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
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 8.26% |
$314K - $374K
|
60.8K
$5.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.57K+ 79.59% |
$309K - $368K
|
10.3K
$863K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.52K+ 11.01% |
$306K - $364K
|
45.5K
$3.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.46KNew |
$302K - $360K
|
4.46K
$374K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.43K+ 7.57% |
$300K - $358K
|
62.9K
$5.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.41K+ 24.58% |
$299K - $356K
|
22.4K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.4KNew |
$298K - $355K
|
4.4K
$369K
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
4.38K+ 2.05% |
$297K - $354K
|
218K
$18.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
4.37K+ 27.06% |
$296K - $352K
|
20.5K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.31K+ 2.9% |
$292K - $348K
|
153K
$12.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.29KNew |
$291K - $346K
|
4.29K
$360K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
4.21KNew |
$285K - $339K
|
4.21K
$352K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4.19KNew |
$284K - $338K
|
4.19K
$351K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.16K+ 0.75% |
$282K - $336K
|
558K
$46.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.1K+ 56.12% |
$278K - $331K
|
11.4K
$955K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.07K+ 50.58% |
$276K - $329K
|
12.1K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.03K+ 19.79% |
$273K - $325K
|
24.4K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4KNew |
$271K - $323K
|
4K
$335K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4K+ 101.57% |
$271K - $323K
|
7.94K
$665K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4K+ 4.46% |
$271K - $322K
|
93.5K
$7.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.99K+ 26.73% |
$270K - $322K
|
18.9K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.93KNew |
$266K - $317K
|
3.93K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.91K+ 330.49% |
$265K - $316K
|
5.1K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.91K+ 5.89% |
$265K - $315K
|
70.2K
$5.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.87KNew |
$262K - $312K
|
3.87K
$324K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.86KNew |
$262K - $311K
|
3.86K
$323K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.85KNew |
$261K - $311K
|
3.85K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
3.84K+ 3.01% |
$260K - $310K
|
132K
$11M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.83KNew |
$259K - $309K
|
3.83K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.82KNew |
$259K - $309K
|
3.82K
$320K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.78K+ 43.04% |
$256K - $305K
|
12.6K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.78KNew |
$256K - $305K
|
3.78K
$316K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.77K+ 8.44% |
$256K - $304K
|
48.4K
$4.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.77K+ 116.3% |
$255K - $304K
|
7.01K
$587K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.61K+ 42.13% |
$245K - $291K
|
12.2K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.58K+ 141.65% |
$242K - $289K
|
6.1K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.57KNew |
$242K - $288K
|
3.57K
$299K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
3.51K+ 96.48% |
$238K - $283K
|
7.14K
$598K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.48KNew |
$236K - $281K
|
3.48K
$292K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.47K+ 32.54% |
$235K - $280K
|
14.1K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.44K+ 5.57% |
$233K - $277K
|
65.2K
$5.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.39KNew |
$230K - $273K
|
3.39K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
3.37K+ 1.55% |
$228K - $272K
|
221K
$18.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.32K+ 1.06% |
$225K - $268K
|
316K
$26.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.3KNew |
$224K - $267K
|
3.3K
$277K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.29K+ 13.61% |
$223K - $266K
|
27.5K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.27K+ 2.6% |
$221K - $264K
|
129K
$10.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 9.0% |
$221K - $264K
|
39.6K
$3.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.26K+ 5.06% |
$221K - $263K
|
67.7K
$5.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.26K+ 17.0% |
$221K - $263K
|
22.4K
$1.88M
|