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 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-396- 13.75% |
$32.3K - $37.3K
|
2.48K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-400- 8.97% |
$32.6K - $37.7K
|
4.06K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-400- 4.25% |
$32.6K - $37.7K
|
9.01K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.13% |
$32.6K - $37.7K
|
297K
$27.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-402- 1.73% |
$32.8K - $37.8K
|
22.9K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-403- 4.54% |
$32.8K - $37.9K
|
8.47K
$778K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-425- 9.11% |
$34.6K - $40K
|
4.24K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-426- 11.08% |
$34.7K - $40.1K
|
3.42K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-428- 9.61% |
$34.9K - $40.3K
|
4.02K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-439- 1.3% |
$35.8K - $41.3K
|
33.4K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-448- 12.57% |
$36.5K - $42.2K
|
3.12K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-448- 3.28% |
$36.5K - $42.2K
|
13.2K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-449- 2.15% |
$36.6K - $42.3K
|
20.4K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-450- 3.11% |
$36.7K - $42.4K
|
14K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-450- 1.44% |
$36.7K - $42.4K
|
30.8K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-450- 14.53% |
$36.7K - $42.4K
|
2.65K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-450- 11.54% |
$36.7K - $42.4K
|
3.45K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-459- 69.65% |
$37.4K - $43.2K
|
200
$18.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-462- 1.8% |
$37.7K - $43.5K
|
25.3K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-462- 3.88% |
$37.7K - $43.5K
|
11.5K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-465- 1.73% |
$37.9K - $43.8K
|
26.4K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-469- 1.25% |
$38.2K - $44.2K
|
36.9K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-471- 2.33% |
$38.4K - $44.3K
|
19.8K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-483- 11.41% |
$39.4K - $45.5K
|
3.75K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-484- 13.36% |
$39.4K - $45.6K
|
3.14K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-490- 14.46% |
$39.9K - $46.1K
|
2.9K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-499- 21.77% |
$40.7K - $47K
|
1.79K
$165K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-500- 10.64% |
$40.8K - $47.1K
|
4.2K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-500- 1.42% |
$40.8K - $47.1K
|
34.6K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-500- 7.12% |
$40.8K - $47.1K
|
6.52K
$599K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-500- 8.3% |
$40.8K - $47.1K
|
5.52K
$508K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-509- 7.82% |
$41.5K - $47.9K
|
6K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-512- 18.98% |
$41.7K - $48.2K
|
2.19K
$201K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-521- 5.88% |
$42.5K - $49.1K
|
8.33K
$766K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-530- 2.97% |
$43.2K - $49.9K
|
17.3K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-539- 15.65% |
$43.9K - $50.7K
|
2.91K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-539- 1.42% |
$43.9K - $50.7K
|
37.3K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-540- 1.35% |
$44K - $50.8K
|
39.4K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-546- 4.39% |
$44.5K - $51.4K
|
11.9K
$1.09M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-546- 1.95% |
$44.5K - $51.4K
|
27.5K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-552- 16.94% |
$45K - $52K
|
2.71K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-563- 3.91% |
$45.9K - $53K
|
13.8K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-569- 5.53% |
$46.4K - $53.6K
|
9.72K
$894K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-570- 7.47% |
$46.5K - $53.7K
|
7.06K
$649K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-582- 3.14% |
$47.4K - $54.8K
|
18K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-585- 4.67% |
$47.7K - $55.1K
|
11.9K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-591- 0.84% |
$48.2K - $55.6K
|
69.6K
$6.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-591- 0.6% |
$48.2K - $55.6K
|
98K
$9.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-599- 14.7% |
$48.8K - $56.4K
|
3.48K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-600- 9.33% |
$48.9K - $56.5K
|
5.83K
$536K
|