Purchases and Sales Made in Q3 2023 in Southern CO (SO)

SO Quotes by TradingView

This table provides information about the institutional ownership of Southern CO (SO) during Q3 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
Oct 30, 2023 Q3 2023
Red Cedar Investment Management, LLC

BUY
 -
429
+ 0.96%
$27.8K - $31.4K
44.9K $3.86M
Nov 09, 2023 Q3 2023
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
425
+ 1.45%
$27.5K - $31.1K
29.7K $2.55M
Nov 13, 2023 Q3 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
405
+ 3.06%
$26.2K - $29.6K
13.6K $1.17M
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
404
+ 0.45%
$26.1K - $29.5K
90.3K $7.76M
Nov 13, 2023 Q3 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
402
+ 11.78%
$26K - $29.4K
3.82K $328K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
400
+ 8.3%
$25.9K - $29.2K
5.22K $448K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
400
+ 181.82%
$25.9K - $29.2K
620 $53.3K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
400
+ 0.21%
$25.9K - $29.2K
187K $16.1M
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
399
+ 2.09%
$25.8K - $29.2K
19.5K $1.68M
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
398
+ 1.33%
$25.8K - $29.1K
30.2K $2.59M
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
397
+ 55.6%
$25.7K - $29K
1.11K $95.4K
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
392
+ 9.9%
$25.4K - $28.7K
4.35K $374K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
392
+ 1.75%
$25.4K - $28.7K
22.8K $1.96M
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
391
+ 3.68%
$25.3K - $28.6K
11K $946K
Nov 16, 2023 Q3 2023
Resources Management Corp

West Hartford, CT
BUY
 -
390
+ 3.36%
$25.2K - $28.5K
12K $1.03M
Oct 12, 2023 Q3 2023
Moody National Bank Trust Division

BUY
 -
388
+ 1.37%
$25.1K - $28.4K
28.6K $2.46M
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
388
+ 3.8%
$25.1K - $28.4K
10.6K $911K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
359
+ 3.74%
$23.2K - $26.2K
9.95K $854K
Oct 27, 2023 Q3 2023
Veriti Management LLC

BUY
 -
358
+ 1.54%
$23.2K - $26.2K
23.6K $2.03M
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
357
+ 3.73%
$23.1K - $26.1K
9.92K $852K
Nov 06, 2023 Q3 2023
Thomas Story & Son LLC

Culver, IN
BUY
 -
350
+ 8.14%
$22.7K - $25.6K
4.65K $399K
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
348
New
$22.5K - $25.4K
348 $29.9K
Nov 01, 2023 Q3 2023
Centerpoint Advisors, LLC

BUY
 -
346
+ 2162.5%
$22.4K - $25.3K
362 $31.1K
Nov 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
346
+ 5.59%
$22.4K - $25.3K
6.54K $561K
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
341
+ 1.16%
$22.1K - $24.9K
29.6K $2.54M
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
338
+ 5.32%
$21.9K - $24.7K
6.69K $575K
Oct 20, 2023 Q3 2023
Bcr Wealth Strategies, LLC

BUY
 -
337
+ 5.44%
$21.8K - $24.6K
6.53K $561K
Nov 06, 2023 Q3 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
337
+ 0.6%
$21.8K - $24.6K
56.7K $4.87M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
335
+ 0.73%
$21.7K - $24.5K
46.3K $3.97M
Nov 09, 2023 Q3 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
335
+ 1.95%
$21.7K - $24.5K
17.5K $1.5M
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
331
+ 9.94%
$21.4K - $24.2K
3.66K $315K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
329
+ 2.39%
$21.3K - $24K
14.1K $1.21M
Oct 25, 2023 Q3 2023
Jb Capital LLC

BUY
 -
322
+ 6.95%
$20.8K - $23.5K
4.95K $425K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
320
+ 6.28%
$20.7K - $23.4K
5.42K $465K
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
319
+ 3.11%
$20.6K - $23.3K
10.6K $909K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
317
+ 0.55%
$20.5K - $23.2K
58.5K $5.02M
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
304
New
$19.7K - $22.2K
304 $26.1K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
303
+ 2.06%
$19.6K - $22.1K
15K $1.29M
Nov 02, 2023 Q3 2023
Cypress Capital Group

BUY
 -
300
+ 3.41%
$19.4K - $21.9K
9.09K $780K
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
298
+ 9.16%
$19.3K - $21.8K
3.55K $305K
Oct 19, 2023 Q3 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
292
+ 5.04%
$18.9K - $21.3K
6.08K $522K
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
292
+ 4.11%
$18.9K - $21.3K
7.4K $635K
Oct 24, 2023 Q3 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
291
+ 1.37%
$18.8K - $21.3K
21.5K $1.84M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
281
+ 7.81%
$18.2K - $20.5K
3.88K $333K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
268
+ 2.1%
$17.3K - $19.6K
13.1K $1.12M
Oct 05, 2023 Q3 2023
Mirador Capital Partners LP

BUY
 -
266
+ 5.88%
$17.2K - $19.4K
4.79K $412K
Oct 16, 2023 Q3 2023
City State Bank

Norwalk, IA
BUY
 -
265
+ 3.87%
$17.2K - $19.4K
7.12K $612K
Nov 02, 2023 Q3 2023
Gables Capital Management Inc.

BUY
 -
265
+ 3.26%
$17.2K - $19.4K
8.4K $721K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
265
+ 62.5%
$17.2K - $19.4K
689 $59.2K

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