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
|
Jentner Corp
|
SELL
|
- |
-1.2K- 24.21% |
$97.9K - $113K
|
3.76K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.23K- 1.52% |
$100K - $116K
|
79.5K
$6.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.24K- 18.65% |
$101K - $117K
|
5.4K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.24K- 16.65% |
$101K - $117K
|
6.2K
$532K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.25K- 2.28% |
$102K - $118K
|
53.9K
$4.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.27K- 4.26% |
$103K - $119K
|
28.5K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.28K- 12.44% |
$104K - $120K
|
9K
$773K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.29K- 5.06% |
$105K - $121K
|
24.2K
$2.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.29K- 2.6% |
$105K - $122K
|
48.4K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.3K- 1.84% |
$106K - $122K
|
69.4K
$5.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.36K- 8.17% |
$111K - $128K
|
15.2K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.36K- 4.73% |
$111K - $128K
|
27.4K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.37K- 4.39% |
$111K - $129K
|
29.8K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.39K- 8.88% |
$113K - $130K
|
14.2K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.39K- 1.47% |
$113K - $131K
|
93K
$7.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 6.0% |
$113K - $131K
|
21.8K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.39K- 0.19% |
$114K - $131K
|
730K
$62.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.4K- 0.73% |
$114K - $132K
|
190K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 2.62% |
$114K - $132K
|
52.1K
$4.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.41K- 37.73% |
$115K - $133K
|
2.33K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.41K- 7.33% |
$115K - $133K
|
17.9K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.43K- 2.48% |
$116K - $134K
|
56.1K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.44K- 4.78% |
$118K - $136K
|
28.7K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.45K- 12.92% |
$118K - $137K
|
9.77K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.48K- 13.47% |
$120K - $139K
|
9.49K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 19.05% |
$121K - $139K
|
6.28K
$540K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.51K- 15.24% |
$123K - $142K
|
8.38K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.54K- 3.05% |
$126K - $145K
|
49K
$4.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.55K- 0.4% |
$127K - $146K
|
387K
$33.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.57K- 0.66% |
$128K - $148K
|
237K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.59K- 2.62% |
$129K - $149K
|
58.9K
$5.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.65K- 30.96% |
$135K - $156K
|
3.68K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.65K- 8.24% |
$135K - $156K
|
18.4K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.65K- 55.1% |
$135K - $156K
|
1.35K
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.69K- 2.68% |
$137K - $159K
|
61.3K
$5.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 33.01% |
$137K - $159K
|
3.42K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.73K- 1.73% |
$141K - $163K
|
98K
$8.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.74K- 3.97% |
$142K - $164K
|
42.2K
$3.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.75K- 2.8% |
$142K - $164K
|
60.6K
$5.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.78K- 5.13% |
$145K - $168K
|
33K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.9K- 46.56% |
$155K - $179K
|
2.18K
$187K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.92K- 2.51% |
$156K - $180K
|
74.4K
$6.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.92K- 0.39% |
$156K - $181K
|
486K
$41.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.97K- 3.4% |
$160K - $185K
|
56K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.07K- 26.06% |
$169K - $195K
|
5.87K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.08K- 5.21% |
$169K - $195K
|
37.7K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.1K- 38.45% |
$171K - $197K
|
3.36K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.11K- 47.75% |
$172K - $199K
|
2.31K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.14K- 27.22% |
$174K - $201K
|
5.71K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.16K- 41.14% |
$176K - $203K
|
3.09K
$265K
|