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
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 30.77% |
$16.3K - $18.8K
|
450
$38.7K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-200- 17.39% |
$16.3K - $18.8K
|
950
$81.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-200- 0.64% |
$16.3K - $18.8K
|
31.2K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-202- 0.19% |
$16.5K - $19K
|
106K
$9.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-203- 3.56% |
$16.5K - $19.1K
|
5.5K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 1.92% |
$16.6K - $19.2K
|
10.4K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-206- 44.4% |
$16.8K - $19.4K
|
258
$22.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-207- 7.64% |
$16.9K - $19.5K
|
2.5K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-208- 0.54% |
$17K - $19.6K
|
38.2K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-211- 1.02% |
$17.2K - $19.9K
|
20.5K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-213- 1.96% |
$17.4K - $20.1K
|
10.6K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-213- 1.03% |
$17.4K - $20.1K
|
20.4K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-214- 2.89% |
$17.4K - $20.1K
|
7.2K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-217- 0.17% |
$17.7K - $20.4K
|
126K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-220- 0.27% |
$17.9K - $20.7K
|
81K
$6.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-224- 4.27% |
$18.3K - $21.1K
|
5.03K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-224- 6.28% |
$18.3K - $21.1K
|
3.34K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-225- 1.73% |
$18.3K - $21.2K
|
12.8K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-225- 1.73% |
$18.3K - $21.2K
|
12.8K
$1.1M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-227- 1.94% |
$18.5K - $21.4K
|
11.5K
$987K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-228- 0.58% |
$18.6K - $21.5K
|
39.2K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-229- 0.7% |
$18.7K - $21.6K
|
32.7K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-230- 2.22% |
$18.7K - $21.7K
|
10.1K
$869K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-230- 3.41% |
$18.7K - $21.7K
|
6.51K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-230- 7.11% |
$18.7K - $21.7K
|
3.01K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-231- 1.63% |
$18.8K - $21.7K
|
13.9K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-232- 2.22% |
$18.9K - $21.8K
|
10.2K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-235- 11.66% |
$19.2K - $22.1K
|
1.78K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-237- 0.65% |
$19.3K - $22.3K
|
36.4K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-238- 1.48% |
$19.4K - $22.4K
|
15.9K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-241- 4.78% |
$19.6K - $22.7K
|
4.8K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-244- 7.84% |
$19.9K - $23K
|
2.87K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-245- 1.51% |
$20K - $23.1K
|
16K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-250- 3.42% |
$20.4K - $23.5K
|
7.07K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-250- 4.27% |
$20.4K - $23.5K
|
5.6K
$481K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-250- 38.17% |
$20.4K - $23.5K
|
405
$34.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-250- 7.86% |
$20.4K - $23.5K
|
2.93K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-252- 1.57% |
$20.5K - $23.7K
|
15.8K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-253- 0.26% |
$20.6K - $23.8K
|
98.4K
$8.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-254- 0.26% |
$20.7K - $23.9K
|
96.5K
$8.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-258- 8.19% |
$21K - $24.3K
|
2.89K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-266- 5.61% |
$21.7K - $25K
|
4.47K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-272- 3.09% |
$22.2K - $25.6K
|
8.52K
$732K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-273- 6.04% |
$22.2K - $25.7K
|
4.24K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-279- 3.78% |
$22.7K - $26.3K
|
7.09K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-281- 1.87% |
$22.9K - $26.5K
|
14.7K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-291- 3.2% |
$23.7K - $27.4K
|
8.79K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-294- 6.07% |
$24K - $27.7K
|
4.55K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-299- 8.71% |
$24.4K - $28.2K
|
3.13K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-300- 1.83% |
$24.5K - $28.2K
|
16.1K
$1.38M
|