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 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33K+ 10.71% |
$2.07M - $2.41M
|
341K
$28.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
32.8K+ 1.63% |
$2.06M - $2.4M
|
2.05M
$171M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.2K+ 4.71% |
$1.96M - $2.28M
|
693K
$57.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
30K+ 11.89% |
$1.88M - $2.19M
|
282K
$23.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.9KNew |
$1.88M - $2.19M
|
29.9K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29KNew |
$1.82M - $2.12M
|
29K
$2.42M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.4K+ 5.64% |
$1.78M - $2.07M
|
531K
$44.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
28.1KNew |
$1.76M - $2.05M
|
28.1K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
28K+ 369.3% |
$1.76M - $2.05M
|
35.6K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
27.9K+ 27.11% |
$1.75M - $2.04M
|
131K
$10.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
27.8K+ 22.08% |
$1.74M - $2.03M
|
154K
$12.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
27.7KNew |
$1.74M - $2.03M
|
27.7K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
27.7K+ 97.31% |
$1.74M - $2.03M
|
56.2K
$4.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
27.1K+ 3.19% |
$1.7M - $1.98M
|
877K
$73M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
26.4K+ 26.62% |
$1.66M - $1.93M
|
126K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
26.1K+ 20351.56% |
$1.63M - $1.9M
|
26.2K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
25.7KNew |
$1.61M - $1.88M
|
25.7K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
25.6K+ 1172.38% |
$1.6M - $1.87M
|
27.8K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
25.4KNew |
$1.6M - $1.86M
|
25.4K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
25.4KNew |
$1.59M - $1.85M
|
25.4K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
23.7KNew |
$1.48M - $1.73M
|
23.7K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
23.6KNew |
$1.48M - $1.72M
|
23.6K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
23.3KNew |
$1.46M - $1.7M
|
23.3K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
22.8K+ 14.05% |
$1.43M - $1.67M
|
185K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
22.2K+ 6.32% |
$1.39M - $1.62M
|
374K
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.1KNew |
$1.38M - $1.61M
|
22.1K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22K+ 42.6% |
$1.38M - $1.61M
|
73.6K
$6.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.8K+ 28.06% |
$1.37M - $1.6M
|
99.7K
$8.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
21.4K+ 88.48% |
$1.34M - $1.57M
|
45.7K
$3.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21.3K+ 682.84% |
$1.33M - $1.55M
|
24.4K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
21KNew |
$1.32M - $1.53M
|
21K
$1.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.7K+ 12.65% |
$1.3M - $1.51M
|
184K
$15.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
19.9KNew |
$1.25M - $1.45M
|
19.9K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19.8KNew |
$1.24M - $1.45M
|
19.8K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.2K+ 5.93% |
$1.2M - $1.4M
|
343K
$28.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.9KNew |
$1.18M - $1.38M
|
18.9K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
18.8K+ 0.96% |
$1.18M - $1.38M
|
1.98M
$165M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.7K+ 258.34% |
$1.17M - $1.37M
|
26K
$2.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
17.1K+ 12.18% |
$1.07M - $1.25M
|
158K
$13.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17.1KNew |
$1.07M - $1.25M
|
17.1K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
16.9K+ 237.37% |
$1.06M - $1.23M
|
24K
$2M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
16.8KNew |
$1.05M - $1.23M
|
16.8K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
16.6KNew |
$1.04M - $1.21M
|
16.6K
$1.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
16.2KNew |
$1.01M - $1.18M
|
16.2K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.1K+ 42.86% |
$1.01M - $1.18M
|
53.6K
$4.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16K+ 5.23% |
$1.01M - $1.17M
|
323K
$26.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
15.9K+ 2.93% |
$997K - $1.16M
|
559K
$46.6M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
15.9K+ 35.97% |
$996K - $1.16M
|
60K
$5M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.6K+ 12.28% |
$981K - $1.14M
|
143K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 7.41% |
$957K - $1.12M
|
221K
$18.4M
|