Purchases and Sales Made in Q3 2023 in Southern CO (SO)

SO Quotes by TradingView

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 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
1.02K
+ 0.79%
$66.1K - $74.6K
130K $10.8M
Nov 13, 2023 Q3 2023
Intrust Bank Na

Wichita, KS
BUY
 -
1.02K
+ 8.1%
$65.9K - $74.5K
13.6K $1.13M
Oct 18, 2023 Q3 2023
Spirit Of America Management Corp

BUY
 -
1K
+ 54.05%
$64.7K - $73.1K
2.85K $237K
Nov 13, 2023 Q3 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
1K
+ 18.69%
$64.7K - $73.1K
6.35K $529K
Nov 14, 2023 Q3 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
991
+ 2.45%
$64.1K - $72.4K
41.5K $3.46M
Oct 10, 2023 Q3 2023
Rise Advisors, LLC

BUY
 -
985
+ 39.85%
$63.7K - $72K
3.46K $288K
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
984
+ 0.61%
$63.7K - $71.9K
162K $13.5M
Oct 19, 2023 Q3 2023
Kg&L Capital Management,Llc

BUY
 -
958
+ 19.15%
$62K - $70K
5.96K $496K
Nov 14, 2023 Q3 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
950
+ 22.49%
$61.5K - $69.4K
5.18K $431K
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
926
+ 9.44%
$59.9K - $67.7K
10.7K $894K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
903
+ 3.58%
$58.4K - $66K
26.1K $2.17M
Oct 06, 2023 Q3 2023
Members Trust CO

BUY
 -
900
+ 9.07%
$58.2K - $65.8K
10.8K $901K
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

BUY
 -
880
+ 25.99%
$57K - $64.3K
4.27K $355K
Oct 11, 2023 Q3 2023
First Bank & Trust

BUY
 -
875
+ 1.53%
$56.6K - $64K
57.9K $4.83M
Nov 14, 2023 Q3 2023
Old Port Advisors

BUY
 -
864
+ 3.49%
$55.9K - $63.1K
25.7K $2.14M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
859
+ 2.16%
$55.6K - $62.8K
40.6K $3.38M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
857
+ 7.96%
$55.5K - $62.6K
11.6K $968K
Oct 13, 2023 Q3 2023
Thrive Wealth Management, LLC

BUY
 -
833
+ 11.07%
$53.9K - $60.9K
8.36K $696K
Oct 13, 2023 Q3 2023
Summit Global Investments

Bountiful, UT
BUY
 -
833
+ 7.12%
$53.9K - $60.9K
12.5K $1.04M
Nov 14, 2023 Q3 2023
Patrick Mauro Investment Advisor, Inc.

Oak Brook, IL
BUY
 -
833
+ 1.89%
$53.9K - $60.9K
44.8K $3.73M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
829
+ 9.59%
$53.7K - $60.6K
9.47K $789K
Oct 27, 2023 Q3 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
812
+ 11.57%
$52.6K - $59.3K
7.83K $652K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
794
+ 0.71%
$51.4K - $58K
112K $9.35M
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
793
+ 5.31%
$51.3K - $58K
15.7K $1.31M
Nov 02, 2023 Q3 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
775
+ 1.86%
$50.2K - $56.6K
42.3K $3.53M
Nov 14, 2023 Q3 2023
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
774
+ 1.6%
$50.1K - $56.6K
49.1K $4.09M
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
773
+ 3.17%
$50K - $56.5K
25.1K $2.09M
Nov 09, 2023 Q3 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
760
+ 26.22%
$49.2K - $55.5K
3.66K $305K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
755
+ 38.34%
$48.9K - $55.2K
2.72K $227K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
748
+ 3.09%
$48.4K - $54.7K
25K $2.08M
Oct 30, 2023 Q3 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
745
+ 5.73%
$48.2K - $54.5K
13.8K $1.15M
Nov 14, 2023 Q3 2023
Coastal Bridge Advisors, LLC

BUY
 -
745
+ 2.39%
$48.2K - $54.5K
32K $2.66M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
743
+ 36.46%
$48.1K - $54.3K
2.78K $232K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
741
+ 9.06%
$48K - $54.2K
8.92K $743K
Nov 09, 2023 Q3 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
736
+ 0.04%
$47.6K - $53.8K
2.02M $168M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
724
New
$46.9K - $52.9K
724 $60.3K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
720
+ 9.95%
$46.6K - $52.6K
7.96K $663K
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
720
+ 0.73%
$46.6K - $52.6K
99.1K $8.26M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
719
+ 13.49%
$46.5K - $52.6K
6.05K $504K
Nov 09, 2023 Q3 2023
Rs Crum Inc.

BUY
 -
719
+ 6.1%
$46.5K - $52.6K
12.5K $1.04M
Oct 25, 2023 Q3 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
710
+ 9.16%
$46K - $51.9K
8.46K $705K
Nov 01, 2023 Q3 2023
Congress Asset Management CO

BUY
 -
696
+ 11.57%
$45K - $50.9K
6.71K $559K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
692
+ 14.7%
$44.8K - $50.6K
5.4K $450K
Oct 23, 2023 Q3 2023
Maryland State Retirement & Pension System

BUY
 -
685
+ 0.82%
$44.3K - $50.1K
83.9K $6.99M
Nov 14, 2023 Q3 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
668
New
$43.2K - $48.8K
668 $55.6K
Nov 01, 2023 Q3 2023
Hyman Charles D

BUY
 -
663
+ 0.15%
$42.9K - $48.5K
451K $37.6M
Nov 14, 2023 Q3 2023
Seven Eight Capital, LP

BUY
 -
661
+ 21.6%
$42.8K - $48.3K
3.72K $310K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
658
+ 3.62%
$42.6K - $48.1K
18.8K $1.57M
Oct 26, 2023 Q3 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
655
+ 4.02%
$42.4K - $47.9K
16.9K $1.41M

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