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 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
23+ 0.8% |
$1.87K - $2.17K
|
2.9K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
23+ 0.16% |
$1.87K - $2.17K
|
14.6K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
23+ 0.35% |
$1.87K - $2.17K
|
6.51K
$572K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21+ 0.1% |
$1.71K - $1.98K
|
20.2K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
21+ 0.82% |
$1.71K - $1.98K
|
2.58K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.11% |
$1.71K - $1.98K
|
19K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
21+ 0.27% |
$1.71K - $1.98K
|
7.8K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21+ 0.31% |
$1.71K - $1.98K
|
6.77K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 12.5% |
$1.63K - $1.88K
|
180
$15.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
20+ 0.18% |
$1.63K - $1.88K
|
11.4K
$997K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
19+ 0.3% |
$1.55K - $1.79K
|
6.3K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19+ 0.29% |
$1.55K - $1.79K
|
6.54K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
19+ 0.34% |
$1.55K - $1.79K
|
5.54K
$487K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 0.3% |
$1.47K - $1.69K
|
6.1K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
18+ 0.04% |
$1.47K - $1.69K
|
41.3K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
18+ 0.75% |
$1.47K - $1.69K
|
2.43K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
18+ 0.74% |
$1.47K - $1.69K
|
2.45K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
18New |
$1.47K - $1.69K
|
18
$1.58K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 0.6% |
$1.47K - $1.69K
|
3.03K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
18+ 0.53% |
$1.47K - $1.69K
|
3.44K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
18+ 0.7% |
$1.47K - $1.69K
|
2.59K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
18+ 0.28% |
$1.47K - $1.69K
|
6.55K
$575K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.41% |
$1.39K - $1.6K
|
4.18K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
17+ 0.21% |
$1.39K - $1.6K
|
8.02K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17+ 0.69% |
$1.39K - $1.6K
|
2.49K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
17+ 0.54% |
$1.39K - $1.6K
|
3.18K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
17New |
$1.39K - $1.6K
|
17
$1.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
17+ 0.43% |
$1.39K - $1.6K
|
4K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.75% |
$1.22K - $1.41K
|
2.02K
$177K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 0.26% |
$1.22K - $1.41K
|
5.73K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
15+ 1.27% |
$1.22K - $1.41K
|
1.2K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
15+ 0.08% |
$1.22K - $1.41K
|
18.3K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
15+ 0.21% |
$1.22K - $1.41K
|
7.12K
$626K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14+ 0.03% |
$1.14K - $1.32K
|
40.7K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
14+ 0.48% |
$1.14K - $1.32K
|
2.95K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.48% |
$1.14K - $1.32K
|
2.95K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14+ 0.12% |
$1.14K - $1.32K
|
11.7K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 50.0% |
$1.14K - $1.32K
|
42
$3.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
14New |
$1.14K - $1.32K
|
14
$1.23K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13+ 0.2% |
$1.06K - $1.22K
|
6.54K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.05% |
$1.06K - $1.22K
|
23.7K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13+ 0.18% |
$1.06K - $1.22K
|
7.27K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
13+ 0.53% |
$1.06K - $1.22K
|
2.46K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 0.84% |
$1.06K - $1.22K
|
1.56K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
13+ 0.04% |
$1.06K - $1.22K
|
33.5K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
12+ 0.14% |
$978 - $1.13K
|
8.65K
$760K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12+ 0.1% |
$978 - $1.13K
|
11.8K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 2.45% |
$978 - $1.13K
|
502
$44.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
12+ 0.24% |
$978 - $1.13K
|
4.97K
$436K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11+ 0.32% |
$897 - $1.04K
|
3.47K
$305K
|