Purchases and Sales Made in Q3 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
8.89MNew |
$575M - $650M
|
8.89M
$740M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.37MNew |
$348M - $393M
|
5.37M
$448M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
5.15M+ 92.31% |
$334M - $377M
|
10.7M
$894M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.86M+ 61.71% |
$185M - $209M
|
7.49M
$624M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.1M+ 38.48% |
$136M - $153M
|
7.55M
$629M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.46M+ 138.51% |
$94.4M - $107M
|
2.51M
$209M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.25M+ 354.0% |
$80.7M - $91.2M
|
1.6M
$133M
|
|
|
Nov 07, 2023
Q3 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
840K+ 8375.27% |
$54.3M - $61.4M
|
850K
$70.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
702K+ 16.06% |
$45.4M - $51.3M
|
5.07M
$423M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
599K+ 95.95% |
$38.8M - $43.8M
|
1.22M
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
533K+ 143.15% |
$34.5M - $39M
|
906K
$75.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
486K+ 24.34% |
$31.4M - $35.5M
|
2.48M
$207M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
482K+ 6093.72% |
$31.2M - $35.3M
|
490K
$40.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
462K+ 48.4% |
$29.9M - $33.7M
|
1.42M
$118M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
425K+ 30.88% |
$27.5M - $31M
|
1.8M
$150M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
424K+ 8339.69% |
$27.5M - $31M
|
430K
$35.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
412KNew |
$26.7M - $30.1M
|
412K
$34.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
404KNew |
$26.2M - $29.6M
|
404K
$33.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
352K+ 0.35% |
$22.8M - $25.7M
|
99.6M
$8.29B
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
349K+ 3.69% |
$22.6M - $25.5M
|
9.81M
$817M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
311K+ 162.03% |
$20.1M - $22.7M
|
503K
$41.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
309K+ 44.2% |
$20M - $22.6M
|
1.01M
$83.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
308K+ 1.55% |
$19.9M - $22.5M
|
20.1M
$1.68B
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
292K+ 10.04% |
$18.9M - $21.3M
|
3.2M
$266M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
276K+ 34.52% |
$17.8M - $20.1M
|
1.07M
$89.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
261K+ 1247.88% |
$16.9M - $19.1M
|
282K
$23.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
BUY
|
- |
214K+ 9.77% |
$13.8M - $15.6M
|
2.4M
$200M
|
|
|
Nov 14, 2023
Q3 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
182KNew |
$11.8M - $13.3M
|
182K
$15.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
181K+ 213.71% |
$11.7M - $13.2M
|
265K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
178K+ 0.28% |
$11.5M - $13M
|
62.8M
$5.23B
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
164K+ 1.55% |
$10.6M - $12M
|
10.7M
$894M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
163K+ 3114.47% |
$10.5M - $11.9M
|
168K
$14M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
139KNew |
$8.99M - $10.2M
|
139K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
127KNew |
$8.24M - $9.31M
|
127K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
126K+ 2.39% |
$8.14M - $9.19M
|
5.38M
$448M
|
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
125K+ 304.88% |
$8.09M - $9.14M
|
166K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
123K+ 724.86% |
$7.94M - $8.96M
|
140K
$11.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
121K+ 2667.65% |
$7.82M - $8.83M
|
125K
$10.4M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
120KNew |
$7.79M - $8.8M
|
120K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
106K+ 12.21% |
$6.85M - $7.73M
|
973K
$81M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
101K+ 13.36% |
$6.54M - $7.38M
|
857K
$71.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
97.1K+ 10.35% |
$6.28M - $7.09M
|
1.03M
$86.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
94.3K+ 28.7% |
$6.1M - $6.89M
|
423K
$35.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
90.8KNew |
$5.88M - $6.64M
|
90.8K
$7.56M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
90KNew |
$5.82M - $6.58M
|
90K
$7.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
89.9K+ 1.53% |
$5.82M - $6.57M
|
5.98M
$498M
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
89.8K+ 4.64% |
$5.81M - $6.57M
|
2.03M
$169M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
88.2KNew |
$5.71M - $6.45M
|
88.2K
$7.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
88.2K+ 6.98% |
$5.71M - $6.45M
|
1.35M
$113M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
84.1K+ 109.95% |
$5.44M - $6.15M
|
161K
$13.4M
|