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 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.69KNew |
$219K - $253K
|
2.69K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.68KNew |
$219K - $253K
|
2.68K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.66KNew |
$217K - $250K
|
2.66K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.66KNew |
$216K - $250K
|
2.66K
$228K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.65KNew |
$216K - $249K
|
2.65K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.63KNew |
$214K - $248K
|
2.63K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.59K+ 5.44% |
$211K - $244K
|
50.2K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
2.59KNew |
$211K - $244K
|
2.59K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.58KNew |
$210K - $242K
|
2.58K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.57KNew |
$210K - $242K
|
2.57K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.57K+ 20.81% |
$210K - $242K
|
14.9K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.57K+ 2.33% |
$209K - $242K
|
113K
$9.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.54KNew |
$207K - $239K
|
2.54K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.51KNew |
$204K - $236K
|
2.51K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
2.5KNew |
$204K - $235K
|
2.5K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.5K+ 5.55% |
$204K - $235K
|
47.5K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.48KNew |
$202K - $233K
|
2.48K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.47KNew |
$202K - $233K
|
2.47K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.47K+ 1.91% |
$201K - $232K
|
132K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.47KNew |
$201K - $232K
|
2.47K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.42K+ 0.43% |
$197K - $228K
|
571K
$49M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.41K+ 4.06% |
$197K - $227K
|
61.8K
$5.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
2.41K+ 10.83% |
$196K - $227K
|
24.6K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.41KNew |
$196K - $227K
|
2.41K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.35K+ 23.29% |
$191K - $221K
|
12.4K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.32K+ 29.51% |
$189K - $219K
|
10.2K
$876K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.31K+ 0.74% |
$188K - $217K
|
316K
$27.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.29K+ 0.6% |
$186K - $215K
|
381K
$32.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.28K+ 421.85% |
$186K - $214K
|
2.82K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.26KNew |
$184K - $213K
|
2.26K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
2.26K+ 16.57% |
$184K - $213K
|
15.9K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.26K+ 6.46% |
$184K - $212K
|
37.2K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.24K+ 49.8% |
$183K - $211K
|
6.74K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.22K+ 3.4% |
$181K - $209K
|
67.7K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.2K+ 47.88% |
$179K - $207K
|
6.8K
$584K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
2.19K+ 7.17% |
$179K - $206K
|
32.8K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.16K+ 1799.17% |
$176K - $203K
|
2.28K
$196K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.15K+ 87.15% |
$175K - $202K
|
4.62K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.14K+ 117.03% |
$174K - $201K
|
3.96K
$340K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
2.12K+ 40.03% |
$173K - $200K
|
7.42K
$638K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.11K+ 2.3% |
$172K - $199K
|
94K
$8.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.11K+ 20.23% |
$172K - $198K
|
12.5K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.09K+ 9.69% |
$170K - $197K
|
23.7K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.09K+ 52.24% |
$170K - $197K
|
6.09K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
2.08KNew |
$170K - $196K
|
2.08K
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.06K+ 81.92% |
$168K - $194K
|
4.58K
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
2.05K+ 3.03% |
$167K - $193K
|
69.9K
$6M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.05K+ 5.38% |
$167K - $193K
|
40.2K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.04K+ 0.97% |
$166K - $192K
|
212K
$18.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
2.04K+ 5.13% |
$166K - $192K
|
41.8K
$3.59M
|