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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.13KNew |
$70.8K - $82.5K
|
1.13K
$94K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.12K+ 1.21% |
$70.4K - $82K
|
94K
$7.83M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.12KNew |
$70.4K - $82K
|
1.12K
$93.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 4.92% |
$69.9K - $81.5K
|
23.8K
$1.98M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.09K+ 1.77% |
$68.5K - $79.9K
|
63K
$5.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.08KNew |
$67.7K - $78.9K
|
1.08K
$89.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
999+ 2.05% |
$62.6K - $73K
|
49.8K
$4.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
984+ 2.89% |
$61.7K - $71.9K
|
35.1K
$2.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
977+ 16.39% |
$61.3K - $71.4K
|
6.94K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
929+ 11.61% |
$58.3K - $67.9K
|
8.93K
$744K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
918New |
$57.6K - $67.1K
|
918
$76.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
905+ 20.7% |
$56.8K - $66.1K
|
5.28K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
903+ 1.08% |
$56.6K - $66K
|
84.8K
$7.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
900+ 26.0% |
$56.4K - $65.8K
|
4.36K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
898+ 1.0% |
$56.3K - $65.6K
|
90.5K
$7.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
896+ 9.01% |
$56.2K - $65.5K
|
10.8K
$903K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
886+ 15.63% |
$55.6K - $64.7K
|
6.55K
$546K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
879+ 23.38% |
$55.1K - $64.2K
|
4.64K
$386K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
875+ 77.99% |
$54.9K - $63.9K
|
2K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
872+ 2.72% |
$54.7K - $63.7K
|
32.9K
$2.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
865New |
$54.2K - $63.2K
|
865
$72K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
852+ 4.84% |
$53.4K - $62.3K
|
18.5K
$1.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
850+ 4.68% |
$53.3K - $62.1K
|
19K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
842+ 10.04% |
$52.8K - $61.5K
|
9.23K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
837+ 1.61% |
$52.5K - $61.2K
|
53K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
820+ 13.71% |
$51.4K - $59.9K
|
6.8K
$567K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
819+ 5.83% |
$51.4K - $59.9K
|
14.9K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
815New |
$51.1K - $59.6K
|
815
$67.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
813+ 6.91% |
$51K - $59.4K
|
12.6K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
810+ 1.32% |
$50.8K - $59.2K
|
62.3K
$5.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
805+ 13.76% |
$50.5K - $58.8K
|
6.66K
$554K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
805+ 3.0% |
$50.5K - $58.8K
|
27.6K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
801+ 12.56% |
$50.2K - $58.5K
|
7.18K
$598K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
796+ 2.49% |
$49.9K - $58.2K
|
32.8K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
791+ 16.2% |
$49.6K - $57.8K
|
5.67K
$473K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
789New |
$49.5K - $57.7K
|
789
$65.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
786New |
$49.3K - $57.4K
|
786
$65.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
778+ 13.47% |
$48.8K - $56.9K
|
6.55K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
763+ 16.77% |
$47.8K - $55.8K
|
5.31K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
751New |
$47.1K - $54.9K
|
751
$62.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
730+ 2.44% |
$45.8K - $53.3K
|
30.7K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
723New |
$45.3K - $52.8K
|
723
$60.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
709+ 20.36% |
$44.5K - $51.8K
|
4.19K
$349K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
704+ 3.03% |
$44.1K - $51.4K
|
23.9K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
701+ 5.85% |
$44K - $51.2K
|
12.7K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
700+ 0.77% |
$43.9K - $51.2K
|
91K
$7.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
687+ 1.59% |
$43.1K - $50.2K
|
43.8K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
685+ 5.16% |
$43K - $50.1K
|
14K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
679+ 2.52% |
$42.6K - $49.6K
|
27.6K
$2.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
678+ 29.17% |
$42.5K - $49.5K
|
3K
$250K
|