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 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
628+ 3.82% |
$51.2K - $59.1K
|
17.1K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
628+ 3.1% |
$51.2K - $59.1K
|
20.9K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
625+ 22.1% |
$50.9K - $58.8K
|
3.45K
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
611+ 12.39% |
$49.8K - $57.5K
|
5.54K
$476K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
602+ 0.27% |
$49.1K - $56.7K
|
222K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
602+ 14.56% |
$49.1K - $56.7K
|
4.74K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.33% |
$48.9K - $56.5K
|
182K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
598+ 1.32% |
$48.7K - $56.3K
|
45.8K
$3.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
590+ 12.94% |
$48.1K - $55.5K
|
5.15K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
589+ 3.05% |
$48K - $55.5K
|
19.9K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
588+ 6.6% |
$47.9K - $55.4K
|
9.49K
$815K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
586+ 10.27% |
$47.8K - $55.2K
|
6.29K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
580+ 3.42% |
$47.3K - $54.6K
|
17.5K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
572+ 10.59% |
$46.6K - $53.9K
|
5.97K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
566+ 2.57% |
$46.1K - $53.3K
|
22.6K
$1.94M
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
560+ 7.74% |
$45.6K - $52.7K
|
7.8K
$670K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
560New |
$45.6K - $52.7K
|
560
$48.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
553+ 1.1% |
$45.1K - $52.1K
|
50.8K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
550+ 2.04% |
$44.8K - $51.8K
|
27.5K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
541+ 12.03% |
$44.1K - $50.9K
|
5.04K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
537New |
$43.8K - $50.6K
|
537
$46.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
534+ 2.19% |
$43.5K - $50.3K
|
24.9K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
529+ 2.69% |
$43.1K - $49.8K
|
20.2K
$1.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
526+ 1.91% |
$42.9K - $49.5K
|
28.1K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
523+ 6.6% |
$42.6K - $49.2K
|
8.45K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
522+ 11.38% |
$42.5K - $49.1K
|
5.11K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
521+ 7.49% |
$42.5K - $49.1K
|
7.48K
$642K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
514+ 1.26% |
$41.9K - $48.4K
|
41.2K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
513+ 21.27% |
$41.8K - $48.3K
|
2.93K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
511+ 7.69% |
$41.6K - $48.1K
|
7.16K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
505+ 7.26% |
$41.2K - $47.5K
|
7.46K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
505+ 5.69% |
$41.2K - $47.5K
|
9.38K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
504+ 6.54% |
$41.1K - $47.5K
|
8.21K
$705K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
502+ 1.09% |
$40.9K - $47.3K
|
46.7K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
500+ 18.87% |
$40.8K - $47.1K
|
3.15K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
495+ 0.72% |
$40.3K - $46.6K
|
69.4K
$5.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
493+ 11.2% |
$40.2K - $46.4K
|
4.89K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
490+ 1.08% |
$39.9K - $46.1K
|
45.7K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
488+ 2.35% |
$39.8K - $45.9K
|
21.3K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
484+ 5.15% |
$39.4K - $45.6K
|
9.88K
$849K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
483+ 5.59% |
$39.4K - $45.5K
|
9.13K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
479+ 57.23% |
$39K - $45.1K
|
1.32K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
476+ 90.84% |
$38.8K - $44.8K
|
1K
$85.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
475+ 12.61% |
$38.7K - $44.7K
|
4.24K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
470New |
$38.3K - $44.3K
|
470
$40.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
469+ 7.85% |
$38.2K - $44.2K
|
6.45K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
458+ 3.79% |
$37.3K - $43.1K
|
12.5K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
450+ 0.02% |
$36.7K - $42.4K
|
1.98M
$170M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
448New |
$36.5K - $42.2K
|
448
$38.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
447+ 0.9% |
$36.4K - $42.1K
|
50.4K
$4.33M
|