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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.54K- 0.67% |
$288K - $333K
|
524K
$45M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.64K- 2.11% |
$297K - $343K
|
169K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-3.7K- 15.39% |
$302K - $348K
|
20.3K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.73K- 1.95% |
$304K - $352K
|
188K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.79K- 3.02% |
$309K - $357K
|
122K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.88K- 14.8% |
$316K - $366K
|
22.4K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.9K- 1.9% |
$317K - $367K
|
201K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-3.92K- 20.55% |
$320K - $369K
|
15.2K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.95K- 43.45% |
$322K - $372K
|
5.14K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.99K- 55.24% |
$325K - $375K
|
3.23K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.02K- 0.11% |
$328K - $379K
|
3.68M
$316M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-4.25K- 3.42% |
$346K - $400K
|
120K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.31K- 21.46% |
$351K - $405K
|
15.8K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-4.34K- 48.13% |
$354K - $409K
|
4.68K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.46K- 7.06% |
$363K - $420K
|
58.7K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.49K- 5.32% |
$366K - $423K
|
79.9K
$6.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.49K- 25.34% |
$366K - $423K
|
13.2K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-4.59K- 6.7% |
$374K - $432K
|
64K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.61K- 5.43% |
$376K - $434K
|
80.3K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.63K- 3.06% |
$377K - $436K
|
147K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.72K- 4.82% |
$385K - $444K
|
93.2K
$8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-4.75K- 8.86% |
$387K - $447K
|
48.9K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.86K- 1.42% |
$396K - $458K
|
337K
$29M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.89K- 29.67% |
$398K - $460K
|
11.6K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.91K- 46.5% |
$400K - $463K
|
5.65K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.08K- 37.11% |
$414K - $479K
|
8.61K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-5.12K- 4.59% |
$417K - $482K
|
106K
$9.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-5.38K- 0.68% |
$438K - $506K
|
780K
$67M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.43K- 56.5% |
$442K - $511K
|
4.18K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5.45K- 2.08% |
$444K - $513K
|
256K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.76K- 28.02% |
$469K - $542K
|
14.8K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5.89K- 2.56% |
$480K - $555K
|
224K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.51K- 24.88% |
$531K - $613K
|
19.7K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.69K- 10.19% |
$545K - $630K
|
58.9K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-6.78K- 10.28% |
$553K - $639K
|
59.2K
$5.08M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.89K- 16.53% |
$562K - $649K
|
34.8K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-6.89K- 2.58% |
$562K - $649K
|
260K
$22.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.33K- 9.08% |
$597K - $690K
|
73.4K
$6.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.35K- 46.26% |
$599K - $692K
|
8.54K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.37K- 2.05% |
$601K - $694K
|
353K
$30.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.53K- 35.92% |
$613K - $709K
|
13.4K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.68K- 14.27% |
$626K - $723K
|
46.1K
$3.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.69K- 44.29% |
$626K - $724K
|
9.67K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-7.7K- 32.9% |
$627K - $725K
|
15.7K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-7.77K- 3.36% |
$634K - $732K
|
224K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-7.86K- 0.38% |
$641K - $740K
|
2.08M
$178M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.13K- 3.76% |
$663K - $765K
|
208K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-8.3K- 30.94% |
$676K - $781K
|
18.5K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.33K- 2.86% |
$678K - $784K
|
282K
$24.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.4K- 72.42% |
$685K - $791K
|
3.2K
$275K
|