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 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-326- 2.91% |
$25.1K - $29.5K
|
10.9K
$884K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-334- 61.28% |
$25.7K - $30.2K
|
211
$17.2K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-337- 23.37% |
$25.9K - $30.5K
|
1.11K
$89.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-340- 8.08% |
$26.2K - $30.8K
|
3.87K
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-350- 7.87% |
$27K - $31.7K
|
4.1K
$333K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-350- 13.48% |
$27K - $31.7K
|
2.25K
$183K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-350- 13.75% |
$27K - $31.7K
|
2.2K
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-353- 2.31% |
$27.2K - $32K
|
14.9K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-358- 2.74% |
$27.6K - $32.4K
|
12.7K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-359- 29.33% |
$27.6K - $32.5K
|
865
$70.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-359- 7.22% |
$27.6K - $32.5K
|
4.61K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-360- 1.3% |
$27.7K - $32.6K
|
27.3K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-361- 1.98% |
$27.8K - $32.7K
|
17.9K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-363- 43.11% |
$28K - $32.9K
|
479
$39K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-363- 0.19% |
$28K - $32.9K
|
191K
$15.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-364- 7.78% |
$28K - $32.9K
|
4.31K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-365- 4.8% |
$28.1K - $33K
|
7.24K
$589K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-365- 2.48% |
$28.1K - $33K
|
14.3K
$1.17M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-365- 9.14% |
$28.1K - $33K
|
3.63K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-367- 8.89% |
$28.3K - $33.2K
|
3.76K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-367- 0.17% |
$28.3K - $33.2K
|
218K
$17.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-370- 7.97% |
$28.5K - $33.5K
|
4.27K
$347K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-375- 7.48% |
$28.9K - $33.9K
|
4.64K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-378- 2.04% |
$29.1K - $34.2K
|
18.1K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-384- 0.38% |
$29.6K - $34.8K
|
101K
$8.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-385- 2.29% |
$29.6K - $34.9K
|
16.5K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-395- 7.4% |
$30.4K - $35.8K
|
4.94K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-399- 2.85% |
$30.7K - $36.1K
|
13.6K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-400- 16.63% |
$30.8K - $36.2K
|
2.01K
$163K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-400- 6.06% |
$30.8K - $36.2K
|
6.2K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
SELL
|
- |
-400- 3.29% |
$30.8K - $36.2K
|
11.8K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-400- 3.09% |
$30.8K - $36.2K
|
12.6K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-401- 3.22% |
$30.9K - $36.3K
|
12.1K
$981K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-404- 0.97% |
$31.1K - $36.6K
|
41.3K
$3.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-405- 76.27% |
$31.2K - $36.7K
|
126
$10.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-410- 3.85% |
$31.6K - $37.1K
|
10.2K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-413- 2.11% |
$31.8K - $37.4K
|
19.1K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-413- 1.43% |
$31.8K - $37.4K
|
28.4K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-415- 3.34% |
$32K - $37.6K
|
12K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-420- 13.59% |
$32.3K - $38K
|
2.67K
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-424- 8.69% |
$32.6K - $38.4K
|
4.46K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
SELL
|
- |
-424- 6.59% |
$32.6K - $38.4K
|
6.01K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-425- 3.21% |
$32.7K - $38.5K
|
12.8K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-427- 0.72% |
$32.9K - $38.7K
|
59.3K
$4.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-428- 3.95% |
$33K - $38.7K
|
10.4K
$847K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-430- 1.94% |
$33.1K - $38.9K
|
21.7K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-430- 2.74% |
$33.1K - $38.9K
|
15.3K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-432- 12.98% |
$33.3K - $39.1K
|
2.9K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-442- 6.44% |
$34K - $40K
|
6.42K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-442- 0.49% |
$34K - $40K
|
89.8K
$7.3M
|