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 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.25KNew |
$510K - $589K
|
6.25K
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
6.24KNew |
$508K - $587K
|
6.24K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.23K+ 5.96% |
$508K - $586K
|
111K
$9.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
6.2KNew |
$505K - $584K
|
6.2K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.19K+ 12.34% |
$504K - $583K
|
56.3K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.18K+ 9.68% |
$504K - $582K
|
70K
$6.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.14K+ 9.63% |
$500K - $578K
|
69.8K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.09K+ 258.73% |
$497K - $574K
|
8.45K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.07KNew |
$495K - $572K
|
6.07K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
6.02KNew |
$491K - $567K
|
6.02K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.02K+ 4.37% |
$491K - $567K
|
144K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.01KNew |
$490K - $566K
|
6.01K
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.99K+ 3.55% |
$488K - $564K
|
175K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.98KNew |
$487K - $563K
|
5.98K
$517K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.93K+ 5.47% |
$483K - $558K
|
114K
$9.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.9K+ 11.62% |
$481K - $556K
|
56.7K
$4.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.89K+ 25.58% |
$480K - $555K
|
28.9K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.84K+ 4.08% |
$476K - $549K
|
149K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
5.79KNew |
$472K - $545K
|
5.79K
$501K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.76KNew |
$469K - $542K
|
5.76K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.73K+ 4.27% |
$467K - $539K
|
140K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
5.71KNew |
$465K - $537K
|
5.71K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.65K+ 1.99% |
$460K - $532K
|
290K
$25.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.64K+ 47.06% |
$459K - $531K
|
17.6K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.63KNew |
$459K - $530K
|
5.63K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
5.62K+ 3.77% |
$458K - $529K
|
155K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.57KNew |
$454K - $525K
|
5.57K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.5K+ 4.49% |
$448K - $518K
|
128K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5.46KNew |
$445K - $514K
|
5.46K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.43K+ 2.76% |
$443K - $512K
|
202K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
5.4KNew |
$440K - $508K
|
5.4K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.34K+ 21.8% |
$435K - $502K
|
29.8K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.28K+ 6.58% |
$430K - $497K
|
85.6K
$7.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.21K+ 30.04% |
$425K - $491K
|
22.6K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.17K+ 2.45% |
$421K - $487K
|
216K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
5.12KNew |
$417K - $482K
|
5.12K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.1K+ 5.41% |
$415K - $480K
|
99.4K
$8.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
5.09K+ 18.91% |
$415K - $479K
|
32K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.09KNew |
$415K - $479K
|
5.09K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.01K+ 4.82% |
$409K - $472K
|
109K
$9.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5KNew |
$408K - $471K
|
5K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$408K - $471K
|
5K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.97K+ 7.36% |
$405K - $468K
|
72.5K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.89K+ 44.94% |
$398K - $460K
|
15.8K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.72K+ 17.09% |
$385K - $445K
|
32.4K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.71K+ 172.43% |
$384K - $443K
|
7.44K
$643K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.66KNew |
$380K - $439K
|
4.66K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.63K+ 42.65% |
$377K - $435K
|
15.5K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.56K+ 101.29% |
$371K - $429K
|
9.05K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.55K+ 20.04% |
$371K - $428K
|
27.3K
$2.36M
|