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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
15.1KNew |
$949K - $1.11M
|
15.1K
$1.26M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
14.5KNew |
$908K - $1.06M
|
14.5K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.4K+ 16.48% |
$903K - $1.05M
|
102K
$8.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
13.4KNew |
$839K - $978K
|
13.4K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
13.4KNew |
$839K - $978K
|
13.4K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.3K+ 37.0% |
$831K - $969K
|
49.1K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.1K+ 4.44% |
$823K - $959K
|
309K
$25.7M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 53.6% |
$811K - $945K
|
37.1K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
12.9KNew |
$810K - $943K
|
12.9K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
12.9KNew |
$809K - $943K
|
12.9K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
12.8K+ 1.61% |
$806K - $939K
|
813K
$67.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 88.62% |
$782K - $912K
|
26.6K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.3K+ 338.28% |
$774K - $902K
|
16K
$1.33M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12.2K+ 17.13% |
$764K - $891K
|
83.3K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12K+ 149.49% |
$751K - $875K
|
20K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12K+ 4.41% |
$751K - $875K
|
283K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
11.8K+ 16842.86% |
$739K - $862K
|
11.9K
$988K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 1.24% |
$737K - $859K
|
959K
$79.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$734K - $855K
|
11.7K
$974K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
11.6K+ 44.23% |
$728K - $848K
|
37.9K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
11.6KNew |
$727K - $848K
|
11.6K
$966K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
11.6KNew |
$724K - $844K
|
11.6K
$962K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.5K+ 26.5% |
$723K - $843K
|
55K
$4.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
11.4KNew |
$716K - $835K
|
11.4K
$951K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 8.12% |
$702K - $818K
|
149K
$12.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 98.62% |
$699K - $815K
|
22.5K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
11.1KNew |
$697K - $812K
|
11.1K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
10.9KNew |
$686K - $799K
|
10.9K
$911K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
10.9KNew |
$682K - $794K
|
10.9K
$905K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8K+ 3.22% |
$675K - $787K
|
345K
$28.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10.7K+ 3.76% |
$673K - $785K
|
296K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10.7K+ 16.17% |
$673K - $784K
|
77.1K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
10.5K+ 10.03% |
$661K - $770K
|
116K
$9.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10.5K+ 9.48% |
$660K - $770K
|
122K
$10.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
10.5K+ 6.33% |
$658K - $767K
|
177K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
10.5KNew |
$656K - $765K
|
10.5K
$871K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
10.4K+ 2.94% |
$649K - $757K
|
363K
$30.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
10.3KNew |
$645K - $752K
|
10.3K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
10.2K+ 316.38% |
$641K - $747K
|
13.4K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 7.76% |
$633K - $738K
|
140K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$627K - $731K
|
10K
$833K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9.89KNew |
$620K - $723K
|
9.89K
$823K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9.87KNew |
$619K - $721K
|
9.87K
$822K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.78KNew |
$613K - $715K
|
9.78K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
9.68KNew |
$607K - $708K
|
9.68K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.65K+ 62.39% |
$605K - $705K
|
25.1K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.43K+ 43.53% |
$592K - $689K
|
31.1K
$2.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.3KNew |
$583K - $680K
|
9.3K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.12KNew |
$572K - $667K
|
9.12K
$760K
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
8.87KNew |
$556K - $648K
|
8.87K
$739K
|