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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.2K+ 21.48% |
$97.5K - $113K
|
6.76K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.19K+ 9.05% |
$97.2K - $112K
|
14.4K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.18K+ 10.5% |
$96K - $111K
|
12.4K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.18K+ 1.37% |
$95.8K - $111K
|
86.8K
$7.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.17KNew |
$95.6K - $110K
|
1.17K
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.15KNew |
$94.1K - $109K
|
1.15K
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.15K+ 9.95% |
$93.6K - $108K
|
12.7K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.15K+ 2.75% |
$93.4K - $108K
|
42.9K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.13K+ 45.98% |
$91.9K - $106K
|
3.58K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.12K+ 17.92% |
$91.6K - $106K
|
7.4K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.12KNew |
$91.6K - $106K
|
1.12K
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.1K+ 3.31% |
$89.8K - $104K
|
34.4K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.09K+ 47.34% |
$89.1K - $103K
|
3.4K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.09K+ 0.47% |
$89K - $103K
|
232K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.08K+ 4.01% |
$87.8K - $101K
|
28K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.07KNew |
$87K - $101K
|
1.07K
$98.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 35.88% |
$87K - $101K
|
4.05K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.07K+ 7.48% |
$86.9K - $100K
|
15.3K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.06K+ 5.21% |
$86.1K - $99.5K
|
21.4K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.06K+ 4.4% |
$86K - $99.3K
|
25K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.05K+ 16.34% |
$85.6K - $98.9K
|
7.48K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.24% |
$85.6K - $98.9K
|
85.4K
$7.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.04K+ 5.19% |
$84.9K - $98.1K
|
21.1K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 6.23% |
$84.8K - $98K
|
17.8K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.03KNew |
$84K - $97.1K
|
1.03K
$94.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.03K+ 1.34% |
$83.9K - $97K
|
78.1K
$7.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.02K+ 3.14% |
$83.3K - $96.2K
|
33.5K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.02KNew |
$83.1K - $96K
|
1.02K
$93.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1K+ 28.2% |
$81.5K - $94.2K
|
4.55K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1K+ 1.59% |
$81.5K - $94.2K
|
63.9K
$5.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
995+ 1.9% |
$81.1K - $93.7K
|
53.3K
$4.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
994+ 549.17% |
$81K - $93.6K
|
1.18K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
993+ 3.5% |
$80.9K - $93.5K
|
29.4K
$2.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
980New |
$79.9K - $92.3K
|
980
$90.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
977+ 38.66% |
$79.6K - $92K
|
3.5K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
972+ 22.26% |
$79.2K - $91.5K
|
5.34K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
968+ 9.73% |
$78.9K - $91.1K
|
10.9K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
960+ 31.12% |
$78.2K - $90.4K
|
4.05K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
957+ 19.56% |
$78K - $90.1K
|
5.85K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
953+ 4.0% |
$77.7K - $89.7K
|
24.8K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
952+ 6.4% |
$77.6K - $89.6K
|
15.8K
$1.45M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
944+ 3.27% |
$76.9K - $88.9K
|
29.8K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
942+ 1.94% |
$76.8K - $88.7K
|
49.4K
$4.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
924+ 1.92% |
$75.3K - $87K
|
49.2K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
904+ 1.7% |
$73.7K - $85.1K
|
54.2K
$4.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
896+ 6.83% |
$73K - $84.4K
|
14K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
893+ 6.22% |
$72.8K - $84.1K
|
15.2K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
890+ 31.3% |
$72.5K - $83.8K
|
3.73K
$343K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
886+ 3.14% |
$72.2K - $83.4K
|
29.1K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
881+ 13.95% |
$71.8K - $82.9K
|
7.2K
$662K
|