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 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.2K+ 8.4% |
$149K - $177K
|
28.4K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2.19K+ 79.31% |
$149K - $177K
|
4.96K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.18K+ 3.74% |
$147K - $176K
|
60.3K
$5.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.17K+ 4.1% |
$147K - $175K
|
55K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.17K+ 0.77% |
$147K - $175K
|
283K
$23.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.15K+ 160.27% |
$146K - $174K
|
3.5K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.13K+ 2.77% |
$145K - $172K
|
79.2K
$6.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.11K+ 4.71% |
$143K - $170K
|
47K
$3.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.11K+ 20.05% |
$143K - $170K
|
12.6K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
2.09K+ 3.87% |
$141K - $168K
|
56K
$4.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.07K+ 2.48% |
$140K - $167K
|
85.5K
$7.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.06K+ 1.1% |
$140K - $166K
|
189K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.06K+ 33.71% |
$140K - $166K
|
8.17K
$685K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.06K+ 3.36% |
$139K - $166K
|
63.3K
$5.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.05K+ 1.5% |
$139K - $166K
|
139K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.05K+ 25.5% |
$139K - $166K
|
10.1K
$846K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.05K+ 6.31% |
$139K - $165K
|
34.4K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.02K+ 22.07% |
$137K - $163K
|
11.2K
$937K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.02K+ 8.5% |
$137K - $163K
|
25.8K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.01K+ 38.35% |
$136K - $162K
|
7.26K
$608K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2K+ 1.75% |
$136K - $162K
|
116K
$9.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.97K+ 46.11% |
$133K - $159K
|
6.23K
$522K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.96K+ 15.35% |
$133K - $158K
|
14.7K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.93K+ 7.02% |
$131K - $156K
|
29.4K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.92KNew |
$130K - $155K
|
1.92K
$161K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
1.91K+ 49.61% |
$130K - $154K
|
5.77K
$484K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.91K+ 8.17% |
$130K - $154K
|
25.3K
$2.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.9K+ 12.14% |
$128K - $153K
|
17.5K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.88K+ 12.37% |
$128K - $152K
|
17.1K
$1.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.86K+ 0.19% |
$126K - $150K
|
963K
$80.7M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.85K+ 6.21% |
$125K - $149K
|
31.6K
$2.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.84K+ 3.71% |
$125K - $149K
|
51.6K
$4.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.82K+ 6.95% |
$123K - $147K
|
28K
$2.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.81K+ 5.54% |
$123K - $146K
|
34.6K
$2.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.79K+ 1.01% |
$121K - $144K
|
178K
$14.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.78K+ 2.44% |
$121K - $144K
|
74.8K
$6.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.78K+ 1.4% |
$120K - $143K
|
129K
$10.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.73K+ 38.05% |
$117K - $139K
|
6.26K
$524K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 26.88% |
$116K - $138K
|
8.07K
$676K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.71K+ 41.41% |
$116K - $138K
|
5.82K
$488K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.71K+ 22.93% |
$116K - $138K
|
9.14K
$766K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.7K+ 13.76% |
$115K - $137K
|
14K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.69K+ 0.58% |
$115K - $136K
|
296K
$24.8M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.68K+ 5.94% |
$114K - $136K
|
29.9K
$2.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 10.56% |
$112K - $134K
|
17.3K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.66K+ 3.87% |
$112K - $134K
|
44.5K
$3.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.6KNew |
$108K - $129K
|
1.6K
$134K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
1.58K+ 4.37% |
$107K - $128K
|
37.8K
$3.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.54K+ 1.19% |
$105K - $125K
|
131K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.54K+ 3.59% |
$105K - $124K
|
44.4K
$3.72M
|