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
|
Patten & Patten Inc
|
SELL
|
- |
-1.06K- 4.81% |
$81.4K - $95.7K
|
20.9K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.09K- 7.36% |
$84.2K - $98.9K
|
13.8K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.1K- 7.06% |
$84.7K - $99.6K
|
14.5K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.1K- 16.93% |
$84.8K - $99.7K
|
5.4K
$439K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.11K- 22.87% |
$85.4K - $100K
|
3.74K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-1.13K- 2.06% |
$86.9K - $102K
|
53.6K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.14K- 10.79% |
$87.5K - $103K
|
9.4K
$764K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 20.08% |
$88.6K - $104K
|
4.58K
$373K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.17K- 1.33% |
$89.9K - $106K
|
86.5K
$7.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.18K- 4.19% |
$91.2K - $107K
|
27.1K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.2K- 9.34% |
$92.4K - $109K
|
11.7K
$948K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.21K- 1.08% |
$93.2K - $110K
|
110K
$8.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.22K- 11.69% |
$93.6K - $110K
|
9.19K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.22K- 27.31% |
$93.6K - $110K
|
3.24K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.22K- 3.39% |
$93.9K - $110K
|
34.8K
$2.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.23K- 1.76% |
$94.9K - $112K
|
68.9K
$5.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.24K- 4.55% |
$95.7K - $113K
|
26.1K
$2.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 6.37% |
$95.9K - $113K
|
18.3K
$1.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.25K- 16.0% |
$96.3K - $113K
|
6.56K
$534K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-1.25K- 6.12% |
$96.6K - $114K
|
19.2K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 2.09% |
$97.8K - $115K
|
59.5K
$4.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.3K- 24.38% |
$100K - $118K
|
4.03K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.3K- 5.04% |
$100K - $118K
|
24.5K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.33K- 17.92% |
$102K - $120K
|
6.09K
$495K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.36K- 4.38% |
$105K - $123K
|
29.7K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.37K- 6.35% |
$106K - $124K
|
20.3K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.39K- 11.88% |
$107K - $125K
|
10.3K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 5.65% |
$108K - $127K
|
23.4K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.4K- 4.05% |
$108K - $127K
|
33.3K
$2.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.41K- 3.24% |
$108K - $127K
|
42K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.43K- 26.87% |
$110K - $129K
|
3.89K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.46K- 7.2% |
$112K - $132K
|
18.8K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.47K- 4.2% |
$113K - $133K
|
33.5K
$2.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 5.97% |
$113K - $133K
|
23.2K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 8.67% |
$114K - $134K
|
15.6K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.49K- 4.3% |
$114K - $135K
|
33.1K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 2.73% |
$116K - $136K
|
53.5K
$4.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.52K- 2.26% |
$117K - $137K
|
65.5K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.54K- 12.99% |
$118K - $139K
|
10.3K
$837K
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.55K- 18.09% |
$119K - $140K
|
7.02K
$571K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.58K- 2.88% |
$122K - $143K
|
53.2K
$4.33M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.58K- 11.48% |
$122K - $143K
|
12.2K
$992K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.6K- 0.53% |
$123K - $145K
|
298K
$24.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.6K- 11.83% |
$123K - $145K
|
11.9K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.61K- 8.89% |
$124K - $146K
|
16.5K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.62K- 23.18% |
$124K - $146K
|
5.35K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-1.62K- 6.35% |
$125K - $146K
|
23.8K
$1.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.64K- 3.17% |
$126K - $148K
|
49.9K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.64K- 17.19% |
$126K - $148K
|
7.89K
$641K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.66K- 40.69% |
$127K - $150K
|
2.41K
$196K
|