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 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-650- 7.89% |
$50.1K - $58.8K
|
7.59K
$617K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-656- 11.96% |
$50.5K - $59.4K
|
4.83K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-681- 1.68% |
$52.4K - $61.6K
|
39.9K
$3.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-699- 16.87% |
$53.8K - $63.3K
|
3.44K
$280K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-700- 3.78% |
$53.9K - $63.4K
|
17.8K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-703- 4.19% |
$54.1K - $63.6K
|
16.1K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-708- 0.86% |
$54.5K - $64.1K
|
81.2K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-712- 13.31% |
$54.8K - $64.5K
|
4.64K
$377K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-725- 1.41% |
$55.8K - $65.6K
|
50.7K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-728- 3.53% |
$56.1K - $65.9K
|
19.9K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-738- 20.7% |
$56.8K - $66.8K
|
2.83K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-753- 5.16% |
$58K - $68.2K
|
13.8K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-780- 6.54% |
$60.1K - $70.6K
|
11.1K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-800- 4.75% |
$61.6K - $72.4K
|
16.1K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-802- 1.97% |
$61.8K - $72.6K
|
39.9K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-808- 24.19% |
$62.2K - $73.1K
|
2.53K
$206K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-819- 1.56% |
$63.1K - $74.1K
|
51.8K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-824- 20.58% |
$63.4K - $74.6K
|
3.18K
$259K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-835- 27.97% |
$64.3K - $75.6K
|
2.15K
$175K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-838- 4.28% |
$64.5K - $75.9K
|
18.7K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-840- 4.35% |
$64.7K - $76K
|
18.5K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-841- 2.91% |
$64.8K - $76.1K
|
28K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-849- 8.96% |
$65.4K - $76.9K
|
8.63K
$702K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-851- 26.05% |
$65.5K - $77K
|
2.42K
$196K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-855- 27.4% |
$65.8K - $77.4K
|
2.27K
$184K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-859- 1.06% |
$66.1K - $77.8K
|
80.3K
$6.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-859- 0.98% |
$66.1K - $77.8K
|
86.7K
$7.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-862- 4.95% |
$66.4K - $78K
|
16.6K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-866- 1.16% |
$66.7K - $78.4K
|
73.8K
$6M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-873- 17.64% |
$67.2K - $79K
|
4.08K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 1.12% |
$67.4K - $79.2K
|
77.1K
$6.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-878- 22.79% |
$67.6K - $79.5K
|
2.98K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-884- 2.51% |
$68.1K - $80K
|
34.3K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-907- 20.28% |
$69.8K - $82.1K
|
3.57K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-927- 9.86% |
$71.4K - $83.9K
|
8.47K
$689K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-932- 28.11% |
$71.8K - $84.4K
|
2.38K
$194K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-941- 16.4% |
$72.5K - $85.2K
|
4.8K
$390K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-960- 3.07% |
$73.9K - $86.9K
|
30.4K
$2.47M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-962- 9.76% |
$74.1K - $87.1K
|
8.89K
$723K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-970- 15.02% |
$74.7K - $87.8K
|
5.49K
$446K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-978- 8.63% |
$75.3K - $88.5K
|
10.4K
$842K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-984- 7.83% |
$75.8K - $89.1K
|
11.6K
$942K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-999- 2.75% |
$76.9K - $90.4K
|
35.3K
$2.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-1K- 10.54% |
$77K - $90.5K
|
8.49K
$690K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1K- 0.52% |
$77K - $90.5K
|
191K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1K- 2.03% |
$77.3K - $90.9K
|
48.5K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.03K- 97.25% |
$79K - $92.9K
|
29
$2.36K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.03K- 17.51% |
$79.2K - $93.1K
|
4.84K
$394K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.03K- 7.48% |
$79.5K - $93.5K
|
12.8K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 8.97% |
$80K - $94.1K
|
10.5K
$857K
|