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 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
100+ 15.38% |
$6.27K - $7.31K
|
750
$61.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
100+ 1.99% |
$6.27K - $7.31K
|
5.14K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100+ 1.42% |
$6.27K - $7.31K
|
7.16K
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
100+ 0.29% |
$6.27K - $7.31K
|
34.5K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
98+ 2.25% |
$6.15K - $7.16K
|
4.45K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
95+ 1.56% |
$5.96K - $6.94K
|
6.2K
$505K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
95+ 0.0% |
$5.96K - $6.94K
|
99.6M
$8.12B
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
94+ 1.68% |
$5.89K - $6.87K
|
5.68K
$463K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
94+ 15.14% |
$5.89K - $6.87K
|
715
$58.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
91New |
$5.71K - $6.65K
|
91
$7.42K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
90+ 0.54% |
$5.64K - $6.58K
|
16.9K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
90+ 0.18% |
$5.64K - $6.58K
|
49.2K
$4.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
89+ 1.44% |
$5.58K - $6.5K
|
6.28K
$512K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
86+ 0.07% |
$5.39K - $6.28K
|
126K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
85+ 1.22% |
$5.33K - $6.21K
|
7.07K
$576K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
76+ 0.8% |
$4.77K - $5.55K
|
9.6K
$782K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
75+ 0.13% |
$4.7K - $5.48K
|
59.9K
$4.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
75New |
$4.7K - $5.48K
|
75
$6.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 0.76% |
$4.7K - $5.48K
|
9.89K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
74+ 2.85% |
$4.64K - $5.41K
|
2.67K
$218K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
73+ 2.14% |
$4.58K - $5.33K
|
3.48K
$283K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
70+ 5.19% |
$4.39K - $5.12K
|
1.42K
$116K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
70+ 1.02% |
$4.39K - $5.12K
|
6.92K
$564K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
69+ 0.4% |
$4.33K - $5.04K
|
17.2K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
68+ 1.89% |
$4.26K - $4.97K
|
3.67K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
67+ 0.61% |
$4.2K - $4.9K
|
11.1K
$903K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
66+ 1.12% |
$4.14K - $4.82K
|
5.95K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
65+ 0.87% |
$4.08K - $4.75K
|
7.51K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
60+ 0.16% |
$3.76K - $4.38K
|
38.3K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
60New |
$3.76K - $4.38K
|
60
$4.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
57New |
$3.57K - $4.17K
|
57
$4.65K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
55+ 0.76% |
$3.45K - $4.02K
|
7.33K
$597K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52+ 4.64% |
$3.26K - $3.8K
|
1.17K
$95.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
52+ 0.27% |
$3.26K - $3.8K
|
19.4K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
51+ 0.95% |
$3.2K - $3.73K
|
5.4K
$440K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.79% |
$3.14K - $3.65K
|
6.4K
$522K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
49+ 7.52% |
$3.07K - $3.58K
|
701
$57.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
48+ 1.03% |
$3.01K - $3.51K
|
4.7K
$383K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
47+ 0.43% |
$2.95K - $3.43K
|
11K
$897K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
47+ 0.32% |
$2.95K - $3.43K
|
14.9K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
41+ 11.65% |
$2.57K - $3K
|
393
$32K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
41+ 0.75% |
$2.57K - $3K
|
5.5K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
41+ 29.08% |
$2.57K - $3K
|
182
$14.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
40+ 0.96% |
$2.51K - $2.92K
|
4.21K
$343K
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
39+ 0.04% |
$2.45K - $2.85K
|
90.1K
$7.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
39+ 0.05% |
$2.45K - $2.85K
|
82.1K
$6.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 2.55% |
$2.45K - $2.85K
|
1.57K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
37+ 0.97% |
$2.32K - $2.7K
|
3.86K
$314K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
36+ 0.08% |
$2.26K - $2.63K
|
43.9K
$3.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
36+ 2.26% |
$2.26K - $2.63K
|
1.63K
$133K
|