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 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-125- 1.2% |
$10.2K - $11.8K
|
10.3K
$902K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-127- 0.54% |
$10.4K - $12K
|
23.5K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-129- 1.27% |
$10.5K - $12.1K
|
10K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-129- 0.68% |
$10.5K - $12.1K
|
18.8K
$1.65M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-132- 0.76% |
$10.8K - $12.4K
|
17.2K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-134- 33.09% |
$10.9K - $12.6K
|
271
$23.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-135- 1.3% |
$11K - $12.7K
|
10.2K
$900K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-135- 0.92% |
$11K - $12.7K
|
14.5K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-138- 3.35% |
$11.2K - $13K
|
3.99K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-140- 1.17% |
$11.4K - $13.2K
|
11.9K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-141- 10.81% |
$11.5K - $13.3K
|
1.16K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-141- 5.34% |
$11.5K - $13.3K
|
2.5K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-143- 1.05% |
$11.7K - $13.5K
|
13.5K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-145- 0.1% |
$11.8K - $13.7K
|
150K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-146- 3.39% |
$11.9K - $13.7K
|
4.16K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-146- 10.66% |
$11.9K - $13.7K
|
1.22K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-148- 19.15% |
$12.1K - $13.9K
|
625
$54.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.96% |
$12.2K - $14.1K
|
3.64K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-150- 4.17% |
$12.2K - $14.1K
|
3.44K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-150- 5.28% |
$12.2K - $14.1K
|
2.69K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-150- 3.34% |
$12.2K - $14.1K
|
4.34K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-151- 4.8% |
$12.3K - $14.2K
|
2.99K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-152- 0.21% |
$12.4K - $14.3K
|
73.7K
$6.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-154- 4.78% |
$12.6K - $14.5K
|
3.07K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-154- 5.71% |
$12.6K - $14.5K
|
2.54K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-155- 2.61% |
$12.6K - $14.6K
|
5.78K
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-156- 5.04% |
$12.7K - $14.7K
|
2.94K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-157- 2.77% |
$12.8K - $14.8K
|
5.51K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-159- 0.24% |
$13K - $15K
|
66.2K
$5.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-163- 1.14% |
$13.3K - $15.3K
|
14.1K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-165- 4.15% |
$13.4K - $15.5K
|
3.81K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-165- 2.23% |
$13.4K - $15.5K
|
7.24K
$635K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-166- 4.28% |
$13.5K - $15.6K
|
3.71K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-167- 0.47% |
$13.6K - $15.7K
|
35.7K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-168- 1.98% |
$13.7K - $15.8K
|
8.32K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-170- 4.15% |
$13.9K - $16K
|
3.93K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-171- 31.61% |
$13.9K - $16.1K
|
370
$32.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-174- 1.9% |
$14.2K - $16.4K
|
8.98K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-175- 35.0% |
$14.3K - $16.5K
|
325
$28.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-177- 0.8% |
$14.4K - $16.7K
|
22.1K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-182- 1.06% |
$14.8K - $17.1K
|
16.9K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-185- 0.99% |
$15.1K - $17.4K
|
18.5K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-186- 2.07% |
$15.2K - $17.5K
|
8.82K
$774K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-187- 0.29% |
$15.2K - $17.6K
|
63.4K
$5.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-189- 0.58% |
$15.4K - $17.8K
|
32.2K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-189- 25.34% |
$15.4K - $17.8K
|
557
$48.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-190- 0.66% |
$15.5K - $17.9K
|
28.8K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-193- 4.96% |
$15.7K - $18.2K
|
3.7K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-195- 2.52% |
$15.9K - $18.4K
|
7.53K
$662K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-198- 1.66% |
$16.1K - $18.6K
|
11.7K
$1.03M
|