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 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-710- 21.19% |
$57.9K - $66.8K
|
2.64K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-715- 0.19% |
$58.3K - $67.3K
|
367K
$31.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-723- 3.16% |
$58.9K - $68.1K
|
22.2K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-724- 89.94% |
$59K - $68.2K
|
81
$6.96K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-725- 45.45% |
$59.1K - $68.3K
|
870
$74.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-727- 14.72% |
$59.3K - $68.4K
|
4.21K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-730- 66.06% |
$59.5K - $68.7K
|
375
$32.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-743- 2.25% |
$60.6K - $70K
|
32.3K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-750- 0.69% |
$61.1K - $70.6K
|
107K
$9.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-752- 16.29% |
$61.3K - $70.8K
|
3.86K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-760- 0.96% |
$61.9K - $71.6K
|
78.3K
$6.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-787- 3.81% |
$64.1K - $74.1K
|
19.9K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-792- 3.72% |
$64.5K - $74.6K
|
20.5K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-797- 1.42% |
$65K - $75K
|
55.4K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-800- 19.38% |
$65.2K - $75.3K
|
3.33K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-800- 7.11% |
$65.2K - $75.3K
|
10.5K
$898K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-810- 0.94% |
$66K - $76.3K
|
85.7K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-813- 1.91% |
$66.3K - $76.5K
|
41.7K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-826- 7.47% |
$67.3K - $77.8K
|
10.2K
$879K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-846- 26.44% |
$68.9K - $79.7K
|
2.35K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-850- 20.68% |
$69.3K - $80K
|
3.26K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-867- 8.37% |
$70.7K - $81.6K
|
9.49K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-880- 5.73% |
$71.7K - $82.9K
|
14.5K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-913- 1.04% |
$74.4K - $86K
|
86.6K
$7.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-920- 13.27% |
$75K - $86.6K
|
6.01K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-922- 1.8% |
$75.1K - $86.8K
|
50.2K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-928- 13.77% |
$75.6K - $87.4K
|
5.81K
$499K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-943- 2.24% |
$76.9K - $88.8K
|
41.1K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-965- 9.8% |
$78.6K - $90.9K
|
8.89K
$763K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.03K- 21.42% |
$83.5K - $96.5K
|
3.76K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.04K- 1.36% |
$84.4K - $97.4K
|
75.1K
$6.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.04K- 11.13% |
$84.4K - $97.4K
|
8.27K
$710K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.06K- 1.01% |
$86K - $99.3K
|
103K
$8.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1.06K- 1.05% |
$86.2K - $99.6K
|
99.7K
$8.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.08K- 7.79% |
$87.8K - $101K
|
12.8K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.08K- 4.71% |
$88.3K - $102K
|
21.9K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Nepsis Inc.
|
SELL
|
- |
-1.09K- 2.22% |
$88.9K - $103K
|
48.1K
$4.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.1K- 96.66% |
$89.7K - $104K
|
38
$3.26K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.11K- 1.7% |
$90.5K - $105K
|
64.3K
$5.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.11K- 26.02% |
$90.5K - $105K
|
3.16K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.12K- 5.64% |
$91K - $105K
|
18.7K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.12K- 15.44% |
$91K - $105K
|
6.11K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.12K- 7.19% |
$91.3K - $105K
|
14.5K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.14K- 1.65% |
$92.9K - $107K
|
67.8K
$5.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.15K- 3.55% |
$93.6K - $108K
|
31.2K
$2.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 10.21% |
$94.2K - $109K
|
10.2K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.18K- 1.47% |
$96.2K - $111K
|
79K
$6.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.18K- 1.6% |
$96.4K - $111K
|
72.6K
$6.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.19K- 17.79% |
$96.7K - $112K
|
5.48K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 18.79% |
$97.6K - $113K
|
5.18K
$445K
|