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 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
91+ 1.4% |
$7.01K - $8.24K
|
6.58K
$605K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
90+ 2.01% |
$6.93K - $8.15K
|
4.56K
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
90+ 3.67% |
$6.93K - $8.15K
|
2.55K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
87+ 1.57% |
$6.7K - $7.88K
|
5.64K
$518K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
87+ 1.1% |
$6.7K - $7.88K
|
7.99K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
86+ 0.27% |
$6.62K - $7.78K
|
32.4K
$2.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
84+ 1.83% |
$6.47K - $7.6K
|
4.68K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
81+ 22.13% |
$6.24K - $7.33K
|
447
$41.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
80+ 5.45% |
$6.16K - $7.24K
|
1.55K
$142K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
80+ 1.09% |
$6.16K - $7.24K
|
7.41K
$682K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
80+ 0.61% |
$6.16K - $7.24K
|
13.2K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
78+ 0.22% |
$6.01K - $7.06K
|
35.1K
$3.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
77+ 1.32% |
$5.93K - $6.97K
|
5.89K
$542K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
77+ 1.18% |
$5.93K - $6.97K
|
6.62K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
75+ 2.68% |
$5.78K - $6.79K
|
2.88K
$265K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
70+ 1.1% |
$5.39K - $6.34K
|
6.43K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
70+ 1.15% |
$5.39K - $6.34K
|
6.17K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
70+ 0.23% |
$5.39K - $6.34K
|
31K
$2.85M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
69+ 1.19% |
$5.31K - $6.25K
|
5.89K
$542K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
67+ 0.88% |
$5.16K - $6.06K
|
7.67K
$706K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
67+ 223.33% |
$5.16K - $6.06K
|
97
$8.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
67+ 0.35% |
$5.16K - $6.06K
|
19K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
66+ 0.23% |
$5.08K - $5.97K
|
29K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
65+ 0.45% |
$5.01K - $5.88K
|
14.4K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
63+ 1.85% |
$4.85K - $5.7K
|
3.47K
$319K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
61+ 1.43% |
$4.7K - $5.52K
|
4.32K
$397K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
57+ 0.83% |
$4.39K - $5.16K
|
6.95K
$639K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
57+ 1.88% |
$4.39K - $5.16K
|
3.09K
$284K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
56+ 0.75% |
$4.31K - $5.07K
|
7.52K
$691K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
56+ 0.46% |
$4.31K - $5.07K
|
12.4K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
56+ 1.83% |
$4.31K - $5.07K
|
3.11K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
55+ 0.35% |
$4.24K - $4.98K
|
15.7K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
54+ 1.15% |
$4.16K - $4.89K
|
4.76K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
50+ 0.35% |
$3.85K - $4.53K
|
14.3K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
48+ 0.34% |
$3.7K - $4.34K
|
14.3K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
46+ 0.49% |
$3.54K - $4.16K
|
9.39K
$863K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 1.12% |
$3.47K - $4.07K
|
4.05K
$372K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
45+ 0.28% |
$3.47K - $4.07K
|
15.9K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
45+ 0.15% |
$3.47K - $4.07K
|
30.7K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
44+ 0.82% |
$3.39K - $3.98K
|
5.4K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
43+ 0.05% |
$3.31K - $3.89K
|
79.2K
$7.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.15% |
$3.23K - $3.8K
|
28.5K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
42+ 0.54% |
$3.23K - $3.8K
|
7.85K
$722K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
42+ 1.32% |
$3.23K - $3.8K
|
3.24K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
41+ 8.13% |
$3.16K - $3.71K
|
545
$50.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
40+ 0.5% |
$3.08K - $3.62K
|
7.98K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
40+ 0.6% |
$3.08K - $3.62K
|
6.75K
$621K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
39+ 0.44% |
$3K - $3.53K
|
8.83K
$812K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
37+ 0.73% |
$2.85K - $3.35K
|
5.09K
$468K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
36+ 0.3% |
$2.77K - $3.26K
|
12.2K
$1.12M
|