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 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
469+ 7.85% |
$38.2K - $44.2K
|
6.45K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
458+ 3.79% |
$37.3K - $43.1K
|
12.5K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
450+ 0.02% |
$36.7K - $42.4K
|
1.98M
$174M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
448New |
$36.5K - $42.2K
|
448
$39.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
447+ 0.9% |
$36.4K - $42.1K
|
50.4K
$4.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
444+ 11.07% |
$36.2K - $41.8K
|
4.46K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
437+ 4.19% |
$35.6K - $41.1K
|
10.9K
$955K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
431+ 199.54% |
$35.1K - $40.6K
|
647
$56.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
429+ 4.78% |
$35K - $40.4K
|
9.4K
$826K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
424New |
$34.6K - $39.9K
|
424
$37.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
421+ 11.58% |
$34.3K - $39.6K
|
4.06K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
417+ 0.85% |
$34K - $39.3K
|
49.3K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
409+ 0.42% |
$33.3K - $38.5K
|
98.7K
$8.67M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
403+ 1.33% |
$32.8K - $37.9K
|
30.6K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
401+ 3.81% |
$32.7K - $37.8K
|
10.9K
$961K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
401+ 0.54% |
$32.7K - $37.8K
|
74K
$6.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
400New |
$32.6K - $37.7K
|
400
$35.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
400+ 5.29% |
$32.6K - $37.7K
|
7.97K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
392+ 0.41% |
$31.9K - $36.9K
|
95.8K
$8.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
391+ 10.08% |
$31.9K - $36.8K
|
4.27K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
385+ 9.51% |
$31.4K - $36.2K
|
4.44K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
383+ 13.94% |
$31.2K - $36.1K
|
3.13K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
380+ 6.58% |
$31K - $35.8K
|
6.16K
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
377+ 2.77% |
$30.7K - $35.5K
|
14K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
377+ 2.53% |
$30.7K - $35.5K
|
15.3K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
376+ 8.55% |
$30.6K - $35.4K
|
4.78K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
375+ 16.17% |
$30.6K - $35.3K
|
2.69K
$237K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
369+ 6.68% |
$30.1K - $34.7K
|
5.9K
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
368+ 10.07% |
$30K - $34.6K
|
4.02K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
368+ 4.85% |
$30K - $34.6K
|
7.96K
$699K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
367+ 2.75% |
$29.9K - $34.6K
|
13.7K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
356+ 0.96% |
$29K - $33.5K
|
37.3K
$3.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 13.7% |
$28.9K - $33.3K
|
2.94K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
352+ 6.01% |
$28.7K - $33.1K
|
6.21K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
351+ 0.32% |
$28.6K - $33K
|
111K
$9.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
350+ 5.76% |
$28.5K - $33K
|
6.42K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
346+ 10.96% |
$28.2K - $32.6K
|
3.5K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
341+ 7.34% |
$27.8K - $32.1K
|
4.99K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
340+ 10.28% |
$27.7K - $32K
|
3.65K
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
340+ 4.77% |
$27.7K - $32K
|
7.47K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
339+ 13.61% |
$27.6K - $31.9K
|
2.83K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
330+ 6.96% |
$26.9K - $31.1K
|
5.07K
$445K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
329+ 35.26% |
$26.8K - $31K
|
1.26K
$111K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
327+ 4.74% |
$26.7K - $30.8K
|
7.23K
$635K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
324+ 1.79% |
$26.4K - $30.5K
|
18.4K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
323+ 2.87% |
$26.3K - $30.4K
|
11.6K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
323+ 2.05% |
$26.3K - $30.4K
|
16.1K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
320+ 0.56% |
$26.1K - $30.1K
|
57.1K
$5.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
320+ 0.53% |
$26.1K - $30.1K
|
60.5K
$5.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
319New |
$26K - $30K
|
319
$28K
|