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 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.51K- 43.85% |
$227K - $256K
|
4.49K
$374K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-3.63K- 98.69% |
$235K - $265K
|
48
$4K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-3.71K- 60.4% |
$240K - $271K
|
2.43K
$203K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.74K- 2.99% |
$242K - $273K
|
121K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.8K- 7.22% |
$246K - $277K
|
48.8K
$4.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-3.86K- 0.29% |
$250K - $282K
|
1.32M
$110M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.96K- 23.73% |
$257K - $290K
|
12.7K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.97K- 43.72% |
$257K - $290K
|
5.11K
$426K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.97K- 11.83% |
$257K - $290K
|
29.6K
$2.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.05K- 0.31% |
$262K - $296K
|
1.3M
$108M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.08K- 10.23% |
$264K - $298K
|
35.8K
$2.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.1K- 10.45% |
$265K - $300K
|
35.1K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-4.1K- 11.23% |
$265K - $300K
|
32.4K
$2.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 26.88% |
$269K - $304K
|
11.3K
$942K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.16K- 12.66% |
$269K - $304K
|
28.7K
$2.39M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.2K- 38.89% |
$272K - $307K
|
6.6K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 0.77% |
$273K - $308K
|
544K
$45.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.24K- 2.71% |
$275K - $310K
|
153K
$12.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.27K- 9.36% |
$276K - $312K
|
41.3K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-4.3K- 76.17% |
$278K - $314K
|
1.34K
$112K
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-4.32K- 2.15% |
$279K - $316K
|
196K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.35K- 1.39% |
$281K - $318K
|
308K
$25.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.48K- 4.76% |
$290K - $327K
|
89.5K
$7.46M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.48KClosed |
$290K - $327K
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-4.52K- 1.31% |
$293K - $330K
|
340K
$28.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.58K- 11.88% |
$297K - $335K
|
34K
$2.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.64K- 12.8% |
$300K - $339K
|
31.6K
$2.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.73K- 12.76% |
$306K - $345K
|
32.3K
$2.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-4.78K- 1.86% |
$309K - $349K
|
252K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.8K- 8.52% |
$311K - $351K
|
51.6K
$4.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4.81K- 25.82% |
$311K - $351K
|
13.8K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-4.85K- 51.88% |
$314K - $354K
|
4.5K
$375K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-4.86K- 9.17% |
$315K - $355K
|
48.2K
$4.01M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.09K- 24.5% |
$329K - $372K
|
15.7K
$1.31M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.2K- 7.98% |
$336K - $380K
|
60K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.2K- 51.11% |
$336K - $380K
|
4.97K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.22K- 1.54% |
$338K - $382K
|
334K
$27.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.27K- 6.01% |
$341K - $385K
|
82.4K
$6.86M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5.3K- 3.17% |
$343K - $387K
|
162K
$13.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5.39K- 3.7% |
$349K - $394K
|
140K
$11.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.46K- 26.97% |
$353K - $399K
|
14.8K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.46K- 2.96% |
$353K - $399K
|
179K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.5K- 2.92% |
$356K - $402K
|
183K
$15.2M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.51K- 49.22% |
$356K - $402K
|
5.68K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.64K- 0.57% |
$365K - $412K
|
987K
$82.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.91K- 11.0% |
$382K - $432K
|
47.8K
$3.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.93K- 9.93% |
$384K - $433K
|
53.8K
$4.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5.93K- 1.14% |
$384K - $434K
|
516K
$43M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5.93K- 1.14% |
$384K - $434K
|
516K
$43M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.05K- 1.66% |
$391K - $442K
|
359K
$29.9M
|