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 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5+ 0.11% |
$314 - $365
|
4.52K
$376K
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5+ 0.07% |
$314 - $365
|
7.41K
$617K
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
5+ 0.06% |
$314 - $365
|
8.17K
$680K
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5+ 0.05% |
$314 - $365
|
9.83K
$818K
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$251 - $292
|
7.15K
$595K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.39% |
$251 - $292
|
1.04K
$86.7K
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.09% |
$251 - $292
|
4.42K
$368K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.04% |
$251 - $292
|
10.2K
$854K
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4+ 0.85% |
$251 - $292
|
474
$39.5K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$188 - $219
|
13.9K
$1.16M
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.05% |
$188 - $219
|
5.63K
$468K
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$188 - $219
|
3.18K
$265K
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$188 - $219
|
4.42K
$368K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.05% |
$188 - $219
|
6.05K
$504K
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3+ 0.08% |
$188 - $219
|
3.71K
$309K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.42% |
$188 - $219
|
718
$59.8K
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.04% |
$188 - $219
|
7.03K
$586K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.05% |
$188 - $219
|
289
$24.1K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.96% |
$125 - $146
|
210
$17.5K
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2+ 0.02% |
$125 - $146
|
12.3K
$1.02M
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$125 - $146
|
4.7K
$391K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.92% |
$125 - $146
|
220
$18.3K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.38% |
$125 - $146
|
533
$44.4K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.02% |
$125 - $146
|
11.9K
$991K
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.04% |
$125 - $146
|
4.63K
$386K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.8% |
$125 - $146
|
113
$9.41K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1New |
$62.7 - $73.1
|
1
$83.3
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.01% |
$62.7 - $73.1
|
7.14K
$594K
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
1+ 0.02% |
$62.7 - $73.1
|
5.48K
$457K
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$62.7 - $73.1
|
3.66K
$305K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.12% |
$62.7 - $73.1
|
823
$68.5K
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.15% |
$62.7 - $73.1
|
670
$55.8K
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1- 0.02% |
$62.7 - $73.1
|
4.81K
$401K
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 0.03% |
$62.7 - $73.1
|
3.81K
$318K
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2- 0.03% |
$125 - $146
|
7.62K
$635K
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2- 0.05% |
$125 - $146
|
4.08K
$340K
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-2- 0.01% |
$125 - $146
|
18.2K
$1.52M
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 0.03% |
$125 - $146
|
6.06K
$505K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 11.11% |
$188 - $219
|
24
$2K
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3- 0.01% |
$188 - $219
|
37.6K
$3.14M
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3- 0.07% |
$188 - $219
|
4.04K
$337K
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.06% |
$188 - $219
|
4.71K
$392K
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-5- 0.09% |
$314 - $365
|
5.72K
$476K
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6- 0.01% |
$376 - $438
|
93K
$7.74M
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-7- 0.04% |
$439 - $512
|
17.7K
$1.48M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.03% |
$439 - $512
|
27.6K
$2.3M
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-8- 0.2% |
$502 - $585
|
4.04K
$337K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-9- 0.09% |
$564 - $658
|
9.76K
$813K
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-10- 0.28% |
$627 - $731
|
3.63K
$302K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-11- 39.29% |
$690 - $804
|
17
$1.42K
|