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 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.14K- 7.03% |
$71.6K - $83.5K
|
15.1K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.15K- 4.72% |
$72.1K - $84K
|
23.2K
$2.13M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.15K- 1.84% |
$72.1K - $84K
|
61.3K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.15K- 2.55% |
$72.2K - $84.2K
|
44.1K
$4.05M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.16K- 0.74% |
$72.4K - $84.4K
|
155K
$14.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.17K- 23.16% |
$73.6K - $85.7K
|
3.89K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.18K- 5.93% |
$74.2K - $86.5K
|
18.8K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.19K- 9.51% |
$74.6K - $86.9K
|
11.3K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.2K- 14.42% |
$75.4K - $87.8K
|
7.13K
$656K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.22K- 0.5% |
$76.4K - $89K
|
242K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.22K- 3.22% |
$76.7K - $89.4K
|
36.8K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.22K- 7.35% |
$76.8K - $89.4K
|
15.4K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.23K- 10.76% |
$76.9K - $89.7K
|
10.2K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.23K- 2.58% |
$77.3K - $90.1K
|
46.6K
$4.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.24K- 3.0% |
$77.8K - $90.6K
|
40.1K
$3.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.25K- 1.99% |
$78.1K - $91.1K
|
61.3K
$5.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.27K- 4.29% |
$79.6K - $92.7K
|
28.3K
$2.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-1.27K- 22.13% |
$79.9K - $93.1K
|
4.48K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-1.3K- 0.29% |
$81.8K - $95.3K
|
448K
$41.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.32K- 0.37% |
$82.7K - $96.3K
|
359K
$33M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.33K- 76.49% |
$83.5K - $97.3K
|
409
$37.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.34K- 14.85% |
$84.1K - $98K
|
7.69K
$707K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.35K- 2.96% |
$84.5K - $98.4K
|
44.1K
$4.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.35K- 73.02% |
$84.5K - $98.5K
|
498
$45.8K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.35K- 73.02% |
$84.5K - $98.5K
|
498
$45.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-1.37K- 1.56% |
$86.1K - $100K
|
86.5K
$7.96M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-1.39K- 32.46% |
$87.2K - $102K
|
2.89K
$266K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.4K- 6.14% |
$87.7K - $102K
|
21.4K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.42K- 1.56% |
$89K - $104K
|
89.8K
$8.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.44K- 23.17% |
$90.4K - $105K
|
4.78K
$439K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.45K- 19.04% |
$90.6K - $106K
|
6.15K
$565K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.45K- 13.58% |
$90.8K - $106K
|
9.22K
$848K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.45K- 7.42% |
$90.9K - $106K
|
18.1K
$1.66M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.47K- 1.67% |
$92.1K - $107K
|
86.2K
$7.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.49K- 8.86% |
$93.1K - $109K
|
15.3K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.49K- 0.63% |
$93.4K - $109K
|
236K
$21.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.5K- 9.34% |
$94.1K - $110K
|
14.6K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.5K- 4.34% |
$94.1K - $110K
|
33.1K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.5K- 28.99% |
$94.1K - $110K
|
3.68K
$338K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 88.1% |
$94.8K - $110K
|
204
$18.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 8.52% |
$95K - $111K
|
16.3K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.52K- 3.76% |
$95.3K - $111K
|
38.9K
$3.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.53K- 68.06% |
$96.1K - $112K
|
719
$66.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.55K- 93.82% |
$97.1K - $113K
|
102
$9.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.55K- 31.12% |
$97.5K - $114K
|
3.44K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-1.58K- 15.5% |
$99.1K - $115K
|
8.61K
$792K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.59K- 2.44% |
$99.6K - $116K
|
63.5K
$5.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.6K- 12.18% |
$100K - $117K
|
11.5K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 10.81% |
$100K - $117K
|
13.2K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.6K- 20.42% |
$100K - $117K
|
6.23K
$573K
|