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
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.14% |
$978 - $1.13K
|
8.81K
$779K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 0.71% |
$1.06K - $1.22K
|
1.82K
$161K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-13- 2.71% |
$1.06K - $1.22K
|
466
$41.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-14- 0.29% |
$1.14K - $1.32K
|
4.73K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15- 0.34% |
$1.22K - $1.41K
|
4.44K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-15- 0.39% |
$1.22K - $1.41K
|
3.88K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-15- 0.12% |
$1.22K - $1.41K
|
12.8K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-15- 0.2% |
$1.22K - $1.41K
|
7.35K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-15- 0.14% |
$1.22K - $1.41K
|
10.4K
$917K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-15- 0.45% |
$1.22K - $1.41K
|
3.34K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15- 0.04% |
$1.22K - $1.41K
|
39.1K
$3.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-16- 0.45% |
$1.3K - $1.51K
|
3.54K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-17- 14.53% |
$1.39K - $1.6K
|
100
$8.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 1.69% |
$1.55K - $1.79K
|
1.1K
$97.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-19- 1.57% |
$1.55K - $1.79K
|
1.19K
$105K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-20- 0.25% |
$1.63K - $1.88K
|
7.97K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-20- 0.44% |
$1.63K - $1.88K
|
4.54K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 0.56% |
$1.87K - $2.17K
|
4.08K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-24- 0.25% |
$1.96K - $2.26K
|
9.64K
$852K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-24- 0.22% |
$1.96K - $2.26K
|
10.7K
$945K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-24- 0.57% |
$1.96K - $2.26K
|
4.2K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-24- 0.24% |
$1.96K - $2.26K
|
10.1K
$893K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-26- 1.01% |
$2.12K - $2.45K
|
2.54K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-26- 0.58% |
$2.12K - $2.45K
|
4.43K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-26- 0.06% |
$2.12K - $2.45K
|
41.7K
$3.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-30- 1.82% |
$2.45K - $2.82K
|
1.62K
$143K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30- 1.12% |
$2.45K - $2.82K
|
2.66K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 16.85% |
$2.53K - $2.92K
|
153
$13.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-31- 0.38% |
$2.53K - $2.92K
|
8.1K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-34- 0.69% |
$2.77K - $3.2K
|
4.87K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-35- 7.42% |
$2.85K - $3.3K
|
437
$38.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-35- 0.34% |
$2.85K - $3.3K
|
10.2K
$898K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-36- 0.17% |
$2.93K - $3.39K
|
20.9K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-37- 0.19% |
$3.02K - $3.48K
|
19.6K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 0.94% |
$3.26K - $3.77K
|
4.23K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-41- 0.7% |
$3.34K - $3.86K
|
5.82K
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-41- 0.09% |
$3.34K - $3.86K
|
43.9K
$3.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-42- 0.73% |
$3.42K - $3.95K
|
5.73K
$507K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-43- 0.17% |
$3.5K - $4.05K
|
25K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-45- 5.45% |
$3.67K - $4.24K
|
781
$69K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-46- 0.49% |
$3.75K - $4.33K
|
9.25K
$818K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-47- 1.73% |
$3.83K - $4.43K
|
2.67K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-49- 3.23% |
$3.99K - $4.61K
|
1.47K
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-49- 0.36% |
$3.99K - $4.61K
|
13.7K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-50- 0.35% |
$4.08K - $4.71K
|
14.2K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-50- 1.07% |
$4.08K - $4.71K
|
4.63K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-50- 0.16% |
$4.08K - $4.71K
|
32K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-50- 0.56% |
$4.08K - $4.71K
|
8.85K
$782K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-50- 0.14% |
$4.08K - $4.71K
|
36.3K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-50- 0.21% |
$4.08K - $4.71K
|
23.4K
$2.07M
|