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 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
84+ 0.55% |
$6.85K - $7.91K
|
15.2K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 3.46% |
$6.85K - $7.91K
|
2.51K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 1.76% |
$6.76K - $7.81K
|
4.8K
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
82+ 26.28% |
$6.68K - $7.72K
|
394
$34.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
81+ 14.57% |
$6.6K - $7.63K
|
637
$56.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
81+ 1.75% |
$6.6K - $7.63K
|
4.72K
$417K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
80+ 1.42% |
$6.52K - $7.53K
|
5.73K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
80+ 3.4% |
$6.52K - $7.53K
|
2.44K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
80New |
$6.52K - $7.53K
|
80
$7.07K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
79+ 3.07% |
$6.44K - $7.44K
|
2.65K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
78+ 2.43% |
$6.36K - $7.34K
|
3.29K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 2.25% |
$6.36K - $7.34K
|
3.54K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
78+ 1.0% |
$6.36K - $7.34K
|
7.91K
$699K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
76+ 2.44% |
$6.19K - $7.16K
|
3.19K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
75+ 0.24% |
$6.11K - $7.06K
|
30.8K
$2.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
73New |
$5.95K - $6.87K
|
73
$6.45K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$5.95K - $6.87K
|
73
$6.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
73+ 0.26% |
$5.95K - $6.87K
|
28.6K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
72+ 2.27% |
$5.87K - $6.78K
|
3.25K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
71+ 1.89% |
$5.79K - $6.68K
|
3.82K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 2.09% |
$5.79K - $6.68K
|
3.47K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
69+ 0.96% |
$5.62K - $6.5K
|
7.23K
$639K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68New |
$5.54K - $6.4K
|
68
$6.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
64+ 0.64% |
$5.22K - $6.03K
|
10.1K
$889K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
64+ 2.58% |
$5.22K - $6.03K
|
2.54K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$5.13K - $5.93K
|
63
$5.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
63+ 0.54% |
$5.13K - $5.93K
|
11.6K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
62+ 0.62% |
$5.05K - $5.84K
|
10.1K
$896K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
62+ 1.14% |
$5.05K - $5.84K
|
5.5K
$486K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 0.34% |
$4.97K - $5.74K
|
18.2K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
61+ 0.88% |
$4.97K - $5.74K
|
6.96K
$616K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
61+ 0.51% |
$4.97K - $5.74K
|
11.9K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
61+ 0.6% |
$4.97K - $5.74K
|
10.2K
$899K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.8% |
$4.89K - $5.65K
|
7.58K
$670K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
60+ 0.55% |
$4.89K - $5.65K
|
11K
$972K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
60New |
$4.89K - $5.65K
|
60
$5.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
58+ 0.42% |
$4.73K - $5.46K
|
13.9K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
57+ 22.27% |
$4.65K - $5.37K
|
313
$27.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
57+ 1.02% |
$4.65K - $5.37K
|
5.63K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
55+ 0.92% |
$4.48K - $5.18K
|
6.02K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
54+ 0.15% |
$4.4K - $5.08K
|
35.4K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
54New |
$4.4K - $5.08K
|
54
$4.77K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
54+ 1.51% |
$4.4K - $5.08K
|
3.64K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
53+ 0.38% |
$4.32K - $4.99K
|
13.9K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 0.43% |
$4.32K - $4.99K
|
12.4K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
53+ 0.07% |
$4.32K - $4.99K
|
73.9K
$6.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
53+ 0.27% |
$4.32K - $4.99K
|
19.7K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
53+ 0.56% |
$4.32K - $4.99K
|
9.45K
$835K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
51+ 0.64% |
$4.16K - $4.8K
|
8.06K
$713K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
50+ 0.65% |
$4.08K - $4.71K
|
7.72K
$683K
|