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 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.43K+ 17.89% |
$110K - $129K
|
9.41K
$866K
|
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
1.43K+ 5.1% |
$110K - $129K
|
29.3K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 30.99% |
$109K - $129K
|
6.01K
$552K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.38K+ 32.18% |
$106K - $125K
|
5.67K
$522K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.37K+ 11.61% |
$106K - $124K
|
13.2K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.36K+ 0.56% |
$105K - $123K
|
245K
$22.5M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.36KNew |
$104K - $123K
|
1.36K
$125K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.3K+ 6.86% |
$99.8K - $117K
|
20.2K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.28K+ 2.03% |
$98.6K - $116K
|
64.2K
$5.9M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.26K+ 44.75% |
$96.7K - $114K
|
4.06K
$374K
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.26K+ 26.35% |
$96.7K - $114K
|
6.02K
$554K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.25K+ 13.14% |
$96.4K - $113K
|
10.8K
$991K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.24K+ 0.78% |
$95.7K - $113K
|
160K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.24K+ 0.54% |
$95.5K - $112K
|
232K
$21.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.24K+ 15.42% |
$95.2K - $112K
|
9.25K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.24K+ 1.74% |
$95.1K - $112K
|
72.4K
$6.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.22K+ 12.05% |
$93.8K - $110K
|
11.3K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.22K+ 4.98% |
$93.6K - $110K
|
25.6K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 3.07% |
$93.5K - $110K
|
40.8K
$3.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
1.21K+ 12.89% |
$93.2K - $110K
|
10.6K
$975K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.21K+ 10.59% |
$92.9K - $109K
|
12.6K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.2K+ 20.25% |
$92.5K - $109K
|
7.13K
$656K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.2KNew |
$92.4K - $109K
|
1.2K
$110K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.16K+ 9.22% |
$89.1K - $105K
|
13.7K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.15K+ 8.89% |
$88.5K - $104K
|
14.1K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.13K+ 6.35% |
$87K - $102K
|
18.9K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.12K+ 10.7% |
$86.3K - $101K
|
11.6K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.11K+ 8.47% |
$85.7K - $101K
|
14.2K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.11K+ 34.97% |
$85.2K - $100K
|
4.27K
$393K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.08K+ 19.11% |
$83.2K - $97.9K
|
6.74K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.06K+ 7.81% |
$81.6K - $96K
|
14.6K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.06K+ 12.12% |
$81.5K - $95.8K
|
9.78K
$900K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.05K+ 4.05% |
$80.5K - $94.7K
|
26.9K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.04K+ 10.22% |
$80.1K - $94.1K
|
11.2K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
1.04K+ 11.29% |
$80.1K - $94.1K
|
10.3K
$943K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.04K+ 9.03% |
$79.9K - $94K
|
12.5K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.03K+ 4.92% |
$79.4K - $93.3K
|
22K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
1.02K+ 1.21% |
$78.8K - $92.6K
|
85.6K
$7.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.02K+ 20.63% |
$78.2K - $91.9K
|
5.94K
$546K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
1.01K+ 25.73% |
$77.8K - $91.5K
|
4.94K
$454K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.01KNew |
$77.5K - $91.1K
|
1.01K
$92.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1K+ 11.12% |
$77K - $90.5K
|
9.99K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
988+ 0.58% |
$76.1K - $89.4K
|
170K
$15.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
985+ 0.25% |
$75.8K - $89.2K
|
391K
$36M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
953+ 4.86% |
$73.4K - $86.3K
|
20.6K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
944+ 9.42% |
$72.7K - $85.5K
|
11K
$1.01M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
943+ 21.21% |
$72.6K - $85.4K
|
5.39K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
941+ 2.12% |
$72.5K - $85.2K
|
45.2K
$4.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
936+ 39.66% |
$72.1K - $84.7K
|
3.3K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
917+ 44.51% |
$70.6K - $83K
|
2.98K
$274K
|