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
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
878+ 19.94% |
$71.6K - $82.7K
|
5.28K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
874+ 8.93% |
$71.2K - $82.3K
|
10.7K
$980K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
867+ 0.3% |
$70.7K - $81.6K
|
291K
$26.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
855+ 23.35% |
$69.7K - $80.5K
|
4.52K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
851+ 206.55% |
$69.4K - $80.1K
|
1.26K
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
849+ 11.05% |
$69.2K - $79.9K
|
8.53K
$784K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
846+ 4.63% |
$68.9K - $79.7K
|
19.1K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
831+ 4.07% |
$67.7K - $78.2K
|
21.2K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
827+ 6.52% |
$67.4K - $77.9K
|
13.5K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
825+ 3.24% |
$67.2K - $77.7K
|
26.3K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
819+ 7.44% |
$66.7K - $77.1K
|
11.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
812+ 0.86% |
$66.2K - $76.4K
|
95.7K
$8.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
800New |
$65.2K - $75.3K
|
800
$73.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
796+ 4.16% |
$64.9K - $74.9K
|
19.9K
$1.83M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
781New |
$63.7K - $73.5K
|
781
$71.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
773+ 4.0% |
$63K - $72.8K
|
20.1K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
766+ 1.67% |
$62.4K - $72.1K
|
46.5K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
766+ 9.44% |
$62.4K - $72.1K
|
8.88K
$817K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
763+ 8.21% |
$62.2K - $71.8K
|
10.1K
$924K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
763+ 5.01% |
$62.2K - $71.8K
|
16K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
757+ 0.93% |
$61.7K - $71.3K
|
81.7K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
757+ 0.57% |
$61.7K - $71.3K
|
134K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
755+ 4.34% |
$61.5K - $71.1K
|
18.2K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
749+ 1.45% |
$61K - $70.5K
|
52.3K
$4.81M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
747+ 18.39% |
$60.9K - $70.3K
|
4.81K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
740+ 7.22% |
$60.3K - $69.7K
|
11K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
702+ 0.35% |
$57.2K - $66.1K
|
204K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
700+ 8.4% |
$57.1K - $65.9K
|
9.03K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
686+ 5.56% |
$55.9K - $64.6K
|
13K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
669+ 6.98% |
$54.5K - $63K
|
10.3K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
666+ 27.7% |
$54.3K - $62.7K
|
3.07K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
659+ 3.31% |
$53.7K - $62K
|
20.6K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
656+ 17.94% |
$53.5K - $61.8K
|
4.31K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
655+ 8.98% |
$53.4K - $61.7K
|
7.95K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
652+ 5.17% |
$53.1K - $61.4K
|
13.3K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
648New |
$52.8K - $61K
|
648
$59.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
646+ 5.73% |
$52.6K - $60.8K
|
11.9K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
646+ 9.93% |
$52.6K - $60.8K
|
7.15K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
635+ 24.22% |
$51.8K - $59.8K
|
3.26K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
634+ 26.8% |
$51.7K - $59.7K
|
3K
$276K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
632+ 158.0% |
$51.5K - $59.5K
|
1.03K
$94.9K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
629+ 10.28% |
$51.3K - $59.2K
|
6.75K
$621K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
628+ 3.82% |
$51.2K - $59.1K
|
17.1K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
628+ 3.1% |
$51.2K - $59.1K
|
20.9K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
625+ 22.1% |
$50.9K - $58.8K
|
3.45K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
611+ 12.39% |
$49.8K - $57.5K
|
5.54K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
602+ 0.27% |
$49.1K - $56.7K
|
222K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
602+ 14.56% |
$49.1K - $56.7K
|
4.74K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.33% |
$48.9K - $56.5K
|
182K
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
598+ 1.32% |
$48.7K - $56.3K
|
45.8K
$4.22M
|