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 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-702- 12.33% |
$45.4K - $51.3K
|
4.99K
$416K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-717- 1.08% |
$46.4K - $52.4K
|
65.9K
$5.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-719- 5.58% |
$46.5K - $52.6K
|
12.2K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-743- 3.6% |
$48.1K - $54.3K
|
19.9K
$1.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-750- 17.42% |
$48.5K - $54.8K
|
3.56K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-751- 8.53% |
$48.6K - $54.9K
|
8.05K
$671K
|
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-768- 0.93% |
$49.7K - $56.1K
|
81.4K
$6.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-769- 2.75% |
$49.8K - $56.2K
|
27.2K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-769- 0.71% |
$49.8K - $56.2K
|
108K
$9M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-771- 18.24% |
$49.9K - $56.4K
|
3.46K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-776- 2.39% |
$50.2K - $56.7K
|
31.7K
$2.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-789- 11.07% |
$51.1K - $57.7K
|
6.34K
$528K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-795- 2.07% |
$51.5K - $58.1K
|
37.6K
$3.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-799- 4.64% |
$51.7K - $58.4K
|
16.4K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-800- 64.0% |
$51.8K - $58.5K
|
450
$37.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-821- 0.65% |
$53.1K - $60K
|
126K
$10.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-825- 2.11% |
$53.4K - $60.3K
|
38.2K
$3.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-838- 16.09% |
$54.2K - $61.2K
|
4.37K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-840- 1.59% |
$54.4K - $61.4K
|
51.8K
$4.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-842- 59.8% |
$54.5K - $61.5K
|
566
$47.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-849- 4.39% |
$54.9K - $62.1K
|
18.5K
$1.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-852- 9.05% |
$55.1K - $62.3K
|
8.56K
$713K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-864- 0.92% |
$55.9K - $63.1K
|
93K
$7.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-865- 4.56% |
$56K - $63.2K
|
18.1K
$1.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-870- 10.19% |
$56.3K - $63.6K
|
7.67K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-870- 10.31% |
$56.3K - $63.6K
|
7.57K
$630K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-871- 3.41% |
$56.4K - $63.7K
|
24.7K
$2.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-872- 2.14% |
$56.4K - $63.7K
|
39.8K
$3.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-879- 11.31% |
$56.9K - $64.2K
|
6.89K
$574K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-882- 10.04% |
$57.1K - $64.5K
|
7.91K
$658K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-894- 14.83% |
$57.9K - $65.3K
|
5.14K
$428K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.3% |
$58.2K - $65.8K
|
299K
$24.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-912- 0.89% |
$59K - $66.7K
|
102K
$8.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-942- 1.52% |
$61K - $68.9K
|
61.1K
$5.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-953- 13.5% |
$61.7K - $69.7K
|
6.11K
$509K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-959- 3.12% |
$62.1K - $70.1K
|
29.8K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-970- 3.84% |
$62.8K - $70.9K
|
24.3K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-976- 7.6% |
$63.2K - $71.3K
|
11.9K
$988K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-981- 3.33% |
$63.5K - $71.7K
|
28.5K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-988- 13.5% |
$63.9K - $72.2K
|
6.33K
$527K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1K- 14.39% |
$64.7K - $73.1K
|
5.95K
$495K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.01K- 21.26% |
$65.4K - $73.8K
|
3.74K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.02K- 22.47% |
$66K - $74.6K
|
3.52K
$293K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.03K- 46.09% |
$66.4K - $75K
|
1.2K
$99.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.06K- 5.89% |
$68.8K - $77.7K
|
17K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.08K- 2.79% |
$69.9K - $78.9K
|
37.7K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.1K- 5.46% |
$71.1K - $80.3K
|
19K
$1.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.1K- 18.43% |
$71.2K - $80.4K
|
4.87K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 15.02% |
$71.2K - $80.4K
|
6.23K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 15.02% |
$71.2K - $80.4K
|
6.23K
$519K
|