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 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-443- 4.74% |
$34.1K - $40.1K
|
8.91K
$724K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-444- 1.8% |
$34.2K - $40.2K
|
24.3K
$1.97M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-450- 3.28% |
$34.7K - $40.7K
|
13.3K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-451- 11.09% |
$34.7K - $40.8K
|
3.62K
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-454- 3.09% |
$35K - $41.1K
|
14.2K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-454- 2.45% |
$35K - $41.1K
|
18K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-454- 8.31% |
$35K - $41.1K
|
5.01K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-459- 4.81% |
$35.3K - $41.5K
|
9.09K
$739K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-460- 0.73% |
$35.4K - $41.6K
|
62.3K
$5.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-462- 1.45% |
$35.6K - $41.8K
|
31.3K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-462- 17.16% |
$35.6K - $41.8K
|
2.23K
$181K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-471- 0.98% |
$36.3K - $42.6K
|
47.6K
$3.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-473- 17.35% |
$36.4K - $42.8K
|
2.25K
$183K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-480- 5.55% |
$37K - $43.4K
|
8.17K
$665K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-493- 7.76% |
$38K - $44.6K
|
5.86K
$476K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-493- 8.87% |
$38K - $44.6K
|
5.07K
$412K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-500- 4.08% |
$38.5K - $45.3K
|
11.8K
$956K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 7.21% |
$38.5K - $45.3K
|
6.43K
$523K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-500- 15.63% |
$38.5K - $45.3K
|
2.7K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-500- 8.13% |
$38.5K - $45.3K
|
5.65K
$459K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-505- 0.73% |
$38.9K - $45.7K
|
68.6K
$5.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-508- 10.56% |
$39.1K - $46K
|
4.3K
$350K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-518- 0.57% |
$39.9K - $46.9K
|
90.5K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-523- 11.88% |
$40.3K - $47.3K
|
3.88K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-527- 5.31% |
$40.6K - $47.7K
|
9.4K
$765K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-530- 0.68% |
$40.8K - $48K
|
76.8K
$6.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-540- 4.3% |
$41.6K - $48.9K
|
12K
$977K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-546- 4.89% |
$42K - $49.4K
|
10.6K
$864K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-548- 18.31% |
$42.2K - $49.6K
|
2.45K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-549- 5.04% |
$42.3K - $49.7K
|
10.3K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-550- 1.24% |
$42.4K - $49.8K
|
43.9K
$3.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-552- 0.86% |
$42.5K - $50K
|
63.6K
$5.17M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-554- 2.17% |
$42.7K - $50.1K
|
25K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-557- 11.95% |
$42.9K - $50.4K
|
4.1K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-563- 16.7% |
$43.4K - $51K
|
2.81K
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-572- 2.08% |
$44K - $51.8K
|
26.9K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-572- 17.9% |
$44K - $51.8K
|
2.62K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-573- 18.64% |
$44.1K - $51.9K
|
2.5K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-576- 1.04% |
$44.4K - $52.1K
|
55K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-585- 1.28% |
$45K - $53K
|
45.3K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-588- 9.39% |
$45.3K - $53.2K
|
5.67K
$461K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-590- 2.15% |
$45.4K - $53.4K
|
26.9K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-594- 0.6% |
$45.7K - $53.8K
|
98.6K
$8.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-600- 16.82% |
$46.2K - $54.3K
|
2.97K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-603- 18.22% |
$46.4K - $54.6K
|
2.71K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-605- 5.58% |
$46.6K - $54.8K
|
10.2K
$833K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-610- 3.02% |
$47K - $55.2K
|
19.6K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-627- 9.42% |
$48.3K - $56.8K
|
6.03K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-639- 17.09% |
$49.2K - $57.8K
|
3.1K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-644- 9.93% |
$49.6K - $58.3K
|
5.84K
$475K
|