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 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19+ 0.18% |
$1.23K - $1.39K
|
10.6K
$879K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.94% |
$1.16K - $1.32K
|
1.93K
$161K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18+ 0.32% |
$1.16K - $1.32K
|
5.65K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
18+ 0.12% |
$1.16K - $1.32K
|
14.9K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
17+ 0.18% |
$1.1K - $1.24K
|
9.43K
$786K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
17+ 0.34% |
$1.1K - $1.24K
|
4.95K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 1.08% |
$1.1K - $1.24K
|
1.59K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
17+ 0.86% |
$1.1K - $1.24K
|
2K
$167K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
16+ 0.24% |
$1.04K - $1.17K
|
6.73K
$561K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
16+ 0.1% |
$1.04K - $1.17K
|
15.5K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
16+ 0.27% |
$1.04K - $1.17K
|
5.89K
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15+ 0.05% |
$971 - $1.1K
|
28.6K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.01% |
$971 - $1.1K
|
140K
$11.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.76% |
$906 - $1.02K
|
1.85K
$154K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
14+ 0.02% |
$906 - $1.02K
|
68.9K
$5.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
14New |
$906 - $1.02K
|
14
$1.17K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13+ 0.26% |
$841 - $950
|
5.06K
$421K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13+ 0.19% |
$841 - $950
|
6.91K
$575K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 0.4% |
$841 - $950
|
3.25K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$841 - $950
|
13
$1.08K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.11% |
$712 - $804
|
10.1K
$843K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11+ 0.27% |
$712 - $804
|
4.05K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
10+ 0.0% |
$647 - $731
|
1.89M
$158M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 0.4% |
$582 - $658
|
2.25K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
9+ 0.28% |
$582 - $658
|
3.26K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.15% |
$582 - $658
|
5.89K
$491K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.15% |
$518 - $585
|
5.35K
$445K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7+ 0.14% |
$453 - $512
|
5.14K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.95% |
$453 - $512
|
740
$61.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
6+ 0.07% |
$388 - $439
|
8.88K
$740K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 0.13% |
$388 - $439
|
4.5K
$375K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6+ 0.19% |
$388 - $439
|
3.22K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.13% |
$388 - $439
|
4.6K
$383K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5+ 0.11% |
$324 - $365
|
4.52K
$376K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
5+ 0.07% |
$324 - $365
|
7.14K
$595K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.25% |
$324 - $365
|
2.02K
$168K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.08% |
$324 - $365
|
6.53K
$544K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.08% |
$324 - $365
|
6.13K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.09% |
$324 - $365
|
5.62K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$324 - $365
|
5
$416
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5+ 0.05% |
$324 - $365
|
11K
$918K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.99% |
$324 - $365
|
512
$42.6K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.22% |
$324 - $365
|
2.32K
$194K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 1.08% |
$324 - $365
|
470
$39.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.35% |
$259 - $292
|
1.15K
$96.1K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.09% |
$259 - $292
|
4.42K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$259 - $292
|
4.01K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.05% |
$259 - $292
|
8.01K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.07% |
$259 - $292
|
5.76K
$479K
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
4+ 0.06% |
$259 - $292
|
7.1K
$591K
|