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 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
125K+ 2.2% |
$7.86M - $9.16M
|
5.82M
$485M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
123K+ 8.68% |
$7.7M - $8.97M
|
1.54M
$128M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
111K+ 1.86% |
$6.98M - $8.13M
|
6.09M
$507M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
110K+ 6.4% |
$6.9M - $8.04M
|
1.83M
$152M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
105K+ 0.13% |
$6.55M - $7.64M
|
77.7M
$6.47B
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
103K+ 168.32% |
$6.45M - $7.52M
|
164K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
98.1K+ 213.81% |
$6.15M - $7.17M
|
144K
$12M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
97.7K+ 24.16% |
$6.13M - $7.14M
|
502K
$41.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
95.6K+ 1068.58% |
$5.99M - $6.99M
|
105K
$8.71M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
86.9KNew |
$5.45M - $6.35M
|
86.9K
$7.24M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
85.9K+ 10.03% |
$5.39M - $6.28M
|
943K
$78.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
85.7KNew |
$5.38M - $6.26M
|
85.7K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
84.5K+ 8.74% |
$5.3M - $6.17M
|
1.05M
$87.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
83.3K+ 73.83% |
$5.23M - $6.09M
|
196K
$16.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
81.1KNew |
$5.09M - $5.93M
|
81.1K
$6.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
77.2K+ 5.11% |
$4.84M - $5.64M
|
1.59M
$132M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
75.6KNew |
$4.74M - $5.53M
|
75.6K
$6.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
67.6K+ 21.37% |
$4.24M - $4.94M
|
384K
$31.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
66.5KNew |
$4.17M - $4.86M
|
66.5K
$5.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
65.1K+ 85.45% |
$4.08M - $4.76M
|
141K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.8K+ 1.65% |
$4M - $4.66M
|
3.94M
$328M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63.3K+ 78.95% |
$3.97M - $4.63M
|
143K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
59.2K+ 2.92% |
$3.71M - $4.33M
|
2.09M
$174M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
58.7K+ 213.02% |
$3.68M - $4.29M
|
86.2K
$7.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
57.8K+ 5.59% |
$3.63M - $4.23M
|
1.09M
$91M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.9K+ 2.81% |
$3.57M - $4.16M
|
2.09M
$174M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
54.4KNew |
$3.41M - $3.98M
|
54.4K
$4.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
54.1KNew |
$3.39M - $3.96M
|
54.1K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
53.7KNew |
$3.37M - $3.92M
|
53.7K
$4.47M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52.2KNew |
$3.28M - $3.82M
|
52.2K
$4.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
51K+ 74.32% |
$3.2M - $3.73M
|
120K
$9.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
50K+ 12.84% |
$3.13M - $3.65M
|
439K
$36.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
48.2KNew |
$3.02M - $3.52M
|
48.2K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
46.9K+ 28.95% |
$2.94M - $3.43M
|
209K
$17.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
43.9KNew |
$2.75M - $3.21M
|
43.9K
$3.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43.5K+ 131.13% |
$2.73M - $3.18M
|
76.7K
$6.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
43KNew |
$2.7M - $3.14M
|
43K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
42.4K+ 177.0% |
$2.66M - $3.1M
|
66.4K
$5.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
42.1KNew |
$2.64M - $3.08M
|
42.1K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
41.2KNew |
$2.58M - $3.01M
|
41.2K
$3.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.4K+ 3.15% |
$2.47M - $2.88M
|
1.29M
$107M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
36.6K+ 4.04% |
$2.29M - $2.67M
|
941K
$78.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
36.5KNew |
$2.29M - $2.67M
|
36.5K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
36KNew |
$2.26M - $2.63M
|
36K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
35.8K+ 0.04% |
$2.25M - $2.62M
|
99.6M
$8.3B
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.1K+ 17.3% |
$2.2M - $2.56M
|
238K
$19.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.8K+ 267.52% |
$2.18M - $2.54M
|
47.8K
$3.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
34.5KNew |
$2.16M - $2.52M
|
34.5K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.8K+ 28.64% |
$2.12M - $2.47M
|
152K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
33.8K+ 4.32% |
$2.12M - $2.47M
|
815K
$67.9M
|