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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-425- 0.55% |
$27.5K - $31.1K
|
76.5K
$6.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-430- 4.75% |
$27.8K - $31.4K
|
8.63K
$749K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-435- 13.47% |
$28.2K - $31.8K
|
2.8K
$243K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-436- 8.74% |
$28.2K - $31.9K
|
4.55K
$395K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-438- 2.81% |
$28.3K - $32K
|
15.2K
$1.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-440- 0.52% |
$28.5K - $32.2K
|
84.4K
$7.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-473- 4.82% |
$30.6K - $34.6K
|
9.33K
$810K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-483- 2.66% |
$31.3K - $35.3K
|
17.7K
$1.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-490- 4.26% |
$31.7K - $35.8K
|
11K
$956K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-494- 1.47% |
$32K - $36.1K
|
33.1K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-496- 1.38% |
$32.1K - $36.3K
|
35.4K
$3.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-500- 7.65% |
$32.4K - $36.5K
|
6.04K
$524K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-502- 2.82% |
$32.5K - $36.7K
|
17.3K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-507- 0.38% |
$32.8K - $37.1K
|
134K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-516- 9.45% |
$33.4K - $37.7K
|
4.95K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-521- 1.89% |
$33.7K - $38.1K
|
27K
$2.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-522- 2.93% |
$33.8K - $38.2K
|
17.3K
$1.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-533- 6.13% |
$34.5K - $39K
|
8.16K
$708K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-536- 2.84% |
$34.7K - $39.2K
|
18.3K
$1.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-548- 8.67% |
$35.5K - $40.1K
|
5.77K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-555- 5.54% |
$35.9K - $40.6K
|
9.46K
$821K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-555- 5.54% |
$35.9K - $40.6K
|
9.46K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-558- 34.0% |
$36.1K - $40.8K
|
1.08K
$94K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-560- 2.48% |
$36.2K - $40.9K
|
22.1K
$1.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-584- 8.59% |
$37.8K - $42.7K
|
6.22K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-595- 0.66% |
$38.5K - $43.5K
|
90.2K
$7.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-597- 4.52% |
$38.6K - $43.6K
|
12.6K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-598- 5.87% |
$38.7K - $43.7K
|
9.59K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-599- 5.69% |
$38.8K - $43.8K
|
9.93K
$862K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-600- 8.95% |
$38.8K - $43.9K
|
6.1K
$530K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-600- 8.95% |
$38.8K - $43.9K
|
6.1K
$530K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-602- 24.6% |
$39K - $44K
|
1.85K
$160K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-606- 14.97% |
$39.2K - $44.3K
|
3.44K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-612- 2.11% |
$39.6K - $44.7K
|
28.4K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-615- 1.5% |
$39.8K - $45K
|
40.4K
$3.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-620- 13.55% |
$40.1K - $45.3K
|
3.96K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-624- 5.48% |
$40.4K - $45.6K
|
10.8K
$934K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-625- 30.62% |
$40.5K - $45.7K
|
1.42K
$123K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-636- 4.55% |
$41.2K - $46.5K
|
13.3K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-636- 0.81% |
$41.2K - $46.5K
|
78.2K
$6.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-650- 1.63% |
$42.1K - $47.5K
|
39.2K
$3.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-655- 7.49% |
$42.4K - $47.9K
|
8.09K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-675- 3.13% |
$43.7K - $49.3K
|
20.9K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-675- 9.59% |
$43.7K - $49.3K
|
6.37K
$553K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-678- 3.56% |
$43.9K - $49.6K
|
18.4K
$1.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-685- 2.93% |
$44.3K - $50.1K
|
22.7K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-690- 1.5% |
$44.7K - $50.4K
|
45.5K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-692- 2.72% |
$44.8K - $50.6K
|
24.8K
$2.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-696- 4.75% |
$45K - $50.9K
|
13.9K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-696- 19.05% |
$45K - $50.9K
|
2.96K
$257K
|