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 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.56K- 2.83% |
$161K - $187K
|
88K
$8.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.65K- 21.16% |
$166K - $194K
|
9.88K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.77K- 25.2% |
$174K - $202K
|
8.22K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.91K- 8.47% |
$183K - $213K
|
31.5K
$2.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.92K- 3.32% |
$183K - $214K
|
85.3K
$7.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3K- 8.42% |
$188K - $219K
|
32.6K
$3M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 10.94% |
$190K - $221K
|
24.6K
$2.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-3.04K- 25.3% |
$191K - $222K
|
8.97K
$825K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-3.05K- 2.29% |
$192K - $223K
|
131K
$12M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.16K- 22.85% |
$198K - $231K
|
10.7K
$980K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 5.81% |
$199K - $231K
|
51.3K
$4.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.23K- 3.58% |
$203K - $236K
|
87.2K
$8.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.26K- 6.78% |
$204K - $238K
|
44.8K
$4.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.27K- 27.3% |
$205K - $239K
|
8.7K
$800K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-3.31K- 17.34% |
$208K - $242K
|
15.8K
$1.45M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.34K- 4.25% |
$210K - $244K
|
75.3K
$6.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.38K- 42.7% |
$212K - $247K
|
4.53K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.46K- 28.27% |
$217K - $253K
|
8.78K
$808K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.51K- 6.59% |
$220K - $257K
|
49.8K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-3.53K- 34.45% |
$221K - $258K
|
6.71K
$617K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.77K- 0.61% |
$237K - $276K
|
615K
$56.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-3.82K- 0.16% |
$239K - $279K
|
2.4M
$221M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.94K- 19.95% |
$247K - $288K
|
15.8K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-4K- 0.89% |
$251K - $292K
|
447K
$41.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.02K- 20.46% |
$252K - $293K
|
15.6K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.05K- 2.17% |
$254K - $296K
|
182K
$16.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.1K- 49.64% |
$257K - $300K
|
4.16K
$383K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.17K- 6.58% |
$262K - $305K
|
59.2K
$5.45M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.2K- 4.31% |
$263K - $307K
|
93.3K
$8.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.63K- 2.1% |
$290K - $338K
|
215K
$19.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.65K- 20.29% |
$292K - $340K
|
18.3K
$1.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.67K- 2.75% |
$293K - $341K
|
165K
$15.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4.73K- 26.85% |
$297K - $346K
|
12.9K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.77K- 3.28% |
$299K - $349K
|
141K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.79K- 19.73% |
$300K - $350K
|
19.5K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.87K- 38.62% |
$305K - $356K
|
7.73K
$711K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.87K- 36.03% |
$305K - $356K
|
8.64K
$795K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.99K- 0.38% |
$313K - $364K
|
1.29M
$119M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.99K- 1.85% |
$313K - $364K
|
265K
$24.3M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5.09K- 3.15% |
$319K - $372K
|
157K
$14.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.15K- 4.59% |
$323K - $377K
|
107K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.32K- 15.65% |
$334K - $389K
|
28.7K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.36K- 9.96% |
$336K - $391K
|
48.4K
$4.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.4K- 99.67% |
$339K - $395K
|
18
$1.66K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-5.44K- 12.39% |
$341K - $397K
|
38.5K
$3.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-5.49K- 50.0% |
$345K - $402K
|
5.49K
$505K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.52K- 23.2% |
$346K - $403K
|
18.3K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.53K- 1.02% |
$347K - $404K
|
539K
$49.5M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.53K- 1.02% |
$347K - $404K
|
539K
$49.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.58K- 15.39% |
$350K - $408K
|
30.7K
$2.82M
|