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 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.82K- 0.59% |
$114K - $133K
|
307K
$25.6M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.84K- 26.1% |
$115K - $134K
|
5.21K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.84K- 0.89% |
$115K - $134K
|
204K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.84K- 5.82% |
$115K - $134K
|
29.8K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.84K- 24.66% |
$116K - $135K
|
5.63K
$469K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.85K- 13.58% |
$116K - $135K
|
11.8K
$979K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.89K- 10.82% |
$118K - $138K
|
15.5K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.89K- 6.63% |
$119K - $138K
|
26.7K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 3.1% |
$120K - $140K
|
60K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 12.8% |
$122K - $142K
|
13.3K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.96K- 2.58% |
$123K - $144K
|
74.1K
$6.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.97K- 17.39% |
$124K - $144K
|
9.37K
$780K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.99K- 10.84% |
$125K - $145K
|
16.4K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.01K- 1.02% |
$126K - $147K
|
194K
$16.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.03K- 36.48% |
$127K - $148K
|
3.53K
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.04K- 0.1% |
$128K - $149K
|
2.12M
$177M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.04K- 0.57% |
$128K - $149K
|
357K
$29.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.05K- 29.39% |
$128K - $149K
|
4.91K
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-2.12K- 2.8% |
$133K - $155K
|
73.5K
$6.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.15K- 1.93% |
$135K - $157K
|
109K
$9.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.16K- 6.94% |
$136K - $158K
|
29K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.17K- 77.64% |
$136K - $159K
|
625
$52.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-2.17K- 36.52% |
$136K - $159K
|
3.78K
$314K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.18K- 16.86% |
$136K - $159K
|
10.7K
$894K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.18K- 4.58% |
$137K - $159K
|
45.4K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-2.2K- 16.49% |
$138K - $161K
|
11.1K
$928K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.25K- 32.54% |
$141K - $164K
|
4.66K
$388K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-2.28K- 5.82% |
$143K - $167K
|
36.9K
$3.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.31K- 13.62% |
$145K - $169K
|
14.6K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.31K- 5.97% |
$145K - $169K
|
36.3K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.35K- 0.84% |
$147K - $171K
|
277K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.37K- 3.28% |
$149K - $173K
|
69.8K
$5.81M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.37K- 7.53% |
$149K - $173K
|
29.1K
$2.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.39K- 16.87% |
$150K - $174K
|
11.8K
$979K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.4K- 1.9% |
$150K - $175K
|
124K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.47K- 30.86% |
$155K - $181K
|
5.54K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.49K- 25.94% |
$156K - $182K
|
7.1K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.51K- 31.13% |
$157K - $183K
|
5.55K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.52K- 28.19% |
$158K - $184K
|
6.42K
$535K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.56K- 2.83% |
$161K - $187K
|
88K
$7.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.65K- 21.16% |
$166K - $194K
|
9.88K
$823K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.77K- 25.2% |
$174K - $202K
|
8.22K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.91K- 8.47% |
$183K - $213K
|
31.5K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.92K- 3.32% |
$183K - $214K
|
85.3K
$7.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3K- 8.42% |
$188K - $219K
|
32.6K
$2.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 10.94% |
$190K - $221K
|
24.6K
$2.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-3.04K- 25.3% |
$191K - $222K
|
8.97K
$747K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-3.05K- 2.29% |
$192K - $223K
|
131K
$10.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.16K- 22.85% |
$198K - $231K
|
10.7K
$887K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 5.81% |
$199K - $231K
|
51.3K
$4.27M
|