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 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
3.9KNew |
$253K - $285K
|
3.9K
$325K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3.88KNew |
$251K - $284K
|
3.88K
$323K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.86KNew |
$249K - $282K
|
3.86K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.85K+ 11.79% |
$249K - $281K
|
36.5K
$3.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.85K+ 0.73% |
$249K - $281K
|
534K
$44.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.81KNew |
$246K - $278K
|
3.81K
$317K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.8K+ 7.19% |
$246K - $278K
|
56.7K
$4.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.76KNew |
$243K - $275K
|
3.76K
$313K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.73K+ 11.1% |
$241K - $272K
|
37.3K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.69K+ 8.36% |
$239K - $270K
|
47.9K
$3.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.68K+ 58.61% |
$238K - $269K
|
9.95K
$829K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.63K+ 40.08% |
$235K - $265K
|
12.7K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.63K+ 1.31% |
$235K - $265K
|
281K
$23.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.59KNew |
$232K - $262K
|
3.59K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.56KNew |
$231K - $260K
|
3.56K
$297K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.56KNew |
$230K - $260K
|
3.56K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.56KNew |
$230K - $260K
|
3.56K
$296K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.52KNew |
$228K - $257K
|
3.52K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.51KNew |
$227K - $256K
|
3.51K
$292K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.51K+ 61.18% |
$227K - $256K
|
9.23K
$769K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.48K+ 5.73% |
$225K - $254K
|
64.3K
$5.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.47K+ 17.96% |
$224K - $253K
|
22.8K
$1.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.46KNew |
$224K - $253K
|
3.46K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.4KNew |
$220K - $248K
|
3.4K
$283K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.38K+ 25.25% |
$219K - $247K
|
16.8K
$1.4M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.36K+ 75.01% |
$218K - $246K
|
7.84K
$653K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.36K+ 5.61% |
$217K - $246K
|
63.2K
$5.27M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
3.36K+ 4.98% |
$217K - $245K
|
70.8K
$5.89M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.35KNew |
$217K - $245K
|
3.35K
$279K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
3.34KNew |
$216K - $244K
|
3.34K
$278K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.31K+ 11.95% |
$214K - $242K
|
31K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.31K+ 65.02% |
$214K - $242K
|
8.39K
$699K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.29K+ 2.39% |
$213K - $240K
|
141K
$11.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.25KNew |
$210K - $237K
|
3.25K
$270K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.23K+ 3.71% |
$209K - $236K
|
90.4K
$7.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
3.21K+ 4.14% |
$208K - $235K
|
80.7K
$6.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.21K+ 5.85% |
$208K - $234K
|
58K
$4.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.2KNew |
$207K - $234K
|
3.2K
$266K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$207K - $234K
|
3.2K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.19K+ 2.3% |
$206K - $233K
|
141K
$11.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
3.18KNew |
$206K - $232K
|
3.18K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.15K+ 16.4% |
$204K - $230K
|
22.3K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.13KNew |
$202K - $229K
|
3.13K
$260K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.13KNew |
$202K - $229K
|
3.13K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.12K+ 30.59% |
$202K - $228K
|
13.3K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
2.98K+ 3.51% |
$193K - $218K
|
87.9K
$7.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.86K+ 296.78% |
$185K - $209K
|
3.83K
$319K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.85K+ 6.33% |
$185K - $208K
|
47.9K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.85K+ 2.47% |
$184K - $208K
|
118K
$9.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.8KNew |
$181K - $205K
|
2.8K
$233K
|