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 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
5.79K+ 8.58% |
$363K - $423K
|
73.2K
$6.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.59K+ 88.33% |
$350K - $408K
|
11.9K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5.58K+ 35.11% |
$350K - $407K
|
21.5K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.47K+ 24.25% |
$343K - $399K
|
28K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.42KNew |
$340K - $396K
|
5.42K
$498K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5.39K+ 46.62% |
$338K - $394K
|
17K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
5.38K+ 2.33% |
$338K - $393K
|
236K
$21.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.37K+ 9.26% |
$337K - $393K
|
63.4K
$5.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.36K+ 34.94% |
$336K - $392K
|
20.7K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.32K+ 12.18% |
$334K - $389K
|
49K
$4.51M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
5.25KNew |
$329K - $384K
|
5.25K
$483K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
5.2K+ 3.63% |
$326K - $380K
|
149K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.2K+ 14.78% |
$326K - $380K
|
40.3K
$3.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
5.18KNew |
$325K - $379K
|
5.18K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
5.17KNew |
$324K - $378K
|
5.17K
$475K
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
5.13KNew |
$322K - $375K
|
5.13K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.09K+ 32.45% |
$319K - $372K
|
20.8K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.07KNew |
$318K - $370K
|
5.07K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
5.06KNew |
$317K - $370K
|
5.06K
$465K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.02K+ 15.94% |
$315K - $367K
|
36.5K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.96K+ 5.95% |
$311K - $363K
|
88.3K
$8.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.95K+ 13.33% |
$310K - $361K
|
42K
$3.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
4.88K+ 20.55% |
$306K - $357K
|
28.6K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.88KNew |
$306K - $357K
|
4.88K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
4.87KNew |
$306K - $356K
|
4.87K
$448K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
4.86K+ 5.9% |
$305K - $355K
|
87.3K
$8.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.84KNew |
$304K - $354K
|
4.84K
$445K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4.83KNew |
$303K - $353K
|
4.83K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.77K+ 3.86% |
$299K - $348K
|
128K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.75KNew |
$298K - $347K
|
4.75K
$437K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.72K+ 0.99% |
$296K - $345K
|
484K
$44.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.71K+ 9.99% |
$295K - $344K
|
51.8K
$4.77M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.68KNew |
$293K - $342K
|
4.68K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.63KNew |
$291K - $339K
|
4.63K
$426K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
4.62KNew |
$290K - $338K
|
4.62K
$425K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
4.53KNew |
$284K - $331K
|
4.53K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.52K+ 9.34% |
$283K - $330K
|
52.9K
$4.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.5K+ 4.42% |
$282K - $329K
|
106K
$9.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.5K+ 3.86% |
$282K - $329K
|
121K
$11.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.48KNew |
$281K - $327K
|
4.48K
$412K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.42K+ 41.91% |
$277K - $323K
|
15K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.41K+ 2.59% |
$277K - $323K
|
175K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.4KNew |
$276K - $322K
|
4.4K
$405K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.4K+ 27.74% |
$276K - $322K
|
20.3K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.39K+ 31.49% |
$275K - $321K
|
18.3K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.35K+ 21.69% |
$273K - $318K
|
24.4K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.3K+ 38.57% |
$270K - $315K
|
15.5K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
4.3K+ 18.21% |
$269K - $314K
|
27.9K
$2.56M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.3KNew |
$269K - $314K
|
4.3K
$395K
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.3KNew |
$269K - $314K
|
4.3K
$395K
|