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 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
50+ 0.37% |
$4.08K - $4.71K
|
13.7K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
50New |
$4.08K - $4.71K
|
50
$4.39K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
50+ 0.72% |
$4.08K - $4.71K
|
6.99K
$614K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50+ 11.19% |
$4.08K - $4.71K
|
497
$43.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$4.08K - $4.71K
|
50
$4.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
49+ 0.46% |
$3.99K - $4.61K
|
10.8K
$945K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
47+ 0.1% |
$3.83K - $4.43K
|
46.5K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
47+ 20.89% |
$3.83K - $4.43K
|
272
$23.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
46+ 0.71% |
$3.75K - $4.33K
|
6.56K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
46+ 0.82% |
$3.75K - $4.33K
|
5.63K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
45+ 0.48% |
$3.67K - $4.24K
|
9.43K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
45+ 0.74% |
$3.67K - $4.24K
|
6.14K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
44+ 1.8% |
$3.59K - $4.14K
|
2.49K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
43+ 1.33% |
$3.5K - $4.05K
|
3.28K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
43+ 0.93% |
$3.5K - $4.05K
|
4.69K
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
42+ 1.36% |
$3.42K - $3.95K
|
3.13K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
42+ 0.82% |
$3.42K - $3.95K
|
5.18K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
42+ 0.92% |
$3.42K - $3.95K
|
4.62K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
41New |
$3.34K - $3.86K
|
41
$3.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
39+ 0.79% |
$3.18K - $3.67K
|
4.98K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
37+ 1.03% |
$3.02K - $3.48K
|
3.64K
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
37+ 1.3% |
$3.02K - $3.48K
|
2.88K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
36+ 2.25% |
$2.93K - $3.39K
|
1.64K
$144K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
36+ 0.83% |
$2.93K - $3.39K
|
4.36K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36+ 0.99% |
$2.93K - $3.39K
|
3.69K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
35New |
$2.85K - $3.3K
|
35
$3.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
35+ 0.08% |
$2.85K - $3.3K
|
44.4K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
34+ 1.05% |
$2.77K - $3.2K
|
3.28K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
33+ 0.48% |
$2.69K - $3.11K
|
6.86K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
33+ 1.08% |
$2.69K - $3.11K
|
3.08K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
32+ 0.33% |
$2.61K - $3.01K
|
9.65K
$847K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
32+ 0.46% |
$2.61K - $3.01K
|
6.94K
$609K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31+ 3.51% |
$2.53K - $2.92K
|
913
$80.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
31+ 1.63% |
$2.53K - $2.92K
|
1.93K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
30+ 0.35% |
$2.45K - $2.82K
|
8.51K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
30+ 0.47% |
$2.45K - $2.82K
|
6.46K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
30+ 0.25% |
$2.45K - $2.82K
|
11.9K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
29+ 0.2% |
$2.36K - $2.73K
|
14.4K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
29+ 0.75% |
$2.36K - $2.73K
|
3.91K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
29+ 0.05% |
$2.36K - $2.73K
|
56.9K
$5M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
29+ 0.86% |
$2.36K - $2.73K
|
3.42K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
29+ 0.94% |
$2.36K - $2.73K
|
3.13K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 0.47% |
$2.28K - $2.64K
|
6K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
28+ 0.95% |
$2.28K - $2.64K
|
2.97K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
27+ 0.18% |
$2.2K - $2.54K
|
15.3K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
27+ 0.15% |
$2.2K - $2.54K
|
18.1K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
27+ 1.07% |
$2.2K - $2.54K
|
2.56K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
26New |
$2.12K - $2.45K
|
26
$2.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
25+ 0.64% |
$2.04K - $2.35K
|
3.92K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$2.04K - $2.35K
|
25
$2.2K
|