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
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.66K+ 3.44% |
$299K - $345K
|
110K
$10.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.65K+ 85.48% |
$297K - $344K
|
7.92K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.65KNew |
$297K - $344K
|
3.65K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.64K+ 13.71% |
$296K - $342K
|
30.2K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.6K+ 1.43% |
$294K - $339K
|
256K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.6K+ 4.8% |
$294K - $339K
|
78.7K
$7.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.59K+ 6.53% |
$293K - $338K
|
58.6K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.58KNew |
$292K - $337K
|
3.58K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 4.84% |
$292K - $337K
|
77.5K
$7.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.55KNew |
$289K - $334K
|
3.55K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
3.54KNew |
$289K - $333K
|
3.54K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.53KNew |
$288K - $332K
|
3.53K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.52KNew |
$287K - $331K
|
3.52K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.51K+ 2.3% |
$286K - $331K
|
156K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.47KNew |
$283K - $326K
|
3.47K
$319K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.46K+ 5.44% |
$282K - $325K
|
66.9K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
3.45K+ 11.76% |
$281K - $325K
|
32.8K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.41K+ 13.33% |
$278K - $321K
|
28.9K
$2.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.39KNew |
$276K - $319K
|
3.39K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.37K+ 55.75% |
$275K - $318K
|
9.42K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.37K+ 24.63% |
$274K - $317K
|
17K
$1.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.36K+ 42.18% |
$274K - $317K
|
11.3K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.35KNew |
$273K - $315K
|
3.35K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.35KNew |
$273K - $315K
|
3.35K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.24K+ 30.35% |
$264K - $305K
|
13.9K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.23KNew |
$263K - $304K
|
3.23K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.2K+ 1.47% |
$261K - $302K
|
221K
$20.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.19K+ 2.58% |
$260K - $300K
|
127K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.17KNew |
$258K - $299K
|
3.17K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.16KNew |
$258K - $298K
|
3.16K
$291K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.14KNew |
$256K - $296K
|
3.14K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.11KNew |
$253K - $293K
|
3.11K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.1K+ 98.01% |
$253K - $292K
|
6.26K
$576K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.09K+ 124.86% |
$252K - $291K
|
5.57K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.08K+ 3.31% |
$251K - $290K
|
96.1K
$8.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.06K+ 16.98% |
$249K - $288K
|
21.1K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.03K+ 3.67% |
$247K - $285K
|
85.6K
$7.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
3.03K+ 83.74% |
$247K - $285K
|
6.65K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.02K+ 0.63% |
$246K - $284K
|
482K
$44.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.01K+ 8.94% |
$245K - $284K
|
36.7K
$3.37M
|