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 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
273+ 9.1% |
$21K - $24.7K
|
3.27K
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
265+ 6.15% |
$20.4K - $24K
|
4.58K
$421K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
264+ 0.28% |
$20.3K - $23.9K
|
94.4K
$8.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
262+ 8.7% |
$20.2K - $23.7K
|
3.27K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
255+ 170.0% |
$19.6K - $23.1K
|
405
$37.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
248+ 1.26% |
$19.1K - $22.4K
|
20K
$1.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
247+ 3.21% |
$19K - $22.4K
|
7.95K
$731K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
246+ 2.42% |
$18.9K - $22.3K
|
10.4K
$956K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
242+ 3.98% |
$18.6K - $21.9K
|
6.32K
$581K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
239+ 12.01% |
$18.4K - $21.6K
|
2.23K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
233+ 388.33% |
$17.9K - $21.1K
|
293
$26.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
230+ 4.15% |
$17.7K - $20.8K
|
5.77K
$531K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
227+ 4.2% |
$17.5K - $20.5K
|
5.63K
$518K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
222New |
$17.1K - $20.1K
|
222
$20.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
222+ 0.31% |
$17.1K - $20.1K
|
71.8K
$6.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
221+ 0.79% |
$17K - $20K
|
28.2K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
221+ 6.53% |
$17K - $20K
|
3.61K
$332K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
219+ 6.76% |
$16.9K - $19.8K
|
3.46K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
218+ 3.16% |
$16.8K - $19.7K
|
7.11K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
217+ 4.76% |
$16.7K - $19.6K
|
4.77K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
216+ 1.77% |
$16.6K - $19.6K
|
12.4K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
211+ 35.52% |
$16.2K - $19.1K
|
805
$74K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
210+ 0.34% |
$16.2K - $19K
|
61.5K
$5.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
204+ 2.11% |
$15.7K - $18.5K
|
9.89K
$909K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
203+ 1.83% |
$15.6K - $18.4K
|
11.3K
$1.04M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
202+ 14.96% |
$15.6K - $18.3K
|
1.55K
$143K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
202+ 0.49% |
$15.6K - $18.3K
|
41K
$3.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 6.15% |
$15.4K - $18.1K
|
3.45K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
200+ 133.33% |
$15.4K - $18.1K
|
350
$32.2K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200New |
$15.4K - $18.1K
|
200
$18.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
195+ 168.1% |
$15K - $17.7K
|
311
$28.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
193+ 4.13% |
$14.9K - $17.5K
|
4.86K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
193New |
$14.9K - $17.5K
|
193
$17.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
190+ 1.28% |
$14.6K - $17.2K
|
15.1K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
188+ 1.05% |
$14.5K - $17K
|
18.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
187+ 5.4% |
$14.4K - $16.9K
|
3.65K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
186+ 1.05% |
$14.3K - $16.8K
|
17.9K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
181+ 2.76% |
$13.9K - $16.4K
|
6.74K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
180+ 1.54% |
$13.9K - $16.3K
|
11.8K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
171+ 4.72% |
$13.2K - $15.5K
|
3.79K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170+ 0.53% |
$13.1K - $15.4K
|
32.2K
$2.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
169+ 0.6% |
$13K - $15.3K
|
28.4K
$2.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
168+ 3.76% |
$12.9K - $15.2K
|
4.63K
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
168+ 0.47% |
$12.9K - $15.2K
|
35.8K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
168+ 0.33% |
$12.9K - $15.2K
|
51.2K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
167New |
$12.9K - $15.1K
|
167
$15.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
164+ 2.39% |
$12.6K - $14.8K
|
7.02K
$645K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
161+ 1.65% |
$12.4K - $14.6K
|
9.94K
$914K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
157+ 2.93% |
$12.1K - $14.2K
|
5.52K
$508K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
155+ 0.68% |
$11.9K - $14K
|
22.9K
$2.1M
|