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 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.69KNew |
$109K - $123K
|
1.69K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.68K+ 23.2% |
$109K - $123K
|
8.94K
$745K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.68K+ 2.41% |
$109K - $123K
|
71.5K
$5.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.66K+ 0.72% |
$107K - $121K
|
231K
$19.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
1.64K+ 35.28% |
$106K - $120K
|
6.29K
$524K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.63K+ 236.32% |
$106K - $119K
|
2.32K
$194K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.63K+ 5.39% |
$105K - $119K
|
31.9K
$2.65M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.61K+ 695.69% |
$104K - $118K
|
1.85K
$154K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.61K+ 7.08% |
$104K - $118K
|
24.4K
$2.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.59K+ 8.21% |
$103K - $116K
|
21K
$1.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.53K+ 3.47% |
$98.8K - $112K
|
45.6K
$3.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.53K+ 7.24% |
$98.8K - $112K
|
22.6K
$1.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.5K+ 10.32% |
$97.3K - $110K
|
16.1K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 3.34% |
$94.6K - $107K
|
45.2K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.43K+ 6.0% |
$92.8K - $105K
|
25.4K
$2.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.41K+ 24.58% |
$91.1K - $103K
|
7.14K
$594K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.4K+ 28.01% |
$90.9K - $103K
|
6.42K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 9.87% |
$90.7K - $102K
|
15.6K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.4K+ 19.76% |
$90.6K - $102K
|
8.48K
$707K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.39K+ 5.96% |
$90.2K - $102K
|
24.8K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.39K+ 0.66% |
$90.2K - $102K
|
212K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.39K+ 4.3% |
$89.9K - $102K
|
33.7K
$2.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 4.01% |
$88.8K - $100K
|
35.6K
$2.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.37K+ 16.14% |
$88.3K - $99.8K
|
9.82K
$818K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.36K+ 30.72% |
$88.1K - $99.5K
|
5.8K
$483K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.34K+ 1.5% |
$86.9K - $98.1K
|
90.5K
$7.54M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 353.7% |
$86.5K - $97.7K
|
1.72K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.33K+ 10.32% |
$86.3K - $97.5K
|
14.3K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.33K+ 22.2% |
$86.3K - $97.4K
|
7.34K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.32KNew |
$85.3K - $96.3K
|
1.32K
$110K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.3K+ 42.9% |
$83.9K - $94.8K
|
4.32K
$360K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.29K+ 27.08% |
$83.7K - $94.5K
|
6.07K
$505K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
1.27K+ 15.54% |
$82K - $92.6K
|
9.42K
$785K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 0.23% |
$81.5K - $92K
|
542K
$45.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.24K+ 11.85% |
$80.1K - $90.4K
|
11.7K
$972K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.21K+ 27.23% |
$78.5K - $88.7K
|
5.67K
$472K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 5.37% |
$78.4K - $88.6K
|
23.8K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.21K+ 4.19% |
$78.1K - $88.1K
|
30K
$2.5M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
1.21K+ 8.12% |
$78K - $88.1K
|
16K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.21K+ 17.3% |
$78K - $88.1K
|
8.17K
$680K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.21K+ 1.33% |
$78K - $88.1K
|
91.9K
$7.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.17K+ 22.43% |
$75.6K - $85.4K
|
6.38K
$531K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.14K+ 0.99% |
$74K - $83.5K
|
116K
$9.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.12K+ 1.79% |
$72.6K - $82K
|
63.9K
$5.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.1K+ 12.92% |
$71.2K - $80.4K
|
9.61K
$801K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.07K+ 10.19% |
$69.3K - $78.2K
|
11.6K
$964K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.06K+ 0.68% |
$68.3K - $77.1K
|
156K
$13M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.05K+ 3.25% |
$68.2K - $77K
|
33.5K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.05K+ 7.06% |
$67.7K - $76.5K
|
15.9K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.03K+ 464.41% |
$66.7K - $75.4K
|
1.25K
$104K
|