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 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-23.4K- 9.02% |
$1.8M - $2.12M
|
236K
$21.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-24.9K- 89.47% |
$1.91M - $2.25M
|
2.93K
$269K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25K- 89.03% |
$1.92M - $2.26M
|
3.08K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-26.1K- 5.12% |
$2.01M - $2.36M
|
483K
$44.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-26.3K- 16.94% |
$2.03M - $2.38M
|
129K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-26.5K- 12.7% |
$2.04M - $2.4M
|
182K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-27.5K- 6.39% |
$2.12M - $2.49M
|
403K
$37M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.6K- 18.95% |
$2.13M - $2.5M
|
118K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-28.8K- 9.75% |
$2.22M - $2.61M
|
267K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-29.5K- 10.11% |
$2.27M - $2.67M
|
262K
$24.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-30.7K- 37.93% |
$2.36M - $2.77M
|
50.2K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-31K- 6.8% |
$2.39M - $2.81M
|
426K
$39.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.7K- 38.21% |
$2.44M - $2.87M
|
51.2K
$4.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-32.6K- 3.47% |
$2.51M - $2.95M
|
907K
$83.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-32.9K- 1.93% |
$2.53M - $2.98M
|
1.67M
$154M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-33.2K- 55.75% |
$2.55M - $3M
|
26.3K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-34.3K- 3.52% |
$2.64M - $3.11M
|
941K
$86.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-34.7K- 9.52% |
$2.67M - $3.14M
|
330K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-35.4K- 18.72% |
$2.73M - $3.21M
|
154K
$14.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-35.8K- 89.5% |
$2.76M - $3.24M
|
4.2K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-36.2K- 23.31% |
$2.79M - $3.28M
|
119K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-36.7K- 31.24% |
$2.82M - $3.32M
|
80.7K
$7.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-38.6K- 17.3% |
$2.97M - $3.5M
|
185K
$17M
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-40K- 54.84% |
$3.08M - $3.62M
|
32.9K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-41.5K- 3.95% |
$3.2M - $3.76M
|
1.01M
$92.9M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-41.9K- 3.49% |
$3.23M - $3.8M
|
1.16M
$107M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42.7K- 12.67% |
$3.29M - $3.87M
|
295K
$27.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-43.2K- 7.44% |
$3.32M - $3.91M
|
537K
$49.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-43.5K- 33.0% |
$3.35M - $3.94M
|
88.4K
$8.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.7K- 64.17% |
$3.44M - $4.04M
|
24.9K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-45.8K- 8.03% |
$3.53M - $4.15M
|
525K
$48.3M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-49.4K- 10.5% |
$3.8M - $4.47M
|
421K
$38.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-51.9K- 2.13% |
$3.99M - $4.7M
|
2.38M
$219M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-55.5K- 5.31% |
$4.28M - $5.03M
|
990K
$91M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60K- 18.75% |
$4.62M - $5.43M
|
260K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-63K- 2.96% |
$4.85M - $5.7M
|
2.07M
$190M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-63.4K- 7.89% |
$4.88M - $5.73M
|
740K
$68M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-64.3K- 4.36% |
$4.95M - $5.82M
|
1.41M
$130M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-67.3K- 3.15% |
$5.18M - $6.09M
|
2.07M
$191M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-75.7K- 95.35% |
$5.83M - $6.86M
|
3.69K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
SELL
|
- |
-77K- 4.7% |
$5.93M - $6.97M
|
1.56M
$144M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-78K- 9.73% |
$6.01M - $7.06M
|
724K
$66.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-82.6K- 7.89% |
$6.36M - $7.47M
|
963K
$88.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-83.9K- 55.44% |
$6.46M - $7.6M
|
67.5K
$6.2M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-84.1K- 6.62% |
$6.48M - $7.62M
|
1.19M
$109M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-85.1K- 57.14% |
$6.55M - $7.7M
|
63.8K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-87.2K- 2.75% |
$6.71M - $7.89M
|
3.08M
$283M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-89.9K- 6.2% |
$6.92M - $8.14M
|
1.36M
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-98.1K- 29.15% |
$7.55M - $8.88M
|
238K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-99.5K- 34.59% |
$7.66M - $9M
|
188K
$17.3M
|