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 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.31KNew |
$207K - $242K
|
3.31K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.3KNew |
$207K - $241K
|
3.3K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.29KNew |
$207K - $241K
|
3.29K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.25KNew |
$204K - $238K
|
3.25K
$271K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 2.36% |
$204K - $238K
|
141K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.2KNew |
$201K - $234K
|
3.2K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.2K+ 2.26% |
$201K - $234K
|
145K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.19KNew |
$200K - $233K
|
3.19K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
3.19KNew |
$200K - $233K
|
3.19K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.17KNew |
$199K - $232K
|
3.17K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.17KNew |
$199K - $231K
|
3.17K
$264K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
3.15KNew |
$197K - $230K
|
3.15K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.13KNew |
$196K - $229K
|
3.13K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.13K+ 4.37% |
$196K - $229K
|
74.8K
$6.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.13KNew |
$196K - $229K
|
3.13K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3.13KNew |
$196K - $228K
|
3.13K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.12KNew |
$196K - $228K
|
3.12K
$260K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.11KNew |
$195K - $227K
|
3.11K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.1KNew |
$194K - $227K
|
3.1K
$258K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.1KNew |
$194K - $226K
|
3.1K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.09K+ 5.18% |
$194K - $226K
|
62.7K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
3.07KNew |
$193K - $224K
|
3.07K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.03KNew |
$190K - $222K
|
3.03K
$253K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.03KNew |
$190K - $222K
|
3.03K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$190K - $221K
|
3.03K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
3.03KNew |
$190K - $221K
|
3.03K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
3.01KNew |
$189K - $220K
|
3.01K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$250K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$250K
|
|
|
Jan 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$250K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
3KNew |
$188K - $219K
|
3K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.98K+ 83.55% |
$187K - $217K
|
6.54K
$544K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.97KNew |
$186K - $217K
|
2.97K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.97K+ 4.15% |
$186K - $217K
|
74.5K
$6.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.96KNew |
$185K - $216K
|
2.96K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$184K - $214K
|
2.93K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
2.93KNew |
$183K - $214K
|
2.93K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
2.93KNew |
$183K - $214K
|
2.93K
$244K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.9KNew |
$182K - $212K
|
2.9K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.9KNew |
$182K - $212K
|
2.9K
$242K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.9KNew |
$182K - $212K
|
2.9K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.9K+ 90.5% |
$182K - $212K
|
6.09K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.89KNew |
$181K - $211K
|
2.89K
$241K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2.88KNew |
$181K - $211K
|
2.88K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.85K+ 28.26% |
$179K - $208K
|
12.9K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.85K+ 3.98% |
$179K - $208K
|
74.4K
$6.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.85K+ 11.39% |
$179K - $208K
|
27.8K
$2.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
2.82K+ 20.63% |
$177K - $206K
|
16.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.81KNew |
$176K - $206K
|
2.81K
$234K
|