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
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
9.78KNew |
$633K - $714K
|
9.78K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
9.69K+ 3.61% |
$627K - $708K
|
278K
$23.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
9.65KNew |
$625K - $706K
|
9.65K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.62KNew |
$622K - $703K
|
9.62K
$801K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.59KNew |
$620K - $701K
|
9.59K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.43K+ 5.87% |
$610K - $689K
|
170K
$14.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.24K+ 5.77% |
$598K - $675K
|
169K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.19K+ 5.53% |
$595K - $672K
|
176K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9.17K+ 1493.97% |
$594K - $670K
|
9.79K
$815K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
8.99KNew |
$582K - $657K
|
8.99K
$749K
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
8.95KNew |
$579K - $654K
|
8.95K
$745K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
8.95KNew |
$579K - $654K
|
8.95K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.8K+ 30.61% |
$569K - $643K
|
37.5K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.74K+ 1.2% |
$565K - $639K
|
737K
$61.4M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.53K+ 9.7% |
$552K - $624K
|
96.4K
$8.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
8.49K+ 8.24% |
$549K - $620K
|
111K
$9.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.47K+ 167.69% |
$548K - $619K
|
13.5K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.44K+ 29.38% |
$546K - $617K
|
37.2K
$3.09M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.37KNew |
$542K - $612K
|
8.37K
$697K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
8.33K+ 1.09% |
$539K - $609K
|
770K
$64.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
8.31K+ 3.76% |
$538K - $608K
|
230K
$19.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
8.27K+ 14.56% |
$535K - $605K
|
65.1K
$5.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.25K+ 17.25% |
$534K - $603K
|
56K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.18K+ 96.39% |
$529K - $598K
|
16.7K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.14K+ 44.96% |
$527K - $595K
|
26.2K
$2.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.04K+ 2.69% |
$520K - $587K
|
307K
$25.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.84K+ 60.21% |
$508K - $573K
|
20.9K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.55K+ 9.58% |
$488K - $552K
|
86.3K
$7.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.52KNew |
$487K - $549K
|
7.52K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
7.48KNew |
$484K - $547K
|
7.48K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.42K+ 44.91% |
$480K - $543K
|
24K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.41K+ 846.51% |
$479K - $541K
|
8.28K
$690K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.3KNew |
$473K - $534K
|
7.3K
$608K
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
7.27K+ 19.85% |
$471K - $532K
|
43.9K
$3.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
7.01K+ 75.31% |
$453K - $512K
|
16.3K
$1.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7K+ 3.93% |
$453K - $511K
|
185K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.97K+ 8.8% |
$451K - $510K
|
86.2K
$7.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.96KNew |
$450K - $508K
|
6.96K
$579K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.86K+ 2.11% |
$444K - $501K
|
332K
$27.7M
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
6.8K+ 12.23% |
$440K - $497K
|
62.4K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.79K+ 3.19% |
$440K - $496K
|
220K
$18.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.78KNew |
$439K - $496K
|
6.78K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
6.66KNew |
$431K - $487K
|
6.66K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
6.63K+ 20.95% |
$429K - $484K
|
38.3K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.48KNew |
$419K - $473K
|
6.48K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.47K+ 8.54% |
$419K - $473K
|
82.3K
$6.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.47KNew |
$419K - $473K
|
6.47K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.38KNew |
$413K - $467K
|
6.38K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
6.33KNew |
$410K - $463K
|
6.33K
$527K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.32KNew |
$409K - $462K
|
6.32K
$527K
|