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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.7KNew |
$183K - $218K
|
2.7K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.7KNew |
$183K - $218K
|
2.7K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.7K+ 94.57% |
$183K - $218K
|
5.55K
$460K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.69KNew |
$183K - $217K
|
2.69K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.69KNew |
$183K - $217K
|
2.69K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
2.69KNew |
$183K - $217K
|
2.69K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2.69KNew |
$182K - $217K
|
2.69K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.68KNew |
$181K - $216K
|
2.68K
$222K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.67K+ 16.44% |
$181K - $215K
|
18.9K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.66K+ 3.78% |
$180K - $215K
|
73.1K
$6.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.66KNew |
$180K - $214K
|
2.66K
$220K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
2.65KNew |
$180K - $214K
|
2.65K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.65K+ 21.59% |
$180K - $214K
|
14.9K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
2.65KNew |
$180K - $214K
|
2.65K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.65KNew |
$180K - $214K
|
2.65K
$219K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.65K+ 6.34% |
$180K - $214K
|
44.5K
$3.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.64KNew |
$179K - $213K
|
2.64K
$219K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.64KNew |
$179K - $213K
|
2.64K
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.62KNew |
$178K - $212K
|
2.62K
$217K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.62KNew |
$177K - $211K
|
2.62K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.61KNew |
$177K - $211K
|
2.61K
$216K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.6KNew |
$176K - $210K
|
2.6K
$215K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
2.6KNew |
$176K - $210K
|
2.6K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
2.59KNew |
$176K - $209K
|
2.59K
$215K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.59KNew |
$176K - $209K
|
2.59K
$215K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.58KNew |
$175K - $208K
|
2.58K
$214K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 62.27% |
$174K - $208K
|
6.71K
$555K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
2.56K+ 0.57% |
$173K - $206K
|
451K
$37.4M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.55KNew |
$172K - $205K
|
2.55K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.54K+ 15.35% |
$172K - $205K
|
19.1K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.5K+ 1.41% |
$169K - $201K
|
179K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.49K+ 2.07% |
$168K - $201K
|
123K
$10.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.48K+ 68.44% |
$168K - $200K
|
6.11K
$506K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.45K+ 454.83% |
$166K - $197K
|
2.99K
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 6.33% |
$165K - $196K
|
40.8K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.42K+ 14.95% |
$164K - $195K
|
18.6K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.41K+ 2.54% |
$163K - $195K
|
97.3K
$8.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.39K+ 50.15% |
$162K - $193K
|
7.16K
$593K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.39K+ 1.41% |
$162K - $193K
|
171K
$14.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.39K+ 22.67% |
$162K - $192K
|
12.9K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.36K+ 19.59% |
$160K - $191K
|
14.4K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.36KNew |
$160K - $190K
|
2.36K
$195K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
2.36KNew |
$160K - $190K
|
2.36K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.36K+ 42.71% |
$160K - $190K
|
7.87K
$652K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.33KNew |
$158K - $188K
|
2.33K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.32K+ 2.39% |
$157K - $187K
|
99.4K
$8.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.3K+ 3.33% |
$156K - $186K
|
71.6K
$5.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.29K+ 2.15% |
$155K - $185K
|
109K
$9.03M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.28K+ 2.83% |
$154K - $184K
|
82.6K
$6.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.2KNew |
$149K - $178K
|
2.2K
$182K
|