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 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-17- 0.33% |
$1.1K - $1.24K
|
5.18K
$432K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-19- 0.58% |
$1.23K - $1.39K
|
3.25K
$271K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-19- 0.04% |
$1.23K - $1.39K
|
54K
$4.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-20- 1.75% |
$1.29K - $1.46K
|
1.12K
$93.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 3.66% |
$1.29K - $1.46K
|
526
$43.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-21- 0.41% |
$1.36K - $1.53K
|
5.07K
$422K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-21- 0.17% |
$1.36K - $1.53K
|
12.1K
$1.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-21- 3.13% |
$1.36K - $1.53K
|
650
$54.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-22- 0.15% |
$1.42K - $1.61K
|
14.5K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-23- 0.36% |
$1.49K - $1.68K
|
6.45K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 0.42% |
$1.55K - $1.75K
|
5.7K
$475K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-24- 1.29% |
$1.55K - $1.75K
|
1.84K
$153K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-25- 0.57% |
$1.62K - $1.83K
|
4.33K
$360K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-25- 0.05% |
$1.62K - $1.83K
|
50.6K
$4.21M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-30- 1.86% |
$1.94K - $2.19K
|
1.58K
$132K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-30- 0.08% |
$1.94K - $2.19K
|
37.6K
$3.13M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-30- 0.3% |
$1.94K - $2.19K
|
9.85K
$820K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-30- 5.95% |
$1.94K - $2.19K
|
474
$39.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-31- 0.23% |
$2.01K - $2.27K
|
13.6K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-32- 5.57% |
$2.07K - $2.34K
|
543
$45.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-32- 5.68% |
$2.07K - $2.34K
|
531
$44.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 13.2% |
$2.14K - $2.41K
|
217
$18.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-34- 3.36% |
$2.2K - $2.49K
|
979
$81.5K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-38- 0.39% |
$2.46K - $2.78K
|
9.62K
$801K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-40- 59.7% |
$2.59K - $2.92K
|
27
$2.25K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-42- 0.09% |
$2.72K - $3.07K
|
45.1K
$3.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-42- 0.88% |
$2.72K - $3.07K
|
4.75K
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-42- 1.21% |
$2.72K - $3.07K
|
3.42K
$285K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-44- 0.13% |
$2.85K - $3.22K
|
34.1K
$2.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-44- 3.78% |
$2.85K - $3.22K
|
1.12K
$93.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-44- 0.05% |
$2.85K - $3.22K
|
90.4K
$7.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-45- 0.2% |
$2.91K - $3.29K
|
22.9K
$1.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-47- 0.36% |
$3.04K - $3.44K
|
12.9K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-47- 1.02% |
$3.04K - $3.44K
|
4.55K
$379K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-48- 0.72% |
$3.11K - $3.51K
|
6.66K
$555K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-49- 0.4% |
$3.17K - $3.58K
|
12.3K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-50- 1.23% |
$3.24K - $3.65K
|
4.03K
$335K
|
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-50- 1.46% |
$3.24K - $3.65K
|
3.38K
$281K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-50- 0.86% |
$3.24K - $3.65K
|
5.77K
$481K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-50- 1.0% |
$3.24K - $3.65K
|
4.93K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-52- 0.82% |
$3.37K - $3.8K
|
6.32K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-54- 0.32% |
$3.49K - $3.95K
|
16.6K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-55- 0.99% |
$3.56K - $4.02K
|
5.5K
$458K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-55- 1.95% |
$3.56K - $4.02K
|
2.77K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-55- 0.21% |
$3.56K - $4.02K
|
25.7K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-56- 0.48% |
$3.62K - $4.09K
|
11.7K
$971K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-56- 0.48% |
$3.62K - $4.09K
|
11.7K
$971K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-57- 1.37% |
$3.69K - $4.17K
|
4.11K
$343K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-59- 0.08% |
$3.82K - $4.31K
|
76.2K
$6.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Searle & Co.
|
SELL
|
- |
-60- 1.42% |
$3.88K - $4.39K
|
4.18K
$348K
|