Purchases and Sales Made in Q3 2023 in Southern CO (SO)
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 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-300- 3.86% |
$19.4K - $21.9K
|
7.48K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-300- 4.23% |
$19.4K - $21.9K
|
6.8K
$590K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-301- 1.43% |
$19.5K - $22K
|
20.8K
$1.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-304- 1.38% |
$19.7K - $22.2K
|
21.7K
$1.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-305- 4.43% |
$19.7K - $22.3K
|
6.58K
$571K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-306- 2.15% |
$19.8K - $22.4K
|
13.9K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-306- 4.66% |
$19.8K - $22.4K
|
6.26K
$544K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-310- 1.81% |
$20.1K - $22.7K
|
16.9K
$1.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Nepsis Inc.
|
SELL
|
- |
-316- 1.21% |
$20.5K - $23.1K
|
25.8K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-320- 7.1% |
$20.7K - $23.4K
|
4.19K
$364K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-320- 6.24% |
$20.7K - $23.4K
|
4.81K
$417K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-325- 3.97% |
$21K - $23.8K
|
7.87K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-325- 2.11% |
$21K - $23.8K
|
15.1K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-326- 1.38% |
$21.1K - $23.8K
|
23.4K
$2.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-335- 1.74% |
$21.7K - $24.5K
|
18.9K
$1.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-337- 5.12% |
$21.8K - $24.6K
|
6.25K
$542K
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-337- 6.33% |
$21.8K - $24.6K
|
4.98K
$433K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-340- 2.43% |
$22K - $24.9K
|
13.7K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-341- 2.04% |
$22.1K - $24.9K
|
16.4K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-342- 0.47% |
$22.1K - $25K
|
72.4K
$6.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-344- 1.61% |
$22.3K - $25.1K
|
21K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-346- 7.14% |
$22.4K - $25.3K
|
4.5K
$391K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-348- 2.45% |
$22.5K - $25.4K
|
13.9K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-349- 1.08% |
$22.6K - $25.5K
|
31.8K
$2.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-350- 4.82% |
$22.7K - $25.6K
|
6.91K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-350- 7.69% |
$22.7K - $25.6K
|
4.2K
$365K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-352- 4.8% |
$22.8K - $25.7K
|
6.98K
$606K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-356- 2.85% |
$23K - $26K
|
12.1K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-358- 4.97% |
$23.2K - $26.2K
|
6.84K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-364- 3.67% |
$23.6K - $26.6K
|
9.56K
$829K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-369- 9.68% |
$23.9K - $27K
|
3.44K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-374- 18.1% |
$24.2K - $27.3K
|
1.69K
$147K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-378- 5.35% |
$24.5K - $27.6K
|
6.68K
$580K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-386- 9.42% |
$25K - $28.2K
|
3.71K
$322K
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-393- 6.21% |
$25.4K - $28.7K
|
5.94K
$515K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-395- 6.79% |
$25.6K - $28.9K
|
5.42K
$471K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-396- 1.24% |
$25.6K - $28.9K
|
31.5K
$2.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-400- 0.51% |
$25.9K - $29.2K
|
77.8K
$6.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-400- 3.83% |
$25.9K - $29.2K
|
10K
$871K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-401- 6.84% |
$26K - $29.3K
|
5.46K
$474K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-401- 2.23% |
$26K - $29.3K
|
17.6K
$1.53M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-401- 6.84% |
$26K - $29.3K
|
5.46K
$474K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-402- 5.45% |
$26K - $29.4K
|
6.97K
$605K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-403- 3.25% |
$26.1K - $29.5K
|
12K
$1.04M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-403- 4.03% |
$26.1K - $29.5K
|
9.59K
$832K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-409- 2.1% |
$26.5K - $29.9K
|
19.1K
$1.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-412- 2.28% |
$26.7K - $30.1K
|
17.6K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-423- 21.15% |
$27.4K - $30.9K
|
1.58K
$137K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-423- 9.29% |
$27.4K - $30.9K
|
4.13K
$359K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-423- 9.36% |
$27.4K - $30.9K
|
4.1K
$356K
|