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 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 1.47% |
$12.9K - $14.6K
|
13.4K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 3.07% |
$12.9K - $14.6K
|
6.32K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-200- 2.59% |
$12.9K - $14.6K
|
7.53K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-200- 5.41% |
$12.9K - $14.6K
|
3.5K
$291K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 1.03% |
$12.9K - $14.6K
|
19.3K
$1.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-205- 0.31% |
$13.3K - $15K
|
66.5K
$5.54M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-205- 8.28% |
$13.3K - $15K
|
2.27K
$189K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-206- 0.29% |
$13.3K - $15.1K
|
70.8K
$5.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-210- 4.94% |
$13.6K - $15.3K
|
4.05K
$337K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-215- 2.07% |
$13.9K - $15.7K
|
10.2K
$847K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-216- 4.88% |
$14K - $15.8K
|
4.21K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-221- 0.98% |
$14.3K - $16.2K
|
22.3K
$1.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-225- 1.27% |
$14.6K - $16.4K
|
17.4K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-234- 0.54% |
$15.1K - $17.1K
|
43.3K
$3.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-236- 1.04% |
$15.3K - $17.2K
|
22.5K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-237- 4.53% |
$15.3K - $17.3K
|
4.99K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-237- 1.16% |
$15.3K - $17.3K
|
20.1K
$1.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-240- 6.4% |
$15.5K - $17.5K
|
3.51K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-241- 2.48% |
$15.6K - $17.6K
|
9.5K
$791K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-243- 3.33% |
$15.7K - $17.8K
|
7.06K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-244- 0.67% |
$15.8K - $17.8K
|
36.2K
$3.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-248- 6.88% |
$16.1K - $18.1K
|
3.36K
$280K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-250- 3.14% |
$16.2K - $18.3K
|
7.7K
$642K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-252- 4.97% |
$16.3K - $18.4K
|
4.82K
$401K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-255- 2.29% |
$16.5K - $18.6K
|
10.9K
$906K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-255- 23.18% |
$16.5K - $18.6K
|
845
$70.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-255- 2.1% |
$16.5K - $18.6K
|
11.9K
$991K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-257- 19.86% |
$16.6K - $18.8K
|
1.04K
$86.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-260- 6.67% |
$16.8K - $19K
|
3.64K
$303K
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-265- 7.49% |
$17.2K - $19.4K
|
3.27K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-270- 25.84% |
$17.5K - $19.7K
|
775
$64.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-271- 1.39% |
$17.5K - $19.8K
|
19.3K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-273- 26.48% |
$17.7K - $20K
|
758
$63.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-279- 2.9% |
$18.1K - $20.4K
|
9.34K
$777K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-280- 1.52% |
$18.1K - $20.5K
|
18.2K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-280- 3.85% |
$18.1K - $20.5K
|
6.99K
$582K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-282- 1.96% |
$18.3K - $20.6K
|
14.1K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-282- 12.78% |
$18.3K - $20.6K
|
1.93K
$160K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-283- 98.95% |
$18.3K - $20.7K
|
3
$250
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-285- 2.24% |
$18.4K - $20.8K
|
12.5K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-285- 6.24% |
$18.4K - $20.8K
|
4.28K
$357K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-288- 8.19% |
$18.6K - $21K
|
3.23K
$269K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-290- 1.28% |
$18.8K - $21.2K
|
22.3K
$1.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-296- 71.67% |
$19.2K - $21.6K
|
117
$9.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-300- 2.7% |
$19.4K - $21.9K
|
10.8K
$900K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-300- 4.49% |
$19.4K - $21.9K
|
6.39K
$532K
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-300- 7.62% |
$19.4K - $21.9K
|
3.64K
$303K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-300- 1.19% |
$19.4K - $21.9K
|
25K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-300- 0.26% |
$19.4K - $21.9K
|
117K
$9.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-300- 3.86% |
$19.4K - $21.9K
|
7.48K
$623K
|