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 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-7.86K- 0.38% |
$641K - $740K
|
2.08M
$179M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.13K- 3.76% |
$663K - $765K
|
208K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-8.3K- 30.94% |
$676K - $781K
|
18.5K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.33K- 2.86% |
$678K - $784K
|
282K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.4K- 72.42% |
$685K - $791K
|
3.2K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.56K- 86.56% |
$698K - $806K
|
1.33K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-8.82K- 51.88% |
$719K - $831K
|
8.19K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-9.08K- 78.94% |
$740K - $855K
|
2.42K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.09K- 84.27% |
$740K - $855K
|
1.7K
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.11K- 99.8% |
$742K - $857K
|
18
$1.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.25K- 9.8% |
$754K - $871K
|
85.1K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-9.34K- 64.75% |
$762K - $880K
|
5.09K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-9.48K- 43.73% |
$773K - $893K
|
12.2K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.72K- 51.64% |
$792K - $915K
|
9.11K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-9.79K- 31.04% |
$798K - $922K
|
21.7K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.8K- 38.51% |
$799K - $923K
|
15.7K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.1K- 17.03% |
$819K - $946K
|
48.9K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-10.1K- 3.88% |
$826K - $954K
|
251K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.2K- 28.82% |
$912K - $1.05M
|
27.6K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.2K- 3.17% |
$917K - $1.06M
|
344K
$29.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.4K- 1.93% |
$928K - $1.07M
|
580K
$50.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-11.4K- 36.21% |
$930K - $1.07M
|
20.1K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-11.6K- 60.94% |
$947K - $1.09M
|
7.45K
$644K
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-12K- 26.67% |
$978K - $1.13M
|
33K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-12K- 9.9% |
$980K - $1.13M
|
109K
$9.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-12.3K- 1.22% |
$1M - $1.16M
|
998K
$86.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.7K- 23.42% |
$1.03M - $1.19M
|
41.4K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-13K- 6.9% |
$1.06M - $1.22M
|
175K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-13.2K- 50.32% |
$1.08M - $1.25M
|
13.1K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.5K- 63.91% |
$1.1M - $1.28M
|
7.65K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-14.1K- 1.27% |
$1.15M - $1.32M
|
1.09M
$94.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-14.3K- 17.92% |
$1.17M - $1.35M
|
65.7K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-14.8K- 82.34% |
$1.2M - $1.39M
|
3.17K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-15.2K- 9.42% |
$1.24M - $1.43M
|
146K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-15.5K- 4.79% |
$1.26M - $1.46M
|
309K
$26.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-15.6K- 68.85% |
$1.27M - $1.47M
|
7.07K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-15.6K- 12.38% |
$1.27M - $1.47M
|
111K
$9.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-15.9K- 23.4% |
$1.3M - $1.5M
|
52.2K
$4.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17K- 49.07% |
$1.38M - $1.6M
|
17.6K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-17K- 34.93% |
$1.38M - $1.6M
|
31.6K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-17.9K- 6.2% |
$1.46M - $1.68M
|
271K
$23.4M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-17.9K- 4.26% |
$1.46M - $1.69M
|
403K
$34.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-18.3K- 50.01% |
$1.5M - $1.73M
|
18.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-18.4K- 2.95% |
$1.5M - $1.73M
|
606K
$52.4M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-18.6K- 12.98% |
$1.52M - $1.75M
|
125K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-19.1K- 16.0% |
$1.55M - $1.79M
|
100K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.6K- 8.05% |
$1.68M - $1.94M
|
236K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20.9K- 17.69% |
$1.7M - $1.97M
|
97.2K
$8.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-21.6K- 1.05% |
$1.76M - $2.03M
|
2.05M
$177M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-22.3K- 81.71% |
$1.82M - $2.1M
|
5K
$432K
|