Purchases and Sales Made in Q4 2023 in Southern CO (SOJD)
This table provides information about the institutional ownership of Southern CO (SOJD) 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 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.3KNew |
$298K - $352K
|
15.3K
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
185+ 0.29% |
$3.6K - $4.25K
|
65.1K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
185+ 0.29% |
$3.6K - $4.25K
|
65.1K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-865- 0.29% |
$16.8K - $19.9K
|
293K
$6.42M
|