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 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$408K - $471K
|
5K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.97K+ 7.36% |
$405K - $468K
|
72.5K
$6.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.89K+ 44.94% |
$398K - $460K
|
15.8K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.72K+ 17.09% |
$385K - $445K
|
32.4K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.71K+ 172.43% |
$384K - $443K
|
7.44K
$684K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.66KNew |
$380K - $439K
|
4.66K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.63K+ 42.65% |
$377K - $435K
|
15.5K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.56K+ 101.29% |
$371K - $429K
|
9.05K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.55K+ 20.04% |
$371K - $428K
|
27.3K
$2.51M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
4.54KNew |
$370K - $427K
|
4.54K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
4.48KNew |
$365K - $422K
|
4.48K
$412K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.45KNew |
$363K - $419K
|
4.45K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.44K+ 15.68% |
$362K - $418K
|
32.8K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.43K+ 25.98% |
$361K - $417K
|
21.5K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.43KNew |
$361K - $417K
|
4.43K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.4K+ 0.86% |
$359K - $414K
|
519K
$47.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
4.39K+ 11.24% |
$358K - $414K
|
43.5K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
4.37KNew |
$356K - $411K
|
4.37K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.32K+ 2.86% |
$352K - $407K
|
155K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.27K+ 5.39% |
$348K - $402K
|
83.5K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.26K+ 31.53% |
$347K - $401K
|
17.8K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
4.23KNew |
$345K - $398K
|
4.23K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
4.23K+ 10.59% |
$344K - $398K
|
44.1K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.21K+ 110.04% |
$343K - $396K
|
8.04K
$739K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.19K+ 61.82% |
$342K - $395K
|
11K
$1.01M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.17KNew |
$340K - $393K
|
4.17K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.17KNew |
$340K - $393K
|
4.17K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
4.16KNew |
$339K - $392K
|
4.16K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.14K+ 12.99% |
$337K - $389K
|
36K
$3.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.13K+ 4.8% |
$337K - $389K
|
90.3K
$8.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.13K+ 1.84% |
$337K - $389K
|
228K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4.12KNew |
$336K - $388K
|
4.12K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.08KNew |
$332K - $384K
|
4.08K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.05K+ 132.96% |
$330K - $381K
|
7.1K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
4.03K+ 7.81% |
$329K - $380K
|
55.7K
$5.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
4.03KNew |
$328K - $379K
|
4.03K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.02K+ 15.33% |
$327K - $378K
|
30.2K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
4K+ 9302.33% |
$326K - $377K
|
4.04K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.99K+ 24.82% |
$325K - $375K
|
20K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.99KNew |
$325K - $375K
|
3.99K
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.9KNew |
$318K - $367K
|
3.9K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.88KNew |
$316K - $365K
|
3.88K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.87KNew |
$315K - $364K
|
3.87K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.83K+ 3.86% |
$312K - $361K
|
103K
$9.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.81K+ 3.18% |
$310K - $358K
|
123K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.8K+ 67.51% |
$309K - $357K
|
9.42K
$866K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.8KNew |
$309K - $357K
|
3.8K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.79K+ 4.85% |
$309K - $357K
|
82K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.78K+ 5.35% |
$308K - $356K
|
74.5K
$6.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$303K - $350K
|
3.72K
$342K
|