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 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.08K- 37.11% |
$414K - $479K
|
8.61K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-5.12K- 4.59% |
$417K - $482K
|
106K
$9.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-5.38K- 0.68% |
$438K - $506K
|
780K
$71.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.43K- 56.5% |
$442K - $511K
|
4.18K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5.45K- 2.08% |
$444K - $513K
|
256K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.76K- 28.02% |
$469K - $542K
|
14.8K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5.89K- 2.56% |
$480K - $555K
|
224K
$20.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.51K- 24.88% |
$531K - $613K
|
19.7K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.69K- 10.19% |
$545K - $630K
|
58.9K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-6.78K- 10.28% |
$553K - $639K
|
59.2K
$5.44M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.89K- 16.53% |
$562K - $649K
|
34.8K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-6.89K- 2.58% |
$562K - $649K
|
260K
$23.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.33K- 9.08% |
$597K - $690K
|
73.4K
$6.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.35K- 46.26% |
$599K - $692K
|
8.54K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.37K- 2.05% |
$601K - $694K
|
353K
$32.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.53K- 35.92% |
$613K - $709K
|
13.4K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.68K- 14.27% |
$626K - $723K
|
46.1K
$4.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.69K- 44.29% |
$626K - $724K
|
9.67K
$889K
|
|
|
Feb 12, 2025
Q4 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-7.7K- 32.9% |
$627K - $725K
|
15.7K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-7.77K- 3.36% |
$634K - $732K
|
224K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-7.86K- 0.38% |
$641K - $740K
|
2.08M
$191M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.13K- 3.76% |
$663K - $765K
|
208K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-8.3K- 30.94% |
$676K - $781K
|
18.5K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.33K- 2.86% |
$678K - $784K
|
282K
$26M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.4K- 72.42% |
$685K - $791K
|
3.2K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.56K- 86.56% |
$698K - $806K
|
1.33K
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-8.82K- 51.88% |
$719K - $831K
|
8.19K
$753K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-9.08K- 78.94% |
$740K - $855K
|
2.42K
$223K
|
|
|
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
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.11K- 99.8% |
$742K - $857K
|
18
$1.66K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.25K- 9.8% |
$754K - $871K
|
85.1K
$7.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-9.34K- 64.75% |
$762K - $880K
|
5.09K
$468K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-9.48K- 43.73% |
$773K - $893K
|
12.2K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.72K- 51.64% |
$792K - $915K
|
9.11K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-9.79K- 31.04% |
$798K - $922K
|
21.7K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.8K- 38.51% |
$799K - $923K
|
15.7K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.1K- 17.03% |
$819K - $946K
|
48.9K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-10.1K- 3.88% |
$826K - $954K
|
251K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.2K- 28.82% |
$912K - $1.05M
|
27.6K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.2K- 3.17% |
$917K - $1.06M
|
344K
$31.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.4K- 1.93% |
$928K - $1.07M
|
580K
$53.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-11.4K- 36.21% |
$930K - $1.07M
|
20.1K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-11.6K- 60.94% |
$947K - $1.09M
|
7.45K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-12K- 26.67% |
$978K - $1.13M
|
33K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-12K- 9.9% |
$980K - $1.13M
|
109K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-12.3K- 1.22% |
$1M - $1.16M
|
998K
$91.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.7K- 23.42% |
$1.03M - $1.19M
|
41.4K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-13K- 6.9% |
$1.06M - $1.22M
|
175K
$16.1M
|
|
|
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
$1.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.5K- 63.91% |
$1.1M - $1.28M
|
7.65K
$703K
|