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 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
80.1K+ 38.81% |
$5.18M - $5.85M
|
286K
$23.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
72.6K+ 112.79% |
$4.7M - $5.31M
|
137K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
71.6KNew |
$4.64M - $5.24M
|
71.6K
$5.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
70.3K+ 104.25% |
$4.55M - $5.14M
|
138K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
61.9K+ 8.98% |
$4.01M - $4.52M
|
752K
$62.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
61.5K+ 47.66% |
$3.98M - $4.5M
|
191K
$15.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
60.3KNew |
$3.9M - $4.41M
|
60.3K
$5.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
58.2K+ 81.25% |
$3.77M - $4.26M
|
130K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.9K+ 14.44% |
$3.75M - $4.23M
|
459K
$38.2M
|
|
|
Nov 14, 2023
Q3 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
52.1KNew |
$3.37M - $3.81M
|
52.1K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
51.6K+ 140.79% |
$3.34M - $3.77M
|
88.2K
$7.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
51.3K+ 325.68% |
$3.32M - $3.75M
|
67.1K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
51.2K+ 6.0% |
$3.31M - $3.74M
|
905K
$75.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
50.9K+ 200.94% |
$3.29M - $3.72M
|
76.2K
$6.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
50.8K+ 5.55% |
$3.29M - $3.71M
|
966K
$80.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
46.9K+ 6.38% |
$3.03M - $3.42M
|
782K
$65.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
46.8KNew |
$3.03M - $3.42M
|
46.8K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.9K+ 2.26% |
$2.9M - $3.28M
|
2.03M
$169M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44.1K+ 121.9% |
$2.85M - $3.22M
|
80.2K
$6.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
43.2K+ 27.53% |
$2.79M - $3.16M
|
200K
$16.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
42.5K+ 2.04% |
$2.75M - $3.1M
|
2.12M
$177M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.7K+ 10.31% |
$2.7M - $3.05M
|
446K
$37.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
40.9K+ 23.53% |
$2.65M - $2.99M
|
215K
$17.9M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
40.6K+ 20.68% |
$2.63M - $2.97M
|
237K
$19.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
40.6KNew |
$2.63M - $2.96M
|
40.6K
$3.38M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
40.3KNew |
$2.61M - $2.95M
|
40.3K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
39.7K+ 5.0% |
$2.57M - $2.9M
|
834K
$69.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
39.2K+ 45.21% |
$2.54M - $2.87M
|
126K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
38KNew |
$2.46M - $2.78M
|
38K
$3.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
37.1K+ 56.97% |
$2.4M - $2.71M
|
102K
$8.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
35.5K+ 57.34% |
$2.3M - $2.6M
|
97.5K
$8.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
34.8K+ 38.37% |
$2.25M - $2.54M
|
125K
$10.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
33.8KNew |
$2.19M - $2.47M
|
33.8K
$2.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 141.45% |
$2.05M - $2.32M
|
54.1K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
31.4KNew |
$2.03M - $2.3M
|
31.4K
$2.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
31.3K+ 2.57% |
$2.02M - $2.29M
|
1.25M
$104M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
30.6K+ 2.19% |
$1.98M - $2.24M
|
1.42M
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.2K+ 36.05% |
$1.89M - $2.14M
|
110K
$9.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
28.3KNew |
$1.83M - $2.07M
|
28.3K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
28.1K+ 102.13% |
$1.82M - $2.05M
|
55.5K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
26.8KNew |
$1.74M - $1.96M
|
26.8K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.8K+ 224.92% |
$1.54M - $1.74M
|
34.4K
$2.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4K+ 5.99% |
$1.52M - $1.71M
|
414K
$34.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
22.5KNew |
$1.46M - $1.65M
|
22.5K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
22K+ 206.86% |
$1.42M - $1.61M
|
32.6K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.6K+ 6.11% |
$1.4M - $1.58M
|
375K
$31.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
20.4KNew |
$1.32M - $1.49M
|
20.4K
$1.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
20.3K+ 7.67% |
$1.32M - $1.49M
|
286K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
20.2K+ 584.32% |
$1.3M - $1.47M
|
23.6K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
19.5K+ 5.72% |
$1.26M - $1.42M
|
360K
$30M
|