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
|
Cohen Investment Advisors LLC
|
BUY
|
- |
134+ 2.5% |
$10.9K - $12.6K
|
5.49K
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
134+ 0.39% |
$10.9K - $12.6K
|
34.8K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
133+ 5.38% |
$10.8K - $12.5K
|
2.61K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
132+ 3.07% |
$10.8K - $12.4K
|
4.43K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
128+ 3.29% |
$10.4K - $12.1K
|
4.02K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
127+ 0.11% |
$10.4K - $12K
|
119K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
126+ 23.12% |
$10.3K - $11.9K
|
671
$58K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
123+ 15.93% |
$10K - $11.6K
|
895
$77.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
123+ 2.02% |
$10K - $11.6K
|
6.2K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
122+ 0.38% |
$9.94K - $11.5K
|
32.5K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
122New |
$9.94K - $11.5K
|
122
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
120+ 0.29% |
$9.78K - $11.3K
|
41.1K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.54% |
$9.7K - $11.2K
|
22.1K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
118+ 1.84% |
$9.62K - $11.1K
|
6.54K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
117+ 2.82% |
$9.54K - $11K
|
4.26K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
116New |
$9.45K - $10.9K
|
116
$10K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
116+ 2.07% |
$9.45K - $10.9K
|
5.71K
$494K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
113+ 0.74% |
$9.21K - $10.6K
|
15.3K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
113+ 0.97% |
$9.21K - $10.6K
|
11.8K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
110+ 5.51% |
$8.97K - $10.4K
|
2.11K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
108+ 2700.0% |
$8.8K - $10.2K
|
112
$9.69K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
103+ 1.99% |
$8.39K - $9.7K
|
5.28K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
103+ 1.56% |
$8.39K - $9.7K
|
6.72K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
103+ 0.64% |
$8.39K - $9.7K
|
16.2K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
102+ 2550.0% |
$8.31K - $9.6K
|
106
$9.17K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
101+ 0.39% |
$8.23K - $9.51K
|
26.2K
$2.27M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
100+ 2.86% |
$8.15K - $9.42K
|
3.59K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 15.08% |
$8.15K - $9.42K
|
763
$66K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 1.14% |
$8.15K - $9.42K
|
8.9K
$769K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
99+ 1.76% |
$8.07K - $9.32K
|
5.74K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
99+ 3.76% |
$8.07K - $9.32K
|
2.73K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
98+ 4.01% |
$7.99K - $9.23K
|
2.54K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
96New |
$7.82K - $9.04K
|
96
$8.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
94+ 3.16% |
$7.66K - $8.85K
|
3.07K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
94+ 2.28% |
$7.66K - $8.85K
|
4.22K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
93+ 3.62% |
$7.58K - $8.76K
|
2.67K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
92+ 1.56% |
$7.5K - $8.66K
|
5.98K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
90+ 0.52% |
$7.34K - $8.47K
|
17.4K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
89+ 0.29% |
$7.25K - $8.38K
|
30.4K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
88+ 1.84% |
$7.17K - $8.29K
|
4.86K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
87+ 5.0% |
$7.09K - $8.19K
|
1.83K
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
87+ 0.91% |
$7.09K - $8.19K
|
9.64K
$834K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
87+ 0.55% |
$7.09K - $8.19K
|
16K
$1.38M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
86+ 4.22% |
$7.01K - $8.1K
|
2.12K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 0.17% |
$6.93K - $8K
|
48.8K
$4.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 2.38% |
$6.85K - $7.91K
|
3.61K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
84+ 0.55% |
$6.85K - $7.91K
|
15.2K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 3.46% |
$6.85K - $7.91K
|
2.51K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.76% |
$6.76K - $7.81K
|
4.8K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
82+ 26.28% |
$6.68K - $7.72K
|
394
$34.1K
|