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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
280+ 1.74% |
$22.7K - $26K
|
16.4K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
278+ 4.62% |
$22.5K - $25.8K
|
6.3K
$579K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
277+ 5.77% |
$22.4K - $25.7K
|
5.08K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
271+ 0.37% |
$21.9K - $25.2K
|
74.3K
$6.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
270+ 6.74% |
$21.9K - $25.1K
|
4.28K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
264+ 11.8% |
$21.4K - $24.5K
|
2.5K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
262+ 16.69% |
$21.2K - $24.4K
|
1.83K
$168K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
260+ 4.57% |
$21K - $24.2K
|
5.94K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
260+ 0.28% |
$21K - $24.2K
|
94.2K
$8.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
258+ 3.18% |
$20.9K - $24K
|
8.38K
$771K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
258+ 4.19% |
$20.9K - $24K
|
6.41K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
255+ 2.69% |
$20.6K - $23.7K
|
9.74K
$896K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
252+ 5.85% |
$20.4K - $23.4K
|
4.56K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
252+ 1.65% |
$20.4K - $23.4K
|
15.6K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
250+ 6.37% |
$20.2K - $23.2K
|
4.18K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
250+ 2.93% |
$20.2K - $23.2K
|
8.78K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
250+ 4.83% |
$20.2K - $23.2K
|
5.43K
$499K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
247+ 7.54% |
$20K - $23K
|
3.53K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
245+ 9.17% |
$19.8K - $22.8K
|
2.92K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
243+ 1.52% |
$19.7K - $22.6K
|
16.2K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
242+ 10.81% |
$19.6K - $22.5K
|
2.48K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
238+ 3.43% |
$19.3K - $22.1K
|
7.18K
$660K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
237+ 0.61% |
$19.2K - $22K
|
39.3K
$3.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
233+ 6.65% |
$18.9K - $21.7K
|
3.74K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
232+ 0.56% |
$18.8K - $21.6K
|
41.3K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
232+ 8.17% |
$18.8K - $21.6K
|
3.07K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
230+ 1.96% |
$18.6K - $21.4K
|
12K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
230New |
$18.6K - $21.4K
|
230
$21.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
228+ 4.58% |
$18.5K - $21.2K
|
5.21K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
228+ 3.26% |
$18.5K - $21.2K
|
7.21K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
227+ 0.7% |
$18.4K - $21.1K
|
32.6K
$3M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
225+ 0.28% |
$18.2K - $20.9K
|
79.7K
$7.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
222+ 14.35% |
$18K - $20.6K
|
1.77K
$163K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
221+ 7.76% |
$17.9K - $20.5K
|
3.07K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
219+ 4.78% |
$17.7K - $20.4K
|
4.8K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
218+ 4.6% |
$17.6K - $20.3K
|
4.96K
$456K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
217+ 4.34% |
$17.6K - $20.2K
|
5.22K
$480K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
216+ 400.0% |
$17.5K - $20.1K
|
270
$24.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
212+ 9.98% |
$17.2K - $19.7K
|
2.34K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
211+ 3.82% |
$17.1K - $19.6K
|
5.73K
$527K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
210New |
$17K - $19.5K
|
210
$19.3K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
208+ 2.67% |
$16.8K - $19.3K
|
8.01K
$737K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
201+ 3.46% |
$16.3K - $18.7K
|
6.01K
$553K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200New |
$16.2K - $18.6K
|
200
$18.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
200+ 4.6% |
$16.2K - $18.6K
|
4.55K
$418K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
200+ 6.44% |
$16.2K - $18.6K
|
3.31K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
200+ 3.91% |
$16.2K - $18.6K
|
5.32K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
200+ 8.85% |
$16.2K - $18.6K
|
2.46K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
196+ 24.84% |
$15.9K - $18.2K
|
985
$90.6K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
196+ 5.16% |
$15.9K - $18.2K
|
4K
$367K
|