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 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.41K- 3.24% |
$108K - $127K
|
42K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.43K- 26.87% |
$110K - $129K
|
3.89K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.46K- 7.2% |
$112K - $132K
|
18.8K
$1.73M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.47K- 4.2% |
$113K - $133K
|
33.5K
$3.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 5.97% |
$113K - $133K
|
23.2K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 8.67% |
$114K - $134K
|
15.6K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.49K- 4.3% |
$114K - $135K
|
33.1K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 2.73% |
$116K - $136K
|
53.5K
$4.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.52K- 2.26% |
$117K - $137K
|
65.5K
$6.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.54K- 12.99% |
$118K - $139K
|
10.3K
$946K
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.55K- 18.09% |
$119K - $140K
|
7.02K
$646K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.58K- 2.88% |
$122K - $143K
|
53.2K
$4.89M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.58K- 11.48% |
$122K - $143K
|
12.2K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.6K- 0.53% |
$123K - $145K
|
298K
$27.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.6K- 11.83% |
$123K - $145K
|
11.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.61K- 8.89% |
$124K - $146K
|
16.5K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.62K- 23.18% |
$124K - $146K
|
5.35K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-1.62K- 6.35% |
$125K - $146K
|
23.8K
$2.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.64K- 3.17% |
$126K - $148K
|
49.9K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.64K- 17.19% |
$126K - $148K
|
7.89K
$725K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.66K- 40.69% |
$127K - $150K
|
2.41K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.67K- 0.29% |
$129K - $151K
|
568K
$52.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.75K- 10.43% |
$135K - $158K
|
15K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 3.02% |
$135K - $158K
|
56.2K
$5.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.77K- 2.09% |
$136K - $160K
|
83.1K
$7.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.78K- 28.54% |
$137K - $161K
|
4.45K
$410K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.8K- 14.2% |
$138K - $163K
|
10.9K
$998K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.82K- 3.79% |
$140K - $164K
|
46.1K
$4.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.82K- 25.46% |
$140K - $165K
|
5.34K
$491K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.83K- 7.91% |
$141K - $165K
|
21.3K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.83K- 3.27% |
$141K - $166K
|
54.1K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.84K- 11.03% |
$142K - $166K
|
14.8K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.88K- 2.28% |
$145K - $170K
|
80.6K
$7.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.9K- 6.56% |
$146K - $172K
|
27.1K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.91K- 23.39% |
$147K - $173K
|
6.26K
$576K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-1.91K- 33.16% |
$147K - $173K
|
3.86K
$355K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.94K- 7.68% |
$150K - $176K
|
23.4K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.95K- 2.71% |
$150K - $177K
|
70.2K
$6.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.96K- 28.78% |
$151K - $177K
|
4.84K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.02K- 2.45% |
$155K - $182K
|
80.2K
$7.38M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-2.04K- 15.63% |
$157K - $185K
|
11K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.05K- 14.05% |
$158K - $186K
|
12.5K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.11K- 5.38% |
$162K - $191K
|
37.1K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.13K- 1.66% |
$164K - $193K
|
126K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.13K- 3.23% |
$164K - $193K
|
63.7K
$5.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.15K- 2.83% |
$166K - $195K
|
73.9K
$6.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.15K- 8.31% |
$166K - $195K
|
23.7K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.17K- 1.38% |
$167K - $196K
|
155K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.18K- 7.88% |
$168K - $197K
|
25.5K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.21K- 27.7% |
$170K - $200K
|
5.77K
$530K
|