Purchases and Sales Made in Q1 2025 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.25K+ 0.84% |
$101K - $116K
|
151K
$13.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 1.16% |
$101K - $116K
|
109K
$10M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.23K+ 12.08% |
$99.7K - $114K
|
11.4K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.23K+ 3.87% |
$99.3K - $114K
|
33K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.22K+ 3.94% |
$98.4K - $113K
|
32.1K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.2K+ 2.26% |
$97.3K - $112K
|
54.5K
$5.01M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.19K+ 3.95% |
$96.6K - $111K
|
31.4K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.19K+ 7946.67% |
$96.5K - $111K
|
1.21K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.17K+ 1.56% |
$94.3K - $108K
|
75.6K
$6.96M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.15K+ 20.03% |
$93K - $107K
|
6.88K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.15K+ 4.0% |
$92.9K - $107K
|
29.9K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.14KNew |
$92.3K - $106K
|
1.14K
$105K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.14K+ 3.76% |
$92.2K - $106K
|
31.4K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 1.16% |
$91.8K - $105K
|
99.1K
$9.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.13K+ 6.41% |
$91.7K - $105K
|
18.8K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.13K+ 17.15% |
$91.2K - $105K
|
7.69K
$707K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.13K+ 63.26% |
$91.2K - $105K
|
2.91K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 21.61% |
$90.6K - $104K
|
6.3K
$579K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.12K+ 26.49% |
$90.3K - $104K
|
5.32K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 2.25% |
$89.1K - $102K
|
50K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.1KNew |
$88.8K - $102K
|
1.1K
$101K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.09K+ 5.85% |
$88K - $101K
|
19.7K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.08K+ 8.02% |
$87.8K - $101K
|
14.6K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.08K+ 4.1% |
$87.7K - $101K
|
27.5K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 6.54% |
$87.7K - $101K
|
17.6K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.06K+ 8.02% |
$85.9K - $98.6K
|
14.3K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.05K+ 1.54% |
$84.8K - $97.4K
|
69.1K
$6.35M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.05K+ 6.54% |
$84.7K - $97.2K
|
17K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 24.18% |
$84.4K - $97K
|
5.36K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.03K+ 5.46% |
$83.7K - $96.1K
|
20K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.01K+ 3.45% |
$82K - $94.2K
|
30.4K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.01K+ 7.11% |
$81.8K - $93.9K
|
15.2K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.01K+ 46.24% |
$81.6K - $93.7K
|
3.19K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1KNew |
$81K - $93K
|
1K
$92K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
980+ 12.76% |
$79.3K - $91.1K
|
8.66K
$797K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
975+ 11.46% |
$78.9K - $90.6K
|
9.48K
$872K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
950+ 20.38% |
$76.9K - $88.3K
|
5.61K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
949+ 1.62% |
$76.8K - $88.2K
|
59.6K
$5.48M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
931+ 7.43% |
$75.4K - $86.5K
|
13.5K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
901+ 0.41% |
$72.9K - $83.8K
|
223K
$20.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
891+ 1.84% |
$72.1K - $82.8K
|
49.3K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
880+ 4.28% |
$71.2K - $81.8K
|
21.5K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
873+ 0.81% |
$70.7K - $81.2K
|
108K
$9.96M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
872+ 5.7% |
$70.6K - $81.1K
|
16.2K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
870+ 5.52% |
$70.4K - $80.9K
|
16.6K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
865+ 1.55% |
$70K - $80.4K
|
56.8K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
862+ 0.87% |
$69.8K - $80.1K
|
100K
$9.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
862+ 2.89% |
$69.8K - $80.1K
|
30.7K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
860+ 0.89% |
$69.6K - $79.9K
|
97.6K
$8.98M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
853+ 17.88% |
$69.1K - $79.3K
|
5.62K
$517K
|