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 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-61- 1.56% |
$3.95K - $4.46K
|
3.86K
$315K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-61- 0.51% |
$3.95K - $4.46K
|
11.8K
$964K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-62- 0.37% |
$4.01K - $4.53K
|
16.7K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-62- 0.28% |
$4.01K - $4.53K
|
21.9K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-64- 2.05% |
$4.14K - $4.68K
|
3.06K
$250K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-67- 1.49% |
$4.34K - $4.9K
|
4.43K
$361K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-70- 0.85% |
$4.53K - $5.12K
|
8.13K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-72Closed |
$4.66K - $5.26K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-73- 1.5% |
$4.72K - $5.34K
|
4.79K
$391K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-74- 0.19% |
$4.79K - $5.41K
|
38.3K
$3.12M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 0.4% |
$4.85K - $5.48K
|
18.8K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-75- 0.79% |
$4.85K - $5.48K
|
9.4K
$766K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-75- 0.24% |
$4.85K - $5.48K
|
30.8K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-76- 0.75% |
$4.92K - $5.55K
|
10.1K
$820K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-77- 0.11% |
$4.98K - $5.63K
|
73K
$5.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-77- 2.29% |
$4.98K - $5.63K
|
3.29K
$268K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-78- 2.15% |
$5.05K - $5.7K
|
3.55K
$289K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-79- 1.38% |
$5.11K - $5.77K
|
5.64K
$460K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-80- 0.11% |
$5.18K - $5.85K
|
76K
$6.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-85- 1.15% |
$5.5K - $6.21K
|
7.29K
$594K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-87- 2.44% |
$5.63K - $6.36K
|
3.48K
$284K
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-89- 0.46% |
$5.76K - $6.51K
|
19.1K
$1.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-89- 1.3% |
$5.76K - $6.51K
|
6.76K
$551K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-92- 1.51% |
$5.95K - $6.72K
|
6K
$489K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-94- 2.5% |
$6.08K - $6.87K
|
3.66K
$298K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-97- 1.39% |
$6.28K - $7.09K
|
6.87K
$560K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-97- 0.93% |
$6.28K - $7.09K
|
10.3K
$843K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-99- 2.63% |
$6.41K - $7.24K
|
3.67K
$299K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 1.48% |
$6.47K - $7.31K
|
6.65K
$542K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-100- 1.09% |
$6.47K - $7.31K
|
9.08K
$740K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-100- 1.51% |
$6.47K - $7.31K
|
6.51K
$530K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 0.42% |
$6.47K - $7.31K
|
23.6K
$1.92M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-100- 13.87% |
$6.47K - $7.31K
|
621
$50.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-100- 0.55% |
$6.47K - $7.31K
|
18.1K
$1.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 2.3% |
$6.47K - $7.31K
|
4.25K
$346K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 0.39% |
$6.47K - $7.31K
|
25.7K
$2.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-100- 0.99% |
$6.47K - $7.31K
|
10K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-100- 1.34% |
$6.47K - $7.31K
|
7.39K
$602K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-100- 3.06% |
$6.47K - $7.31K
|
3.17K
$259K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-100- 4.43% |
$6.47K - $7.31K
|
2.16K
$176K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-100- 2.54% |
$6.47K - $7.31K
|
3.84K
$313K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-101- 0.76% |
$6.54K - $7.38K
|
13.1K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-101- 4.56% |
$6.54K - $7.38K
|
2.12K
$172K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-103- 0.05% |
$6.67K - $7.53K
|
217K
$17.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-105- 1.27% |
$6.8K - $7.67K
|
8.16K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-105- 0.6% |
$6.8K - $7.67K
|
17.4K
$1.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-107- 1.49% |
$6.93K - $7.82K
|
7.1K
$578K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-107- 3.87% |
$6.93K - $7.82K
|
2.66K
$216K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-110- 1.49% |
$7.12K - $8.04K
|
7.28K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-110- 2.11% |
$7.12K - $8.04K
|
5.11K
$417K
|