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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
426+ 1.49% |
$32.8K - $38.6K
|
29K
$2.66M
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
418+ 1.03% |
$32.2K - $37.8K
|
41K
$3.77M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
414+ 0.39% |
$31.9K - $37.5K
|
107K
$9.87M
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
411+ 8.13% |
$31.6K - $37.2K
|
5.47K
$503K
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
408+ 1.81% |
$31.4K - $36.9K
|
22.9K
$2.11M
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
400+ 10.44% |
$30.8K - $36.2K
|
4.23K
$389K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
400+ 107.24% |
$30.8K - $36.2K
|
773
$71.1K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
392+ 9.11% |
$30.2K - $35.5K
|
4.7K
$432K
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
387+ 11.96% |
$29.8K - $35K
|
3.62K
$333K
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
382+ 0.32% |
$29.4K - $34.6K
|
121K
$11.2M
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
379+ 4.45% |
$29.2K - $34.3K
|
8.9K
$818K
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
377+ 10.76% |
$29K - $34.1K
|
3.88K
$357K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
376+ 10.52% |
$29K - $34K
|
3.95K
$363K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
375+ 1.75% |
$28.9K - $33.9K
|
21.7K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
374+ 11.59% |
$28.8K - $33.9K
|
3.6K
$331K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
372+ 1.91% |
$28.6K - $33.7K
|
19.8K
$1.82M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
367+ 5.98% |
$28.3K - $33.2K
|
6.51K
$598K
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
366+ 2.86% |
$28.2K - $33.1K
|
13.2K
$1.21M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
360+ 1.27% |
$27.7K - $32.6K
|
28.8K
$2.64M
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
360+ 5.97% |
$27.7K - $32.6K
|
6.39K
$588K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
356+ 0.16% |
$27.4K - $32.2K
|
230K
$21.1M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
350New |
$27K - $31.7K
|
350
$32.2K
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
350+ 25.05% |
$27K - $31.7K
|
1.75K
$161K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
349+ 34.22% |
$26.9K - $31.6K
|
1.37K
$126K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
348+ 59.49% |
$26.8K - $31.5K
|
933
$85.8K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
347+ 0.45% |
$26.7K - $31.4K
|
77K
$7.08M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
345+ 4.24% |
$26.6K - $31.2K
|
8.49K
$780K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
345+ 2.2% |
$26.6K - $31.2K
|
16.1K
$1.48M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
340+ 3.71% |
$26.2K - $30.8K
|
9.5K
$873K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
339+ 5.48% |
$26.1K - $30.7K
|
6.52K
$600K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
338New |
$26K - $30.6K
|
338
$31.1K
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
337+ 1.91% |
$25.9K - $30.5K
|
17.9K
$1.65M
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
332+ 1.77% |
$25.6K - $30.1K
|
19.1K
$1.75M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
332+ 6.18% |
$25.6K - $30.1K
|
5.71K
$525K
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
326+ 1.81% |
$25.1K - $29.5K
|
18.3K
$1.69M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
322+ 3.71% |
$24.8K - $29.1K
|
9.01K
$828K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
320+ 1.17% |
$24.6K - $29K
|
27.6K
$2.54M
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
318+ 0.72% |
$24.5K - $28.8K
|
44.4K
$4.08M
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
310New |
$23.9K - $28.1K
|
310
$28.5K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
306+ 4.64% |
$23.6K - $27.7K
|
6.9K
$635K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
306+ 4.81% |
$23.6K - $27.7K
|
6.67K
$614K
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
306New |
$23.6K - $27.7K
|
306
$28.1K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
305+ 0.35% |
$23.5K - $27.6K
|
87.1K
$8.01M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
304+ 1.57% |
$23.4K - $27.5K
|
19.7K
$1.81M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
300+ 1.5% |
$23.1K - $27.2K
|
20.2K
$1.86M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
294New |
$22.6K - $26.6K
|
294
$27K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
294+ 0.91% |
$22.6K - $26.6K
|
32.5K
$2.99M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
292+ 12.08% |
$22.5K - $26.4K
|
2.71K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
289+ 3.97% |
$22.3K - $26.2K
|
7.57K
$696K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
275+ 36.28% |
$21.2K - $24.9K
|
1.03K
$95K
|