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 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-111- 2.3% |
$7.18K - $8.11K
|
4.71K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-111- 1.48% |
$7.18K - $8.11K
|
7.36K
$613K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-115- 0.71% |
$7.44K - $8.41K
|
16.2K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-115- 0.47% |
$7.44K - $8.41K
|
24.3K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-115- 15.11% |
$7.44K - $8.41K
|
646
$53.8K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-124- 0.72% |
$8.03K - $9.06K
|
17.1K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-125- 2.93% |
$8.09K - $9.14K
|
4.14K
$345K
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-130- 1.75% |
$8.41K - $9.5K
|
7.28K
$606K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-133- 2.08% |
$8.61K - $9.72K
|
6.26K
$521K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-135- 4.6% |
$8.74K - $9.87K
|
2.8K
$233K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-136- 0.36% |
$8.8K - $9.94K
|
37.6K
$3.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-136- 1.24% |
$8.8K - $9.94K
|
10.8K
$903K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-138- 0.52% |
$8.93K - $10.1K
|
26.5K
$2.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-138- 14.37% |
$8.93K - $10.1K
|
822
$68.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-139- 2.76% |
$9K - $10.2K
|
4.9K
$408K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-140- 0.86% |
$9.06K - $10.2K
|
16.2K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-142- 3.91% |
$9.19K - $10.4K
|
3.49K
$290K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-142- 14.65% |
$9.19K - $10.4K
|
827
$68.9K
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-144- 3.67% |
$9.32K - $10.5K
|
3.78K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-144- 1.22% |
$9.32K - $10.5K
|
11.6K
$967K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-148- 0.33% |
$9.58K - $10.8K
|
45.2K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-149- 1.06% |
$9.64K - $10.9K
|
13.9K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-150- 3.28% |
$9.71K - $11K
|
4.42K
$368K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-150- 4.14% |
$9.71K - $11K
|
3.47K
$289K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-150- 3.55% |
$9.71K - $11K
|
4.07K
$339K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-150- 0.53% |
$9.71K - $11K
|
28.1K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-150- 28.3% |
$9.71K - $11K
|
380
$31.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-154- 0.48% |
$9.97K - $11.3K
|
31.6K
$2.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-156- 1.82% |
$10.1K - $11.4K
|
8.44K
$702K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-158- 1.53% |
$10.2K - $11.5K
|
10.2K
$849K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-159- 0.15% |
$10.3K - $11.6K
|
103K
$8.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-160- 2.88% |
$10.4K - $11.7K
|
5.41K
$450K
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-161- 0.48% |
$10.4K - $11.8K
|
33.5K
$2.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-169- 1.5% |
$10.9K - $12.4K
|
11.1K
$922K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-170- 1.57% |
$11K - $12.4K
|
10.7K
$887K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-172- 3.07% |
$11.1K - $12.6K
|
5.43K
$452K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-175- 1.3% |
$11.3K - $12.8K
|
13.3K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-175- 5.03% |
$11.3K - $12.8K
|
3.31K
$275K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-180- 7.62% |
$11.6K - $13.2K
|
2.18K
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-182- 0.91% |
$11.8K - $13.3K
|
19.8K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-183- 67.03% |
$11.8K - $13.4K
|
90
$7.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-183- 1.84% |
$11.8K - $13.4K
|
9.77K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-186- 0.88% |
$12K - $13.6K
|
21K
$1.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-190- 1.8% |
$12.3K - $13.9K
|
10.4K
$864K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-193- 5.57% |
$12.5K - $14.1K
|
3.27K
$272K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-197- 2.56% |
$12.7K - $14.4K
|
7.49K
$623K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-198- 3.35% |
$12.8K - $14.5K
|
5.71K
$476K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-198- 49.75% |
$12.8K - $14.5K
|
200
$16.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-199- 3.9% |
$12.9K - $14.5K
|
4.9K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-199- 2.59% |
$12.9K - $14.5K
|
7.47K
$622K
|