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 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-11- 0.04% |
$690 - $804
|
30.6K
$2.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-12- 0.06% |
$753 - $877
|
21.6K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-12- 0.37% |
$753 - $877
|
3.24K
$270K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-12- 0.1% |
$753 - $877
|
12.1K
$1.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14- 0.16% |
$878 - $1.02K
|
8.91K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-15- 9.09% |
$941 - $1.1K
|
150
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-15- 0.44% |
$941 - $1.1K
|
3.36K
$280K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-16- 0.15% |
$1K - $1.17K
|
11K
$916K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 2.02% |
$1K - $1.17K
|
778
$64.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-16- 4.42% |
$1K - $1.17K
|
346
$28.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-17- 0.46% |
$1.07K - $1.24K
|
3.71K
$309K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-17- 0.06% |
$1.07K - $1.24K
|
28.9K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-17- 0.16% |
$1.07K - $1.24K
|
10.6K
$887K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-18- 1.42% |
$1.13K - $1.32K
|
1.25K
$104K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-19- 0.42% |
$1.19K - $1.39K
|
4.51K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-19- 16.24% |
$1.19K - $1.39K
|
98
$8.16K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-25- 0.3% |
$1.57K - $1.83K
|
8.35K
$695K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-25- 0.36% |
$1.57K - $1.83K
|
7.01K
$584K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-25- 0.3% |
$1.57K - $1.83K
|
8.37K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-25- 0.25% |
$1.57K - $1.83K
|
10K
$836K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-27- 5.33% |
$1.69K - $1.97K
|
480
$40K
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-27- 0.41% |
$1.69K - $1.97K
|
6.51K
$542K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-30- 0.27% |
$1.88K - $2.19K
|
11.1K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30- 0.12% |
$1.88K - $2.19K
|
25K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-30- 4.49% |
$1.88K - $2.19K
|
638
$53.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-31- 9.2% |
$1.94K - $2.27K
|
306
$25.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-31- 2.19% |
$1.94K - $2.27K
|
1.39K
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-32- 1.14% |
$2.01K - $2.34K
|
2.77K
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-32- 0.6% |
$2.01K - $2.34K
|
5.26K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 0.07% |
$2.01K - $2.34K
|
49.2K
$4.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-35- 1.73% |
$2.19K - $2.56K
|
1.98K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-38- 0.44% |
$2.38K - $2.78K
|
8.54K
$711K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-40- 1.09% |
$2.51K - $2.92K
|
3.63K
$302K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-41- 0.19% |
$2.57K - $3K
|
22K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-41- 0.2% |
$2.57K - $3K
|
20.9K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-42- 0.04% |
$2.63K - $3.07K
|
117K
$9.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-43- 7.92% |
$2.7K - $3.14K
|
500
$41.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-44- 0.18% |
$2.76K - $3.22K
|
24.4K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-44- 0.18% |
$2.76K - $3.22K
|
24.4K
$2.03M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-45- 0.63% |
$2.82K - $3.29K
|
7.08K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-45- 2.3% |
$2.82K - $3.29K
|
1.92K
$159K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45- 0.56% |
$2.82K - $3.29K
|
8.01K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-46- 0.62% |
$2.88K - $3.36K
|
7.32K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-46- 1.34% |
$2.88K - $3.36K
|
3.39K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-46- 0.73% |
$2.88K - $3.36K
|
6.27K
$522K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-48- 4.9% |
$3.01K - $3.51K
|
931
$77.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-49- 54.44% |
$3.07K - $3.58K
|
41
$3.41K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-49- 31.01% |
$3.07K - $3.58K
|
109
$9.08K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-50- 0.58% |
$3.14K - $3.65K
|
8.51K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-50- 0.14% |
$3.14K - $3.65K
|
35.4K
$2.95M
|