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 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-54- 1.13% |
$4.4K - $5.08K
|
4.74K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-55- 0.56% |
$4.48K - $5.18K
|
9.85K
$865K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-56- 0.63% |
$4.56K - $5.27K
|
8.84K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-56- 0.38% |
$4.56K - $5.27K
|
14.6K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-58- 1.2% |
$4.73K - $5.46K
|
4.76K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-60- 1.68% |
$4.89K - $5.65K
|
3.51K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-61- 0.49% |
$4.97K - $5.74K
|
12.5K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-65- 0.51% |
$5.3K - $6.12K
|
12.7K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-67- 1.0% |
$5.46K - $6.31K
|
6.66K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-68- 0.43% |
$5.54K - $6.4K
|
15.6K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-69- 0.22% |
$5.62K - $6.5K
|
31K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-71- 1.99% |
$5.79K - $6.68K
|
3.5K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-73- 0.65% |
$5.95K - $6.87K
|
11.2K
$984K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-73- 2.57% |
$5.95K - $6.87K
|
2.77K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-75- 0.47% |
$6.11K - $7.06K
|
16K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-75- 1.34% |
$6.11K - $7.06K
|
5.54K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-75- 0.71% |
$6.11K - $7.06K
|
10.5K
$923K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-79- 3.93% |
$6.44K - $7.44K
|
1.93K
$170K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-82- 2.83% |
$6.68K - $7.72K
|
2.81K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-85- 0.51% |
$6.93K - $8K
|
16.7K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-86- 2.0% |
$7.01K - $8.1K
|
4.21K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-88- 0.75% |
$7.17K - $8.29K
|
11.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-89- 1.65% |
$7.25K - $8.38K
|
5.31K
$466K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-90- 3.54% |
$7.34K - $8.47K
|
2.46K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-93- 1.87% |
$7.58K - $8.76K
|
4.89K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-95- 13.25% |
$7.74K - $8.94K
|
622
$54.6K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-97- 0.42% |
$7.91K - $9.13K
|
22.8K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-97- 9.4% |
$7.91K - $9.13K
|
935
$82.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-98- 14.45% |
$7.99K - $9.23K
|
580
$50.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 2.02% |
$8.15K - $9.42K
|
4.86K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-100- 46.51% |
$8.15K - $9.42K
|
115
$10.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-100- 4.6% |
$8.15K - $9.42K
|
2.08K
$182K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-100- 0.96% |
$8.15K - $9.42K
|
10.3K
$906K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-100- 3.3% |
$8.15K - $9.42K
|
2.93K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-100- 3.23% |
$8.15K - $9.42K
|
3K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 0.53% |
$8.15K - $9.42K
|
18.9K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-109- 2.79% |
$8.88K - $10.3K
|
3.8K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-110- 0.08% |
$8.97K - $10.4K
|
140K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-110- 2.68% |
$8.97K - $10.4K
|
4K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-111- 1.69% |
$9.05K - $10.5K
|
6.45K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-111- 0.88% |
$9.05K - $10.5K
|
12.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-111- 1.7% |
$9.05K - $10.5K
|
6.4K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-113- 2.34% |
$9.21K - $10.6K
|
4.72K
$414K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-113- 3.25% |
$9.21K - $10.6K
|
3.36K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-119- 3.18% |
$9.7K - $11.2K
|
3.62K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-120- 2.78% |
$9.78K - $11.3K
|
4.2K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-120- 1.69% |
$9.78K - $11.3K
|
6.98K
$613K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-122- 0.93% |
$9.94K - $11.5K
|
13.1K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-123- 0.3% |
$10K - $11.6K
|
40.9K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-123- 3.58% |
$10K - $11.6K
|
3.31K
$291K
|