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
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-11.9K- 38.92% |
$917K - $1.08M
|
18.7K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-12.2K- 6.6% |
$938K - $1.1M
|
172K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12.2K- 5.48% |
$941K - $1.11M
|
211K
$17.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.6K- 31.93% |
$971K - $1.14M
|
26.9K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-13K- 13.12% |
$1M - $1.18M
|
86.1K
$7M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-13.1K- 30.62% |
$1.01M - $1.18M
|
29.6K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.1K- 8.68% |
$1.01M - $1.19M
|
138K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-13.2K- 8.95% |
$1.01M - $1.19M
|
134K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-14.1K- 86.03% |
$1.09M - $1.28M
|
2.29K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Aventail Capital Group, LP
New York, NY |
SELL
|
- |
-14.3K- 22.23% |
$1.1M - $1.29M
|
50K
$4.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-14.8K- 23.85% |
$1.14M - $1.34M
|
47.1K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.3K- 14.87% |
$1.18M - $1.38M
|
87.5K
$7.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16K- 5.23% |
$1.23M - $1.45M
|
291K
$23.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.2K- 4.1% |
$1.25M - $1.47M
|
379K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17.2K- 1.53% |
$1.32M - $1.56M
|
1.11M
$90M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18K- 13.96% |
$1.39M - $1.63M
|
111K
$9.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-18.5K- 14.52% |
$1.42M - $1.67M
|
109K
$8.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.9K- 6.8% |
$1.45M - $1.71M
|
259K
$21.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.9K- 13.64% |
$1.53M - $1.8M
|
126K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-20.9K- 90.25% |
$1.61M - $1.9M
|
2.26K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-21.7K- 25.55% |
$1.67M - $1.96M
|
63.2K
$5.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-21.7K- 86.63% |
$1.67M - $1.97M
|
3.35K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-22.3K- 9.06% |
$1.72M - $2.02M
|
224K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-23.4K- 9.02% |
$1.8M - $2.12M
|
236K
$19.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-24.9K- 89.47% |
$1.91M - $2.25M
|
2.93K
$238K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25K- 89.03% |
$1.92M - $2.26M
|
3.08K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-26.1K- 5.12% |
$2.01M - $2.36M
|
483K
$39.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-26.3K- 16.94% |
$2.03M - $2.38M
|
129K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-26.5K- 12.7% |
$2.04M - $2.4M
|
182K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-27.5K- 6.39% |
$2.12M - $2.49M
|
403K
$32.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.6K- 18.95% |
$2.13M - $2.5M
|
118K
$9.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-28.8K- 9.75% |
$2.22M - $2.61M
|
267K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-29.5K- 10.11% |
$2.27M - $2.67M
|
262K
$21.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-30.7K- 37.93% |
$2.36M - $2.77M
|
50.2K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-31K- 6.8% |
$2.39M - $2.81M
|
426K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.7K- 38.21% |
$2.44M - $2.87M
|
51.2K
$4.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-32.6K- 3.47% |
$2.51M - $2.95M
|
907K
$73.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-32.9K- 1.93% |
$2.53M - $2.98M
|
1.67M
$136M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-33.2K- 55.75% |
$2.55M - $3M
|
26.3K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-34.3K- 3.52% |
$2.64M - $3.11M
|
941K
$76.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-34.7K- 9.52% |
$2.67M - $3.14M
|
330K
$26.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-35.4K- 18.72% |
$2.73M - $3.21M
|
154K
$12.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-35.8K- 89.5% |
$2.76M - $3.24M
|
4.2K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-36.2K- 23.31% |
$2.79M - $3.28M
|
119K
$9.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-36.7K- 31.24% |
$2.82M - $3.32M
|
80.7K
$6.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-38.6K- 17.3% |
$2.97M - $3.5M
|
185K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-41.5K- 3.95% |
$3.2M - $3.76M
|
1.01M
$82.2M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-41.9K- 3.49% |
$3.23M - $3.8M
|
1.16M
$94.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42.7K- 12.67% |
$3.29M - $3.87M
|
295K
$24M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-43.2K- 7.44% |
$3.32M - $3.91M
|
537K
$43.7M
|