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 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-104- 1.11% |
$6.52K - $7.6K
|
9.23K
$849K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-105- 0.58% |
$6.58K - $7.67K
|
18K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-106- 2.34% |
$6.65K - $7.75K
|
4.43K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-107- 1.9% |
$6.71K - $7.82K
|
5.52K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-108- 1.41% |
$6.77K - $7.89K
|
7.56K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-108- 21.14% |
$6.77K - $7.89K
|
403
$37.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-110- 1.0% |
$6.9K - $8.04K
|
10.9K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-111- 2.81% |
$6.96K - $8.11K
|
3.84K
$353K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-116- 3.18% |
$7.27K - $8.48K
|
3.54K
$325K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-116- 1.82% |
$7.27K - $8.48K
|
6.27K
$577K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-117- 1.02% |
$7.34K - $8.55K
|
11.3K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-117- 1.86% |
$7.34K - $8.55K
|
6.17K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-117- 1.04% |
$7.34K - $8.55K
|
11.1K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-122- 7.24% |
$7.65K - $8.92K
|
1.56K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-123- 1.94% |
$7.71K - $8.99K
|
6.21K
$571K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-125- 3.22% |
$7.84K - $9.14K
|
3.76K
$345K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 0.52% |
$7.84K - $9.14K
|
24.1K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-126- 3.54% |
$7.9K - $9.21K
|
3.43K
$315K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-127- 2.5% |
$7.96K - $9.28K
|
4.95K
$455K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-128- 4.09% |
$8.03K - $9.35K
|
3K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-131- 2.52% |
$8.22K - $9.57K
|
5.08K
$467K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-138- 0.31% |
$8.65K - $10.1K
|
44.1K
$4.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-138- 7.48% |
$8.65K - $10.1K
|
1.71K
$157K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-140- 7.91% |
$8.78K - $10.2K
|
1.63K
$150K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-140- 0.24% |
$8.78K - $10.2K
|
57.8K
$5.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-142- 3.32% |
$8.9K - $10.4K
|
4.14K
$381K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-146- 3.2% |
$9.16K - $10.7K
|
4.42K
$406K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-148- 0.66% |
$9.28K - $10.8K
|
22.4K
$2.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-149- 0.96% |
$9.34K - $10.9K
|
15.3K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-149- 1.23% |
$9.34K - $10.9K
|
12K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-149- 2.42% |
$9.34K - $10.9K
|
6.01K
$553K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-150- 2.47% |
$9.41K - $11K
|
5.92K
$544K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-150- 7.35% |
$9.41K - $11K
|
1.89K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-150- 1.16% |
$9.41K - $11K
|
12.8K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 1.67% |
$9.41K - $11K
|
8.84K
$813K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-151- 2.31% |
$9.47K - $11K
|
6.38K
$586K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-151- 2.06% |
$9.47K - $11K
|
7.19K
$661K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-152- 4.48% |
$9.53K - $11.1K
|
3.24K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-154- 0.07% |
$9.66K - $11.3K
|
225K
$20.7M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-154- 0.78% |
$9.66K - $11.3K
|
19.6K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-155- 0.48% |
$9.72K - $11.3K
|
32.2K
$2.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-156- 1.67% |
$9.78K - $11.4K
|
9.18K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-156- 0.97% |
$9.78K - $11.4K
|
15.9K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-157- 3.86% |
$9.85K - $11.5K
|
3.91K
$360K
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-159- 1.49% |
$9.97K - $11.6K
|
10.5K
$965K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-160- 5.06% |
$10K - $11.7K
|
3K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-160- 3.97% |
$10K - $11.7K
|
3.87K
$356K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-161- 0.22% |
$10.1K - $11.8K
|
72.8K
$6.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-163- 5.24% |
$10.2K - $11.9K
|
2.95K
$271K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-164- 0.14% |
$10.3K - $12K
|
120K
$11.1M
|