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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.46K+ 1.55% |
$574K - $675K
|
487K
$39.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.44K+ 5.87% |
$573K - $674K
|
134K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.37K+ 6.21% |
$567K - $667K
|
126K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.32KNew |
$564K - $663K
|
7.32K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.32K+ 9.44% |
$564K - $663K
|
84.9K
$6.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
7.29K+ 36.01% |
$562K - $660K
|
27.5K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.24K+ 2.56% |
$557K - $655K
|
290K
$23.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.21K+ 198.43% |
$555K - $653K
|
10.8K
$882K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
7.13KNew |
$549K - $645K
|
7.13K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6.97K+ 104.62% |
$537K - $631K
|
13.6K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.93K+ 40.48% |
$533K - $627K
|
24K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.75K+ 14.73% |
$520K - $611K
|
52.6K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.57K+ 6.64% |
$506K - $595K
|
106K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.5K+ 11.41% |
$501K - $589K
|
63.5K
$5.16M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.39KNew |
$492K - $578K
|
6.39K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.26K+ 3.51% |
$482K - $567K
|
184K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.2K+ 22.41% |
$477K - $561K
|
33.9K
$2.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.16K+ 219.37% |
$474K - $558K
|
8.97K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.11KNew |
$470K - $553K
|
6.11K
$497K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.09K+ 92.37% |
$469K - $551K
|
12.7K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6.07KNew |
$468K - $550K
|
6.07K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.04K+ 3.76% |
$465K - $547K
|
167K
$13.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.98KNew |
$460K - $541K
|
5.98K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.96KNew |
$459K - $540K
|
5.96K
$485K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.86K+ 33.82% |
$451K - $531K
|
23.2K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
5.85KNew |
$450K - $530K
|
5.85K
$476K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.64K+ 1.5% |
$434K - $510K
|
383K
$31.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.59K+ 5.44% |
$430K - $506K
|
108K
$8.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
5.59K+ 9.25% |
$430K - $506K
|
66K
$5.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.54K+ 15.88% |
$427K - $502K
|
40.4K
$3.29M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.46K+ 1.77% |
$420K - $494K
|
315K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.43K+ 39.71% |
$418K - $491K
|
19.1K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.43K+ 121.58% |
$418K - $491K
|
9.89K
$804K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.37KNew |
$413K - $486K
|
5.37K
$436K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
5.3KNew |
$408K - $480K
|
5.3K
$431K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.27K+ 13.19% |
$405K - $477K
|
45.2K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.24K+ 2.83% |
$404K - $475K
|
191K
$15.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.2K+ 196.15% |
$400K - $471K
|
7.85K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.11K+ 2.39% |
$393K - $462K
|
219K
$17.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.1K+ 7.77% |
$392K - $461K
|
70.7K
$5.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
5.07K+ 22.6% |
$390K - $459K
|
27.5K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
5.01K+ 2.84% |
$386K - $454K
|
182K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.95KNew |
$381K - $448K
|
4.95K
$403K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.95K+ 902.0% |
$381K - $448K
|
5.5K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.95K+ 52.38% |
$381K - $448K
|
14.4K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.93KNew |
$380K - $447K
|
4.93K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.83K+ 68.3% |
$372K - $438K
|
11.9K
$969K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4.81KNew |
$370K - $435K
|
4.81K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.76K+ 1.89% |
$367K - $431K
|
256K
$20.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.71K+ 3.41% |
$363K - $426K
|
143K
$11.6M
|