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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-51- 4.07% |
$3.2K - $3.73K
|
1.2K
$98K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-53- 0.53% |
$3.32K - $3.87K
|
10K
$816K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-54- 0.95% |
$3.39K - $3.95K
|
5.66K
$461K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-55- 0.95% |
$3.45K - $4.02K
|
5.72K
$466K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-56- 0.15% |
$3.51K - $4.09K
|
37.5K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-57- 10.12% |
$3.57K - $4.17K
|
506
$41.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-60- 0.37% |
$3.76K - $4.38K
|
16.4K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-60- 0.48% |
$3.76K - $4.38K
|
12.5K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-60- 1.37% |
$3.76K - $4.38K
|
4.32K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-62- 11.79% |
$3.89K - $4.53K
|
464
$37.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-63- 1.79% |
$3.95K - $4.6K
|
3.45K
$281K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-65- 10.0% |
$4.08K - $4.75K
|
585
$47.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-67- 1.89% |
$4.2K - $4.9K
|
3.48K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-68- 0.75% |
$4.26K - $4.97K
|
8.95K
$730K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-69- 3.71% |
$4.33K - $5.04K
|
1.79K
$146K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-73- 1.81% |
$4.58K - $5.33K
|
3.96K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-78- 0.21% |
$4.89K - $5.7K
|
37.1K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-82- 2.24% |
$5.14K - $5.99K
|
3.58K
$291K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-84- 2.2% |
$5.27K - $6.14K
|
3.74K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-85- 0.85% |
$5.33K - $6.21K
|
9.94K
$810K
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-85- 0.19% |
$5.33K - $6.21K
|
44.7K
$3.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-87- 0.46% |
$5.46K - $6.36K
|
18.7K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-87- 1.27% |
$5.46K - $6.36K
|
6.79K
$553K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-87- 16.32% |
$5.46K - $6.36K
|
446
$36.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-89- 1.8% |
$5.58K - $6.5K
|
4.86K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-90- 4.29% |
$5.64K - $6.58K
|
2.01K
$163K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-93- 1.02% |
$5.83K - $6.8K
|
9.02K
$735K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-93- 67.39% |
$5.83K - $6.8K
|
45
$3.67K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-93- 0.88% |
$5.83K - $6.8K
|
10.5K
$855K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-94- 1.4% |
$5.89K - $6.87K
|
6.64K
$541K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-97- 11.01% |
$6.08K - $7.09K
|
784
$63.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-98- 11.85% |
$6.15K - $7.16K
|
729
$59.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-99- 0.23% |
$6.21K - $7.23K
|
43.2K
$3.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-100- 1.46% |
$6.27K - $7.31K
|
6.73K
$548K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-100- 7.69% |
$6.27K - $7.31K
|
1.2K
$97.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-100- 0.66% |
$6.27K - $7.31K
|
15K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-100- 8.67% |
$6.27K - $7.31K
|
1.05K
$85.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-100- 1.98% |
$6.27K - $7.31K
|
4.96K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-100- 1.06% |
$6.27K - $7.31K
|
9.3K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 9.0% |
$6.27K - $7.31K
|
1.01K
$82.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-103- 55.08% |
$6.46K - $7.53K
|
84
$6.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-104- 1.11% |
$6.52K - $7.6K
|
9.23K
$752K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-105- 0.58% |
$6.58K - $7.67K
|
18K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-106- 2.34% |
$6.65K - $7.75K
|
4.43K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-107- 1.9% |
$6.71K - $7.82K
|
5.52K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-108- 1.41% |
$6.77K - $7.89K
|
7.56K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-108- 21.14% |
$6.77K - $7.89K
|
403
$32.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-110- 1.0% |
$6.9K - $8.04K
|
10.9K
$891K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-111- 2.81% |
$6.96K - $8.11K
|
3.84K
$313K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-116- 3.18% |
$7.27K - $8.48K
|
3.54K
$288K
|