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 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 1.12% |
$67.4K - $79.2K
|
77.1K
$7.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-878- 22.79% |
$67.6K - $79.5K
|
2.98K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-884- 2.51% |
$68.1K - $80K
|
34.3K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-907- 20.28% |
$69.8K - $82.1K
|
3.57K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-927- 9.86% |
$71.4K - $83.9K
|
8.47K
$779K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-932- 28.11% |
$71.8K - $84.4K
|
2.38K
$219K
|
|
|
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
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-960- 3.07% |
$73.9K - $86.9K
|
30.4K
$2.79M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-962- 9.76% |
$74.1K - $87.1K
|
8.89K
$818K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-970- 15.02% |
$74.7K - $87.8K
|
5.49K
$504K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-978- 8.63% |
$75.3K - $88.5K
|
10.4K
$952K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-984- 7.83% |
$75.8K - $89.1K
|
11.6K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-999- 2.75% |
$76.9K - $90.4K
|
35.3K
$3.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-1K- 10.54% |
$77K - $90.5K
|
8.49K
$781K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1K- 0.52% |
$77K - $90.5K
|
191K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1K- 2.03% |
$77.3K - $90.9K
|
48.5K
$4.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.03K- 97.25% |
$79K - $92.9K
|
29
$2.67K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.03K- 17.51% |
$79.2K - $93.1K
|
4.84K
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.03K- 7.48% |
$79.5K - $93.5K
|
12.8K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 8.97% |
$80K - $94.1K
|
10.5K
$969K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.06K- 4.81% |
$81.4K - $95.7K
|
20.9K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.09K- 7.36% |
$84.2K - $98.9K
|
13.8K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.1K- 7.06% |
$84.7K - $99.6K
|
14.5K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.1K- 16.93% |
$84.8K - $99.7K
|
5.4K
$497K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.11K- 22.87% |
$85.4K - $100K
|
3.74K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-1.13K- 2.06% |
$86.9K - $102K
|
53.6K
$4.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.14K- 10.79% |
$87.5K - $103K
|
9.4K
$864K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 20.08% |
$88.6K - $104K
|
4.58K
$421K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.17K- 1.33% |
$89.9K - $106K
|
86.5K
$7.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.18K- 4.19% |
$91.2K - $107K
|
27.1K
$2.49M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.2K- 26.83% |
$92K - $108K
|
3.26K
$300K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.2K- 9.34% |
$92.4K - $109K
|
11.7K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.21K- 1.08% |
$93.2K - $110K
|
110K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.22K- 11.69% |
$93.6K - $110K
|
9.19K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.22K- 27.31% |
$93.6K - $110K
|
3.24K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.22K- 3.39% |
$93.9K - $110K
|
34.8K
$3.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.23K- 1.76% |
$94.9K - $112K
|
68.9K
$6.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.24K- 4.55% |
$95.7K - $113K
|
26.1K
$2.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 6.37% |
$95.9K - $113K
|
18.3K
$1.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.25K- 16.0% |
$96.3K - $113K
|
6.56K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-1.25K- 6.12% |
$96.6K - $114K
|
19.2K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 2.09% |
$97.8K - $115K
|
59.5K
$5.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.3K- 24.38% |
$100K - $118K
|
4.03K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.3K- 5.04% |
$100K - $118K
|
24.5K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.33K- 17.92% |
$102K - $120K
|
6.09K
$560K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.36K- 4.38% |
$105K - $123K
|
29.7K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.37K- 6.35% |
$106K - $124K
|
20.3K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.39K- 11.88% |
$107K - $125K
|
10.3K
$946K
|
|
|
Nov 13, 2024
Q3 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 5.65% |
$108K - $127K
|
23.4K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.4K- 4.05% |
$108K - $127K
|
33.3K
$3.06M
|