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 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.76K- 17.75% |
$114K - $129K
|
8.18K
$710K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.82K- 2.35% |
$118K - $133K
|
75.6K
$6.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.86K- 30.52% |
$121K - $136K
|
4.24K
$368K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.89K- 2.2% |
$122K - $138K
|
84K
$7.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.89K- 2.12% |
$123K - $138K
|
87.4K
$7.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.9K- 0.58% |
$123K - $139K
|
328K
$28.5M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.9K- 2.12% |
$123K - $139K
|
87.7K
$7.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.92K- 33.94% |
$124K - $140K
|
3.73K
$324K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-2K- 12.64% |
$129K - $146K
|
13.8K
$1.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 10.21% |
$131K - $148K
|
17.8K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.03K- 20.05% |
$131K - $148K
|
8.07K
$701K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-2.03K- 3.55% |
$131K - $148K
|
55.1K
$4.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.08K- 5.68% |
$135K - $152K
|
34.6K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.1K- 39.62% |
$136K - $153K
|
3.2K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.11K- 13.12% |
$137K - $154K
|
14K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.12K- 3.18% |
$137K - $155K
|
64.5K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.22K- 1.99% |
$143K - $162K
|
109K
$9.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.22K- 18.83% |
$144K - $162K
|
9.58K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.22K- 7.19% |
$144K - $162K
|
28.7K
$2.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.27K- 2.45% |
$147K - $166K
|
90.4K
$7.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-2.27K- 19.62% |
$147K - $166K
|
9.29K
$807K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.36K- 6.02% |
$152K - $172K
|
36.8K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.4K- 5.05% |
$155K - $175K
|
45.1K
$3.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.41K- 14.64% |
$156K - $176K
|
14K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.42K- 2.58% |
$156K - $177K
|
91.2K
$7.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.42K- 5.01% |
$156K - $177K
|
45.9K
$3.98M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.46K- 22.94% |
$159K - $180K
|
8.27K
$718K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.56K- 13.59% |
$166K - $187K
|
16.3K
$1.41M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.61K- 11.2% |
$169K - $191K
|
20.7K
$1.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.61K- 4.67% |
$169K - $191K
|
53.3K
$4.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.62K- 16.89% |
$170K - $192K
|
12.9K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.65K- 26.9% |
$171K - $193K
|
7.19K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.68K- 8.86% |
$174K - $196K
|
27.6K
$2.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.71K- 17.25% |
$176K - $198K
|
13K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.82K- 26.11% |
$183K - $206K
|
7.99K
$693K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-2.84K- 71.08% |
$184K - $207K
|
1.15K
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.85K- 18.64% |
$184K - $208K
|
12.4K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.89K- 1.92% |
$187K - $211K
|
148K
$12.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.89K- 24.48% |
$187K - $211K
|
8.92K
$775K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.9K- 5.57% |
$188K - $212K
|
49.3K
$4.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.94K- 1.05% |
$191K - $215K
|
278K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.02K- 23.04% |
$196K - $221K
|
10.1K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.1K- 1.65% |
$200K - $226K
|
185K
$16M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.11K- 13.33% |
$201K - $227K
|
20.2K
$1.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-3.17K- 3.04% |
$205K - $232K
|
101K
$8.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.18K- 26.02% |
$206K - $232K
|
9.03K
$784K
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-3.2K- 2.85% |
$207K - $234K
|
109K
$9.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.21K- 22.85% |
$208K - $235K
|
10.8K
$942K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.31K- 1.45% |
$214K - $242K
|
225K
$19.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-3.36K- 1.08% |
$218K - $246K
|
309K
$26.8M
|