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
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.8K+ 2.18% |
$176K - $205K
|
131K
$10.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.8K+ 11.61% |
$176K - $205K
|
26.9K
$2.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.75K+ 9.68% |
$172K - $201K
|
31.1K
$2.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
2.75K+ 5.01% |
$172K - $201K
|
57.5K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$169K - $197K
|
2.7K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.69K+ 4.25% |
$169K - $197K
|
65.9K
$5.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.66K+ 0.27% |
$167K - $194K
|
988K
$82.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.65K+ 7.87% |
$166K - $194K
|
36.3K
$3.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.65K+ 15.87% |
$166K - $194K
|
19.3K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.61K+ 8.82% |
$164K - $191K
|
32.2K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.61K+ 12.62% |
$164K - $191K
|
23.3K
$1.94M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.61K+ 12.62% |
$164K - $191K
|
23.3K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.61K+ 3.95% |
$163K - $191K
|
68.6K
$5.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.53K+ 15.27% |
$159K - $185K
|
19.1K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.52K+ 35.21% |
$158K - $184K
|
9.68K
$806K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
2.52K+ 2.14% |
$158K - $184K
|
120K
$10M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.5K+ 40.0% |
$157K - $183K
|
8.76K
$730K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.49KNew |
$156K - $182K
|
2.49K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.48K+ 28.72% |
$155K - $181K
|
11.1K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.45K+ 9.06% |
$153K - $179K
|
29.4K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.44K+ 4.44% |
$153K - $178K
|
57.3K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.37K+ 29.09% |
$148K - $173K
|
10.5K
$875K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.35K+ 4.2% |
$148K - $172K
|
58.4K
$4.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.34K+ 18.79% |
$147K - $171K
|
14.8K
$1.23M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.34K+ 13.73% |
$146K - $171K
|
19.3K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.32K+ 3.42% |
$146K - $170K
|
70.2K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.29K+ 15.32% |
$143K - $167K
|
17.2K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.27K+ 0.18% |
$142K - $166K
|
1.23M
$103M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.26K+ 3.51% |
$141K - $165K
|
66.5K
$5.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 27.07% |
$137K - $160K
|
10.3K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.17KNew |
$136K - $158K
|
2.17K
$180K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.15K+ 40.21% |
$135K - $157K
|
7.48K
$623K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
2.14K+ 2325.0% |
$134K - $156K
|
2.23K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.12K+ 1.36% |
$133K - $155K
|
158K
$13.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.1K+ 14.98% |
$132K - $153K
|
16.1K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.08K+ 33.73% |
$130K - $152K
|
8.24K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.07K+ 5.62% |
$130K - $151K
|
38.9K
$3.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.06K+ 2.39% |
$129K - $150K
|
88.4K
$7.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.05K+ 22.04% |
$128K - $150K
|
11.3K
$944K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.05K+ 54.17% |
$128K - $150K
|
5.83K
$485K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.95K+ 28.55% |
$122K - $142K
|
8.76K
$730K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.94KNew |
$122K - $142K
|
1.94K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.92K+ 3.15% |
$121K - $141K
|
63K
$5.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.89K+ 4.55% |
$119K - $138K
|
43.4K
$3.61M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.89K+ 4.68% |
$118K - $138K
|
42.2K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.85K+ 20.67% |
$116K - $135K
|
10.8K
$900K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1.84K+ 1.84% |
$115K - $134K
|
102K
$8.5M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.81K+ 0.76% |
$113K - $132K
|
239K
$19.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.8K+ 13.9% |
$113K - $132K
|
14.8K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.8K+ 53.92% |
$113K - $132K
|
5.14K
$428K
|