Purchases and Sales Made in Q4 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
666+ 1.99% |
$41.8K - $48.7K
|
34.2K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
661+ 1.45% |
$41.5K - $48.3K
|
46.2K
$3.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
655+ 0.78% |
$41.1K - $47.9K
|
85.1K
$7.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
650New |
$40.8K - $47.5K
|
650
$54.3K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
650+ 0.9% |
$40.8K - $47.5K
|
73K
$6.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
647+ 15.83% |
$40.6K - $47.3K
|
4.73K
$395K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
646+ 14.48% |
$40.5K - $47.2K
|
5.11K
$426K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
639+ 4.45% |
$40.1K - $46.7K
|
15K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
631+ 20.2% |
$39.6K - $46.1K
|
3.75K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
626+ 3.69% |
$39.3K - $45.7K
|
17.6K
$1.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
620+ 14.63% |
$38.9K - $45.3K
|
4.86K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
612+ 13.33% |
$38.4K - $44.7K
|
5.2K
$434K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
611+ 295.17% |
$38.3K - $44.7K
|
818
$68.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
611+ 10.58% |
$38.3K - $44.7K
|
6.39K
$533K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
610+ 6.87% |
$38.3K - $44.6K
|
9.49K
$792K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
602+ 6.3% |
$37.8K - $44K
|
10.2K
$848K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
600+ 21.37% |
$37.6K - $43.8K
|
3.41K
$284K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
595+ 5.1% |
$37.3K - $43.5K
|
12.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
595+ 5.1% |
$37.3K - $43.5K
|
12.3K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
594+ 13.41% |
$37.2K - $43.4K
|
5.02K
$419K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
585+ 192.43% |
$36.7K - $42.8K
|
889
$74.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
584+ 0.14% |
$36.6K - $42.7K
|
424K
$35.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
581+ 1.15% |
$36.4K - $42.5K
|
51.1K
$4.27M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
579+ 6.4% |
$36.3K - $42.3K
|
9.63K
$804K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
574+ 1.85% |
$36K - $41.9K
|
31.6K
$2.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
570+ 6.39% |
$35.7K - $41.7K
|
9.49K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
569+ 2.86% |
$35.7K - $41.6K
|
20.4K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
568+ 0.62% |
$35.6K - $41.5K
|
92.5K
$7.72M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
558New |
$35K - $40.8K
|
558
$46.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
551+ 50.23% |
$34.6K - $40.3K
|
1.65K
$138K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
550+ 1.98% |
$34.5K - $40.2K
|
28.4K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
544+ 7.32% |
$34.1K - $39.8K
|
7.98K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
535+ 68.33% |
$33.5K - $39.1K
|
1.32K
$110K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
527+ 2.62% |
$33K - $38.5K
|
20.6K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
526+ 0.52% |
$33K - $38.4K
|
103K
$8.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
518+ 7.5% |
$32.5K - $37.9K
|
7.43K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
510+ 11.17% |
$32K - $37.3K
|
5.08K
$424K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
508+ 8.78% |
$31.9K - $37.1K
|
6.3K
$526K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
507New |
$31.8K - $37.1K
|
507
$42.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
500+ 8.33% |
$31.4K - $36.5K
|
6.5K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500+ 48.36% |
$31.4K - $36.5K
|
1.53K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
494+ 4.86% |
$31K - $36.1K
|
10.7K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
493+ 1.71% |
$30.9K - $36K
|
29.2K
$2.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
490+ 6.62% |
$30.7K - $35.8K
|
7.89K
$658K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
487+ 14.09% |
$30.5K - $35.6K
|
3.94K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
484+ 5.67% |
$30.4K - $35.4K
|
9.02K
$753K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
481+ 4.64% |
$30.2K - $35.2K
|
10.9K
$906K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
472+ 2.61% |
$29.6K - $34.5K
|
18.6K
$1.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
471+ 3.23% |
$29.5K - $34.4K
|
15.1K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
469+ 0.85% |
$29.4K - $34.3K
|
55.5K
$4.63M
|