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
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6.66KNew |
$451K - $538K
|
6.66K
$558K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.59K+ 235.42% |
$447K - $532K
|
9.4K
$787K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.52K+ 0.65% |
$442K - $527K
|
1.01M
$85M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$441K - $525K
|
6.5K
$545K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.5K+ 58.56% |
$441K - $525K
|
17.6K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
6.44KNew |
$436K - $519K
|
6.44K
$539K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
6.25K+ 10.8% |
$423K - $504K
|
64.1K
$5.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.22K+ 1.68% |
$422K - $502K
|
377K
$31.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
6.22K+ 143.93% |
$421K - $502K
|
10.5K
$883K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.19K+ 2.34% |
$420K - $500K
|
271K
$22.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
6.19KNew |
$419K - $500K
|
6.19K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.15K+ 10.45% |
$417K - $496K
|
65K
$5.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
6.03KNew |
$409K - $487K
|
6.03K
$506K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.86KNew |
$397K - $473K
|
5.86K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.82K+ 37.43% |
$394K - $470K
|
21.4K
$1.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.81KNew |
$394K - $469K
|
5.81K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.78KNew |
$391K - $466K
|
5.78K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.76K+ 65.22% |
$390K - $465K
|
14.6K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.73K+ 14.01% |
$389K - $463K
|
46.7K
$3.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.59K+ 9.38% |
$379K - $451K
|
65.2K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.44K+ 6.13% |
$368K - $439K
|
94.1K
$7.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.41K+ 4.46% |
$367K - $437K
|
127K
$10.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.39K+ 68.92% |
$365K - $435K
|
13.2K
$1.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
5.39KNew |
$365K - $435K
|
5.39K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.38K+ 7.1% |
$365K - $434K
|
81.1K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.37K+ 14.06% |
$364K - $434K
|
43.6K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.37KNew |
$364K - $433K
|
5.37K
$450K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
5.35K+ 9.11% |
$363K - $432K
|
64.1K
$5.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.34KNew |
$362K - $431K
|
5.34K
$448K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.34KNew |
$362K - $431K
|
5.34K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.32KNew |
$360K - $429K
|
5.32K
$446K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
5.25K+ 106.13% |
$355K - $423K
|
10.2K
$854K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.2K+ 11.44% |
$352K - $420K
|
50.7K
$4.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
5.14KNew |
$348K - $415K
|
5.14K
$431K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.11K+ 7.3% |
$346K - $412K
|
75.1K
$6.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.04K+ 33.8% |
$341K - $406K
|
19.9K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 144.25% |
$338K - $403K
|
8.46K
$709K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.99K+ 40.12% |
$338K - $403K
|
17.4K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.93K+ 9.46% |
$334K - $398K
|
57K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.91KNew |
$333K - $396K
|
4.91K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.91KNew |
$333K - $396K
|
4.91K
$411K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.85KNew |
$329K - $391K
|
4.85K
$406K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.85K+ 7.2% |
$328K - $391K
|
72.2K
$6.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.82K+ 6.06% |
$326K - $389K
|
84.2K
$7.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 7.92% |
$325K - $387K
|
65.4K
$5.48M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.77KNew |
$323K - $385K
|
4.77K
$399K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.76K+ 67.51% |
$323K - $384K
|
11.8K
$990K
|
|
|
Jul 25, 2024
Q2 2024
|
Baillie Gifford & CO
|
BUY
|
- |
4.73K+ 27.03% |
$321K - $382K
|
22.2K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.67KNew |
$316K - $377K
|
4.67K
$391K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
4.65K+ 2.83% |
$315K - $375K
|
169K
$14.2M
|