Purchases and Sales Made in Q3 2023 in Southern CO (SO)

SO Quotes by TradingView

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 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
650
New
$42.1K - $47.5K
650 $57.7K
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
645
+ 25.02%
$41.7K - $47.1K
3.22K $286K
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
645
+ 25.02%
$41.7K - $47.1K
3.22K $286K
Oct 20, 2023 Q3 2023
Ellsworth Advisors, LLC

BUY
 -
638
+ 1.0%
$41.3K - $46.6K
64.5K $5.72M
Nov 03, 2023 Q3 2023
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
633
+ 1.03%
$41K - $46.3K
62K $5.5M
Nov 13, 2023 Q3 2023
North Crest Asset Manangement, LLC

BUY
 -
625
+ 9.73%
$40.5K - $45.7K
7.05K $625K
Oct 03, 2023 Q3 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
611
+ 1.61%
$39.5K - $44.7K
38.6K $3.43M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
608
+ 3.24%
$39.3K - $44.4K
19.4K $1.72M
Nov 08, 2023 Q3 2023
Burney CO

Reston, VA
BUY
 -
601
+ 4.37%
$38.9K - $43.9K
14.4K $1.27M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
601
+ 52.77%
$38.9K - $43.9K
1.74K $154K
Oct 18, 2023 Q3 2023
Cornerstone Wealth Group, LLC

BUY
 -
579
+ 0.96%
$37.5K - $42.3K
61.1K $5.42M
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
579
+ 0.95%
$37.5K - $42.3K
61.5K $5.46M
Nov 14, 2023 Q3 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
579
+ 2.09%
$37.5K - $42.3K
28.3K $2.51M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
579
+ 3.64%
$37.5K - $42.3K
16.5K $1.46M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
572
+ 1021.43%
$37K - $41.8K
628 $55.7K
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
568
+ 3.25%
$36.8K - $41.5K
18.1K $1.6M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
565
+ 59.04%
$36.6K - $41.3K
1.52K $135K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
556
+ 8.56%
$36K - $40.6K
7.05K $626K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
554
+ 0.43%
$35.9K - $40.5K
128K $11.4M
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
548
New
$35.5K - $40.1K
548 $48.6K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
547
+ 2.8%
$35.4K - $40K
20.1K $1.78M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
547
+ 2.71%
$35.4K - $40K
20.7K $1.84M
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
545
+ 4.43%
$35.3K - $39.8K
12.8K $1.14M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
540
+ 0.58%
$34.9K - $39.5K
92.9K $8.24M
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
518
+ 2.19%
$33.5K - $37.9K
24.1K $2.14M
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
512
+ 4.52%
$33.1K - $37.4K
11.8K $1.05M
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

BUY
 -
508
+ 16.27%
$32.9K - $37.1K
3.63K $322K
Oct 26, 2023 Q3 2023
Kanawha Capital Management LLC

BUY
 -
505
+ 0.46%
$32.7K - $36.9K
109K $9.68M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
500
+ 32.45%
$32.4K - $36.5K
2.04K $181K
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
499
+ 13.91%
$32.3K - $36.5K
4.09K $363K
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
495
+ 12.5%
$32K - $36.2K
4.46K $395K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
494
+ 4.64%
$32K - $36.1K
11.1K $988K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
493
+ 1.85%
$31.9K - $36K
27.1K $2.4M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
486
+ 3.67%
$31.5K - $35.5K
13.7K $1.22M
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
482
+ 3.77%
$31.2K - $35.2K
13.3K $1.18M
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
482
+ 3.7%
$31.2K - $35.2K
13.5K $1.2M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
474
+ 5.53%
$30.7K - $34.6K
9.05K $803K
Nov 08, 2023 Q3 2023
Davidson Investment Advisors

BUY
 -
469
+ 0.2%
$30.4K - $34.3K
237K $21M
Oct 10, 2023 Q3 2023
Stolper CO

BUY
 -
467
+ 1.92%
$30.2K - $34.1K
24.8K $2.2M
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
466
+ 9.14%
$30.2K - $34.1K
5.56K $493K
Nov 13, 2023 Q3 2023
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
466
+ 2.7%
$30.2K - $34.1K
17.7K $1.57M
Nov 13, 2023 Q3 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
448
+ 2.71%
$29K - $32.7K
17K $1.51M
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
447
+ 10.66%
$28.9K - $32.7K
4.64K $412K
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
447
+ 2.64%
$28.9K - $32.7K
17.4K $1.54M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
444
+ 143.69%
$28.7K - $32.5K
753 $66.8K
Nov 13, 2023 Q3 2023
Rench Wealth Management, Inc.

Denton, TX
BUY
 -
440
+ 1.03%
$28.5K - $32.2K
43.1K $3.83M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
438
+ 2.28%
$28.3K - $32K
19.7K $1.75M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
433
+ 1.53%
$28K - $31.6K
28.8K $2.55M
Oct 23, 2023 Q3 2023
Home Federal Bank Of Tennessee

BUY
 -
431
+ 5.2%
$27.9K - $31.5K
8.72K $774K

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