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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
577+ 6.61% |
$44.4K - $52.2K
|
9.3K
$756K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
575+ 7.93% |
$44.3K - $52K
|
7.83K
$637K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
563+ 1.51% |
$43.4K - $51K
|
37.9K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
561+ 1.98% |
$43.2K - $50.8K
|
28.9K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
560+ 8.32% |
$43.1K - $50.7K
|
7.29K
$593K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
558+ 2.01% |
$43K - $50.5K
|
28.3K
$2.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
550+ 7.38% |
$42.4K - $49.8K
|
8.01K
$651K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
548+ 7.34% |
$42.2K - $49.6K
|
8.01K
$652K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
544+ 8.4% |
$41.9K - $49.2K
|
7.02K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
541New |
$41.7K - $49K
|
541
$44K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
539New |
$41.5K - $48.8K
|
539
$43.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
537+ 6.44% |
$41.3K - $48.6K
|
8.88K
$722K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
536+ 2.24% |
$41.3K - $48.5K
|
24.5K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
533+ 3.83% |
$41K - $48.2K
|
14.5K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
531+ 13.89% |
$40.9K - $48.1K
|
4.35K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
527+ 1.75% |
$40.6K - $47.7K
|
30.6K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
523+ 7.77% |
$40.3K - $47.3K
|
7.25K
$590K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
505+ 9.0% |
$38.9K - $45.7K
|
6.12K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
505+ 1.64% |
$38.9K - $45.7K
|
31.4K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
500+ 3.66% |
$38.5K - $45.3K
|
14.2K
$1.15M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
500+ 22.17% |
$38.5K - $45.3K
|
2.76K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
497+ 5.73% |
$38.3K - $45K
|
9.17K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
485+ 0.37% |
$37.3K - $43.9K
|
132K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
481+ 0.87% |
$37K - $43.5K
|
55.9K
$4.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
471+ 8.7% |
$36.3K - $42.6K
|
5.88K
$478K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
464+ 14.05% |
$35.7K - $42K
|
3.77K
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
461+ 3.23% |
$35.5K - $41.7K
|
14.7K
$1.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
460+ 11.67% |
$35.4K - $41.6K
|
4.4K
$358K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
458+ 14.72% |
$35.3K - $41.5K
|
3.57K
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
453+ 2.5% |
$34.9K - $41K
|
18.6K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
452+ 4.0% |
$34.8K - $40.9K
|
11.7K
$955K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
446+ 1.51% |
$34.3K - $40.4K
|
30K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
441+ 4.82% |
$34K - $39.9K
|
9.58K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
440+ 2.22% |
$33.9K - $39.8K
|
20.3K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
434+ 12.92% |
$33.4K - $39.3K
|
3.79K
$308K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
431+ 16.63% |
$33.2K - $39K
|
3.02K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
430+ 2.84% |
$33.1K - $38.9K
|
15.6K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
428+ 10.59% |
$33K - $38.7K
|
4.47K
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
426+ 1.49% |
$32.8K - $38.6K
|
29K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
418+ 1.03% |
$32.2K - $37.8K
|
41K
$3.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
414+ 0.39% |
$31.9K - $37.5K
|
107K
$8.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
411+ 8.13% |
$31.6K - $37.2K
|
5.47K
$445K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
408+ 1.81% |
$31.4K - $36.9K
|
22.9K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
400+ 10.44% |
$30.8K - $36.2K
|
4.23K
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
400+ 107.24% |
$30.8K - $36.2K
|
773
$62.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
392+ 9.11% |
$30.2K - $35.5K
|
4.7K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
387+ 11.96% |
$29.8K - $35K
|
3.62K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
382+ 0.32% |
$29.4K - $34.6K
|
121K
$9.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
379+ 4.45% |
$29.2K - $34.3K
|
8.9K
$724K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
377+ 10.76% |
$29K - $34.1K
|
3.88K
$316K
|