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 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
297+ 0.93% |
$18.6K - $21.7K
|
32.4K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
287+ 3.81% |
$18K - $21K
|
7.81K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
283New |
$17.7K - $20.7K
|
283
$23.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
279New |
$17.5K - $20.4K
|
279
$23.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
276+ 7.19% |
$17.3K - $20.2K
|
4.11K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
268+ 1.38% |
$16.8K - $19.6K
|
19.6K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
267New |
$16.7K - $19.5K
|
267
$22.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
266+ 9.63% |
$16.7K - $19.4K
|
3.03K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
266+ 1.5% |
$16.7K - $19.4K
|
18K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
262+ 2.65% |
$16.4K - $19.1K
|
10.1K
$844K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
257+ 0.25% |
$16.1K - $18.8K
|
103K
$8.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
256+ 1.58% |
$16.1K - $18.7K
|
16.4K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
254+ 2.2% |
$15.9K - $18.6K
|
11.8K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
254+ 11.31% |
$15.9K - $18.6K
|
2.5K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
251+ 2.93% |
$15.7K - $18.3K
|
8.82K
$735K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
246+ 5.36% |
$15.4K - $18K
|
4.84K
$403K
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
243+ 0.96% |
$15.2K - $17.8K
|
25.6K
$2.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
241+ 0.64% |
$15.1K - $17.6K
|
37.7K
$3.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
238+ 6.91% |
$14.9K - $17.4K
|
3.68K
$307K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
238+ 6.91% |
$14.9K - $17.4K
|
3.68K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
237+ 3.74% |
$14.9K - $17.3K
|
6.58K
$548K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
235+ 3.27% |
$14.7K - $17.2K
|
7.43K
$619K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
232+ 2.45% |
$14.5K - $17K
|
9.71K
$809K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
225New |
$14.1K - $16.4K
|
225
$18.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
222New |
$13.9K - $16.2K
|
222
$18.5K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
222+ 1.6% |
$13.9K - $16.2K
|
14.1K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
219New |
$13.7K - $16K
|
219
$18.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
216+ 2.48% |
$13.5K - $15.8K
|
8.94K
$745K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
215+ 0.04% |
$13.5K - $15.7K
|
562K
$46.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
212+ 2.21% |
$13.3K - $15.5K
|
9.8K
$816K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
210+ 350.0% |
$13.2K - $15.3K
|
270
$22.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
206+ 0.31% |
$12.9K - $15.1K
|
67.3K
$5.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
205+ 63.86% |
$12.9K - $15K
|
526
$43.8K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
205+ 8.82% |
$12.9K - $15K
|
2.53K
$211K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
204+ 1.58% |
$12.8K - $14.9K
|
13.1K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
202+ 1.16% |
$12.7K - $14.8K
|
17.6K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 1.18% |
$12.5K - $14.6K
|
17.2K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
200+ 6.11% |
$12.5K - $14.6K
|
3.47K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
200New |
$12.5K - $14.6K
|
200
$16.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
199+ 2.01% |
$12.5K - $14.5K
|
10.1K
$842K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
193+ 4.63% |
$12.1K - $14.1K
|
4.36K
$363K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
193+ 0.25% |
$12.1K - $14.1K
|
78K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
191+ 0.89% |
$12K - $14K
|
21.6K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
190+ 3.69% |
$11.9K - $13.9K
|
5.34K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
187+ 3.66% |
$11.7K - $13.7K
|
5.3K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
185+ 2.35% |
$11.6K - $13.5K
|
8.05K
$671K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
181+ 1.32% |
$11.4K - $13.2K
|
13.9K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
180+ 3.76% |
$11.3K - $13.2K
|
4.97K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
178+ 2.95% |
$11.2K - $13K
|
6.21K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
177+ 1.4% |
$11.1K - $12.9K
|
12.8K
$1.07M
|