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 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19.4KNew |
$1.26M - $1.42M
|
19.4K
$1.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.3K+ 7.12% |
$1.25M - $1.41M
|
290K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
18.8K+ 4.36% |
$1.21M - $1.37M
|
449K
$37.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
18.8K+ 9.23% |
$1.21M - $1.37M
|
222K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
18.2K+ 56.11% |
$1.18M - $1.33M
|
50.8K
$4.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 24475.68% |
$1.17M - $1.32M
|
18.2K
$1.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
17.1K+ 73.84% |
$1.11M - $1.25M
|
40.3K
$3.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
16.7K+ 2.31% |
$1.08M - $1.22M
|
741K
$61.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.3KNew |
$1.05M - $1.19M
|
16.3K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15.7KNew |
$1.02M - $1.15M
|
15.7K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.6KNew |
$1.01M - $1.14M
|
15.6K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15.5KNew |
$1M - $1.13M
|
15.5K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
15.3K+ 87.33% |
$992K - $1.12M
|
32.9K
$2.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 1.62% |
$975K - $1.1M
|
947K
$78.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15K+ 86.98% |
$971K - $1.1M
|
32.2K
$2.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
14.7K+ 2.78% |
$952K - $1.07M
|
543K
$45.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
14.7K+ 16.26% |
$951K - $1.07M
|
105K
$8.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.6K+ 12.65% |
$946K - $1.07M
|
130K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.4K+ 0.85% |
$932K - $1.05M
|
1.71M
$143M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
14.2K+ 5.92% |
$919K - $1.04M
|
254K
$21.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
14.2K+ 754.66% |
$918K - $1.04M
|
16.1K
$1.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14.1K+ 193.91% |
$913K - $1.03M
|
21.4K
$1.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.9K+ 58.83% |
$898K - $1.01M
|
37.5K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
13.5K+ 14.35% |
$873K - $986K
|
108K
$8.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
12.9K+ 4.25% |
$835K - $943K
|
317K
$26.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.6K+ 4.44% |
$814K - $919K
|
296K
$24.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
12.5KNew |
$808K - $912K
|
12.5K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
12.3K+ 8.18% |
$793K - $896K
|
162K
$13.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
12.2K+ 170.2% |
$793K - $895K
|
19.4K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
12.2KNew |
$790K - $892K
|
12.2K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
12KNew |
$780K - $880K
|
12K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
11.8KNew |
$761K - $860K
|
11.8K
$980K
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
11.7KNew |
$755K - $853K
|
11.7K
$972K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
11.6KNew |
$751K - $848K
|
11.6K
$966K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
11.6KNew |
$748K - $845K
|
11.6K
$963K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
11.5K+ 11.54% |
$744K - $841K
|
111K
$9.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.4KNew |
$739K - $834K
|
11.4K
$951K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
11.4K+ 23.84% |
$739K - $834K
|
59.3K
$4.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
11.4KNew |
$738K - $833K
|
11.4K
$949K
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
11.2KNew |
$722K - $816K
|
11.2K
$929K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.1K+ 144.0% |
$719K - $812K
|
18.8K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11K+ 6.19% |
$711K - $803K
|
188K
$15.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
11K+ 2.9% |
$710K - $802K
|
389K
$32.4M
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10.8K+ 153.25% |
$699K - $790K
|
17.9K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 28.65% |
$692K - $782K
|
48K
$4M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
10.7K+ 9.24% |
$692K - $781K
|
126K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
10.4K+ 10.12% |
$671K - $758K
|
113K
$9.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$662K - $748K
|
10.2K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
10.2KNew |
$660K - $745K
|
10.2K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.83K+ 26.29% |
$636K - $719K
|
47.2K
$3.93M
|