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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.87K- 5.92% |
$431K - $502K
|
109K
$9.09M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.93K- 0.57% |
$434K - $506K
|
1.21M
$101M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-7K- 20.91% |
$439K - $512K
|
26.5K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-7K- 24.73% |
$439K - $512K
|
21.3K
$1.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-7K- 6.42% |
$439K - $512K
|
102K
$8.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-7.03K- 7.15% |
$441K - $514K
|
91.3K
$7.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.06K- 9.59% |
$443K - $516K
|
66.5K
$5.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.08K- 5.05% |
$444K - $517K
|
133K
$11.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-7.23K- 4.49% |
$453K - $528K
|
154K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7.23K- 40.47% |
$453K - $528K
|
10.6K
$885K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.24K- 4.43% |
$454K - $529K
|
156K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.31K- 8.88% |
$458K - $534K
|
75K
$6.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.36K- 32.33% |
$461K - $538K
|
15.4K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.42K- 2.56% |
$466K - $543K
|
283K
$23.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.58K- 4.23% |
$475K - $554K
|
172K
$14.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-7.92K- 55.54% |
$497K - $579K
|
6.34K
$528K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-8.16K- 4.41% |
$511K - $596K
|
177K
$14.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.24K- 13.74% |
$517K - $602K
|
51.7K
$4.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-8.3K- 0.63% |
$520K - $606K
|
1.31M
$109M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-8.43K- 0.62% |
$529K - $616K
|
1.34M
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.5K- 1.15% |
$533K - $621K
|
728K
$60.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-8.74K- 71.62% |
$548K - $639K
|
3.46K
$288K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-8.87K- 34.01% |
$556K - $648K
|
17.2K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8.99K- 53.89% |
$564K - $657K
|
7.69K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9.12K- 0.36% |
$572K - $667K
|
2.5M
$209M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-9.24K- 11.8% |
$579K - $675K
|
69K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.31K- 95.16% |
$584K - $681K
|
474
$39.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-9.5K- 1.23% |
$596K - $694K
|
766K
$63.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.65K- 2.57% |
$605K - $705K
|
365K
$30.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.69K- 36.6% |
$608K - $708K
|
16.8K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-9.88K- 34.42% |
$620K - $722K
|
18.8K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.1K- 29.47% |
$636K - $741K
|
24.3K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-10.2K- 3.01% |
$642K - $749K
|
330K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-10.3K- 17.32% |
$644K - $750K
|
49K
$4.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.4K- 36.25% |
$651K - $759K
|
18.3K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-10.4K- 3.17% |
$652K - $760K
|
318K
$26.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-10.8K- 55.73% |
$679K - $792K
|
8.61K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-11.3K- 4.01% |
$709K - $826K
|
270K
$22.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-11.5K- 13.88% |
$720K - $839K
|
71.3K
$5.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-11.6K- 0.42% |
$726K - $846K
|
2.77M
$231M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-11.9K- 99.42% |
$747K - $871K
|
70
$5.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-11.9K- 16.33% |
$749K - $873K
|
61.2K
$5.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-12K- 4.18% |
$751K - $875K
|
274K
$22.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12K- 6.83% |
$752K - $876K
|
164K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 68.02% |
$776K - $904K
|
5.82K
$484K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-12.6K- 65.38% |
$789K - $920K
|
6.67K
$555K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13K- 46.15% |
$812K - $946K
|
15.1K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-13.1K- 4.7% |
$819K - $955K
|
265K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-13.1K- 52.28% |
$821K - $957K
|
11.9K
$995K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-13.2K- 10.92% |
$830K - $968K
|
108K
$9M
|