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 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 15.02% |
$71.2K - $80.4K
|
6.23K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 15.02% |
$71.2K - $80.4K
|
6.23K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.11K- 6.79% |
$71.8K - $81.1K
|
15.2K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.13K- 62.89% |
$73.3K - $82.7K
|
668
$58K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.15K- 9.79% |
$74.6K - $84.2K
|
10.6K
$922K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.15K- 11.91% |
$74.7K - $84.3K
|
8.54K
$741K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 2.08% |
$75K - $84.7K
|
54.5K
$4.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.16K- 13.04% |
$75.3K - $85K
|
7.76K
$673K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.17K- 1.04% |
$75.5K - $85.2K
|
111K
$9.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.17K- 17.24% |
$75.8K - $85.6K
|
5.62K
$488K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-1.19K- 1.27% |
$77K - $86.9K
|
92.5K
$8.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.21K- 16.0% |
$78K - $88.1K
|
6.33K
$549K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.22K- 4.73% |
$78.9K - $89.1K
|
24.6K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.23K- 8.09% |
$79.3K - $89.5K
|
13.9K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.23K- 46.52% |
$79.6K - $89.9K
|
1.41K
$123K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.24K- 2.79% |
$80.1K - $90.4K
|
43.1K
$3.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.24K- 0.5% |
$80.1K - $90.5K
|
247K
$21.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-1.27K- 9.2% |
$82.1K - $92.8K
|
12.5K
$1.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.28K- 23.13% |
$82.7K - $93.4K
|
4.25K
$369K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.29K- 3.17% |
$83.6K - $94.4K
|
39.4K
$3.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.32K- 25.43% |
$85.5K - $96.6K
|
3.87K
$336K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.34K- 12.98% |
$86.8K - $98K
|
8.99K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.34K- 14.36% |
$86.9K - $98.2K
|
8.01K
$695K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.36K- 1.5% |
$88K - $99.4K
|
89.6K
$7.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.38K- 24.45% |
$89.2K - $101K
|
4.26K
$370K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-1.38K- 12.27% |
$89.4K - $101K
|
9.88K
$857K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.41K- 6.61% |
$91.5K - $103K
|
20K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.43K- 5.81% |
$92.6K - $105K
|
23.2K
$2.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.44K- 6.37% |
$92.9K - $105K
|
21.1K
$1.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.5K- 6.41% |
$97.1K - $110K
|
21.9K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.51K- 11.41% |
$97.7K - $110K
|
11.7K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 10.85% |
$98K - $111K
|
12.4K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.52K- 5.43% |
$98.4K - $111K
|
26.5K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.55K- 3.43% |
$100K - $113K
|
43.7K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.56K- 3.57% |
$101K - $114K
|
42.1K
$3.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.58K- 8.85% |
$102K - $115K
|
16.2K
$1.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.6K- 71.34% |
$104K - $117K
|
644
$55.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.6K- 2.02% |
$104K - $117K
|
77.8K
$6.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.61K- 2.47% |
$104K - $117K
|
63.4K
$5.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.62K- 18.79% |
$105K - $118K
|
6.98K
$606K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.63K- 3.32% |
$106K - $119K
|
47.4K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.64K- 9.89% |
$106K - $120K
|
14.9K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.64K- 0.32% |
$106K - $120K
|
517K
$44.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.66K- 17.73% |
$107K - $121K
|
7.7K
$669K
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.68K- 18.42% |
$109K - $123K
|
7.45K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.68K- 33.92% |
$109K - $123K
|
3.28K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.7K- 6.79% |
$110K - $124K
|
23.3K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.71K- 0.87% |
$111K - $125K
|
195K
$16.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.75K- 76.65% |
$113K - $128K
|
533
$46.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.76K- 20.48% |
$114K - $128K
|
6.82K
$592K
|