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 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-8.35K- 1.94% |
$643K - $756K
|
423K
$38.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-8.37K- 15.58% |
$644K - $757K
|
45.3K
$4.17M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-8.37K- 1.9% |
$644K - $757K
|
432K
$39.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-8.43K- 11.22% |
$649K - $763K
|
66.7K
$6.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-8.5K- 69.13% |
$654K - $769K
|
3.79K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.64K- 4.52% |
$665K - $782K
|
183K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-9.07K- 79.39% |
$698K - $821K
|
2.36K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9.44K- 18.23% |
$727K - $855K
|
42.4K
$3.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.7K- 36.4% |
$747K - $878K
|
16.9K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9.71K- 8.99% |
$748K - $879K
|
98.3K
$9.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.77K- 51.81% |
$752K - $884K
|
9.08K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10K- 88.5% |
$773K - $908K
|
1.3K
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10.1K- 30.2% |
$775K - $911K
|
23.3K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.4K- 1.47% |
$804K - $946K
|
702K
$64.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-10.5K- 8.64% |
$811K - $954K
|
111K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 12.41% |
$819K - $963K
|
75.1K
$6.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-10.7K- 1.78% |
$827K - $972K
|
592K
$54.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.9K- 28.46% |
$842K - $990K
|
27.5K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-11K- 17.33% |
$844K - $993K
|
52.3K
$4.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.2K- 74.33% |
$863K - $1.01M
|
3.87K
$356K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-11.2K- 26.26% |
$864K - $1.02M
|
31.5K
$2.9M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-11.3K- 7.28% |
$869K - $1.02M
|
144K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-11.4K- 33.34% |
$875K - $1.03M
|
22.7K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-11.7K- 50.06% |
$904K - $1.06M
|
11.7K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-11.8K- 9.0% |
$907K - $1.07M
|
119K
$10.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-11.8K- 71.09% |
$908K - $1.07M
|
4.8K
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-11.9K- 38.92% |
$917K - $1.08M
|
18.7K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-12.2K- 6.6% |
$938K - $1.1M
|
172K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12.2K- 5.48% |
$941K - $1.11M
|
211K
$19.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.6K- 31.93% |
$971K - $1.14M
|
26.9K
$2.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-13K- 13.12% |
$1M - $1.18M
|
86.1K
$7.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-13.1K- 30.62% |
$1.01M - $1.18M
|
29.6K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.1K- 8.68% |
$1.01M - $1.19M
|
138K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-13.2K- 8.95% |
$1.01M - $1.19M
|
134K
$12.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-14.1K- 86.03% |
$1.09M - $1.28M
|
2.29K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Aventail Capital Group, LP
New York, NY |
SELL
|
- |
-14.3K- 22.23% |
$1.1M - $1.29M
|
50K
$4.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-14.8K- 23.85% |
$1.14M - $1.34M
|
47.1K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.3K- 14.87% |
$1.18M - $1.38M
|
87.5K
$8.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16K- 5.23% |
$1.23M - $1.45M
|
291K
$26.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.2K- 4.1% |
$1.25M - $1.47M
|
379K
$34.9M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.1K- 56.57% |
$1.32M - $1.55M
|
13.1K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17.2K- 1.53% |
$1.32M - $1.56M
|
1.11M
$102M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18K- 13.96% |
$1.39M - $1.63M
|
111K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-18.5K- 14.52% |
$1.42M - $1.67M
|
109K
$10M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.9K- 6.8% |
$1.45M - $1.71M
|
259K
$23.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.9K- 13.64% |
$1.53M - $1.8M
|
126K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-20.9K- 90.25% |
$1.61M - $1.9M
|
2.26K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-21.7K- 25.55% |
$1.67M - $1.96M
|
63.2K
$5.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-21.7K- 86.63% |
$1.67M - $1.97M
|
3.35K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-22.3K- 9.06% |
$1.72M - $2.02M
|
224K
$20.6M
|