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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.32K+ 8.73% |
$409K - $462K
|
78.6K
$6.55M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.28K+ 0.52% |
$406K - $459K
|
1.22M
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.26K+ 12.84% |
$405K - $457K
|
55K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
6.25K+ 29.34% |
$405K - $457K
|
27.6K
$2.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
6.21K+ 5.14% |
$402K - $454K
|
127K
$10.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.03K+ 23.12% |
$390K - $441K
|
32.1K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.98KNew |
$387K - $437K
|
5.98K
$498K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
5.66K+ 92.98% |
$366K - $413K
|
11.7K
$978K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.61KNew |
$363K - $410K
|
5.61K
$467K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.55K+ 39.42% |
$359K - $406K
|
19.6K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
5.52K+ 36.26% |
$357K - $404K
|
20.7K
$1.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
5.48KNew |
$354K - $400K
|
5.48K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.4K+ 20.29% |
$350K - $395K
|
32K
$2.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.39K+ 19.38% |
$349K - $394K
|
33.2K
$2.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.33K+ 8.41% |
$345K - $390K
|
68.7K
$5.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.32K+ 6.02% |
$344K - $389K
|
93.8K
$7.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
5.16K+ 3.74% |
$334K - $377K
|
143K
$11.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5.11KNew |
$331K - $373K
|
5.11K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
5.1K+ 86.65% |
$330K - $373K
|
11K
$915K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
5.03K+ 26.85% |
$326K - $368K
|
23.8K
$1.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.01KNew |
$325K - $366K
|
5.01K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4.93KNew |
$319K - $360K
|
4.93K
$411K
|
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.8K+ 1.57% |
$311K - $351K
|
311K
$25.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.78K+ 147.24% |
$309K - $349K
|
8.03K
$669K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.78K+ 3.82% |
$309K - $349K
|
130K
$10.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
4.78K+ 6.54% |
$309K - $349K
|
77.8K
$6.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.57K+ 5.84% |
$296K - $334K
|
82.7K
$6.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.53K+ 36.88% |
$293K - $331K
|
16.8K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
4.52KNew |
$293K - $330K
|
4.52K
$376K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.46K+ 18.27% |
$289K - $326K
|
28.9K
$2.41M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
4.41K+ 4.6% |
$285K - $322K
|
100K
$8.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4.4KNew |
$285K - $321K
|
4.4K
$366K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.38K+ 69.57% |
$283K - $320K
|
10.7K
$888K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.38K+ 42.78% |
$283K - $320K
|
14.6K
$1.22M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.35K+ 2.59% |
$281K - $318K
|
172K
$14.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.33KNew |
$280K - $316K
|
4.33K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.32K+ 36.76% |
$279K - $316K
|
16.1K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.31K+ 0.35% |
$279K - $315K
|
1.24M
$103M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.22K+ 0.98% |
$273K - $309K
|
436K
$36.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.2KNew |
$272K - $307K
|
4.2K
$350K
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
4.16KNew |
$269K - $304K
|
4.16K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.13K+ 3.45% |
$267K - $301K
|
124K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.12K+ 6.45% |
$266K - $301K
|
67.9K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.11K+ 0.38% |
$266K - $300K
|
1.07M
$89.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.09KNew |
$265K - $299K
|
4.09K
$341K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.09K+ 1.39% |
$265K - $299K
|
297K
$24.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.03K+ 1.76% |
$261K - $295K
|
233K
$19.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.02KNew |
$260K - $294K
|
4.02K
$335K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.98KNew |
$257K - $291K
|
3.98K
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$257K - $290K
|
3.97K
$331K
|