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 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
227+ 4.2% |
$17.5K - $20.5K
|
5.63K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
222New |
$17.1K - $20.1K
|
222
$18.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
222+ 0.31% |
$17.1K - $20.1K
|
71.8K
$5.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
221+ 0.79% |
$17K - $20K
|
28.2K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
221+ 6.53% |
$17K - $20K
|
3.61K
$301K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
219+ 6.76% |
$16.9K - $19.8K
|
3.46K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
218+ 3.16% |
$16.8K - $19.7K
|
7.11K
$593K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
217+ 4.76% |
$16.7K - $19.6K
|
4.77K
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
216+ 1.77% |
$16.6K - $19.6K
|
12.4K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
211+ 35.52% |
$16.2K - $19.1K
|
805
$67.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
210+ 0.34% |
$16.2K - $19K
|
61.5K
$5.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
204+ 2.11% |
$15.7K - $18.5K
|
9.89K
$825K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
203+ 1.83% |
$15.6K - $18.4K
|
11.3K
$941K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
202+ 14.96% |
$15.6K - $18.3K
|
1.55K
$130K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
202+ 0.49% |
$15.6K - $18.3K
|
41K
$3.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 6.15% |
$15.4K - $18.1K
|
3.45K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
200+ 133.33% |
$15.4K - $18.1K
|
350
$29.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
195+ 168.1% |
$15K - $17.7K
|
311
$26K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
193+ 4.13% |
$14.9K - $17.5K
|
4.86K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
193New |
$14.9K - $17.5K
|
193
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
190+ 1.28% |
$14.6K - $17.2K
|
15.1K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
188+ 1.05% |
$14.5K - $17K
|
18.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
187+ 5.4% |
$14.4K - $16.9K
|
3.65K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
186+ 1.05% |
$14.3K - $16.8K
|
17.9K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
181+ 2.76% |
$13.9K - $16.4K
|
6.74K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
180+ 1.54% |
$13.9K - $16.3K
|
11.8K
$988K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
171+ 4.72% |
$13.2K - $15.5K
|
3.79K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170+ 0.53% |
$13.1K - $15.4K
|
32.2K
$2.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
169+ 0.6% |
$13K - $15.3K
|
28.4K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
168+ 3.76% |
$12.9K - $15.2K
|
4.63K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
168+ 0.47% |
$12.9K - $15.2K
|
35.8K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
168+ 0.33% |
$12.9K - $15.2K
|
51.2K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
167New |
$12.9K - $15.1K
|
167
$13.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
164+ 2.39% |
$12.6K - $14.8K
|
7.02K
$586K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
161+ 1.65% |
$12.4K - $14.6K
|
9.94K
$830K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
157+ 2.93% |
$12.1K - $14.2K
|
5.52K
$461K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
155+ 0.68% |
$11.9K - $14K
|
22.9K
$1.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
152+ 5.39% |
$11.7K - $13.8K
|
2.97K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
151+ 2.64% |
$11.6K - $13.7K
|
5.87K
$490K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
151+ 0.59% |
$11.6K - $13.7K
|
25.7K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
150+ 3.44% |
$11.6K - $13.6K
|
4.51K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
150+ 4.69% |
$11.6K - $13.6K
|
3.35K
$280K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
150+ 0.92% |
$11.6K - $13.6K
|
16.4K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
147+ 2.53% |
$11.3K - $13.3K
|
5.97K
$498K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
146+ 1.93% |
$11.2K - $13.2K
|
7.7K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
146+ 3.49% |
$11.2K - $13.2K
|
4.32K
$361K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
144+ 0.65% |
$11.1K - $13K
|
22.3K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
143+ 4.31% |
$11K - $12.9K
|
3.46K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
139+ 3.56% |
$10.7K - $12.6K
|
4.05K
$338K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
136+ 4.95% |
$10.5K - $12.3K
|
2.88K
$241K
|