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 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.77K+ 26.47% |
$144K - $166K
|
8.44K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.76K+ 14.53% |
$144K - $166K
|
13.9K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.76KNew |
$144K - $166K
|
1.76K
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.76K+ 1.4% |
$143K - $166K
|
127K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.75K+ 10.39% |
$142K - $165K
|
18.6K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.72K+ 8.95% |
$140K - $162K
|
21K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.7K+ 18.42% |
$139K - $160K
|
11K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.69K+ 5.94% |
$138K - $159K
|
30.1K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.68KNew |
$137K - $158K
|
1.68K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 47.72% |
$134K - $155K
|
5.09K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 1.89% |
$134K - $155K
|
88.3K
$8.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.64K+ 3.43% |
$134K - $154K
|
49.4K
$4.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.63K+ 48.58% |
$132K - $153K
|
4.97K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.62K+ 3.52% |
$132K - $153K
|
47.8K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.6K+ 25.04% |
$130K - $151K
|
7.99K
$735K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.59K+ 10.9% |
$130K - $150K
|
16.2K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.57K+ 3.86% |
$128K - $147K
|
42.2K
$3.88M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.56K+ 21.05% |
$127K - $146K
|
8.95K
$823K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.56K+ 21.05% |
$127K - $146K
|
8.95K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.55K+ 1.56% |
$126K - $145K
|
100K
$9.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.54K+ 4.14% |
$125K - $145K
|
38.6K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1.52KNew |
$124K - $143K
|
1.52K
$140K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 19.93% |
$124K - $143K
|
9.15K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.5K+ 45.8% |
$122K - $141K
|
4.78K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 14.36% |
$120K - $139K
|
11.7K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 9.98% |
$120K - $138K
|
16.2K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.45K+ 6.7% |
$118K - $137K
|
23.1K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.44K+ 5.63% |
$118K - $136K
|
27K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.43K+ 0.98% |
$117K - $135K
|
147K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 2.24% |
$115K - $133K
|
64.5K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.41K+ 5.67% |
$115K - $132K
|
26.2K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.4K+ 13.13% |
$114K - $132K
|
12.1K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.4K+ 60.22% |
$114K - $132K
|
3.73K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.37K+ 12.1% |
$112K - $129K
|
12.7K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.37K+ 2.05% |
$111K - $129K
|
68.1K
$6.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.36KNew |
$111K - $128K
|
1.36K
$125K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.35K+ 13.68% |
$110K - $127K
|
11.2K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.35K+ 12.69% |
$110K - $127K
|
12K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.33K+ 6.91% |
$109K - $125K
|
20.6K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.33KNew |
$108K - $125K
|
1.33K
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.31K+ 21.49% |
$107K - $124K
|
7.42K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.31K+ 47.02% |
$107K - $123K
|
4.1K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 3.21% |
$107K - $123K
|
42.1K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.28K+ 5.49% |
$104K - $120K
|
24.5K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.28KNew |
$104K - $120K
|
1.28K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 2.38% |
$103K - $119K
|
54.5K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.23K+ 32.56% |
$100K - $116K
|
5.01K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.21K+ 0.92% |
$98.9K - $114K
|
133K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.21K+ 5.57% |
$98.8K - $114K
|
23K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.21K+ 15.19% |
$98.5K - $114K
|
9.16K
$842K
|