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 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
36+ 0.11% |
$2.26K - $2.63K
|
32K
$2.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34+ 0.29% |
$2.13K - $2.48K
|
11.9K
$988K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
34+ 0.2% |
$2.13K - $2.48K
|
17.3K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
34+ 0.91% |
$2.13K - $2.48K
|
3.76K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34+ 0.88% |
$2.13K - $2.48K
|
3.91K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
32+ 0.98% |
$2.01K - $2.34K
|
3.3K
$275K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
32+ 0.63% |
$2.01K - $2.34K
|
5.14K
$428K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
30+ 0.97% |
$1.88K - $2.19K
|
3.12K
$260K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30+ 2.53% |
$1.88K - $2.19K
|
1.21K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
30+ 0.48% |
$1.88K - $2.19K
|
6.28K
$523K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
29+ 0.65% |
$1.82K - $2.12K
|
4.46K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
29+ 0.17% |
$1.82K - $2.12K
|
17.5K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
27+ 0.63% |
$1.69K - $1.97K
|
4.35K
$362K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
26+ 0.22% |
$1.63K - $1.9K
|
11.6K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
26+ 0.44% |
$1.63K - $1.9K
|
5.92K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23New |
$1.44K - $1.68K
|
23
$1.92K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
22+ 0.63% |
$1.38K - $1.61K
|
3.52K
$293K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
18+ 0.09% |
$1.13K - $1.32K
|
19.6K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
18+ 0.38% |
$1.13K - $1.32K
|
4.72K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
18+ 0.49% |
$1.13K - $1.32K
|
3.67K
$305K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
18+ 0.09% |
$1.13K - $1.32K
|
21K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
18+ 0.23% |
$1.13K - $1.32K
|
7.85K
$654K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 0.23% |
$1.07K - $1.24K
|
7.32K
$610K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17+ 0.88% |
$1.07K - $1.24K
|
1.95K
$162K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17+ 0.3% |
$1.07K - $1.24K
|
5.67K
$472K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 0.31% |
$878 - $1.02K
|
4.51K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14+ 0.33% |
$878 - $1.02K
|
4.24K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
14+ 0.16% |
$878 - $1.02K
|
8.67K
$722K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13+ 0.28% |
$815 - $950
|
4.65K
$387K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13+ 0.16% |
$815 - $950
|
8.38K
$698K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
12+ 0.02% |
$753 - $877
|
68.9K
$5.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11+ 0.22% |
$690 - $804
|
5.07K
$422K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.1% |
$627 - $731
|
10.1K
$844K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9+ 4.15% |
$564 - $658
|
226
$18.8K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9+ 0.06% |
$564 - $658
|
14.1K
$1.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
9+ 0.02% |
$564 - $658
|
39.8K
$3.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
9+ 0.18% |
$564 - $658
|
4.9K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8+ 2.67% |
$502 - $585
|
308
$25.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7New |
$439 - $512
|
7
$583
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7+ 0.16% |
$439 - $512
|
4.42K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
7+ 0.06% |
$439 - $512
|
12.1K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7+ 0.03% |
$439 - $512
|
21.1K
$1.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.15% |
$376 - $438
|
4.1K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 20.0% |
$376 - $438
|
36
$3K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$376 - $438
|
6
$500
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6+ 0.19% |
$376 - $438
|
3.23K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$376 - $438
|
12.2K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6+ 0.45% |
$376 - $438
|
1.35K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6New |
$376 - $438
|
6
$500
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5+ 0.04% |
$314 - $365
|
11.2K
$929K
|