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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-291- 3.2% |
$23.7K - $27.4K
|
8.79K
$760K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-294- 6.07% |
$24K - $27.7K
|
4.55K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-299- 8.71% |
$24.4K - $28.2K
|
3.13K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-300- 1.83% |
$24.5K - $28.2K
|
16.1K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-301- 6.49% |
$24.5K - $28.3K
|
4.34K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-301- 0.96% |
$24.5K - $28.3K
|
31K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-303- 1.47% |
$24.7K - $28.5K
|
20.3K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-314- 2.67% |
$25.6K - $29.6K
|
11.5K
$991K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-314- 7.07% |
$25.6K - $29.6K
|
4.13K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-314- 1.38% |
$25.6K - $29.6K
|
22.4K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-314- 1.96% |
$25.6K - $29.6K
|
15.7K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-324- 3.17% |
$26.4K - $30.5K
|
9.91K
$857K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-325- 2.66% |
$26.5K - $30.6K
|
11.9K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-325- 2.04% |
$26.5K - $30.6K
|
15.6K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-328- 1.22% |
$26.7K - $30.9K
|
26.6K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-335- 1.16% |
$27.3K - $31.5K
|
28.6K
$2.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-338- 2.88% |
$27.5K - $31.8K
|
11.4K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-344- 0.81% |
$28K - $32.4K
|
42K
$3.63M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-346- 1.96% |
$28.2K - $32.6K
|
17.3K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-347- 3.78% |
$28.3K - $32.7K
|
8.84K
$764K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-348- 4.02% |
$28.4K - $32.8K
|
8.3K
$718K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-350- 4.35% |
$28.5K - $33K
|
7.69K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-350- 2.32% |
$28.5K - $33K
|
14.7K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-350- 3.03% |
$28.5K - $33K
|
11.2K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-354- 1.29% |
$28.9K - $33.3K
|
27.2K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-355- 2.62% |
$28.9K - $33.4K
|
13.2K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-356- 8.8% |
$29K - $33.5K
|
3.69K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-358- 1.98% |
$29.2K - $33.7K
|
17.8K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-359- 1.12% |
$29.3K - $33.8K
|
31.7K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-360- 3.5% |
$29.3K - $33.9K
|
9.92K
$858K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-366- 4.31% |
$29.8K - $34.5K
|
8.13K
$703K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-375- 0.63% |
$30.6K - $35.3K
|
58.9K
$5.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-377- 2.52% |
$30.7K - $35.5K
|
14.6K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-378- 6.89% |
$30.8K - $35.6K
|
5.11K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-381- 63.5% |
$31.1K - $35.9K
|
219
$18.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-384- 8.18% |
$31.3K - $36.2K
|
4.31K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-385- 12.6% |
$31.4K - $36.2K
|
2.67K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-385- 2.15% |
$31.4K - $36.2K
|
17.5K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-387- 8.89% |
$31.5K - $36.4K
|
3.97K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-396- 13.75% |
$32.3K - $37.3K
|
2.48K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-400- 8.97% |
$32.6K - $37.7K
|
4.06K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-400- 4.25% |
$32.6K - $37.7K
|
9.01K
$779K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.13% |
$32.6K - $37.7K
|
297K
$25.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-402- 1.73% |
$32.8K - $37.8K
|
22.9K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-403- 4.54% |
$32.8K - $37.9K
|
8.47K
$732K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-425- 9.11% |
$34.6K - $40K
|
4.24K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-426- 11.08% |
$34.7K - $40.1K
|
3.42K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-428- 9.61% |
$34.9K - $40.3K
|
4.02K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-439- 1.3% |
$35.8K - $41.3K
|
33.4K
$2.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-448- 12.57% |
$36.5K - $42.2K
|
3.12K
$269K
|