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 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.19K- 0.95% |
$178K - $206K
|
228K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.25K- 35.18% |
$183K - $212K
|
4.14K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.26K- 8.4% |
$184K - $212K
|
24.6K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.28K- 6.63% |
$186K - $214K
|
32K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.28K- 0.93% |
$186K - $215K
|
242K
$20.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.31KClosed |
$188K - $217K
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.31K- 1.72% |
$188K - $217K
|
132K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.37K- 7.31% |
$193K - $223K
|
30K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.38K- 16.22% |
$194K - $224K
|
12.3K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.48K- 34.13% |
$202K - $233K
|
4.78K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.51K- 7.45% |
$205K - $237K
|
31.2K
$2.68M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.52K- 13.32% |
$205K - $237K
|
16.4K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 9.07% |
$207K - $240K
|
25.5K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.56K- 15.45% |
$209K - $241K
|
14K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.6K- 1.03% |
$212K - $245K
|
249K
$21.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.7K- 4.38% |
$220K - $254K
|
58.9K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.72K- 14.71% |
$221K - $256K
|
15.7K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.72K- 1.47% |
$222K - $256K
|
182K
$15.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.79K- 10.16% |
$227K - $263K
|
24.7K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.87K- 1.75% |
$234K - $270K
|
161K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.89K- 50.11% |
$235K - $272K
|
2.88K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-2.91K- 4.41% |
$237K - $274K
|
63K
$5.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.92K- 76.9% |
$238K - $275K
|
876
$75.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.95K- 3.29% |
$241K - $278K
|
86.8K
$7.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.97K- 25.27% |
$242K - $280K
|
8.78K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.99K- 2.37% |
$243K - $281K
|
123K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.99K- 33.74% |
$244K - $282K
|
5.88K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.99K- 42.07% |
$244K - $282K
|
4.12K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.01K- 3.45% |
$245K - $283K
|
84K
$7.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.04K- 1.4% |
$248K - $286K
|
215K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.05K- 0.72% |
$249K - $287K
|
419K
$36M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.07K- 2.99% |
$250K - $289K
|
99.5K
$8.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.08K- 0.76% |
$251K - $290K
|
401K
$34.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.11K- 49.73% |
$254K - $293K
|
3.15K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.16K- 35.24% |
$258K - $298K
|
5.81K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.21K- 1.89% |
$261K - $302K
|
167K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.21K- 13.46% |
$261K - $302K
|
20.6K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-3.22K- 1.26% |
$262K - $303K
|
253K
$21.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.22K- 2.28% |
$262K - $303K
|
138K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-3.23K- 3.57% |
$263K - $304K
|
87.2K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.24K- 6.32% |
$264K - $305K
|
48K
$4.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.24K- 5.47% |
$264K - $305K
|
56K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.24K- 2.92% |
$264K - $305K
|
108K
$9.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-3.24K- 43.12% |
$264K - $305K
|
4.28K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.33K- 1.79% |
$272K - $314K
|
183K
$15.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.39K- 2.51% |
$276K - $319K
|
131K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.39K- 0.81% |
$277K - $320K
|
417K
$35.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-3.43K- 28.18% |
$279K - $323K
|
8.73K
$750K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-3.45K- 4.15% |
$281K - $324K
|
79.7K
$6.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.48K- 18.95% |
$283K - $327K
|
14.9K
$1.28M
|