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 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.96K- 59.19% |
$305K - $359K
|
2.73K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-4K- 33.0% |
$308K - $362K
|
8.12K
$747K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.03K- 14.4% |
$310K - $365K
|
24K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.06K- 6.59% |
$313K - $367K
|
57.5K
$5.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.11K- 4.47% |
$317K - $372K
|
87.9K
$8.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.19K- 0.18% |
$322K - $379K
|
2.38M
$219M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.27K- 3.15% |
$329K - $386K
|
131K
$12.1M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.35K- 58.81% |
$335K - $394K
|
3.05K
$280K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.35K- 58.81% |
$335K - $394K
|
3.05K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.41K- 5.79% |
$339K - $399K
|
71.6K
$6.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-4.46K- 15.65% |
$343K - $404K
|
24K
$2.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-4.47K- 3.23% |
$344K - $405K
|
134K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.56K- 19.44% |
$351K - $413K
|
18.9K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.58K- 4.28% |
$353K - $414K
|
103K
$9.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.75K- 8.19% |
$366K - $430K
|
53.3K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.77K- 15.57% |
$367K - $431K
|
25.8K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.82K- 63.34% |
$371K - $436K
|
2.79K
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.82K- 3.21% |
$371K - $436K
|
145K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.84K- 27.08% |
$372K - $438K
|
13K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.85K- 55.08% |
$373K - $439K
|
3.95K
$363K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-4.88K- 8.64% |
$376K - $442K
|
51.6K
$4.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.89K- 21.87% |
$376K - $443K
|
17.5K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4.9K- 8.75% |
$377K - $444K
|
51.1K
$4.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.93K- 5.73% |
$380K - $447K
|
81.2K
$7.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.95K- 31.6% |
$381K - $448K
|
10.7K
$984K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5K- 1.83% |
$385K - $453K
|
268K
$24.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.01K- 7.8% |
$386K - $454K
|
59.3K
$5.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.03K- 34.39% |
$388K - $456K
|
9.61K
$883K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-5.21K- 48.31% |
$401K - $471K
|
5.57K
$512K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.24K- 1.05% |
$404K - $475K
|
495K
$45.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.27K- 37.26% |
$406K - $477K
|
8.87K
$816K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.46K- 2.12% |
$420K - $494K
|
253K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5.57K- 17.66% |
$429K - $505K
|
26K
$2.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-5.65K- 32.79% |
$435K - $511K
|
11.6K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-5.68K- 49.56% |
$437K - $514K
|
5.78K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.79K- 69.24% |
$446K - $524K
|
2.57K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-5.85K- 5.23% |
$450K - $529K
|
106K
$9.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-5.94K- 1.71% |
$458K - $538K
|
341K
$31.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-6.22K- 7.55% |
$479K - $563K
|
76.2K
$7M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.62K- 50.13% |
$509K - $599K
|
6.58K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-6.63K- 35.63% |
$510K - $600K
|
12K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.81K- 9.75% |
$524K - $616K
|
63K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-6.94K- 9.24% |
$534K - $628K
|
68.1K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.27K- 15.58% |
$560K - $658K
|
39.4K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.33K- 2.51% |
$564K - $664K
|
284K
$26.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-7.65K- 59.65% |
$589K - $692K
|
5.18K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.04K- 1.52% |
$619K - $728K
|
520K
$47.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.2K- 73.21% |
$631K - $742K
|
3K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-8.23K- 19.81% |
$634K - $745K
|
33.3K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.33K- 7.79% |
$642K - $754K
|
98.6K
$9.07M
|