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
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.95K- 31.6% |
$381K - $448K
|
10.7K
$870K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5K- 1.83% |
$385K - $453K
|
268K
$21.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.01K- 7.8% |
$386K - $454K
|
59.3K
$4.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.03K- 34.39% |
$388K - $456K
|
9.61K
$781K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-5.21K- 48.31% |
$401K - $471K
|
5.57K
$453K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.24K- 1.05% |
$404K - $475K
|
495K
$40.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.27K- 37.26% |
$406K - $477K
|
8.87K
$721K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.46K- 2.12% |
$420K - $494K
|
253K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5.57K- 17.66% |
$429K - $505K
|
26K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-5.65K- 32.79% |
$435K - $511K
|
11.6K
$942K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-5.68K- 49.56% |
$437K - $514K
|
5.78K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.79K- 69.24% |
$446K - $524K
|
2.57K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-5.85K- 5.23% |
$450K - $529K
|
106K
$8.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-5.94K- 1.71% |
$458K - $538K
|
341K
$27.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-6.22K- 7.55% |
$479K - $563K
|
76.2K
$6.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-6.63K- 35.63% |
$510K - $600K
|
12K
$974K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.81K- 9.75% |
$524K - $616K
|
63K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-6.94K- 9.24% |
$534K - $628K
|
68.1K
$5.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.27K- 15.58% |
$560K - $658K
|
39.4K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.33K- 2.51% |
$564K - $664K
|
284K
$23.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-7.65K- 59.65% |
$589K - $692K
|
5.18K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.04K- 1.52% |
$619K - $728K
|
520K
$42.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.2K- 73.21% |
$631K - $742K
|
3K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-8.23K- 19.81% |
$634K - $745K
|
33.3K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.33K- 7.79% |
$642K - $754K
|
98.6K
$8.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-8.35K- 1.94% |
$643K - $756K
|
423K
$34.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-8.37K- 15.58% |
$644K - $757K
|
45.3K
$3.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-8.43K- 11.22% |
$649K - $763K
|
66.7K
$5.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-8.5K- 69.13% |
$654K - $769K
|
3.79K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.64K- 4.52% |
$665K - $782K
|
183K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-9.07K- 79.39% |
$698K - $821K
|
2.36K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9.44K- 18.23% |
$727K - $855K
|
42.4K
$3.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.7K- 36.4% |
$747K - $878K
|
16.9K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9.71K- 8.99% |
$748K - $879K
|
98.3K
$8M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.77K- 51.81% |
$752K - $884K
|
9.08K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10K- 88.5% |
$773K - $908K
|
1.3K
$106K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.1K- 30.2% |
$775K - $911K
|
23.3K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.4K- 1.47% |
$804K - $946K
|
702K
$57.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-10.5K- 8.64% |
$811K - $954K
|
111K
$9.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 12.41% |
$819K - $963K
|
75.1K
$6.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-10.7K- 1.78% |
$827K - $972K
|
592K
$48.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.9K- 28.46% |
$842K - $990K
|
27.5K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-11K- 17.33% |
$844K - $993K
|
52.3K
$4.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.2K- 74.33% |
$863K - $1.01M
|
3.87K
$315K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-11.2K- 26.26% |
$864K - $1.02M
|
31.5K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-11.3K- 7.28% |
$869K - $1.02M
|
144K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-11.4K- 33.34% |
$875K - $1.03M
|
22.7K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-11.7K- 50.06% |
$904K - $1.06M
|
11.7K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-11.8K- 9.0% |
$907K - $1.07M
|
119K
$9.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-11.8K- 71.09% |
$908K - $1.07M
|
4.8K
$390K
|