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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-606- 3.47% |
$49.4K - $57.1K
|
16.9K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-627- 16.56% |
$51.1K - $59K
|
3.16K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-631- 2.66% |
$51.4K - $59.4K
|
23.1K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-631- 0.82% |
$51.4K - $59.4K
|
76.3K
$7.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-640- 13.34% |
$52.2K - $60.3K
|
4.16K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-649- 0.89% |
$52.9K - $61.1K
|
72.5K
$6.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-657- 0.9% |
$53.5K - $61.9K
|
72.4K
$6.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-663- 2.7% |
$54K - $62.4K
|
23.9K
$2.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-673- 11.17% |
$54.8K - $63.4K
|
5.35K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-683- 12.37% |
$55.7K - $64.3K
|
4.84K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-685- 0.38% |
$55.8K - $64.5K
|
182K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-685- 2.19% |
$55.8K - $64.5K
|
30.6K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-690- 7.03% |
$56.2K - $65K
|
9.12K
$839K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-691- 19.91% |
$56.3K - $65.1K
|
2.78K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-696- 18.72% |
$56.7K - $65.5K
|
3.02K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-700- 13.81% |
$57.1K - $65.9K
|
4.37K
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-702- 0.8% |
$57.2K - $66.1K
|
87.2K
$8.01M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-706- 16.8% |
$57.5K - $66.5K
|
3.5K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-710- 21.19% |
$57.9K - $66.8K
|
2.64K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-715- 0.19% |
$58.3K - $67.3K
|
367K
$33.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-723- 3.16% |
$58.9K - $68.1K
|
22.2K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-724- 89.94% |
$59K - $68.2K
|
81
$7.45K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-725- 45.45% |
$59.1K - $68.3K
|
870
$80K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-727- 14.72% |
$59.3K - $68.4K
|
4.21K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-730- 66.06% |
$59.5K - $68.7K
|
375
$34.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-743- 2.25% |
$60.6K - $70K
|
32.3K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-750- 0.69% |
$61.1K - $70.6K
|
107K
$9.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-752- 16.29% |
$61.3K - $70.8K
|
3.86K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-760- 0.96% |
$61.9K - $71.6K
|
78.3K
$7.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-771- 7.76% |
$62.8K - $72.6K
|
9.17K
$843K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-781- 11.87% |
$63.7K - $73.5K
|
5.8K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-787- 3.81% |
$64.1K - $74.1K
|
19.9K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-792- 3.72% |
$64.5K - $74.6K
|
20.5K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-797- 1.42% |
$65K - $75K
|
55.4K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-800- 19.38% |
$65.2K - $75.3K
|
3.33K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-800- 7.11% |
$65.2K - $75.3K
|
10.5K
$962K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-810- 0.94% |
$66K - $76.3K
|
85.7K
$7.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-813- 1.91% |
$66.3K - $76.5K
|
41.7K
$3.84M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-819- 4.81% |
$66.7K - $77.1K
|
16.2K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-826- 7.47% |
$67.3K - $77.8K
|
10.2K
$941K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-846- 26.44% |
$68.9K - $79.7K
|
2.35K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-850- 20.68% |
$69.3K - $80K
|
3.26K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-867- 8.37% |
$70.7K - $81.6K
|
9.49K
$872K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-880- 5.73% |
$71.7K - $82.9K
|
14.5K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-913- 1.04% |
$74.4K - $86K
|
86.6K
$7.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-920- 13.27% |
$75K - $86.6K
|
6.01K
$553K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-922- 1.8% |
$75.1K - $86.8K
|
50.2K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-928- 13.77% |
$75.6K - $87.4K
|
5.81K
$534K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-943- 2.24% |
$76.9K - $88.8K
|
41.1K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-965- 9.8% |
$78.6K - $90.9K
|
8.89K
$817K
|