Purchases and Sales Made in Q3 2024 in Southern CO (SO)

SO Quotes by TradingView

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
Nov 06, 2024 Q3 2024
Empowered Funds, LLC

BUY
 -
915
+ 4.14%
$70.5K - $82.8K
23K $2.12M
Oct 17, 2024 Q3 2024
Rockline Wealth Management, LLC

Plainview, NY
BUY
 -
914
+ 3.15%
$70.4K - $82.7K
29.9K $2.75M
Feb 26, 2025 Q3 2024
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
900
+ 6.04%
$69.3K - $81.5K
15.8K $1.45M
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
882
New
$67.9K - $79.8K
882 $81.1K
Nov 14, 2024 Q3 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
871
+ 7.92%
$67.1K - $78.8K
11.9K $1.09M
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
856
+ 3.82%
$65.9K - $77.5K
23.3K $2.14M
Nov 14, 2024 Q3 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
850
+ 14.33%
$65.5K - $76.9K
6.78K $624K
Oct 15, 2024 Q3 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
849
+ 13.24%
$65.4K - $76.9K
7.26K $668K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
848
+ 1.89%
$65.3K - $76.8K
45.7K $4.21M
Oct 10, 2024 Q3 2024
Valeo Financial Advisors, LLC

BUY
 -
847
+ 5.47%
$65.2K - $76.7K
16.3K $1.5M
Nov 06, 2024 Q3 2024
Empirical Finance, LLC

BUY
 -
835
+ 2.28%
$64.3K - $75.6K
37.4K $3.44M
Oct 17, 2024 Q3 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
817
New
$62.9K - $74K
817 $75.1K
Oct 17, 2024 Q3 2024
Merit Financial Group, LLC

BUY
 -
817
+ 2.0%
$62.9K - $74K
41.7K $3.84M
Nov 07, 2024 Q3 2024
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
805
+ 10.75%
$62K - $72.9K
8.29K $763K
Nov 14, 2024 Q3 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
802
+ 0.85%
$61.8K - $72.6K
94.9K $8.73M
Oct 17, 2024 Q3 2024
Aaron Wealth Advisors LLC

BUY
 -
799
+ 17.37%
$61.5K - $72.3K
5.4K $497K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
793
+ 1.66%
$61.1K - $71.8K
48.7K $4.48M
Oct 21, 2024 Q3 2024
Flagship Harbor Advisors, LLC

BUY
 -
780
+ 16.29%
$60.1K - $70.6K
5.57K $512K
Oct 30, 2024 Q3 2024
Ifg Advisory, LLC

BUY
 -
772
+ 0.83%
$59.4K - $69.9K
94.3K $8.67M
Oct 11, 2024 Q3 2024
Constitution Capital LLC

Shelton, CT
BUY
 -
770
+ 8.46%
$59.3K - $69.7K
9.87K $908K
Oct 24, 2024 Q3 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
770
+ 107.54%
$59.3K - $69.7K
1.49K $137K
Nov 08, 2024 Q3 2024
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
763
+ 1.3%
$58.8K - $69.1K
59.4K $5.46M
Oct 23, 2024 Q3 2024
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
762
+ 4.03%
$58.7K - $69K
19.7K $1.81M
Oct 17, 2024 Q3 2024
Bremer Bank National Association

BUY
 -
757
+ 1.52%
$58.3K - $68.5K
50.5K $4.65M
Oct 22, 2024 Q3 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
755
+ 2.57%
$58.1K - $68.3K
30.1K $2.77M
Nov 04, 2024 Q3 2024
Kennebec Savings Bank

Augusta, ME
BUY
 -
746
New
$57.4K - $67.5K
746 $68.6K
Oct 28, 2024 Q3 2024
Pacific Wealth Strategies Group, Inc.

BUY
 -
743
+ 4.24%
$57.2K - $67.3K
18.3K $1.68M
Oct 21, 2024 Q3 2024
Symphony Financial, Ltd. Co.

BUY
 -
741
+ 3.83%
$57.1K - $67.1K
20.1K $1.85M
Nov 01, 2024 Q3 2024
Carson Advisory Inc.

BUY
 -
739
+ 1.06%
$56.9K - $66.9K
70.7K $6.5M
Oct 29, 2024 Q3 2024
Pds Planning, Inc

BUY
 -
724
+ 24.19%
$55.7K - $65.5K
3.72K $342K
Nov 12, 2024 Q3 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
721
+ 11.18%
$55.5K - $65.3K
7.17K $659K
Oct 18, 2024 Q3 2024
Schaper Benz & Wise Investment Counsel Inc

BUY
 -
707
+ 1.14%
$54.4K - $64K
62.9K $5.78M
Nov 13, 2024 Q3 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
703
+ 7.61%
$54.1K - $63.6K
9.95K $915K
Oct 31, 2024 Q3 2024
Cap Wealth Advisors, LLC

BUY
 -
701
+ 4.55%
$54K - $63.5K
16.1K $1.48M
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
700
+ 17.28%
$53.9K - $63.4K
4.75K $437K
Oct 21, 2024 Q3 2024
Sky Investment Group LLC

BUY
 -
700
+ 0.87%
$53.9K - $63.4K
81K $7.45M
Nov 14, 2024 Q3 2024
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
700
+ 0.39%
$53.9K - $63.4K
181K $16.7M
Oct 17, 2024 Q3 2024
Nova Point Capital, LLC

BUY
 -
699
+ 6.63%
$53.8K - $63.3K
11.2K $1.03M
Oct 30, 2024 Q3 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
697
+ 24.94%
$53.7K - $63.1K
3.49K $321K
Oct 15, 2024 Q3 2024
Simon Quick Advisors, LLC

BUY
 -
695
+ 17.86%
$53.5K - $62.9K
4.59K $422K
Oct 10, 2024 Q3 2024
Webster Bank, N. A.

BUY
 -
689
+ 115.6%
$53.1K - $62.4K
1.29K $118K
Oct 23, 2024 Q3 2024
Apricus Wealth, LLC

Beaufort, SC
BUY
 -
685
+ 2.24%
$52.7K - $62K
31.3K $2.88M
Nov 12, 2024 Q3 2024
Advisory Alpha, LLC

BUY
 -
667
+ 16.89%
$51.4K - $60.4K
4.62K $424K
Oct 29, 2024 Q3 2024
Princeton Global Asset Management LLC

BUY
 -
666
+ 21.34%
$51.3K - $60.3K
3.79K $348K
Nov 13, 2024 Q3 2024
Kestra Private Wealth Services, LLC

BUY
 -
665
+ 1.21%
$51.2K - $60.2K
55.4K $5.1M
Oct 25, 2024 Q3 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
657
+ 23.64%
$50.6K - $59.5K
3.44K $316K
Nov 12, 2024 Q3 2024
9258 Wealth Management, LLC

BUY
 -
651
+ 11.66%
$50.1K - $58.9K
6.23K $573K
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
644
+ 1.79%
$49.6K - $58.3K
36.6K $3.37M
Nov 05, 2024 Q3 2024
Altfest L J & CO Inc

BUY
 -
639
+ 16.18%
$49.2K - $57.8K
4.59K $422K

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