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
|
Rs Crum Inc.
|
SELL
|
- |
-190- 1.52% |
$11.9K - $13.9K
|
12.3K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-196- 3.2% |
$12.3K - $14.3K
|
5.94K
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-199- 5.94% |
$12.5K - $14.5K
|
3.15K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-200- 1.05% |
$12.5K - $14.6K
|
18.9K
$1.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 3.01% |
$12.5K - $14.6K
|
6.45K
$537K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-200- 5.97% |
$12.5K - $14.6K
|
3.15K
$262K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-200- 4.01% |
$12.5K - $14.6K
|
4.78K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-200- 2.94% |
$12.5K - $14.6K
|
6.6K
$550K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-201- 4.47% |
$12.6K - $14.7K
|
4.3K
$358K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-201- 0.45% |
$12.6K - $14.7K
|
44.9K
$3.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-205- 6.2% |
$12.9K - $15K
|
3.1K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-206- 12.17% |
$12.9K - $15.1K
|
1.49K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-209- 5.96% |
$13.1K - $15.3K
|
3.3K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-210- 50.0% |
$13.2K - $15.3K
|
210
$17.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-212- 2.13% |
$13.3K - $15.5K
|
9.74K
$811K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-213- 0.99% |
$13.4K - $15.6K
|
21.3K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-215- 1.59% |
$13.5K - $15.7K
|
13.3K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-215- 1.55% |
$13.5K - $15.7K
|
13.7K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-216- 1.14% |
$13.5K - $15.8K
|
18.8K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-217- 24.52% |
$13.6K - $15.9K
|
668
$55.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-230- 9.66% |
$14.4K - $16.8K
|
2.15K
$179K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-230- 3.42% |
$14.4K - $16.8K
|
6.5K
$541K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-230- 4.36% |
$14.4K - $16.8K
|
5.05K
$420K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-231- 2.12% |
$14.5K - $16.9K
|
10.7K
$887K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-235- 98.74% |
$14.7K - $17.2K
|
3
$250
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-239- 1.71% |
$15K - $17.5K
|
13.7K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-240- 2.44% |
$15.1K - $17.5K
|
9.61K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-240- 3.95% |
$15.1K - $17.5K
|
5.83K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-246- 3.59% |
$15.4K - $18K
|
6.6K
$549K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-247- 2.57% |
$15.5K - $18.1K
|
9.37K
$780K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 15.43% |
$15.7K - $18.3K
|
1.37K
$114K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-250- 24.61% |
$15.7K - $18.3K
|
766
$63.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-250- 6.85% |
$15.7K - $18.3K
|
3.4K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 1.49% |
$15.7K - $18.3K
|
16.6K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-252- 4.9% |
$15.8K - $18.4K
|
4.89K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-254- 8.29% |
$15.9K - $18.6K
|
2.81K
$234K
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-257- 0.32% |
$16.1K - $18.8K
|
80.5K
$6.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-257- 1.09% |
$16.1K - $18.8K
|
23.3K
$1.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-258- 7.05% |
$16.2K - $18.9K
|
3.4K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-260- 1.25% |
$16.3K - $19K
|
20.5K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-268- 2.15% |
$16.8K - $19.6K
|
12.2K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-273- 0.36% |
$17.1K - $20K
|
76.2K
$6.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-275- 6.47% |
$17.2K - $20.1K
|
3.98K
$331K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-278- 6.73% |
$17.4K - $20.3K
|
3.85K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-279- 1.13% |
$17.5K - $20.4K
|
24.5K
$2.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-280- 4.06% |
$17.6K - $20.5K
|
6.61K
$551K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-282- 3.4% |
$17.7K - $20.6K
|
8K
$666K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-284- 2.99% |
$17.8K - $20.8K
|
9.21K
$767K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-289- 1.67% |
$18.1K - $21.1K
|
17K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-290- 7.85% |
$18.2K - $21.2K
|
3.4K
$283K
|