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 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-6.14K- 30.37% |
$398K - $449K
|
14.1K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.18K- 2.17% |
$400K - $452K
|
279K
$23.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.19K- 26.69% |
$401K - $453K
|
17K
$1.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.38K- 39.52% |
$413K - $467K
|
9.77K
$814K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.46K- 5.93% |
$418K - $472K
|
102K
$8.53M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.48K- 33.54% |
$420K - $474K
|
12.8K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.54K- 15.63% |
$423K - $478K
|
35.3K
$2.94M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-6.61K- 6.84% |
$428K - $483K
|
90.1K
$7.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.64K- 1.96% |
$430K - $486K
|
333K
$27.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-6.72K- 0.44% |
$435K - $491K
|
1.51M
$126M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.82K- 13.55% |
$441K - $498K
|
43.5K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.02K- 2.54% |
$455K - $513K
|
270K
$22.5M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.02K- 2.54% |
$455K - $513K
|
270K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.07K- 43.16% |
$458K - $517K
|
9.32K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.1K- 9.91% |
$459K - $519K
|
64.6K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.17K- 22.7% |
$464K - $524K
|
24.4K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.22K- 18.66% |
$467K - $528K
|
31.5K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.36K- 4.39% |
$476K - $538K
|
160K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-7.41K- 67.03% |
$480K - $542K
|
3.65K
$304K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-7.5K- 54.91% |
$486K - $548K
|
6.16K
$513K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.57K- 4.63% |
$490K - $553K
|
156K
$13M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-7.65K- 2.86% |
$495K - $559K
|
260K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.74K- 9.04% |
$501K - $566K
|
77.9K
$6.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.94K- 10.69% |
$514K - $580K
|
66.3K
$5.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-7.94K- 1.79% |
$514K - $580K
|
436K
$36.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.01K- 8.17% |
$519K - $586K
|
90.1K
$7.5M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-8.03KClosed |
$519K - $587K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-8.8K- 2.44% |
$569K - $643K
|
352K
$29.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.84K- 4.94% |
$572K - $646K
|
170K
$14.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.02K- 1.34% |
$584K - $659K
|
662K
$55.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.2K- 47.32% |
$596K - $673K
|
10.2K
$853K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.33K- 3.32% |
$604K - $682K
|
271K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.97K- 4.36% |
$645K - $729K
|
219K
$18.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-10.1K- 70.29% |
$656K - $741K
|
4.29K
$357K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-10.2K- 10.32% |
$658K - $743K
|
88.3K
$7.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10.2K- 5.2% |
$662K - $747K
|
186K
$15.5M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 8.39% |
$685K - $773K
|
116K
$9.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.6K- 4.89% |
$687K - $776K
|
206K
$17.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-10.7K- 12.03% |
$692K - $782K
|
78.3K
$6.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 57.2% |
$697K - $787K
|
8.06K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-11.2K- 46.32% |
$722K - $815K
|
12.9K
$1.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-11.2K- 57.34% |
$725K - $819K
|
8.33K
$694K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-11.2K- 3.99% |
$725K - $819K
|
270K
$22.5M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-11.4K- 28.93% |
$739K - $835K
|
28.1K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.5K- 20.7% |
$746K - $842K
|
44.1K
$3.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12.1K- 10.96% |
$784K - $885K
|
98.4K
$8.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Decade Renewable Partners LP
Houston, TX |
SELL
|
- |
-12.2K- 10.43% |
$790K - $892K
|
105K
$8.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.4K- 14.67% |
$803K - $907K
|
72.2K
$6.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.6K- 2.2% |
$813K - $918K
|
558K
$46.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.9K- 15.25% |
$834K - $941K
|
71.6K
$5.96M
|