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
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.6KNew |
$1.27M - $1.47M
|
15.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 4.23% |
$1.27M - $1.47M
|
384K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
15.5K+ 13.24% |
$1.27M - $1.46M
|
133K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
15.4K+ 1.76% |
$1.25M - $1.45M
|
890K
$76.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15KNew |
$1.22M - $1.41M
|
15K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
14.8K+ 6.66% |
$1.21M - $1.4M
|
238K
$20.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.6KNew |
$1.19M - $1.38M
|
14.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
14.2KNew |
$1.16M - $1.34M
|
14.2K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.1K+ 7.5% |
$1.15M - $1.32M
|
201K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
14KNew |
$1.14M - $1.32M
|
14K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
13.5K+ 27.94% |
$1.1M - $1.27M
|
61.8K
$5.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
13.1K+ 12.06% |
$1.07M - $1.23M
|
122K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
12.8KNew |
$1.05M - $1.21M
|
12.8K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12.5K+ 9.51% |
$1.02M - $1.18M
|
144K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
11.9K+ 2.8% |
$971K - $1.12M
|
437K
$37.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7K+ 3.44% |
$957K - $1.11M
|
354K
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.7K+ 4.07% |
$950K - $1.1M
|
298K
$25.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
11.6K+ 31.55% |
$946K - $1.09M
|
48.4K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.5K+ 21.95% |
$940K - $1.09M
|
64.1K
$5.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11.5KNew |
$938K - $1.08M
|
11.5K
$985K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.5KNew |
$935K - $1.08M
|
11.5K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 5.21% |
$928K - $1.07M
|
230K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
11.4KNew |
$927K - $1.07M
|
11.4K
$973K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 4.36% |
$921K - $1.06M
|
270K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.2K+ 7.58% |
$913K - $1.05M
|
159K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 298.9% |
$911K - $1.05M
|
14.9K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11K+ 20.3% |
$896K - $1.04M
|
65.2K
$5.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
10.9K+ 3.15% |
$886K - $1.02M
|
356K
$30.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
10.8KNew |
$879K - $1.02M
|
10.8K
$923K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.6KNew |
$863K - $996K
|
10.6K
$906K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.5K+ 331.04% |
$855K - $988K
|
13.7K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.5K+ 8.64% |
$854K - $987K
|
132K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.4K+ 1.02% |
$847K - $978K
|
1.03M
$88.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 93.38% |
$843K - $974K
|
21.4K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
10.2K+ 125.31% |
$835K - $964K
|
18.4K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.2K+ 129.89% |
$831K - $960K
|
18K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 6.95% |
$826K - $955K
|
156K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
10.1K+ 83.95% |
$822K - $950K
|
22.1K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.95K+ 586.5% |
$811K - $937K
|
11.6K
$996K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.55K+ 33.18% |
$779K - $900K
|
38.4K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
9.43K+ 158.18% |
$769K - $888K
|
15.4K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
9.32KNew |
$760K - $878K
|
9.32K
$798K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.25K+ 1.02% |
$754K - $871K
|
916K
$78.4M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.22K+ 30.49% |
$751K - $868K
|
39.4K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.04K+ 4.22% |
$736K - $851K
|
223K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.96KNew |
$730K - $844K
|
8.96K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
8.93KNew |
$728K - $840K
|
8.93K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
8.69KNew |
$708K - $818K
|
8.69K
$744K
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
8.53KNew |
$695K - $803K
|
8.53K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
8.51K+ 16.96% |
$693K - $801K
|
58.7K
$5.02M
|