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
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.71% |
$154 - $181
|
282
$22.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2+ 0.02% |
$154 - $181
|
8.65K
$704K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.05% |
$154 - $181
|
4.38K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2+ 0.06% |
$154 - $181
|
3.42K
$278K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$77 - $90.5
|
4.5K
$366K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$77 - $90.5
|
5.29K
$430K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.01% |
$77 - $90.5
|
7.86K
$639K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$77 - $90.5
|
1
$81.3
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$77 - $90.5
|
4.72K
$383K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.09% |
$77 - $90.5
|
1.14K
$92.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$77 - $90.5
|
2.71K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.47% |
$77 - $90.5
|
215
$17.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.54% |
$77 - $90.5
|
186
$15.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1+ 0.09% |
$77 - $90.5
|
1.12K
$91.3K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.45% |
$77 - $90.5
|
225
$18.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.15% |
$77 - $90.5
|
672
$54.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.34% |
$77 - $90.5
|
296
$24.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.35% |
$77 - $90.5
|
285
$23.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$77 - $90.5
|
4.68K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.03% |
$77 - $90.5
|
3.91K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$77 - $90.5
|
2.62K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.87% |
$77 - $90.5
|
116
$9.43K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$77 - $90.5
|
4.38K
$356K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$77 - $90.5
|
15
$1.22K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 3.23% |
$77 - $90.5
|
30
$2.44K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 20.0% |
$77 - $90.5
|
4
$325
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.05% |
$77 - $90.5
|
1.84K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1- 0.03% |
$77 - $90.5
|
3.68K
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-4- 0.15% |
$308 - $362
|
2.69K
$218K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.14% |
$385 - $453
|
3.61K
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5- 0.05% |
$385 - $453
|
9.96K
$810K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.03% |
$385 - $453
|
17.3K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-5- 0.12% |
$385 - $453
|
4.08K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.25% |
$385 - $453
|
2.01K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.05% |
$385 - $453
|
11K
$895K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 0.09% |
$462 - $543
|
6.96K
$566K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.06% |
$462 - $543
|
9.54K
$776K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 0.42% |
$539 - $634
|
1.65K
$134K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8- 0.02% |
$616 - $724
|
33.7K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-8- 0.08% |
$616 - $724
|
10.1K
$824K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-9- 0.02% |
$693 - $815
|
38.4K
$3.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-10- 0.12% |
$770 - $905
|
8.31K
$676K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.14% |
$770 - $905
|
7.02K
$571K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-10- 0.63% |
$770 - $905
|
1.57K
$128K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 1.8% |
$770 - $905
|
545
$44.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-12- 0.2% |
$924 - $1.09K
|
6.08K
$494K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-14- 0.47% |
$1.08K - $1.27K
|
2.94K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-14- 7.07% |
$1.08K - $1.27K
|
184
$15K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-14- 0.22% |
$1.08K - $1.27K
|
6.29K
$511K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-14- 0.44% |
$1.08K - $1.27K
|
3.14K
$256K
|