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 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 196.35% |
$181K - $205K
|
4.22K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.79K+ 5.36% |
$181K - $204K
|
54.9K
$4.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 1.33% |
$175K - $197K
|
206K
$17.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.64K+ 14.65% |
$171K - $193K
|
20.7K
$1.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.63K+ 57.09% |
$170K - $192K
|
7.25K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.61K+ 132.09% |
$169K - $191K
|
4.59K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.6KNew |
$168K - $190K
|
2.6K
$217K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.58K+ 47.9% |
$167K - $188K
|
7.95K
$662K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.57K+ 37.12% |
$166K - $188K
|
9.49K
$791K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.57K+ 1.07% |
$166K - $188K
|
243K
$20.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.53K+ 1.25% |
$163K - $185K
|
204K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$162K - $183K
|
2.5K
$208K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.48K+ 9.41% |
$160K - $181K
|
28.8K
$2.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.47K+ 7.37% |
$160K - $181K
|
36K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.44K+ 0.51% |
$158K - $178K
|
479K
$39.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.44K+ 26.66% |
$158K - $178K
|
11.6K
$963K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.36K+ 13.7% |
$152K - $172K
|
19.5K
$1.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.35K+ 0.75% |
$152K - $172K
|
316K
$26.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.34K+ 3.64% |
$152K - $171K
|
66.7K
$5.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.32K+ 18.71% |
$150K - $170K
|
14.7K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.3K+ 0.5% |
$149K - $168K
|
459K
$38.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.2K+ 1.54% |
$142K - $161K
|
146K
$12.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.17K+ 47.66% |
$141K - $159K
|
6.73K
$560K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.17KNew |
$141K - $159K
|
2.17K
$181K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.17KNew |
$140K - $158K
|
2.17K
$180K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.15K+ 13.37% |
$139K - $157K
|
18.2K
$1.52M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.1K+ 12.59% |
$136K - $153K
|
18.7K
$1.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
2.09K+ 3.32% |
$135K - $153K
|
65.1K
$5.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2.04K+ 15.33% |
$132K - $149K
|
15.3K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.04K+ 7.69% |
$132K - $149K
|
28.5K
$2.38M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 3.3% |
$128K - $144K
|
61.9K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.97K+ 31.91% |
$127K - $144K
|
8.14K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.96K+ 24.22% |
$127K - $143K
|
10.1K
$838K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.96K+ 4.33% |
$127K - $143K
|
47.1K
$3.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.95K+ 0.86% |
$126K - $142K
|
227K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.87K+ 1.66% |
$121K - $137K
|
114K
$9.51M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
1.82K+ 3.03% |
$118K - $133K
|
61.9K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.81K+ 2.94% |
$117K - $132K
|
63.5K
$5.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
1.77K+ 43.21% |
$114K - $129K
|
5.85K
$487K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.76K+ 3.04% |
$114K - $128K
|
59.6K
$4.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.76K+ 32.8% |
$114K - $128K
|
7.11K
$592K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.73K+ 8.52% |
$112K - $126K
|
22K
$1.83M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.72K+ 4.05% |
$112K - $126K
|
44.3K
$3.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.72K+ 1.44% |
$111K - $126K
|
121K
$10.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
1.72K+ 1.08% |
$111K - $126K
|
161K
$13.4M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.72KNew |
$111K - $126K
|
1.72K
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.71K+ 5.66% |
$111K - $125K
|
32K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.71K+ 2.56% |
$111K - $125K
|
68.7K
$5.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.69K+ 15.47% |
$110K - $124K
|
12.6K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 34.92% |
$109K - $123K
|
6.52K
$543K
|