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
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-13.5K- 41.23% |
$872K - $985K
|
19.2K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.5K- 21.83% |
$874K - $987K
|
48.4K
$4.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-13.6K- 20.78% |
$878K - $992K
|
51.7K
$4.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14K- 0.67% |
$904K - $1.02M
|
2.08M
$173M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-14.1K- 34.41% |
$914K - $1.03M
|
26.9K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-14.2K- 88.42% |
$919K - $1.04M
|
1.86K
$155K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-14.3K- 2.26% |
$925K - $1.04M
|
618K
$51.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-14.7K- 1.8% |
$951K - $1.07M
|
800K
$66.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-14.7K- 0.79% |
$952K - $1.07M
|
1.85M
$154M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14.8K- 30.1% |
$958K - $1.08M
|
34.4K
$2.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-16K- 8.06% |
$1.03M - $1.17M
|
182K
$15.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-16.2K- 5.12% |
$1.05M - $1.18M
|
300K
$25M
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-16.5K- 0.25% |
$1.07M - $1.2M
|
6.63M
$552M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-16.7K- 40.65% |
$1.08M - $1.22M
|
24.4K
$2.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.8K- 9.33% |
$1.09M - $1.23M
|
163K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.1K- 0.25% |
$1.11M - $1.25M
|
6.78M
$565M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-17.2K- 0.87% |
$1.12M - $1.26M
|
1.96M
$163M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-19K- 12.1% |
$1.23M - $1.39M
|
138K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.7K- 0.34% |
$1.27M - $1.44M
|
5.7M
$474M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-19.9K- 41.36% |
$1.29M - $1.45M
|
28.2K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-20.2K- 0.53% |
$1.31M - $1.47M
|
3.8M
$317M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-22.2K- 1.27% |
$1.44M - $1.62M
|
1.72M
$143M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.7K- 1.2% |
$1.47M - $1.66M
|
1.87M
$156M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-23.7K- 16.43% |
$1.53M - $1.73M
|
120K
$10M
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-24K- 77.79% |
$1.55M - $1.75M
|
6.84K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-24.3K- 3.53% |
$1.57M - $1.78M
|
664K
$55.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-24.9K- 74.2% |
$1.61M - $1.82M
|
8.67K
$722K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-24.9K- 74.2% |
$1.61M - $1.82M
|
8.67K
$722K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.3K- 11.48% |
$1.7M - $1.92M
|
203K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-26.8K- 23.28% |
$1.73M - $1.96M
|
88.2K
$7.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27.2K- 7.75% |
$1.76M - $1.99M
|
324K
$27M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-27.2K- 22.86% |
$1.76M - $1.99M
|
91.9K
$7.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-28.6K- 2.83% |
$1.85M - $2.09M
|
982K
$81.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-28.7K- 2.84% |
$1.86M - $2.1M
|
985K
$82M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-31.1K- 4.75% |
$2.01M - $2.27M
|
624K
$52M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-31.3K- 2.71% |
$2.02M - $2.29M
|
1.12M
$93.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-33.6K- 23.73% |
$2.17M - $2.45M
|
108K
$8.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-34.1K- 57.69% |
$2.21M - $2.5M
|
25K
$2.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-36.2K- 1.63% |
$2.34M - $2.64M
|
2.18M
$182M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-36.5K- 1.35% |
$2.36M - $2.67M
|
2.66M
$222M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-38.5K- 18.57% |
$2.49M - $2.81M
|
169K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-45.5K- 3.57% |
$2.94M - $3.32M
|
1.23M
$102M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-48.6K- 7.96% |
$3.15M - $3.55M
|
562K
$46.8M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-48.6K- 7.96% |
$3.15M - $3.55M
|
562K
$46.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-51.5K- 12.74% |
$3.33M - $3.76M
|
352K
$29.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-52.6K- 1.85% |
$3.4M - $3.84M
|
2.78M
$232M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-52.6K- 90.09% |
$3.41M - $3.85M
|
5.79K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-52.9K- 19.72% |
$3.42M - $3.87M
|
215K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-54.1K- 16.18% |
$3.5M - $3.95M
|
280K
$23.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-56.6K- 45.72% |
$3.66M - $4.14M
|
67.2K
$5.6M
|