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
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
119+ 0.37% |
$9.63K - $11.1K
|
32.5K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
119+ 0.37% |
$9.63K - $11.1K
|
32.6K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
118+ 4.36% |
$9.55K - $11K
|
2.83K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
118+ 3.37% |
$9.55K - $11K
|
3.62K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
116+ 1.93% |
$9.39K - $10.8K
|
6.11K
$562K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
116+ 1.37% |
$9.39K - $10.8K
|
8.57K
$788K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
115+ 22.95% |
$9.31K - $10.7K
|
616
$56.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
113+ 4.5% |
$9.15K - $10.5K
|
2.63K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
112New |
$9.07K - $10.4K
|
112
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
111+ 3.24% |
$8.99K - $10.3K
|
3.53K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
110+ 0.7% |
$8.91K - $10.2K
|
15.9K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
110+ 1.11% |
$8.91K - $10.2K
|
10K
$923K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
106+ 2.93% |
$8.58K - $9.85K
|
3.73K
$343K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
106+ 1.83% |
$8.58K - $9.85K
|
5.91K
$543K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
105+ 3.87% |
$8.5K - $9.76K
|
2.82K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
103+ 0.14% |
$8.34K - $9.57K
|
74K
$6.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
102+ 3.24% |
$8.26K - $9.48K
|
3.25K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
100+ 4.03% |
$8.1K - $9.3K
|
2.58K
$237K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
BUY
|
- |
100+ 3.63% |
$8.1K - $9.3K
|
2.86K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
99New |
$8.02K - $9.2K
|
99
$9.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
98+ 1.77% |
$7.93K - $9.11K
|
5.64K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
97+ 6.21% |
$7.85K - $9.02K
|
1.66K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
97+ 1.7% |
$7.85K - $9.02K
|
5.8K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
96+ 0.67% |
$7.77K - $8.92K
|
14.5K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
95+ 1.08% |
$7.69K - $8.83K
|
8.91K
$819K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95+ 0.6% |
$7.69K - $8.83K
|
16K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
95+ 1.32% |
$7.69K - $8.83K
|
7.29K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
95New |
$7.69K - $8.83K
|
95
$8.74K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
93+ 0.39% |
$7.53K - $8.65K
|
23.8K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
93+ 42.47% |
$7.53K - $8.65K
|
312
$28.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
91+ 75.21% |
$7.37K - $8.46K
|
212
$19.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
88+ 1.3% |
$7.12K - $8.18K
|
6.85K
$630K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
87+ 2.12% |
$7.04K - $8.09K
|
4.19K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
85+ 0.67% |
$6.88K - $7.9K
|
12.8K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
85+ 0.85% |
$6.88K - $7.9K
|
10.1K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
85+ 2.77% |
$6.88K - $7.9K
|
3.16K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
84+ 46.67% |
$6.8K - $7.81K
|
264
$24.3K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
84+ 0.83% |
$6.8K - $7.81K
|
10.3K
$943K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
83+ 2.16% |
$6.72K - $7.72K
|
3.92K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
82+ 0.81% |
$6.64K - $7.62K
|
10.2K
$940K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
78+ 2.64% |
$6.31K - $7.25K
|
3.03K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
77New |
$6.23K - $7.16K
|
77
$7.08K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
77+ 2.37% |
$6.23K - $7.16K
|
3.33K
$306K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
76+ 1.6% |
$6.15K - $7.06K
|
4.84K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
76+ 6.21% |
$6.15K - $7.06K
|
1.3K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
76+ 1.62% |
$6.15K - $7.06K
|
4.76K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
75+ 3.02% |
$6.07K - $6.97K
|
2.56K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75+ 0.31% |
$6.07K - $6.97K
|
24.6K
$2.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
73+ 1.2% |
$5.91K - $6.79K
|
6.18K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
73+ 0.16% |
$5.91K - $6.79K
|
45.5K
$4.18M
|