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 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-204- 1.14% |
$15.7K - $18.5K
|
17.7K
$1.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-205- 10.54% |
$15.8K - $18.6K
|
1.74K
$145K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-205- 0.56% |
$15.8K - $18.6K
|
36.4K
$3.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-205- 0.86% |
$15.8K - $18.6K
|
23.6K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-209- 2.01% |
$16.1K - $18.9K
|
10.2K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-209- 2.05% |
$16.1K - $18.9K
|
9.99K
$834K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-210- 2.34% |
$16.2K - $19K
|
8.75K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 80.46% |
$16.2K - $19K
|
51
$4.26K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-212- 4.91% |
$16.3K - $19.2K
|
4.11K
$343K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-213- 1.98% |
$16.4K - $19.3K
|
10.6K
$882K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-213- 2.12% |
$16.4K - $19.3K
|
9.85K
$822K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-219- 7.42% |
$16.9K - $19.8K
|
2.73K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-219- 4.74% |
$16.9K - $19.8K
|
4.4K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-221- 15.44% |
$17K - $20K
|
1.21K
$101K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-228- 3.37% |
$17.6K - $20.6K
|
6.53K
$545K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-228- 1.29% |
$17.6K - $20.6K
|
17.4K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-232- 3.48% |
$17.9K - $21K
|
6.43K
$537K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-233- 4.02% |
$17.9K - $21.1K
|
5.57K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-235- 5.57% |
$18.1K - $21.3K
|
3.99K
$333K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-240- 0.76% |
$18.5K - $21.7K
|
31.2K
$2.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-241- 7.33% |
$18.6K - $21.8K
|
3.05K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-242- 3.07% |
$18.6K - $21.9K
|
7.63K
$637K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-243- 2.42% |
$18.7K - $22K
|
9.81K
$819K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-250- 5.32% |
$19.3K - $22.6K
|
4.45K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-250- 4.26% |
$19.3K - $22.6K
|
5.63K
$470K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-254- 0.07% |
$19.6K - $23K
|
368K
$30.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-260- 0.28% |
$20K - $23.5K
|
93.7K
$7.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-264- 0.6% |
$20.3K - $23.9K
|
43.5K
$3.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-265- 7.17% |
$20.4K - $24K
|
3.43K
$287K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-265- 9.71% |
$20.4K - $24K
|
2.46K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-274- 0.99% |
$21.1K - $24.8K
|
27.5K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-274- 6.4% |
$21.1K - $24.8K
|
4.01K
$335K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-278- 3.04% |
$21.4K - $25.2K
|
8.86K
$739K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-278- 0.38% |
$21.4K - $25.2K
|
73.8K
$6.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-281- 2.42% |
$21.6K - $25.4K
|
11.3K
$946K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-286- 0.8% |
$22K - $25.9K
|
35.3K
$2.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-288- 45.86% |
$22.2K - $26.1K
|
340
$28.4K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-289- 16.0% |
$22.3K - $26.2K
|
1.52K
$127K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-289- 2.09% |
$22.3K - $26.2K
|
13.6K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-293- 0.29% |
$22.6K - $26.5K
|
99.1K
$8.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-295- 5.95% |
$22.7K - $26.7K
|
4.66K
$389K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-296- 2.89% |
$22.8K - $26.8K
|
9.94K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-298- 11.39% |
$22.9K - $27K
|
2.32K
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-300- 6.38% |
$23.1K - $27.2K
|
4.4K
$367K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.48% |
$23.1K - $27.2K
|
61.6K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-303- 3.76% |
$23.3K - $27.4K
|
7.76K
$648K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-310- 33.44% |
$23.9K - $28.1K
|
617
$51.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-314- 0.62% |
$24.2K - $28.4K
|
50.3K
$4.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-315- 2.06% |
$24.3K - $28.5K
|
15K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-320- 0.45% |
$24.6K - $29K
|
70.6K
$5.9M
|