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
Nov 02, 2023 Q3 2023
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
128
+ 1.43%
$8.28K - $9.36K
9.05K $777K
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
126
+ 2.48%
$8.15K - $9.21K
5.21K $447K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
125
+ 166.67%
$8.09K - $9.14K
200 $17.2K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
125
+ 2.56%
$8.09K - $9.14K
5.01K $431K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
121
New
$7.83K - $8.84K
121 $10.4K
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
113
+ 1.9%
$7.31K - $8.26K
6.07K $521K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
112
+ 2.47%
$7.25K - $8.19K
4.65K $399K
Nov 13, 2023 Q3 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
112
+ 2.98%
$7.25K - $8.19K
3.87K $332K
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
110
+ 2.4%
$7.12K - $8.04K
4.69K $403K
Oct 19, 2023 Q3 2023
Tfg Advisers LLC

BUY
 -
108
+ 0.4%
$6.99K - $7.89K
26.9K $2.31M
Oct 18, 2023 Q3 2023
Powers Advisory Group, LLC

BUY
 -
107
+ 0.7%
$6.93K - $7.82K
15.5K $1.33M
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
104
+ 125.3%
$6.73K - $7.6K
187 $16.1K
Nov 14, 2023 Q3 2023
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
103
+ 6.65%
$6.67K - $7.53K
1.65K $142K
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
102
+ 2.13%
$6.6K - $7.46K
4.89K $420K
Nov 13, 2023 Q3 2023
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
102
+ 2.25%
$6.6K - $7.46K
4.63K $397K
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
101
+ 0.91%
$6.54K - $7.38K
11.2K $964K
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
101
+ 2.54%
$6.54K - $7.38K
4.08K $351K
Oct 10, 2023 Q3 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
100
+ 1.68%
$6.47K - $7.31K
6.07K $521K
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

BUY
 -
100
+ 0.97%
$6.47K - $7.31K
10.4K $892K
Oct 17, 2023 Q3 2023
Louisiana State Employees Retirement System

BUY
 -
100
+ 0.15%
$6.47K - $7.31K
67.6K $5.81M
Nov 01, 2023 Q3 2023
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
100
+ 8.33%
$6.47K - $7.31K
1.3K $112K
Nov 07, 2023 Q3 2023
Boyar Asset Management Inc.

New York, NY
BUY
 -
100
+ 3.06%
$6.47K - $7.31K
3.37K $289K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
100
+ 6.66%
$6.47K - $7.31K
1.6K $138K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
100
+ 45.25%
$6.47K - $7.31K
321 $27.6K
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
98
+ 0.33%
$6.34K - $7.16K
29.9K $2.57M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
96
+ 0.63%
$6.21K - $7.02K
15.3K $1.32M
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
95
+ 1.01%
$6.15K - $6.94K
9.52K $818K
Nov 07, 2023 Q3 2023
Hc Advisors, LLC

BUY
 -
95
+ 3.09%
$6.15K - $6.94K
3.17K $272K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
93
+ 0.25%
$6.02K - $6.8K
37.1K $3.19M
Oct 31, 2023 Q3 2023
Tobam

BUY
 -
92
New
$5.95K - $6.72K
92 $7.9K
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
92
+ 2.29%
$5.95K - $6.72K
4.1K $352K
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

BUY
 -
90
+ 2.01%
$5.82K - $6.58K
4.57K $392K
Oct 30, 2023 Q3 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
88
+ 2.65%
$5.7K - $6.43K
3.41K $292K
Feb 13, 2025 Q3 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
88
+ 1.27%
$5.7K - $6.43K
7.01K $602K
Oct 24, 2023 Q3 2023
Forth Right Wealth Management, LLC

BUY
 -
87
+ 0.69%
$5.63K - $6.36K
12.8K $1.1M
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
86
+ 2.71%
$5.57K - $6.29K
3.26K $280K
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
85
+ 1.73%
$5.5K - $6.21K
5K $429K
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
75
+ 1.19%
$4.85K - $5.48K
6.36K $546K
Oct 18, 2023 Q3 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
74
+ 1.76%
$4.79K - $5.41K
4.28K $368K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
72
+ 0.34%
$4.66K - $5.26K
21.4K $1.84M
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
70
+ 6.28%
$4.53K - $5.12K
1.18K $102K
Oct 19, 2023 Q3 2023
Red Door Wealth Management, LLC

BUY
 -
69
+ 0.5%
$4.47K - $5.04K
13.9K $1.19M
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
67
+ 1.21%
$4.34K - $4.9K
5.59K $480K
Nov 09, 2023 Q3 2023
Innovis Asset Management LLC

Chicago, IL
BUY
 -
65
+ 1.59%
$4.21K - $4.75K
4.14K $356K
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
63
+ 2.07%
$4.08K - $4.6K
3.11K $267K
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
62
+ 1.41%
$4.01K - $4.53K
4.46K $383K
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
61
+ 0.16%
$3.95K - $4.46K
38.6K $3.32M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
60
+ 1.86%
$3.88K - $4.39K
3.28K $282K
Oct 31, 2023 Q3 2023
Rocky Mountain Advisers, LLC

BUY
 -
60
+ 0.48%
$3.88K - $4.39K
12.6K $1.08M

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