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 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.22KNew |
$218K - $260K
|
3.22K
$270K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
3.19K+ 11.87% |
$216K - $257K
|
30K
$2.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
3.18K+ 7.46% |
$216K - $257K
|
45.8K
$3.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.16KNew |
$214K - $255K
|
3.16K
$265K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.16K+ 11.44% |
$214K - $255K
|
30.8K
$2.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.16KNew |
$214K - $255K
|
3.16K
$264K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.14K+ 21.23% |
$213K - $253K
|
17.9K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3.12KNew |
$211K - $252K
|
3.12K
$261K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.1KNew |
$210K - $250K
|
3.1K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.1K+ 8.99% |
$210K - $250K
|
37.5K
$3.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.09K+ 2.55% |
$210K - $250K
|
124K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.06KNew |
$207K - $247K
|
3.06K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.06KNew |
$207K - $247K
|
3.06K
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.03K+ 2.9% |
$206K - $245K
|
108K
$9.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3KNew |
$203K - $242K
|
3K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3K+ 31.61% |
$203K - $242K
|
12.5K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.99KNew |
$203K - $242K
|
2.99K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.96KNew |
$200K - $239K
|
2.96K
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.95K+ 8.31% |
$200K - $238K
|
38.4K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.93KNew |
$198K - $236K
|
2.93K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.92KNew |
$198K - $236K
|
2.92K
$245K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.92K+ 6.32% |
$198K - $236K
|
49.1K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.91KNew |
$197K - $235K
|
2.91K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.9K+ 9.17% |
$197K - $234K
|
34.5K
$2.89M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.9K+ 34.98% |
$196K - $234K
|
11.2K
$936K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.89K+ 51.14% |
$196K - $233K
|
8.53K
$714K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.87KNew |
$195K - $232K
|
2.87K
$241K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2.85KNew |
$193K - $230K
|
2.85K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.84KNew |
$192K - $229K
|
2.84K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.83K+ 2.69% |
$192K - $229K
|
108K
$9.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.82KNew |
$191K - $228K
|
2.82K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.82K+ 14.85% |
$191K - $227K
|
21.8K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.81KNew |
$191K - $227K
|
2.81K
$236K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.81KNew |
$190K - $227K
|
2.81K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$190K - $226K
|
2.8K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.8K+ 85.24% |
$190K - $226K
|
6.09K
$510K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.8KNew |
$189K - $226K
|
2.8K
$234K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.79K+ 71.5% |
$189K - $225K
|
6.7K
$561K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.78KNew |
$188K - $224K
|
2.78K
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.77KNew |
$188K - $224K
|
2.77K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.76K+ 14.24% |
$187K - $223K
|
22.1K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.75KNew |
$186K - $222K
|
2.75K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.75KNew |
$186K - $222K
|
2.75K
$230K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.74KNew |
$186K - $221K
|
2.74K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.73KNew |
$185K - $220K
|
2.73K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.73K+ 90.72% |
$185K - $220K
|
5.74K
$481K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.73KNew |
$185K - $220K
|
2.73K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.72KNew |
$184K - $219K
|
2.72K
$227K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.72KNew |
$184K - $219K
|
2.72K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$183K - $218K
|
2.71K
$227K
|