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-16.7K- 1.47% |
$1.13M - $1.35M
|
1.12M
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-16.8K- 3.83% |
$1.14M - $1.36M
|
422K
$38.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 1.79% |
$1.15M - $1.37M
|
927K
$85.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-17.5K- 3.91% |
$1.19M - $1.41M
|
430K
$39.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-17.6K- 10.95% |
$1.19M - $1.42M
|
143K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.1K- 5.35% |
$1.23M - $1.46M
|
320K
$29.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-18.2K- 0.97% |
$1.23M - $1.47M
|
1.85M
$171M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-18.9K- 12.02% |
$1.28M - $1.53M
|
138K
$12.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-19.3K- 3.86% |
$1.3M - $1.55M
|
480K
$44.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-20K- 41.23% |
$1.36M - $1.61M
|
28.5K
$2.62M
|
|
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-20.6K- 4.47% |
$1.4M - $1.67M
|
441K
$40.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-21K- 68.57% |
$1.42M - $1.69M
|
9.62K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-21.7K- 15.38% |
$1.47M - $1.75M
|
119K
$11M
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-21.8K- 53.76% |
$1.48M - $1.76M
|
18.7K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-21.8K- 9.3% |
$1.48M - $1.76M
|
213K
$19.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21.9K- 33.1% |
$1.49M - $1.77M
|
44.3K
$4.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-22K- 4.21% |
$1.49M - $1.77M
|
501K
$46M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-22.9K- 15.9% |
$1.55M - $1.85M
|
121K
$11.1M
|