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 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
4.28KNew |
$268K - $313K
|
4.28K
$356K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.26K+ 67.36% |
$267K - $312K
|
10.6K
$882K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.26KNew |
$267K - $311K
|
4.26K
$355K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.26K+ 2.51% |
$267K - $311K
|
174K
$14.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.25K+ 32.6% |
$267K - $311K
|
17.3K
$1.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
4.19KNew |
$263K - $306K
|
4.19K
$349K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.19K+ 12.74% |
$263K - $306K
|
37.1K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$261K - $304K
|
4.16K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.13K+ 11.33% |
$259K - $302K
|
40.6K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.11K+ 8.71% |
$258K - $301K
|
51.3K
$4.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
4.04KNew |
$254K - $295K
|
4.04K
$337K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.02KNew |
$252K - $294K
|
4.02K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.01K+ 1.77% |
$252K - $293K
|
231K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.01K+ 0.92% |
$252K - $293K
|
440K
$36.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.01KNew |
$251K - $293K
|
4.01K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.94K+ 95.15% |
$247K - $288K
|
8.09K
$673K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.92K+ 17.39% |
$246K - $286K
|
26.5K
$2.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
3.92K+ 4.44% |
$246K - $286K
|
92.3K
$7.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.92KNew |
$246K - $286K
|
3.92K
$326K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.92KNew |
$246K - $286K
|
3.92K
$326K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.91K+ 3.58% |
$245K - $286K
|
113K
$9.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.88K+ 3.4% |
$244K - $284K
|
118K
$9.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.88KNew |
$243K - $284K
|
3.88K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.87K+ 1.83% |
$243K - $283K
|
216K
$18M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.86K+ 66.45% |
$242K - $282K
|
9.68K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.82K+ 352.26% |
$239K - $279K
|
4.9K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.8K+ 40.14% |
$238K - $278K
|
13.3K
$1.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.7KNew |
$232K - $270K
|
3.7K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
3.66KNew |
$229K - $267K
|
3.66K
$305K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.65K+ 15.6% |
$229K - $266K
|
27K
$2.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.63K+ 7552.08% |
$227K - $265K
|
3.67K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.62KNew |
$227K - $265K
|
3.62K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$224K - $261K
|
3.57K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.57K+ 31.3% |
$224K - $261K
|
15K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.55KNew |
$223K - $259K
|
3.55K
$296K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.52K+ 19.44% |
$221K - $258K
|
21.7K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.5K+ 2.7% |
$219K - $256K
|
133K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$218K - $255K
|
3.48K
$290K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.47KNew |
$217K - $253K
|
3.47K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
3.45KNew |
$216K - $252K
|
3.45K
$287K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.45KNew |
$216K - $252K
|
3.45K
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.39KNew |
$213K - $248K
|
3.39K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.39K+ 15.18% |
$213K - $248K
|
25.7K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.37K+ 21.95% |
$211K - $246K
|
18.7K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
3.36K+ 52.12% |
$210K - $245K
|
9.79K
$815K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.34KNew |
$210K - $244K
|
3.34K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.32KNew |
$208K - $242K
|
3.32K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.32K+ 1347.97% |
$208K - $242K
|
3.56K
$297K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.31KNew |
$208K - $242K
|
3.31K
$276K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.31KNew |
$208K - $242K
|
3.31K
$276K
|