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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.16K+ 14.03% |
$256K - $294K
|
25.7K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.16K+ 2.79% |
$256K - $294K
|
116K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.15KNew |
$255K - $293K
|
3.15K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.13K+ 9.9% |
$254K - $291K
|
34.8K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.12KNew |
$252K - $290K
|
3.12K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.07K+ 20.74% |
$248K - $285K
|
17.9K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.05K+ 295.54% |
$247K - $283K
|
4.08K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$245K - $282K
|
3.03K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.01K+ 13.64% |
$244K - $280K
|
25.1K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3K+ 0.29% |
$243K - $279K
|
1.03M
$94.9M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3KNew |
$243K - $279K
|
3K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3K+ 13.51% |
$242K - $278K
|
25.2K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.99K+ 3.86% |
$242K - $278K
|
80.5K
$7.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
2.96K+ 71.74% |
$239K - $275K
|
7.08K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.94K+ 0.77% |
$238K - $273K
|
385K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.94K+ 4.73% |
$238K - $273K
|
65.1K
$5.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.92K+ 2.59% |
$237K - $272K
|
116K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.89KNew |
$234K - $268K
|
2.89K
$265K
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.82KNew |
$228K - $262K
|
2.82K
$259K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.81KNew |
$227K - $261K
|
2.81K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.81K+ 3.86% |
$227K - $261K
|
75.6K
$6.95M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.8K+ 94.72% |
$227K - $260K
|
5.76K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.79K+ 2.12% |
$226K - $260K
|
134K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.79KNew |
$226K - $259K
|
2.79K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.78KNew |
$225K - $258K
|
2.78K
$256K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.75KNew |
$222K - $255K
|
2.75K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.71K+ 13.7% |
$219K - $252K
|
22.5K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.7KNew |
$219K - $251K
|
2.7K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.67K+ 6.65% |
$216K - $248K
|
42.8K
$3.94M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.67K+ 0.68% |
$216K - $248K
|
394K
$36.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.66KNew |
$215K - $247K
|
2.66K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.66K+ 23.46% |
$215K - $247K
|
14K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.66K+ 1.89% |
$215K - $247K
|
143K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.65KNew |
$215K - $247K
|
2.65K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
2.62KNew |
$212K - $243K
|
2.62K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.61K+ 2.66% |
$212K - $243K
|
101K
$9.29M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.61KNew |
$211K - $242K
|
2.61K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.6K+ 10.42% |
$210K - $241K
|
27.5K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.59KNew |
$209K - $240K
|
2.59K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
2.58K+ 29.54% |
$209K - $240K
|
11.3K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.58KNew |
$209K - $239K
|
2.58K
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.57KNew |
$208K - $238K
|
2.57K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.54KNew |
$205K - $236K
|
2.54K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.53KNew |
$205K - $235K
|
2.53K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.5K+ 7.45% |
$202K - $232K
|
36K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2.5K+ 43.48% |
$202K - $232K
|
8.25K
$759K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.5KNew |
$202K - $232K
|
2.5K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
2.49K+ 163.56% |
$202K - $232K
|
4.01K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.49K+ 6.78% |
$201K - $231K
|
39.2K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
2.47KNew |
$200K - $229K
|
2.47K
$227K
|