Purchases and Sales Made in Q3 2024 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
2.01K+ 5.32% |
$155K - $182K
|
39.8K
$3.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2K+ 15.88% |
$154K - $181K
|
14.6K
$1.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.97K+ 2.75% |
$152K - $179K
|
73.6K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.96K+ 0.41% |
$151K - $177K
|
479K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.94K+ 28.32% |
$149K - $176K
|
8.8K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.93K+ 31.13% |
$148K - $174K
|
8.12K
$678K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.89K+ 12.65% |
$145K - $171K
|
16.8K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.87K+ 3.98% |
$144K - $169K
|
48.8K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.86K+ 10.21% |
$143K - $168K
|
20.1K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.85K+ 43.57% |
$143K - $168K
|
6.1K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 7.02% |
$142K - $167K
|
28K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.8K+ 17.0% |
$138K - $162K
|
12.4K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.79K+ 12.42% |
$138K - $162K
|
16.2K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 67.17% |
$137K - $161K
|
4.43K
$369K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.77K+ 2.29% |
$136K - $160K
|
79.1K
$6.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.76K+ 10.07% |
$136K - $160K
|
19.3K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.76K+ 41.06% |
$136K - $159K
|
6.05K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.68K+ 17.09% |
$130K - $152K
|
11.5K
$963K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.67K+ 9.47% |
$128K - $151K
|
19.3K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.66K+ 3.11% |
$128K - $150K
|
55.1K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.66K+ 1.12% |
$127K - $150K
|
150K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.61K+ 1.16% |
$124K - $146K
|
141K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 1.11% |
$123K - $145K
|
146K
$12.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.59K+ 3.55% |
$123K - $144K
|
46.4K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.58K+ 1.62% |
$122K - $143K
|
98.9K
$8.25M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.57K+ 4.18% |
$121K - $142K
|
39.1K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
1.56K+ 53.45% |
$120K - $142K
|
4.49K
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 6.16% |
$120K - $141K
|
26.9K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.52K+ 12.47% |
$117K - $137K
|
13.7K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.51K+ 19.76% |
$116K - $137K
|
9.16K
$765K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.51K+ 37.31% |
$116K - $137K
|
5.56K
$464K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.51K+ 1.58% |
$116K - $136K
|
96.8K
$8.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.48K+ 1.36% |
$114K - $134K
|
111K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.48K+ 9.13% |
$114K - $134K
|
17.7K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.48K+ 1.97% |
$114K - $134K
|
76.3K
$6.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.48K+ 1.06% |
$114K - $134K
|
141K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.45K+ 8.12% |
$112K - $131K
|
19.3K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.45K+ 3.32% |
$111K - $131K
|
45K
$3.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 11.98% |
$111K - $131K
|
13.5K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.43KNew |
$110K - $130K
|
1.43K
$120K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.43K+ 22.03% |
$110K - $130K
|
7.93K
$662K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.43K+ 17.89% |
$110K - $129K
|
9.41K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
1.43K+ 5.1% |
$110K - $129K
|
29.3K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 30.99% |
$109K - $129K
|
6.01K
$501K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.38K+ 32.18% |
$106K - $125K
|
5.67K
$473K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.37K+ 11.61% |
$106K - $124K
|
13.2K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.36K+ 0.56% |
$105K - $123K
|
245K
$20.4M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.36KNew |
$104K - $123K
|
1.36K
$113K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.3K+ 6.86% |
$99.8K - $117K
|
20.2K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.28K+ 2.03% |
$98.6K - $116K
|
64.2K
$5.36M
|