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 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
817New |
$62.9K - $74K
|
817
$66.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
817+ 2.0% |
$62.9K - $74K
|
41.7K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
805+ 10.75% |
$62K - $72.9K
|
8.29K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
802+ 0.85% |
$61.8K - $72.6K
|
94.9K
$7.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
799+ 17.37% |
$61.5K - $72.3K
|
5.4K
$439K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
793+ 1.66% |
$61.1K - $71.8K
|
48.7K
$3.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
780+ 16.29% |
$60.1K - $70.6K
|
5.57K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
772+ 0.83% |
$59.4K - $69.9K
|
94.3K
$7.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
770+ 8.46% |
$59.3K - $69.7K
|
9.87K
$803K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
770+ 107.54% |
$59.3K - $69.7K
|
1.49K
$121K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
763+ 1.3% |
$58.8K - $69.1K
|
59.4K
$4.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
762+ 4.03% |
$58.7K - $69K
|
19.7K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
757+ 1.52% |
$58.3K - $68.5K
|
50.5K
$4.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
755+ 2.57% |
$58.1K - $68.3K
|
30.1K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
746New |
$57.4K - $67.5K
|
746
$60.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
743+ 4.24% |
$57.2K - $67.3K
|
18.3K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
741+ 3.83% |
$57.1K - $67.1K
|
20.1K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
739+ 1.06% |
$56.9K - $66.9K
|
70.7K
$5.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
724+ 24.19% |
$55.7K - $65.5K
|
3.72K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
721+ 11.18% |
$55.5K - $65.3K
|
7.17K
$583K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
707+ 1.14% |
$54.4K - $64K
|
62.9K
$5.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
703+ 7.61% |
$54.1K - $63.6K
|
9.95K
$809K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
701+ 4.55% |
$54K - $63.5K
|
16.1K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
700+ 17.28% |
$53.9K - $63.4K
|
4.75K
$386K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
700+ 0.87% |
$53.9K - $63.4K
|
81K
$6.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.39% |
$53.9K - $63.4K
|
181K
$14.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
699+ 6.63% |
$53.8K - $63.3K
|
11.2K
$915K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
697+ 24.94% |
$53.7K - $63.1K
|
3.49K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
695+ 17.86% |
$53.5K - $62.9K
|
4.59K
$373K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
689+ 115.6% |
$53.1K - $62.4K
|
1.29K
$104K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
685+ 2.24% |
$52.7K - $62K
|
31.3K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
667+ 16.89% |
$51.4K - $60.4K
|
4.62K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
666+ 21.34% |
$51.3K - $60.3K
|
3.79K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
665+ 1.21% |
$51.2K - $60.2K
|
55.4K
$4.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
657+ 23.64% |
$50.6K - $59.5K
|
3.44K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
651+ 11.66% |
$50.1K - $58.9K
|
6.23K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
644+ 1.79% |
$49.6K - $58.3K
|
36.6K
$2.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
639+ 16.18% |
$49.2K - $57.8K
|
4.59K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
636+ 10.55% |
$49K - $57.6K
|
6.67K
$542K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
636+ 6.74% |
$49K - $57.6K
|
10.1K
$819K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
634+ 2.55% |
$48.8K - $57.4K
|
25.5K
$2.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
631+ 10.02% |
$48.6K - $57.1K
|
6.93K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
625+ 2.74% |
$48.1K - $56.6K
|
23.4K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
623+ 1.31% |
$48K - $56.4K
|
48.2K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
623+ 10.57% |
$48K - $56.4K
|
6.52K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
600New |
$46.2K - $54.3K
|
600
$48.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
590+ 108.06% |
$45.4K - $53.4K
|
1.14K
$92.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
590+ 1.92% |
$45.4K - $53.4K
|
31.3K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
588+ 11.74% |
$45.3K - $53.2K
|
5.6K
$455K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
582+ 3.11% |
$44.8K - $52.7K
|
19.3K
$1.57M
|