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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.33K+ 6.91% |
$109K - $125K
|
20.6K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.33KNew |
$108K - $125K
|
1.33K
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.31K+ 21.49% |
$107K - $124K
|
7.42K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.31K+ 47.02% |
$107K - $123K
|
4.1K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 3.21% |
$107K - $123K
|
42.1K
$3.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.28K+ 5.49% |
$104K - $120K
|
24.5K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.28KNew |
$104K - $120K
|
1.28K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 2.38% |
$103K - $119K
|
54.5K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.23K+ 32.56% |
$100K - $116K
|
5.01K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.21K+ 0.92% |
$98.9K - $114K
|
133K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.21K+ 5.57% |
$98.8K - $114K
|
23K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.21K+ 15.19% |
$98.5K - $114K
|
9.16K
$787K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2K+ 21.48% |
$97.5K - $113K
|
6.76K
$581K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.19K+ 9.05% |
$97.2K - $112K
|
14.4K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.18K+ 10.5% |
$96K - $111K
|
12.4K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.18K+ 1.37% |
$95.8K - $111K
|
86.8K
$7.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.17KNew |
$95.6K - $110K
|
1.17K
$101K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.15KNew |
$94.1K - $109K
|
1.15K
$99.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.15K+ 9.95% |
$93.6K - $108K
|
12.7K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.15K+ 2.75% |
$93.4K - $108K
|
42.9K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.13K+ 45.98% |
$91.9K - $106K
|
3.58K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.12K+ 17.92% |
$91.6K - $106K
|
7.4K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.12KNew |
$91.6K - $106K
|
1.12K
$96.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.1K+ 3.31% |
$89.8K - $104K
|
34.4K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.09K+ 47.34% |
$89.1K - $103K
|
3.4K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.09K+ 0.47% |
$89K - $103K
|
232K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.08K+ 4.01% |
$87.8K - $101K
|
28K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.07KNew |
$87K - $101K
|
1.07K
$91.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 35.88% |
$87K - $101K
|
4.05K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.07K+ 7.48% |
$86.9K - $100K
|
15.3K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.06K+ 5.21% |
$86.1K - $99.5K
|
21.4K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.06K+ 4.4% |
$86K - $99.3K
|
25K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.05K+ 16.34% |
$85.6K - $98.9K
|
7.48K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.24% |
$85.6K - $98.9K
|
85.4K
$7.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.04K+ 5.19% |
$84.9K - $98.1K
|
21.1K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 6.23% |
$84.8K - $98K
|
17.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.03KNew |
$84K - $97.1K
|
1.03K
$88.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.03K+ 1.34% |
$83.9K - $97K
|
78.1K
$6.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.02K+ 3.14% |
$83.3K - $96.2K
|
33.5K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.02KNew |
$83.1K - $96K
|
1.02K
$87.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1K+ 28.2% |
$81.5K - $94.2K
|
4.55K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1K+ 1.59% |
$81.5K - $94.2K
|
63.9K
$5.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
995+ 1.9% |
$81.1K - $93.7K
|
53.3K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
994+ 549.17% |
$81K - $93.6K
|
1.18K
$101K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
993+ 3.5% |
$80.9K - $93.5K
|
29.4K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
977+ 38.66% |
$79.6K - $92K
|
3.5K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
972+ 22.26% |
$79.2K - $91.5K
|
5.34K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
968+ 9.73% |
$78.9K - $91.1K
|
10.9K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
960+ 31.12% |
$78.2K - $90.4K
|
4.05K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
957+ 19.56% |
$78K - $90.1K
|
5.85K
$502K
|