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 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-11.5K- 13.88% |
$720K - $839K
|
71.3K
$6.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-11.6K- 0.42% |
$726K - $846K
|
2.77M
$255M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-11.9K- 99.42% |
$747K - $871K
|
70
$6.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-11.9K- 16.33% |
$749K - $873K
|
61.2K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-12K- 4.18% |
$751K - $875K
|
274K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12K- 6.83% |
$752K - $876K
|
164K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 68.02% |
$776K - $904K
|
5.82K
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-12.6K- 65.38% |
$789K - $920K
|
6.67K
$613K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13K- 46.15% |
$812K - $946K
|
15.1K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-13.1K- 4.7% |
$819K - $955K
|
265K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-13.1K- 52.28% |
$821K - $957K
|
11.9K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-13.2K- 10.92% |
$830K - $968K
|
108K
$9.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-13.6K- 8.5% |
$853K - $994K
|
146K
$13.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-14.2K- 26.29% |
$890K - $1.04M
|
39.8K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.5K- 2.59% |
$907K - $1.06M
|
544K
$50M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-14.6K- 0.77% |
$918K - $1.07M
|
1.88M
$173M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.6K- 0.71% |
$918K - $1.07M
|
2.06M
$190M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.8K- 5.27% |
$928K - $1.08M
|
266K
$24.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 28.67% |
$972K - $1.13M
|
38.6K
$3.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-16.1K- 3.5% |
$1.01M - $1.17M
|
443K
$40.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-16.4K- 5.28% |
$1.03M - $1.2M
|
294K
$27.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-16.7K- 3.12% |
$1.04M - $1.22M
|
517K
$47.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-16.8K- 5.6% |
$1.05M - $1.23M
|
283K
$26M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-16.8K- 16.43% |
$1.06M - $1.23M
|
85.6K
$7.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.5K- 12.47% |
$1.1M - $1.28M
|
123K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-17.8K- 8.12% |
$1.11M - $1.3M
|
201K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-18.3K- 77.33% |
$1.14M - $1.33M
|
5.35K
$492K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18.6K- 1.96% |
$1.16M - $1.36M
|
929K
$85.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-18.6K- 0.35% |
$1.17M - $1.36M
|
5.36M
$492M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.6K- 4.5% |
$1.17M - $1.36M
|
396K
$36.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-19K- 17.43% |
$1.19M - $1.39M
|
90K
$8.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-20.2K- 32.58% |
$1.27M - $1.48M
|
41.8K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-21.2K- 65.05% |
$1.33M - $1.55M
|
11.4K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-22.6K- 10.48% |
$1.42M - $1.65M
|
193K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-23.2K- 26.74% |
$1.46M - $1.7M
|
63.6K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-23.9K- 88.6% |
$1.5M - $1.74M
|
3.07K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24K- 18.44% |
$1.5M - $1.75M
|
106K
$9.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-24.3K- 51.84% |
$1.52M - $1.77M
|
22.6K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-25.9K- 0.17% |
$1.63M - $1.89M
|
15.7M
$1.44B
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.3K- 2.53% |
$1.65M - $1.92M
|
1.01M
$93M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-29.3K- 3.96% |
$1.84M - $2.14M
|
711K
$65.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-30.8K- 0.29% |
$1.93M - $2.25M
|
10.7M
$985M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-31.5K- 4.19% |
$1.98M - $2.3M
|
720K
$66.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-32.4K- 2.62% |
$2.03M - $2.37M
|
1.2M
$111M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-32.6K- 18.89% |
$2.04M - $2.38M
|
140K
$12.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-33.6K- 52.53% |
$2.1M - $2.45M
|
30.3K
$2.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-33.9K- 24.75% |
$2.13M - $2.48M
|
103K
$9.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-36K- 19.76% |
$2.26M - $2.63M
|
146K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-36.5K- 16.42% |
$2.29M - $2.66M
|
186K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-44K- 26.09% |
$2.76M - $3.22M
|
125K
$11.5M
|