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 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 9.76% |
$173K - $204K
|
20.8K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.25K- 1.03% |
$173K - $204K
|
216K
$19.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.25K- 34.75% |
$174K - $204K
|
4.23K
$389K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.27K- 22.85% |
$175K - $206K
|
7.68K
$706K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.29K- 7.66% |
$176K - $207K
|
27.6K
$2.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.33K- 12.33% |
$180K - $211K
|
16.6K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.34K- 9.59% |
$180K - $212K
|
22.1K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.4K- 3.81% |
$185K - $217K
|
60.5K
$5.56M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.4K- 1.0% |
$185K - $217K
|
239K
$22M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.43K- 8.49% |
$187K - $220K
|
26.2K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.46K- 1.48% |
$189K - $222K
|
164K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-2.5K- 18.17% |
$193K - $226K
|
11.3K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.59K- 0.94% |
$199K - $234K
|
271K
$25M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.69K- 33.83% |
$207K - $243K
|
5.25K
$483K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.74K- 0.65% |
$211K - $248K
|
420K
$38.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.77K- 45.78% |
$213K - $250K
|
3.28K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2.78K- 0.88% |
$214K - $252K
|
314K
$28.8M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.79K- 81.01% |
$215K - $253K
|
655
$60.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.82K- 4.64% |
$217K - $255K
|
57.9K
$5.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.82K- 12.93% |
$217K - $255K
|
19K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.89K- 8.2% |
$223K - $262K
|
32.4K
$2.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.97K- 5.75% |
$229K - $269K
|
48.6K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.97K- 2.82% |
$229K - $269K
|
103K
$9.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3K- 3.31% |
$231K - $272K
|
87.6K
$8.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-3.04K- 35.1% |
$234K - $275K
|
5.62K
$517K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.08K- 37.01% |
$237K - $279K
|
5.25K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.12K- 3.09% |
$240K - $282K
|
97.9K
$9M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.15K- 6.18% |
$242K - $285K
|
47.8K
$4.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.15K- 5.51% |
$243K - $285K
|
54.1K
$4.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.15K- 1.43% |
$243K - $285K
|
218K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-3.18K- 2.88% |
$245K - $288K
|
107K
$9.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.19K- 7.18% |
$246K - $289K
|
41.3K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.22K- 1.55% |
$248K - $291K
|
205K
$18.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.26K- 2.37% |
$251K - $295K
|
135K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-3.33K- 11.56% |
$256K - $301K
|
25.4K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.4K- 18.81% |
$262K - $308K
|
14.7K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.41K- 1.29% |
$263K - $309K
|
261K
$24M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.43K- 4.07% |
$264K - $310K
|
80.7K
$7.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.47K- 19.51% |
$267K - $314K
|
14.3K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.51K- 3.99% |
$270K - $317K
|
84.3K
$7.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.51K- 0.68% |
$270K - $318K
|
514K
$47.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-3.56K- 0.45% |
$274K - $322K
|
786K
$72.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.56K- 3.31% |
$274K - $322K
|
104K
$9.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.57K- 7.74% |
$275K - $323K
|
42.5K
$3.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.58K- 21.91% |
$275K - $324K
|
12.7K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.6K- 1.36% |
$277K - $326K
|
261K
$24M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.82K- 8.6% |
$294K - $346K
|
40.6K
$3.74M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.88K- 27.5% |
$299K - $351K
|
10.2K
$941K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.93K- 1.14% |
$303K - $356K
|
342K
$31.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.96K- 31.03% |
$305K - $358K
|
8.8K
$809K
|