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 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4.71K+ 84.48% |
$362K - $426K
|
10.3K
$836K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.7KNew |
$362K - $425K
|
4.7K
$382K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.69K+ 2.55% |
$361K - $425K
|
189K
$15.4M
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
4.68KNew |
$360K - $423K
|
4.68K
$380K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.64KNew |
$358K - $420K
|
4.64K
$378K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.6K+ 5.27% |
$354K - $417K
|
91.9K
$7.48M
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
4.6KNew |
$354K - $416K
|
4.6K
$374K
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.56KNew |
$351K - $413K
|
4.56K
$371K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.38K+ 50.29% |
$337K - $396K
|
13.1K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.37K+ 125.01% |
$337K - $396K
|
7.87K
$640K
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.34K+ 11.62% |
$334K - $393K
|
41.7K
$3.39M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.32K+ 5.86% |
$333K - $391K
|
78K
$6.35M
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4.24K+ 65.65% |
$326K - $384K
|
10.7K
$870K
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.24K+ 30.52% |
$326K - $384K
|
18.1K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4.2KNew |
$323K - $380K
|
4.2K
$342K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.17K+ 31.59% |
$321K - $378K
|
17.4K
$1.41M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.12KNew |
$317K - $373K
|
4.12K
$335K
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.1K+ 122.54% |
$316K - $371K
|
7.45K
$606K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.09K+ 3.17% |
$315K - $370K
|
133K
$10.8M
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.07KNew |
$313K - $368K
|
4.07K
$331K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.02K+ 16.43% |
$310K - $364K
|
28.5K
$2.32M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4KNew |
$308K - $362K
|
4K
$325K
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4KNew |
$308K - $362K
|
4K
$325K
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.97K+ 56.43% |
$306K - $359K
|
11K
$895K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.87K+ 3.85% |
$298K - $350K
|
104K
$8.48M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.84K+ 9.59% |
$296K - $348K
|
43.9K
$3.57M
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.83KNew |
$295K - $346K
|
3.83K
$311K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.82K+ 1.35% |
$294K - $346K
|
287K
$23.3M
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3.76K+ 89.74% |
$290K - $340K
|
7.95K
$646K
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
3.74KNew |
$288K - $338K
|
3.74K
$304K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3.68K+ 5.75% |
$284K - $333K
|
67.8K
$5.51M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
3.68K+ 5.64% |
$283K - $333K
|
68.9K
$5.61M
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.66KNew |
$281K - $331K
|
3.66K
$297K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.63K+ 101.17% |
$280K - $329K
|
7.22K
$587K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.61K+ 35.21% |
$278K - $327K
|
13.9K
$1.13M
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.59KNew |
$277K - $325K
|
3.59K
$292K
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.57KNew |
$275K - $323K
|
3.57K
$290K
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.56KNew |
$274K - $322K
|
3.56K
$289K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.53K+ 6.97% |
$272K - $320K
|
54.2K
$4.41M
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3.5K+ 1.82% |
$269K - $317K
|
196K
$15.9M
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
3.47K+ 7.75% |
$267K - $314K
|
48.3K
$3.93M
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.46K+ 1.59% |
$266K - $313K
|
222K
$18M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.44K+ 5.54% |
$265K - $312K
|
65.6K
$5.34M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.43KNew |
$264K - $310K
|
3.43K
$279K
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.42K+ 25.75% |
$264K - $310K
|
16.7K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.42KNew |
$264K - $310K
|
3.42K
$278K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.42KNew |
$263K - $309K
|
3.42K
$278K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.41K+ 2.79% |
$263K - $309K
|
126K
$10.2M
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.35KNew |
$258K - $303K
|
3.35K
$272K
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.32KNew |
$255K - $300K
|
3.32K
$270K
|