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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.55K- 0.4% |
$127K - $146K
|
387K
$35.6M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.57K- 0.66% |
$128K - $148K
|
237K
$21.8M
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.59K- 2.62% |
$129K - $149K
|
58.9K
$5.42M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.65K- 30.96% |
$135K - $156K
|
3.68K
$339K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.65K- 8.24% |
$135K - $156K
|
18.4K
$1.69M
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.65K- 55.1% |
$135K - $156K
|
1.35K
$124K
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.69K- 2.68% |
$137K - $159K
|
61.3K
$5.63M
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 33.01% |
$137K - $159K
|
3.42K
$315K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.73K- 1.73% |
$141K - $163K
|
98K
$9.01M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.74K- 3.97% |
$142K - $164K
|
42.2K
$3.88M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.75K- 2.8% |
$142K - $164K
|
60.6K
$5.57M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.78K- 5.13% |
$145K - $168K
|
33K
$3.03M
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.9K- 46.56% |
$155K - $179K
|
2.18K
$200K
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.9K- 3.75% |
$155K - $179K
|
48.8K
$4.49M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.92K- 2.51% |
$156K - $180K
|
74.4K
$6.84M
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.92K- 0.39% |
$156K - $181K
|
486K
$44.6M
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.97K- 3.4% |
$160K - $185K
|
56K
$5.15M
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.07K- 26.06% |
$169K - $195K
|
5.87K
$540K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.08K- 5.21% |
$169K - $195K
|
37.7K
$3.47M
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.1K- 38.45% |
$171K - $197K
|
3.36K
$309K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.11K- 47.75% |
$172K - $199K
|
2.31K
$213K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.14K- 27.22% |
$174K - $201K
|
5.71K
$525K
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.16K- 41.14% |
$176K - $203K
|
3.09K
$284K
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.19K- 0.95% |
$178K - $206K
|
228K
$21M
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.25K- 35.18% |
$183K - $212K
|
4.14K
$381K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.26K- 8.4% |
$184K - $212K
|
24.6K
$2.26M
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.28K- 6.63% |
$186K - $214K
|
32K
$2.95M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.28K- 0.93% |
$186K - $215K
|
242K
$22.3M
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.31KClosed |
$188K - $217K
|
0
$0
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.31K- 1.72% |
$188K - $217K
|
132K
$12.1M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.37K- 7.31% |
$193K - $223K
|
30K
$2.76M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.38K- 16.22% |
$194K - $224K
|
12.3K
$1.13M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.48K- 34.13% |
$202K - $233K
|
4.78K
$439K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.51K- 7.45% |
$205K - $237K
|
31.2K
$2.87M
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.52K- 13.32% |
$205K - $237K
|
16.4K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 9.07% |
$207K - $240K
|
25.5K
$2.34M
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.56K- 15.45% |
$209K - $241K
|
14K
$1.29M
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.6K- 1.03% |
$212K - $245K
|
249K
$22.9M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.7K- 4.38% |
$220K - $254K
|
58.9K
$5.42M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.72K- 14.71% |
$221K - $256K
|
15.7K
$1.45M
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2.72K- 1.47% |
$222K - $256K
|
182K
$16.7M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.79K- 10.16% |
$227K - $263K
|
24.7K
$2.27M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.87K- 1.75% |
$234K - $270K
|
161K
$14.8M
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.89K- 50.11% |
$235K - $272K
|
2.88K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-2.91K- 4.41% |
$237K - $274K
|
63K
$5.8M
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.92K- 76.9% |
$238K - $275K
|
876
$80.6K
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.95K- 3.29% |
$241K - $278K
|
86.8K
$7.98M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.97K- 25.27% |
$242K - $280K
|
8.78K
$808K
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.99K- 2.37% |
$243K - $281K
|
123K
$11.3M
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.99K- 33.74% |
$244K - $282K
|
5.88K
$541K
|