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 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.4KNew |
$882K - $1.04M
|
11.4K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$882K - $1.04M
|
11.4K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
11.3K+ 5.92% |
$873K - $1.03M
|
203K
$16.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
11.3K+ 24.96% |
$873K - $1.03M
|
56.8K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
11.2K+ 40.48% |
$862K - $1.01M
|
38.8K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 3.0% |
$846K - $994K
|
377K
$30.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
10.6K+ 26.15% |
$813K - $956K
|
50.9K
$4.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 1.89% |
$812K - $954K
|
568K
$46.2M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
10.5K+ 368.13% |
$806K - $947K
|
13.3K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
10.5K+ 15.44% |
$805K - $947K
|
78.2K
$6.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$803K - $944K
|
10.4K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4K+ 150.25% |
$802K - $943K
|
17.4K
$1.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.2K+ 12.07% |
$783K - $920K
|
94.4K
$7.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.1K+ 15.47% |
$774K - $910K
|
75.1K
$6.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
10K+ 64.75% |
$772K - $908K
|
25.5K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.97K+ 117.92% |
$768K - $903K
|
18.4K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.86K+ 44.84% |
$759K - $892K
|
31.8K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
9.79KNew |
$754K - $886K
|
9.79K
$796K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.69K+ 4.74% |
$746K - $877K
|
214K
$17.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9.48K+ 5.61% |
$730K - $858K
|
178K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.42KNew |
$726K - $853K
|
9.42K
$766K
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.42K+ 5.03% |
$725K - $852K
|
197K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.41K+ 187.62% |
$725K - $852K
|
14.4K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.22K+ 71.46% |
$710K - $835K
|
22.1K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.09K+ 41.17% |
$700K - $823K
|
31.2K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.08K+ 9.51% |
$699K - $822K
|
105K
$8.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
9.02KNew |
$694K - $816K
|
9.02K
$733K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
9.02K+ 5.03% |
$694K - $816K
|
188K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9K+ 60.71% |
$693K - $814K
|
23.8K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
8.87KNew |
$683K - $803K
|
8.87K
$721K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8.82K+ 107.79% |
$679K - $799K
|
17K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.79KNew |
$677K - $795K
|
8.79K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.43K+ 17.39% |
$649K - $763K
|
56.9K
$4.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
8.25K+ 213.51% |
$635K - $747K
|
12.1K
$985K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8.25K+ 5.78% |
$635K - $746K
|
151K
$12.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.04KNew |
$619K - $727K
|
8.04K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.93K+ 59.82% |
$611K - $718K
|
21.2K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Nepsis Inc.
|
BUY
|
- |
7.93K+ 19.21% |
$610K - $717K
|
49.2K
$4M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.92K+ 30.75% |
$610K - $717K
|
33.7K
$2.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
7.86K+ 25.96% |
$605K - $711K
|
38.1K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
7.83K+ 76.85% |
$603K - $709K
|
18K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
7.8K+ 59.25% |
$600K - $706K
|
21K
$1.7M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.73K+ 161.11% |
$595K - $699K
|
12.5K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.69K+ 40.85% |
$592K - $696K
|
26.5K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.59K+ 15.46% |
$584K - $687K
|
56.7K
$4.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.57K+ 17.5% |
$583K - $685K
|
50.8K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.54K+ 5.35% |
$581K - $683K
|
148K
$12.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
7.53K+ 2.54% |
$580K - $681K
|
303K
$24.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.49K+ 250.87% |
$577K - $678K
|
10.5K
$852K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
7.48KNew |
$576K - $677K
|
7.48K
$608K
|