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 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14+ 127.27% |
$1.08K - $1.27K
|
25
$2.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14+ 0.25% |
$1.08K - $1.27K
|
5.72K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 3.11% |
$1.08K - $1.27K
|
464
$42.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 5.08% |
$1K - $1.18K
|
269
$24.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12+ 0.06% |
$924 - $1.09K
|
21.3K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
12+ 0.19% |
$924 - $1.09K
|
6.28K
$577K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12+ 0.38% |
$924 - $1.09K
|
3.16K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 7.1% |
$924 - $1.09K
|
181
$16.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 0.66% |
$924 - $1.09K
|
1.83K
$168K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
12+ 0.25% |
$924 - $1.09K
|
4.8K
$441K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11+ 0.3% |
$847 - $996
|
3.64K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11+ 0.11% |
$847 - $996
|
9.62K
$884K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$847 - $996
|
11
$1.01K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.32% |
$847 - $996
|
3.45K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 5.39% |
$847 - $996
|
215
$19.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.2% |
$770 - $905
|
5.1K
$469K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 0.3% |
$770 - $905
|
3.31K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 0.2% |
$770 - $905
|
5.03K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
10+ 0.26% |
$770 - $905
|
3.88K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10+ 0.16% |
$770 - $905
|
6.39K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
10+ 0.05% |
$770 - $905
|
21.6K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
10+ 0.35% |
$770 - $905
|
2.84K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.15% |
$770 - $905
|
6.56K
$604K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9+ 0.19% |
$693 - $815
|
4.66K
$429K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 1.38% |
$693 - $815
|
659
$60.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
8+ 0.29% |
$616 - $724
|
2.75K
$253K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.26% |
$616 - $724
|
3.05K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8New |
$616 - $724
|
8
$736
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.33% |
$616 - $724
|
2.43K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$616 - $724
|
3.4K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 0.44% |
$539 - $634
|
1.6K
$147K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.35% |
$539 - $634
|
527
$48.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.03% |
$462 - $543
|
18.1K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.1% |
$462 - $543
|
5.77K
$530K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$462 - $543
|
3.74K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$385 - $453
|
17.4K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.11% |
$385 - $453
|
4.58K
$421K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.16% |
$385 - $453
|
3.04K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.05% |
$385 - $453
|
10.5K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.15% |
$385 - $453
|
3.25K
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.38% |
$308 - $362
|
1.05K
$96.7K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$308 - $362
|
7.16K
$658K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4New |
$308 - $362
|
4
$368
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4+ 0.03% |
$308 - $362
|
12.4K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.2% |
$308 - $362
|
2.02K
$185K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$231 - $272
|
23.5K
$2.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.44% |
$231 - $272
|
678
$62.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$231 - $272
|
3.15K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3+ 0.04% |
$231 - $272
|
7.12K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3+ 0.04% |
$231 - $272
|
6.9K
$635K
|