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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 0.09% |
$462 - $543
|
6.96K
$640K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6- 0.06% |
$462 - $543
|
9.54K
$878K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 0.42% |
$539 - $634
|
1.65K
$151K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8- 0.02% |
$616 - $724
|
33.7K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-8- 0.08% |
$616 - $724
|
10.1K
$931K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-9- 0.02% |
$693 - $815
|
38.4K
$3.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-10- 0.12% |
$770 - $905
|
8.31K
$764K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.14% |
$770 - $905
|
7.02K
$645K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-10- 0.63% |
$770 - $905
|
1.57K
$144K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 1.8% |
$770 - $905
|
545
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-12- 0.2% |
$924 - $1.09K
|
6.08K
$559K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-14- 0.47% |
$1.08K - $1.27K
|
2.94K
$270K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-14- 7.07% |
$1.08K - $1.27K
|
184
$16.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-14- 0.22% |
$1.08K - $1.27K
|
6.29K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-14- 0.44% |
$1.08K - $1.27K
|
3.14K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14- 0.36% |
$1.08K - $1.27K
|
3.89K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-15- 0.55% |
$1.16K - $1.36K
|
2.7K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-20- 0.31% |
$1.54K - $1.81K
|
6.38K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-20- 0.24% |
$1.54K - $1.81K
|
8.33K
$766K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-22- 0.14% |
$1.69K - $1.99K
|
15.2K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-22- 0.72% |
$1.69K - $1.99K
|
3.03K
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-23- 0.71% |
$1.77K - $2.08K
|
3.2K
$294K
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-23- 0.19% |
$1.77K - $2.08K
|
11.8K
$1.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 0.8% |
$1.93K - $2.26K
|
3.11K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-25- 0.32% |
$1.93K - $2.26K
|
7.73K
$711K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 0.41% |
$1.93K - $2.26K
|
6.01K
$552K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-26- 0.26% |
$2K - $2.35K
|
10.2K
$934K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-27- 6.32% |
$2.08K - $2.44K
|
400
$36.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-29- 0.25% |
$2.23K - $2.63K
|
11.5K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-30- 0.72% |
$2.31K - $2.72K
|
4.15K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.3% |
$2.31K - $2.72K
|
9.91K
$911K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-32- 0.62% |
$2.46K - $2.9K
|
5.14K
$472K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-33- 1.71% |
$2.54K - $2.99K
|
1.9K
$175K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-34- 2.49% |
$2.62K - $3.08K
|
1.33K
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-34- 3.18% |
$2.62K - $3.08K
|
1.04K
$95.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-34- 0.28% |
$2.62K - $3.08K
|
11.9K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 0.57% |
$2.62K - $3.08K
|
5.98K
$550K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-34- 6.72% |
$2.62K - $3.08K
|
472
$43.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-34- 3.95% |
$2.62K - $3.08K
|
826
$76K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-35- 0.99% |
$2.7K - $3.17K
|
3.49K
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-35- 0.3% |
$2.7K - $3.17K
|
11.6K
$1.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-36- 0.93% |
$2.77K - $3.26K
|
3.84K
$353K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-37- 0.17% |
$2.85K - $3.35K
|
22.3K
$2.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 40.21% |
$3K - $3.53K
|
58
$5.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-39- 0.03% |
$3K - $3.53K
|
121K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-40- 0.05% |
$3.08K - $3.62K
|
84.4K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-41- 0.06% |
$3.16K - $3.71K
|
65.9K
$6.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-42- 0.03% |
$3.23K - $3.8K
|
124K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-43- 0.9% |
$3.31K - $3.89K
|
4.74K
$436K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-45- 1.69% |
$3.47K - $4.07K
|
2.61K
$240K
|