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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-295- 6.14% |
$18.5K - $21.6K
|
4.51K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-295- 5.08% |
$18.5K - $21.6K
|
5.51K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-295- 2.68% |
$18.5K - $21.6K
|
10.7K
$893K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-296- 3.61% |
$18.6K - $21.6K
|
7.9K
$657K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-298- 2.33% |
$18.7K - $21.8K
|
12.5K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-298- 2.07% |
$18.7K - $21.8K
|
14.1K
$1.17M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-300- 2.94% |
$18.8K - $21.9K
|
9.9K
$824K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-300- 3.31% |
$18.8K - $21.9K
|
8.78K
$731K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.1% |
$18.8K - $21.9K
|
299K
$24.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-300- 3.35% |
$18.8K - $21.9K
|
8.64K
$720K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-301- 6.17% |
$18.9K - $22K
|
4.58K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-301- 1.01% |
$18.9K - $22K
|
29.5K
$2.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-305- 1.87% |
$19.1K - $22.3K
|
16K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-305- 5.41% |
$19.1K - $22.3K
|
5.34K
$444K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-306- 9.12% |
$19.2K - $22.4K
|
3.05K
$254K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-311- 22.18% |
$19.5K - $22.7K
|
1.09K
$90.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-312- 1.24% |
$19.6K - $22.8K
|
24.8K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-315- 2.32% |
$19.8K - $23K
|
13.3K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-318- 4.55% |
$19.9K - $23.2K
|
6.67K
$556K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-318- 7.61% |
$19.9K - $23.2K
|
3.86K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-320- 4.8% |
$20.1K - $23.4K
|
6.34K
$528K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-320- 19.28% |
$20.1K - $23.4K
|
1.34K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-320- 0.97% |
$20.1K - $23.4K
|
32.6K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-325- 7.31% |
$20.4K - $23.8K
|
4.12K
$343K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-326- 0.26% |
$20.4K - $23.8K
|
125K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-329- 2.78% |
$20.6K - $24K
|
11.5K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-333- 2.37% |
$20.9K - $24.3K
|
13.7K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-334- 3.15% |
$20.9K - $24.4K
|
10.3K
$856K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-335- 5.5% |
$21K - $24.5K
|
5.76K
$480K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-336- 4.28% |
$21.1K - $24.6K
|
7.51K
$625K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-337- 8.39% |
$21.1K - $24.6K
|
3.68K
$306K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-340- 5.59% |
$21.3K - $24.8K
|
5.74K
$478K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-346- 3.82% |
$21.7K - $25.3K
|
8.7K
$725K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-352- 6.61% |
$22.1K - $25.7K
|
4.97K
$414K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-354- 10.15% |
$22.2K - $25.9K
|
3.13K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-354- 2.1% |
$22.2K - $25.9K
|
16.5K
$1.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-370- 57.45% |
$23.2K - $27K
|
274
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-370- 6.6% |
$23.2K - $27K
|
5.24K
$436K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-370- 4.01% |
$23.2K - $27K
|
8.86K
$738K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-373- 0.37% |
$23.4K - $27.3K
|
102K
$8.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-373- 3.34% |
$23.4K - $27.3K
|
10.8K
$898K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-376- 9.5% |
$23.6K - $27.5K
|
3.58K
$298K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-377- 5.92% |
$23.6K - $27.6K
|
5.99K
$499K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-378- 5.66% |
$23.7K - $27.6K
|
6.31K
$525K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-384- 4.23% |
$24.1K - $28.1K
|
8.7K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-387- 3.84% |
$24.3K - $28.3K
|
9.68K
$806K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-388- 7.1% |
$24.3K - $28.4K
|
5.08K
$423K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-388- 7.1% |
$24.3K - $28.4K
|
5.08K
$423K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-389- 5.34% |
$24.4K - $28.4K
|
6.89K
$574K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-390- 7.12% |
$24.5K - $28.5K
|
5.09K
$423K
|