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 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
36+ 0.65% |
$2.77K - $3.26K
|
5.62K
$517K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 9.57% |
$2.77K - $3.26K
|
412
$37.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
35+ 0.11% |
$2.7K - $3.17K
|
32K
$2.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
34+ 1.1% |
$2.62K - $3.08K
|
3.12K
$287K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
34+ 0.95% |
$2.62K - $3.08K
|
3.62K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
33+ 0.03% |
$2.54K - $2.99K
|
132K
$12.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
32+ 0.19% |
$2.46K - $2.9K
|
17K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
32+ 0.2% |
$2.46K - $2.9K
|
15.7K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
31+ 0.32% |
$2.39K - $2.81K
|
9.61K
$883K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
30+ 0.07% |
$2.31K - $2.72K
|
44K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
30+ 0.44% |
$2.31K - $2.72K
|
6.91K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
30+ 2.69% |
$2.31K - $2.72K
|
1.15K
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 1.44% |
$2.23K - $2.63K
|
2.04K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
29+ 0.53% |
$2.23K - $2.63K
|
5.53K
$508K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
28+ 9.86% |
$2.16K - $2.53K
|
312
$28.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
28+ 0.7% |
$2.16K - $2.53K
|
4.01K
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
27+ 0.8% |
$2.08K - $2.44K
|
3.39K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
26+ 0.4% |
$2K - $2.35K
|
6.53K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26+ 0.14% |
$2K - $2.35K
|
19.1K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
25+ 0.78% |
$1.93K - $2.26K
|
3.21K
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
23+ 0.18% |
$1.77K - $2.08K
|
12.9K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
22+ 0.44% |
$1.69K - $1.99K
|
5.02K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
22+ 0.37% |
$1.69K - $1.99K
|
5.99K
$551K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
21+ 0.8% |
$1.62K - $1.9K
|
2.66K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
21+ 0.45% |
$1.62K - $1.9K
|
4.65K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
21+ 0.74% |
$1.62K - $1.9K
|
2.87K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
20+ 0.45% |
$1.54K - $1.81K
|
4.44K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 1.38% |
$1.54K - $1.81K
|
1.47K
$135K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.52% |
$1.54K - $1.81K
|
3.89K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
20+ 0.22% |
$1.54K - $1.81K
|
8.97K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
20+ 0.28% |
$1.54K - $1.81K
|
7.1K
$653K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
19+ 0.2% |
$1.46K - $1.72K
|
9.31K
$856K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
19+ 0.43% |
$1.46K - $1.72K
|
4.46K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
18+ 0.61% |
$1.39K - $1.63K
|
2.95K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17+ 0.38% |
$1.31K - $1.54K
|
4.5K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
17+ 0.02% |
$1.31K - $1.54K
|
73.1K
$6.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16+ 0.54% |
$1.23K - $1.45K
|
3K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 0.05% |
$1.23K - $1.45K
|
32.9K
$3.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
16+ 0.45% |
$1.23K - $1.45K
|
3.56K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 0.31% |
$1.23K - $1.45K
|
5.11K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
16+ 0.3% |
$1.23K - $1.45K
|
5.43K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
16+ 1.28% |
$1.23K - $1.45K
|
1.27K
$117K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.75% |
$1.16K - $1.36K
|
2K
$184K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
15+ 0.8% |
$1.16K - $1.36K
|
1.88K
$173K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
15+ 0.14% |
$1.16K - $1.36K
|
10.4K
$955K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
15+ 0.39% |
$1.16K - $1.36K
|
3.9K
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.07% |
$1.16K - $1.36K
|
20.1K
$1.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 3.38% |
$1.16K - $1.36K
|
459
$42.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15+ 0.14% |
$1.16K - $1.36K
|
10.7K
$985K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.48% |
$1.08K - $1.27K
|
2.94K
$270K
|