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 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.99K- 42.07% |
$244K - $282K
|
4.12K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.01K- 3.45% |
$245K - $283K
|
84K
$7.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.04K- 1.4% |
$248K - $286K
|
215K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.05K- 0.72% |
$249K - $287K
|
419K
$38.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.07K- 2.99% |
$250K - $289K
|
99.5K
$9.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.08K- 0.76% |
$251K - $290K
|
401K
$36.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.11K- 49.73% |
$254K - $293K
|
3.15K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.16K- 35.24% |
$258K - $298K
|
5.81K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.21K- 1.89% |
$261K - $302K
|
167K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.21K- 13.46% |
$261K - $302K
|
20.6K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-3.22K- 1.26% |
$262K - $303K
|
253K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.22K- 2.28% |
$262K - $303K
|
138K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-3.23K- 3.57% |
$263K - $304K
|
87.2K
$8.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.24K- 6.32% |
$264K - $305K
|
48K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.24K- 5.47% |
$264K - $305K
|
56K
$5.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.24K- 2.92% |
$264K - $305K
|
108K
$9.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-3.24K- 43.12% |
$264K - $305K
|
4.28K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.33K- 1.79% |
$272K - $314K
|
183K
$16.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.39K- 2.51% |
$276K - $319K
|
131K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.39K- 0.81% |
$277K - $320K
|
417K
$38.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-3.43K- 28.18% |
$279K - $323K
|
8.73K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-3.45K- 4.15% |
$281K - $324K
|
79.7K
$7.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.48K- 18.95% |
$283K - $327K
|
14.9K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.54K- 0.67% |
$288K - $333K
|
524K
$48.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.64K- 2.11% |
$297K - $343K
|
169K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-3.7K- 15.39% |
$302K - $348K
|
20.3K
$1.87M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.73K- 4.78% |
$304K - $351K
|
74.3K
$6.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.73K- 1.95% |
$304K - $352K
|
188K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.79K- 3.02% |
$309K - $357K
|
122K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.88K- 14.8% |
$316K - $366K
|
22.4K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.9K- 1.9% |
$317K - $367K
|
201K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-3.92K- 20.55% |
$320K - $369K
|
15.2K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.95K- 43.45% |
$322K - $372K
|
5.14K
$473K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.99K- 55.24% |
$325K - $375K
|
3.23K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.02K- 0.11% |
$328K - $379K
|
3.68M
$339M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-4.25K- 3.42% |
$346K - $400K
|
120K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.31K- 21.46% |
$351K - $405K
|
15.8K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-4.34K- 48.13% |
$354K - $409K
|
4.68K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.46K- 7.06% |
$363K - $420K
|
58.7K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.49K- 5.32% |
$366K - $423K
|
79.9K
$7.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.49K- 25.34% |
$366K - $423K
|
13.2K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-4.59K- 6.7% |
$374K - $432K
|
64K
$5.88M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.6K- 1.18% |
$375K - $433K
|
385K
$35.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.61K- 5.43% |
$376K - $434K
|
80.3K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.63K- 3.06% |
$377K - $436K
|
147K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.72K- 4.82% |
$385K - $444K
|
93.2K
$8.57M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-4.75K- 8.86% |
$387K - $447K
|
48.9K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.86K- 1.42% |
$396K - $458K
|
337K
$31M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.89K- 29.67% |
$398K - $460K
|
11.6K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.91K- 46.5% |
$400K - $463K
|
5.65K
$520K
|