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 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.03K- 21.42% |
$83.5K - $96.5K
|
3.76K
$346K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.04K- 1.36% |
$84.4K - $97.4K
|
75.1K
$6.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.04K- 11.13% |
$84.4K - $97.4K
|
8.27K
$760K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.06K- 1.01% |
$86K - $99.3K
|
103K
$9.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1.06K- 1.05% |
$86.2K - $99.6K
|
99.7K
$9.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.08K- 7.79% |
$87.8K - $101K
|
12.8K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.08K- 4.71% |
$88.3K - $102K
|
21.9K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Nepsis Inc.
|
SELL
|
- |
-1.09K- 2.22% |
$88.9K - $103K
|
48.1K
$4.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.1K- 96.66% |
$89.7K - $104K
|
38
$3.49K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.11K- 1.7% |
$90.5K - $105K
|
64.3K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.11K- 26.02% |
$90.5K - $105K
|
3.16K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.12K- 5.64% |
$91K - $105K
|
18.7K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.12K- 15.44% |
$91K - $105K
|
6.11K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.12K- 7.19% |
$91.3K - $105K
|
14.5K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.14K- 1.65% |
$92.9K - $107K
|
67.8K
$6.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.15K- 3.55% |
$93.6K - $108K
|
31.2K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 10.21% |
$94.2K - $109K
|
10.2K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.18K- 1.47% |
$96.2K - $111K
|
79K
$7.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.18K- 1.6% |
$96.4K - $111K
|
72.6K
$6.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.19K- 17.79% |
$96.7K - $112K
|
5.48K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 18.79% |
$97.6K - $113K
|
5.18K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-1.2K- 24.21% |
$97.9K - $113K
|
3.76K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.23K- 1.52% |
$100K - $116K
|
79.5K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.24K- 18.65% |
$101K - $117K
|
5.4K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.24K- 16.65% |
$101K - $117K
|
6.2K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.25K- 2.28% |
$102K - $118K
|
53.9K
$4.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.27K- 4.26% |
$103K - $119K
|
28.5K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.28K- 12.44% |
$104K - $120K
|
9K
$828K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.29K- 5.06% |
$105K - $121K
|
24.2K
$2.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.29K- 2.6% |
$105K - $122K
|
48.4K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.3K- 1.84% |
$106K - $122K
|
69.4K
$6.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.36K- 8.17% |
$111K - $128K
|
15.2K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.36K- 4.73% |
$111K - $128K
|
27.4K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.37K- 4.39% |
$111K - $129K
|
29.8K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.39K- 8.88% |
$113K - $130K
|
14.2K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.39K- 1.47% |
$113K - $131K
|
93K
$8.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 6.0% |
$113K - $131K
|
21.8K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.39K- 0.19% |
$114K - $131K
|
730K
$67.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.4K- 0.73% |
$114K - $132K
|
190K
$17.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 2.62% |
$114K - $132K
|
52.1K
$4.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.41K- 37.73% |
$115K - $133K
|
2.33K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.41K- 7.33% |
$115K - $133K
|
17.9K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.43K- 2.48% |
$116K - $134K
|
56.1K
$5.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.44K- 4.78% |
$118K - $136K
|
28.7K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.45K- 12.92% |
$118K - $137K
|
9.77K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.48K- 13.47% |
$120K - $139K
|
9.49K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 19.05% |
$121K - $139K
|
6.28K
$578K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.5K- 9.14% |
$122K - $141K
|
14.9K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.51K- 15.24% |
$123K - $142K
|
8.38K
$771K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.54K- 3.05% |
$126K - $145K
|
49K
$4.5M
|