Purchases and Sales Made in Q4 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.77K+ 12.02% |
$111K - $129K
|
16.5K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.76K+ 10.94% |
$110K - $128K
|
17.8K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.74K+ 1.92% |
$109K - $127K
|
92.2K
$7.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.73K+ 0.93% |
$109K - $127K
|
187K
$15.6M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.71K+ 0.58% |
$107K - $125K
|
299K
$24.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.68K+ 2.6% |
$105K - $122K
|
66.2K
$5.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.66K+ 23.57% |
$104K - $121K
|
8.71K
$726K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.64K+ 3.17% |
$103K - $120K
|
53.5K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.6K+ 0.85% |
$100K - $117K
|
189K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.58K+ 6.23% |
$99.1K - $115K
|
26.9K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.55K+ 1.73% |
$97.1K - $113K
|
91.1K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.51K+ 75.52% |
$94.8K - $110K
|
3.51K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.51K+ 0.65% |
$94.6K - $110K
|
235K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.5K+ 193.55% |
$94.1K - $110K
|
2.28K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.49K+ 1.59% |
$93.2K - $109K
|
95.2K
$7.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
1.48K+ 44.25% |
$92.6K - $108K
|
4.82K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.48K+ 3.83% |
$92.6K - $108K
|
40.1K
$3.34M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.46KNew |
$91.4K - $107K
|
1.46K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 8.52% |
$90.9K - $106K
|
18.5K
$1.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.44K+ 1.67% |
$90.1K - $105K
|
87.6K
$7.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.43K+ 4.23% |
$89.7K - $105K
|
35.3K
$2.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.42K+ 8.74% |
$89.3K - $104K
|
17.7K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.42K+ 1.32% |
$89.1K - $104K
|
109K
$9.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.42K+ 3.35% |
$88.9K - $104K
|
43.7K
$3.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.42KNew |
$88.7K - $103K
|
1.42K
$118K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.41K+ 24.34% |
$88.5K - $103K
|
7.21K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.41K+ 4.75% |
$88.4K - $103K
|
31.1K
$2.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.4K+ 4.94% |
$87.9K - $102K
|
29.7K
$2.48M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.4K+ 46500.0% |
$87.5K - $102K
|
1.4K
$116K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.38K+ 12.39% |
$86.5K - $101K
|
12.5K
$1.04M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.36K+ 13.82% |
$85.2K - $99.2K
|
11.2K
$931K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.35K+ 7.42% |
$84.8K - $98.8K
|
19.6K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.34K+ 0.26% |
$83.8K - $97.6K
|
519K
$43.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.33K+ 17.73% |
$83.1K - $96.8K
|
8.8K
$733K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.32K+ 0.61% |
$82.9K - $96.6K
|
218K
$18.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$82.3K - $96K
|
1.31K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.28K+ 33.21% |
$80.5K - $93.8K
|
5.15K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.27K+ 34.7% |
$79.6K - $92.7K
|
4.93K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.25K+ 3.55% |
$78.6K - $91.6K
|
36.6K
$3.05M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25K+ 19.54% |
$78.6K - $91.6K
|
7.67K
$639K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.25K+ 15.6% |
$78.1K - $91.1K
|
9.23K
$769K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.24KNew |
$77.9K - $90.8K
|
1.24K
$104K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.24K+ 25.02% |
$77.7K - $90.5K
|
6.19K
$516K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.23K+ 4.53% |
$76.9K - $89.6K
|
28.3K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.22K+ 162.55% |
$76.8K - $89.4K
|
1.98K
$165K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.21K+ 1.87% |
$75.8K - $88.4K
|
65.7K
$5.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.17K+ 6.34% |
$73.6K - $85.7K
|
19.7K
$1.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.16K+ 69.75% |
$72.7K - $84.8K
|
2.82K
$235K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.15KNew |
$72.1K - $84K
|
1.15K
$95.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.13K+ 26.56% |
$71.1K - $82.8K
|
5.4K
$450K
|