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 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$194 - $219
|
3.18K
$259K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 12.5% |
$194 - $219
|
27
$2.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
3+ 0.01% |
$194 - $219
|
36.5K
$2.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3+ 0.07% |
$194 - $219
|
4.41K
$359K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 0.1% |
$194 - $219
|
2.87K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$194 - $219
|
9.12K
$743K
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$194 - $219
|
4.42K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.23% |
$194 - $219
|
1.3K
$106K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3+ 0.01% |
$194 - $219
|
23.4K
$1.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3+ 0.06% |
$194 - $219
|
4.7K
$383K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.06% |
$194 - $219
|
286
$23.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2+ 0.01% |
$129 - $146
|
18.2K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2+ 0.02% |
$129 - $146
|
10.6K
$861K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.44% |
$129 - $146
|
141
$11.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.97% |
$129 - $146
|
208
$17K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.1% |
$129 - $146
|
2K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.85% |
$129 - $146
|
238
$19.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.0% |
$129 - $146
|
49.2K
$4.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$64.7 - $73.1
|
8.7K
$709K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.42% |
$64.7 - $73.1
|
238
$19.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 3.45% |
$64.7 - $73.1
|
30
$2.45K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.91% |
$64.7 - $73.1
|
111
$9.05K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$64.7 - $73.1
|
1.61K
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$64.7 - $73.1
|
4.03K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$64.7 - $73.1
|
715
$58.3K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.04% |
$64.7 - $73.1
|
2.25K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 5.0% |
$64.7 - $73.1
|
21
$1.71K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.09% |
$64.7 - $73.1
|
1.1K
$89.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.02% |
$129 - $146
|
11.2K
$909K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 0.59% |
$129 - $146
|
337
$27.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3- 1.12% |
$194 - $219
|
266
$21.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$194 - $219
|
6.08K
$496K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3- 0.08% |
$194 - $219
|
3.71K
$302K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-5- 0.13% |
$324 - $365
|
3.73K
$304K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-5- 0.1% |
$324 - $365
|
4.85K
$395K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-5- 0.03% |
$324 - $365
|
17.7K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.47% |
$324 - $365
|
1.07K
$87.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-6- 0.16% |
$388 - $439
|
3.73K
$304K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-7- 0.14% |
$453 - $512
|
4.88K
$398K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.22% |
$453 - $512
|
3.11K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8- 0.1% |
$518 - $585
|
8.04K
$655K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-9- 0.06% |
$582 - $658
|
14.1K
$1.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-9- 0.02% |
$582 - $658
|
40K
$3.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-11- 0.52% |
$712 - $804
|
2.1K
$171K
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-11- 0.1% |
$712 - $804
|
10.7K
$869K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-13- 0.32% |
$841 - $950
|
4.07K
$332K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14- 0.16% |
$906 - $1.02K
|
8.76K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-15- 0.08% |
$971 - $1.1K
|
18.5K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-16- 0.12% |
$1.04K - $1.17K
|
13K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-16- 0.44% |
$1.04K - $1.17K
|
3.66K
$298K
|