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 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.25K+ 1.02% |
$754K - $871K
|
916K
$79.2M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.22K+ 30.49% |
$751K - $868K
|
39.4K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.04K+ 4.22% |
$736K - $851K
|
223K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.96KNew |
$730K - $844K
|
8.96K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
8.93KNew |
$728K - $840K
|
8.93K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
8.69KNew |
$708K - $818K
|
8.69K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
8.53KNew |
$695K - $803K
|
8.53K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
8.51K+ 16.96% |
$693K - $801K
|
58.7K
$5.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.38K+ 630.62% |
$683K - $789K
|
9.71K
$840K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.36KNew |
$681K - $787K
|
8.36K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
8.35K+ 27.81% |
$680K - $786K
|
38.4K
$3.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8.26K+ 10.18% |
$673K - $778K
|
89.4K
$7.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.15K+ 1.43% |
$664K - $767K
|
576K
$49.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8.12K+ 216.06% |
$662K - $765K
|
11.9K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
8.1KNew |
$660K - $763K
|
8.1K
$700K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.96K+ 7.57% |
$648K - $749K
|
113K
$9.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
7.93K+ 19.22% |
$646K - $746K
|
49.2K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
7.84KNew |
$639K - $739K
|
7.84K
$678K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.83KNew |
$638K - $737K
|
7.83K
$677K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.82KNew |
$637K - $736K
|
7.82K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.82KNew |
$637K - $736K
|
7.82K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
7.77K+ 20.5% |
$633K - $731K
|
45.7K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.71KNew |
$629K - $726K
|
7.71K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
7.68KNew |
$626K - $723K
|
7.68K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.61K+ 40.11% |
$620K - $716K
|
26.6K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.59K+ 192.05% |
$618K - $714K
|
11.5K
$998K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.54K+ 10.41% |
$614K - $710K
|
79.9K
$6.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.52K+ 0.74% |
$613K - $708K
|
1.03M
$89M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
7.49KNew |
$610K - $705K
|
7.49K
$648K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.4K+ 2.35% |
$603K - $696K
|
322K
$27.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.39K+ 6.98% |
$602K - $696K
|
113K
$9.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.36K+ 103.14% |
$600K - $693K
|
14.5K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.34K+ 4.12% |
$598K - $691K
|
186K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.32K+ 13.2% |
$596K - $689K
|
62.8K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
7.25KNew |
$591K - $683K
|
7.25K
$627K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.13KNew |
$581K - $671K
|
7.13K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7.12K+ 2.73% |
$580K - $671K
|
268K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7K+ 2.58% |
$570K - $659K
|
278K
$24.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7KNew |
$570K - $659K
|
7K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
6.94KNew |
$565K - $653K
|
6.94K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.86KNew |
$559K - $646K
|
6.86K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
6.86KNew |
$559K - $645K
|
6.86K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.72K+ 1.78% |
$548K - $633K
|
384K
$33.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.69K+ 5.85% |
$545K - $630K
|
121K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.5K+ 27.04% |
$530K - $612K
|
30.5K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.5KNew |
$530K - $612K
|
6.5K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.48K+ 12.67% |
$528K - $610K
|
57.7K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.42KNew |
$523K - $604K
|
6.42K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
6.32KNew |
$515K - $595K
|
6.32K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.27K+ 136.59% |
$511K - $590K
|
10.9K
$939K
|