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 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
28+ 9.86% |
$2.16K - $2.53K
|
312
$25.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
28+ 0.7% |
$2.16K - $2.53K
|
4.01K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
27+ 0.8% |
$2.08K - $2.44K
|
3.39K
$276K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
26+ 0.4% |
$2K - $2.35K
|
6.53K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26+ 0.14% |
$2K - $2.35K
|
19.1K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
25+ 0.78% |
$1.93K - $2.26K
|
3.21K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
23+ 0.18% |
$1.77K - $2.08K
|
12.9K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
22+ 0.44% |
$1.69K - $1.99K
|
5.02K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
22+ 0.37% |
$1.69K - $1.99K
|
5.99K
$487K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
21+ 0.8% |
$1.62K - $1.9K
|
2.66K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
21+ 0.45% |
$1.62K - $1.9K
|
4.65K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
21+ 0.74% |
$1.62K - $1.9K
|
2.87K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
20+ 0.45% |
$1.54K - $1.81K
|
4.44K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 1.38% |
$1.54K - $1.81K
|
1.47K
$120K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.52% |
$1.54K - $1.81K
|
3.89K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
20+ 0.22% |
$1.54K - $1.81K
|
8.97K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
20+ 0.28% |
$1.54K - $1.81K
|
7.1K
$578K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
19+ 0.2% |
$1.46K - $1.72K
|
9.31K
$757K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
19+ 0.43% |
$1.46K - $1.72K
|
4.46K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
18+ 0.61% |
$1.39K - $1.63K
|
2.95K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17+ 0.38% |
$1.31K - $1.54K
|
4.5K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
17+ 0.02% |
$1.31K - $1.54K
|
73.1K
$5.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16+ 0.54% |
$1.23K - $1.45K
|
3K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 0.05% |
$1.23K - $1.45K
|
32.9K
$2.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
16+ 0.45% |
$1.23K - $1.45K
|
3.56K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 0.31% |
$1.23K - $1.45K
|
5.11K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
16+ 0.3% |
$1.23K - $1.45K
|
5.43K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
16+ 1.28% |
$1.23K - $1.45K
|
1.27K
$103K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.75% |
$1.16K - $1.36K
|
2K
$163K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
15+ 0.8% |
$1.16K - $1.36K
|
1.88K
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
15+ 0.14% |
$1.16K - $1.36K
|
10.4K
$844K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
15+ 0.39% |
$1.16K - $1.36K
|
3.9K
$317K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.07% |
$1.16K - $1.36K
|
20.1K
$1.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 3.38% |
$1.16K - $1.36K
|
459
$37.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15+ 0.14% |
$1.16K - $1.36K
|
10.7K
$871K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.48% |
$1.08K - $1.27K
|
2.94K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14+ 127.27% |
$1.08K - $1.27K
|
25
$2.03K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14+ 0.25% |
$1.08K - $1.27K
|
5.72K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 3.11% |
$1.08K - $1.27K
|
464
$37.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 5.08% |
$1K - $1.18K
|
269
$21.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12+ 0.06% |
$924 - $1.09K
|
21.3K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
12+ 0.19% |
$924 - $1.09K
|
6.28K
$510K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12+ 0.38% |
$924 - $1.09K
|
3.16K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 7.1% |
$924 - $1.09K
|
181
$14.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 0.66% |
$924 - $1.09K
|
1.83K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
12+ 0.25% |
$924 - $1.09K
|
4.8K
$390K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11+ 0.3% |
$847 - $996
|
3.64K
$296K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11+ 0.11% |
$847 - $996
|
9.62K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$847 - $996
|
11
$895
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.32% |
$847 - $996
|
3.45K
$280K
|