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 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.84K+ 9.62% |
$554K - $646K
|
101K
$8.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
8.67KNew |
$544K - $634K
|
8.67K
$722K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
8.66K+ 6.68% |
$543K - $633K
|
138K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.44KNew |
$529K - $617K
|
8.44K
$703K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.37KNew |
$525K - $612K
|
8.37K
$697K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
8.19K+ 1.06% |
$513K - $598K
|
778K
$64.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7.84K+ 33.54% |
$491K - $573K
|
31.2K
$2.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.82K+ 29.96% |
$490K - $571K
|
33.9K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Scp Investment, LP
|
BUY
|
- |
7.8KNew |
$489K - $570K
|
7.8K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.72K+ 36.82% |
$484K - $564K
|
28.7K
$2.39M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.64KNew |
$479K - $558K
|
7.64K
$636K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.63KNew |
$479K - $558K
|
7.63K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.57KNew |
$475K - $554K
|
7.57K
$631K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7.51KNew |
$471K - $549K
|
7.51K
$625K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.48KNew |
$469K - $547K
|
7.48K
$623K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.39K+ 92.98% |
$464K - $540K
|
15.3K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.37KNew |
$462K - $538K
|
7.37K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
7.31KNew |
$459K - $534K
|
7.31K
$609K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.25K+ 8.22% |
$455K - $530K
|
95.5K
$7.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
7.11KNew |
$446K - $520K
|
7.11K
$592K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.08KNew |
$444K - $517K
|
7.08K
$590K
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
7.06KNew |
$443K - $516K
|
7.06K
$588K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.01K+ 139.85% |
$440K - $512K
|
12K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
7.01KNew |
$439K - $512K
|
7.01K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7K+ 3.72% |
$439K - $512K
|
195K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6.92KNew |
$434K - $506K
|
6.92K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
6.7KNew |
$420K - $489K
|
6.7K
$558K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6.68K+ 88.29% |
$419K - $488K
|
14.3K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.65K+ 11.98% |
$417K - $486K
|
62.2K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.6K+ 237.22% |
$414K - $482K
|
9.38K
$781K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.5KNew |
$407K - $475K
|
6.5K
$541K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.49K+ 10.76% |
$407K - $474K
|
66.8K
$5.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.47KNew |
$406K - $473K
|
6.47K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.47K+ 3.17% |
$405K - $473K
|
210K
$17.5M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
6.46KNew |
$405K - $472K
|
6.46K
$538K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6.44K+ 175.95% |
$404K - $470K
|
10.1K
$841K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.35K+ 50.11% |
$398K - $464K
|
19K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
6.31K+ 26.6% |
$396K - $461K
|
30K
$2.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.24KNew |
$391K - $456K
|
6.24K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.22K+ 0.25% |
$390K - $455K
|
2.49M
$207M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.16KNew |
$387K - $450K
|
6.16K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.15K+ 6.37% |
$385K - $449K
|
103K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.14KNew |
$385K - $448K
|
6.14K
$511K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
6.13K+ 19.22% |
$384K - $448K
|
38K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.11K+ 0.57% |
$383K - $446K
|
1.08M
$90M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
6.05KNew |
$379K - $442K
|
6.05K
$504K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
6.02KNew |
$377K - $440K
|
6.02K
$501K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.95KNew |
$373K - $435K
|
5.95K
$496K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.94KNew |
$373K - $434K
|
5.94K
$495K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
5.82K+ 62.45% |
$365K - $425K
|
15.1K
$1.26M
|