Purchases and Sales Made in Q4 2024 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
2.04K+ 18.53% |
$166K - $192K
|
13K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.99K+ 8.53% |
$163K - $188K
|
25.4K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.95K+ 56.52% |
$159K - $184K
|
5.4K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.94K+ 11.88% |
$158K - $183K
|
18.3K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.93KNew |
$158K - $182K
|
1.93K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.91K+ 12.87% |
$156K - $180K
|
16.7K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
1.89K+ 49.04% |
$154K - $178K
|
5.75K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.83K+ 6.13% |
$149K - $172K
|
31.7K
$2.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.82K+ 3.18% |
$148K - $171K
|
58.9K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.81KNew |
$148K - $171K
|
1.81K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.8KNew |
$146K - $169K
|
1.8K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 3.0% |
$146K - $168K
|
61.3K
$5.26M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.79K+ 1.1% |
$145K - $168K
|
165K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.77K+ 22.4% |
$144K - $166K
|
9.65K
$829K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.77K+ 26.47% |
$144K - $166K
|
8.44K
$725K
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.76K+ 14.53% |
$144K - $166K
|
13.9K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.76KNew |
$144K - $166K
|
1.76K
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.76K+ 1.4% |
$143K - $166K
|
127K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.75K+ 10.39% |
$142K - $165K
|
18.6K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.72K+ 8.95% |
$140K - $162K
|
21K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.7K+ 18.42% |
$139K - $160K
|
11K
$941K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.69K+ 5.94% |
$138K - $159K
|
30.1K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.68KNew |
$137K - $158K
|
1.68K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 47.72% |
$134K - $155K
|
5.09K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 1.89% |
$134K - $155K
|
88.3K
$7.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.64K+ 3.43% |
$134K - $154K
|
49.4K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.63K+ 48.58% |
$132K - $153K
|
4.97K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.62K+ 3.52% |
$132K - $153K
|
47.8K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.6K+ 25.04% |
$130K - $151K
|
7.99K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.59K+ 10.9% |
$130K - $150K
|
16.2K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.57K+ 3.86% |
$128K - $147K
|
42.2K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.55K+ 1.56% |
$126K - $145K
|
100K
$8.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.54K+ 4.14% |
$125K - $145K
|
38.6K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1.52KNew |
$124K - $143K
|
1.52K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 19.93% |
$124K - $143K
|
9.15K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.5K+ 45.8% |
$122K - $141K
|
4.78K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 14.36% |
$120K - $139K
|
11.7K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 9.98% |
$120K - $138K
|
16.2K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.45K+ 6.7% |
$118K - $137K
|
23.1K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.44K+ 5.63% |
$118K - $136K
|
27K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.43K+ 0.98% |
$117K - $135K
|
147K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 2.24% |
$115K - $133K
|
64.5K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.41K+ 5.67% |
$115K - $132K
|
26.2K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.4K+ 13.13% |
$114K - $132K
|
12.1K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.4K+ 60.22% |
$114K - $132K
|
3.73K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.37K+ 12.1% |
$112K - $129K
|
12.7K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.37K+ 2.05% |
$111K - $129K
|
68.1K
$5.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.36KNew |
$111K - $128K
|
1.36K
$117K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.35K+ 13.68% |
$110K - $127K
|
11.2K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.35K+ 12.69% |
$110K - $127K
|
12K
$1.03M
|