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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
263+ 6.16% |
$17K - $19.2K
|
4.53K
$377K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
262+ 0.65% |
$17K - $19.1K
|
40.8K
$3.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
258+ 1.03% |
$16.7K - $18.9K
|
25.3K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
257+ 3.72% |
$16.6K - $18.8K
|
7.16K
$596K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
251+ 4.06% |
$16.2K - $18.3K
|
6.44K
$536K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
247+ 1.26% |
$16K - $18.1K
|
19.8K
$1.65M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
246New |
$15.9K - $18K
|
246
$20.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
237+ 4.65% |
$15.3K - $17.3K
|
5.34K
$444K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
233+ 6.73% |
$15.1K - $17K
|
3.69K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
231+ 0.21% |
$15K - $16.9K
|
111K
$9.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
227+ 1.77% |
$14.7K - $16.6K
|
13K
$1.09M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
227+ 7.23% |
$14.7K - $16.6K
|
3.37K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
225+ 2.1% |
$14.6K - $16.4K
|
10.9K
$910K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
225+ 0.74% |
$14.6K - $16.4K
|
30.6K
$2.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
224+ 2.55% |
$14.5K - $16.4K
|
9.02K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
222+ 5.18% |
$14.4K - $16.2K
|
4.5K
$375K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
217+ 6.32% |
$14K - $15.9K
|
3.65K
$304K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
216+ 3.86% |
$14K - $15.8K
|
5.82K
$484K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
215+ 0.43% |
$13.9K - $15.7K
|
50K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
212+ 8.31% |
$13.7K - $15.5K
|
2.76K
$230K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
207+ 0.25% |
$13.4K - $15.1K
|
83.4K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
205+ 3.66% |
$13.3K - $15K
|
5.81K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
204+ 5.58% |
$13.2K - $14.9K
|
3.86K
$322K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200+ 4.45% |
$12.9K - $14.6K
|
4.69K
$391K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
200+ 0.72% |
$12.9K - $14.6K
|
27.8K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$12.9K - $14.6K
|
200
$16.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200+ 235.29% |
$12.9K - $14.6K
|
285
$23.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
BUY
|
- |
197+ 0.79% |
$12.7K - $14.4K
|
25K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
196+ 1.93% |
$12.7K - $14.3K
|
10.4K
$864K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
195+ 0.33% |
$12.6K - $14.3K
|
59.9K
$4.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
193+ 12.23% |
$12.5K - $14.1K
|
1.77K
$147K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
190+ 1.32% |
$12.3K - $13.9K
|
14.6K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
185+ 3.02% |
$12K - $13.5K
|
6.3K
$525K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
183+ 0.16% |
$11.8K - $13.4K
|
117K
$9.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
183+ 6.14% |
$11.8K - $13.4K
|
3.16K
$263K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
180+ 3.08% |
$11.6K - $13.2K
|
6.03K
$502K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
178+ 2.51% |
$11.5K - $13K
|
7.28K
$606K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
177+ 1.07% |
$11.5K - $12.9K
|
16.7K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
170+ 3.42% |
$11K - $12.4K
|
5.15K
$428K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
169+ 1.06% |
$10.9K - $12.4K
|
16.1K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
165New |
$10.7K - $12.1K
|
165
$13.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
164+ 26.03% |
$10.6K - $12K
|
794
$66.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
163+ 1.51% |
$10.5K - $11.9K
|
11K
$915K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
158+ 2.3% |
$10.2K - $11.5K
|
7.04K
$586K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
154+ 0.45% |
$9.97K - $11.3K
|
34.4K
$2.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
152+ 30.4% |
$9.84K - $11.1K
|
652
$54.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
146+ 3.08% |
$9.45K - $10.7K
|
4.88K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
144New |
$9.32K - $10.5K
|
144
$12K
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
133+ 1.12% |
$8.61K - $9.72K
|
12K
$997K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
128+ 1.43% |
$8.28K - $9.36K
|
9.05K
$754K
|