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 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-281- 2.42% |
$21.6K - $25.4K
|
11.3K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-286- 0.8% |
$22K - $25.9K
|
35.3K
$3.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-288- 45.86% |
$22.2K - $26.1K
|
340
$31.3K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-289- 16.0% |
$22.3K - $26.2K
|
1.52K
$140K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-289- 2.09% |
$22.3K - $26.2K
|
13.6K
$1.25M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-289- 2.09% |
$22.3K - $26.2K
|
13.6K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-293- 0.29% |
$22.6K - $26.5K
|
99.1K
$9.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-295- 5.95% |
$22.7K - $26.7K
|
4.66K
$429K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-296- 2.89% |
$22.8K - $26.8K
|
9.94K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-298- 11.39% |
$22.9K - $27K
|
2.32K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-300- 6.38% |
$23.1K - $27.2K
|
4.4K
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.48% |
$23.1K - $27.2K
|
61.6K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-303- 3.76% |
$23.3K - $27.4K
|
7.76K
$714K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-310- 33.44% |
$23.9K - $28.1K
|
617
$56.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-314- 0.62% |
$24.2K - $28.4K
|
50.3K
$4.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-315- 2.06% |
$24.3K - $28.5K
|
15K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-320- 0.45% |
$24.6K - $29K
|
70.6K
$6.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-321- 4.87% |
$24.7K - $29.1K
|
6.27K
$577K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-326- 2.91% |
$25.1K - $29.5K
|
10.9K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-334- 61.28% |
$25.7K - $30.2K
|
211
$19.4K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-337- 23.37% |
$25.9K - $30.5K
|
1.11K
$102K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-340- 8.08% |
$26.2K - $30.8K
|
3.87K
$356K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-350- 7.87% |
$27K - $31.7K
|
4.1K
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-350- 13.48% |
$27K - $31.7K
|
2.25K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-350- 13.75% |
$27K - $31.7K
|
2.2K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-353- 2.31% |
$27.2K - $32K
|
14.9K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-358- 2.74% |
$27.6K - $32.4K
|
12.7K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-359- 29.33% |
$27.6K - $32.5K
|
865
$79.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-359- 7.22% |
$27.6K - $32.5K
|
4.61K
$424K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-360- 1.3% |
$27.7K - $32.6K
|
27.3K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-361- 1.98% |
$27.8K - $32.7K
|
17.9K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-363- 43.11% |
$28K - $32.9K
|
479
$44K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-363- 0.19% |
$28K - $32.9K
|
191K
$17.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-364- 7.78% |
$28K - $32.9K
|
4.31K
$397K
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-365- 4.8% |
$28.1K - $33K
|
7.24K
$666K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-365- 2.48% |
$28.1K - $33K
|
14.3K
$1.32M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-365- 9.14% |
$28.1K - $33K
|
3.63K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-367- 8.89% |
$28.3K - $33.2K
|
3.76K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-367- 0.17% |
$28.3K - $33.2K
|
218K
$20M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-370- 7.97% |
$28.5K - $33.5K
|
4.27K
$393K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-375- 7.48% |
$28.9K - $33.9K
|
4.64K
$426K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-378- 2.04% |
$29.1K - $34.2K
|
18.1K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-384- 0.38% |
$29.6K - $34.8K
|
101K
$9.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-385- 2.29% |
$29.6K - $34.9K
|
16.5K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-395- 7.4% |
$30.4K - $35.8K
|
4.94K
$454K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-399- 2.85% |
$30.7K - $36.1K
|
13.6K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-400- 16.63% |
$30.8K - $36.2K
|
2.01K
$184K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-400- 6.06% |
$30.8K - $36.2K
|
6.2K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
SELL
|
- |
-400- 3.29% |
$30.8K - $36.2K
|
11.8K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-400- 3.09% |
$30.8K - $36.2K
|
12.6K
$1.15M
|