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
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-401- 3.22% |
$30.9K - $36.3K
|
12.1K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-404- 0.97% |
$31.1K - $36.6K
|
41.3K
$3.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-405- 76.27% |
$31.2K - $36.7K
|
126
$11.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-410- 3.85% |
$31.6K - $37.1K
|
10.2K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-413- 2.11% |
$31.8K - $37.4K
|
19.1K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-413- 1.43% |
$31.8K - $37.4K
|
28.4K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-415- 3.34% |
$32K - $37.6K
|
12K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-420- 13.59% |
$32.3K - $38K
|
2.67K
$246K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-424- 8.69% |
$32.6K - $38.4K
|
4.46K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
SELL
|
- |
-424- 6.59% |
$32.6K - $38.4K
|
6.01K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-425- 3.21% |
$32.7K - $38.5K
|
12.8K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-427- 0.72% |
$32.9K - $38.7K
|
59.3K
$5.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-428- 3.95% |
$33K - $38.7K
|
10.4K
$958K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-430- 1.94% |
$33.1K - $38.9K
|
21.7K
$1.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-430- 2.74% |
$33.1K - $38.9K
|
15.3K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-432- 12.98% |
$33.3K - $39.1K
|
2.9K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-442- 6.44% |
$34K - $40K
|
6.42K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-442- 0.49% |
$34K - $40K
|
89.8K
$8.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-443- 4.74% |
$34.1K - $40.1K
|
8.91K
$819K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-444- 1.8% |
$34.2K - $40.2K
|
24.3K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-450- 3.28% |
$34.7K - $40.7K
|
13.3K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-451- 11.09% |
$34.7K - $40.8K
|
3.62K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-454- 3.09% |
$35K - $41.1K
|
14.2K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-454- 2.45% |
$35K - $41.1K
|
18K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-454- 8.31% |
$35K - $41.1K
|
5.01K
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-459- 4.81% |
$35.3K - $41.5K
|
9.09K
$836K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-460- 0.73% |
$35.4K - $41.6K
|
62.3K
$5.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-462- 1.45% |
$35.6K - $41.8K
|
31.3K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-462- 17.16% |
$35.6K - $41.8K
|
2.23K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-471- 0.98% |
$36.3K - $42.6K
|
47.6K
$4.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-473- 17.35% |
$36.4K - $42.8K
|
2.25K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-480- 5.55% |
$37K - $43.4K
|
8.17K
$752K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-493- 7.76% |
$38K - $44.6K
|
5.86K
$539K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-493- 8.87% |
$38K - $44.6K
|
5.07K
$466K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-500- 4.08% |
$38.5K - $45.3K
|
11.8K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 7.21% |
$38.5K - $45.3K
|
6.43K
$592K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-500- 15.63% |
$38.5K - $45.3K
|
2.7K
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-500- 8.13% |
$38.5K - $45.3K
|
5.65K
$520K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-505- 0.73% |
$38.9K - $45.7K
|
68.6K
$6.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-508- 10.56% |
$39.1K - $46K
|
4.3K
$396K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-515- 2.75% |
$39.7K - $46.6K
|
18.2K
$1.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-518- 0.57% |
$39.9K - $46.9K
|
90.5K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-523- 11.88% |
$40.3K - $47.3K
|
3.88K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-527- 5.31% |
$40.6K - $47.7K
|
9.4K
$865K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-530- 0.68% |
$40.8K - $48K
|
76.8K
$7.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-540- 4.3% |
$41.6K - $48.9K
|
12K
$1.11M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-542- 7.66% |
$41.7K - $49.1K
|
6.53K
$600K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-546- 4.89% |
$42K - $49.4K
|
10.6K
$977K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-548- 18.31% |
$42.2K - $49.6K
|
2.45K
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-549- 5.04% |
$42.3K - $49.7K
|
10.3K
$951K
|