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 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
309+ 3.59% |
$25.2K - $29.1K
|
8.91K
$770K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
308+ 244.44% |
$25.1K - $29K
|
434
$37.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
304+ 1.22% |
$24.8K - $28.6K
|
25.2K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
302+ 12.21% |
$24.6K - $28.4K
|
2.78K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
300+ 6.71% |
$24.5K - $28.2K
|
4.77K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
299+ 8.72% |
$24.4K - $28.2K
|
3.73K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
295+ 1.71% |
$24K - $27.8K
|
17.6K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
294+ 2.89% |
$24K - $27.7K
|
10.5K
$905K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
294+ 3.75% |
$24K - $27.7K
|
8.12K
$703K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
288+ 8.87% |
$23.5K - $27.1K
|
3.53K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
287+ 1.06% |
$23.4K - $27K
|
27.3K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
280+ 1.61% |
$22.8K - $26.4K
|
17.7K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
279+ 0.79% |
$22.7K - $26.3K
|
35.5K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
278+ 9.2% |
$22.7K - $26.2K
|
3.3K
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
275+ 9.09% |
$22.4K - $25.9K
|
3.3K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
273+ 2.15% |
$22.2K - $25.7K
|
13K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
268+ 1.34% |
$21.8K - $25.2K
|
20.2K
$1.75M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
267+ 0.9% |
$21.8K - $25.1K
|
29.9K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
262+ 4.45% |
$21.4K - $24.7K
|
6.15K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
259+ 1.96% |
$21.1K - $24.4K
|
13.5K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
258+ 6.37% |
$21K - $24.3K
|
4.31K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
256+ 31.3% |
$20.9K - $24.1K
|
1.07K
$92.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
255+ 7.07% |
$20.8K - $24K
|
3.86K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
255+ 0.49% |
$20.8K - $24K
|
52K
$4.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250+ 50.0% |
$20.4K - $23.5K
|
750
$64.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
249+ 1.13% |
$20.3K - $23.4K
|
22.3K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
244+ 6.0% |
$19.9K - $23K
|
4.31K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
244New |
$19.9K - $23K
|
244
$21.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
243+ 6.83% |
$19.8K - $22.9K
|
3.8K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
242+ 1.33% |
$19.7K - $22.8K
|
18.5K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
242New |
$19.7K - $22.8K
|
242
$20.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
241+ 0.26% |
$19.6K - $22.7K
|
93.9K
$8.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
239+ 4.68% |
$19.5K - $22.5K
|
5.35K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
237+ 0.98% |
$19.3K - $22.3K
|
24.5K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
234+ 7.87% |
$19.1K - $22K
|
3.21K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
229+ 9.34% |
$18.7K - $21.6K
|
2.68K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
225+ 1.92% |
$18.3K - $21.2K
|
11.9K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
224+ 3.41% |
$18.3K - $21.1K
|
6.79K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
223+ 41.37% |
$18.2K - $21K
|
762
$65.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
222+ 1.8% |
$18.1K - $20.9K
|
12.6K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
220+ 1.35% |
$17.9K - $20.7K
|
16.5K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
218+ 6.02% |
$17.8K - $20.5K
|
3.84K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
216+ 0.8% |
$17.6K - $20.3K
|
27.3K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
216+ 32.14% |
$17.6K - $20.3K
|
888
$76.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
212+ 1.36% |
$17.3K - $20K
|
15.8K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
211+ 0.2% |
$17.2K - $19.9K
|
107K
$9.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
211New |
$17.2K - $19.9K
|
211
$18.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
210+ 1.69% |
$17.1K - $19.8K
|
12.6K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
209+ 0.11% |
$17K - $19.7K
|
189K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
204+ 3.9% |
$16.6K - $19.2K
|
5.44K
$470K
|