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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
466+ 0.7% |
$29.2K - $34.1K
|
67K
$5.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
464+ 4.39% |
$29.1K - $33.9K
|
11K
$921K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
462+ 9.33% |
$29K - $33.8K
|
5.42K
$452K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
462+ 4.3% |
$29K - $33.8K
|
11.2K
$935K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
454+ 0.68% |
$28.5K - $33.2K
|
67.2K
$5.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
454+ 10.08% |
$28.5K - $33.2K
|
4.96K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
451+ 10.77% |
$28.3K - $33K
|
4.64K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
450+ 10.23% |
$28.2K - $32.9K
|
4.85K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
448+ 3.85% |
$28.1K - $32.7K
|
12.1K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
447+ 4.89% |
$28K - $32.7K
|
9.59K
$800K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
444+ 0.93% |
$27.8K - $32.4K
|
48.3K
$4.03M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
443New |
$27.8K - $32.4K
|
443
$37K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
442+ 1.67% |
$27.7K - $32.3K
|
27K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
439+ 4.64% |
$27.5K - $32.1K
|
9.89K
$826K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
436New |
$27.3K - $31.9K
|
436
$36.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
423+ 6.95% |
$26.5K - $30.9K
|
6.51K
$543K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
419+ 1.47% |
$26.3K - $30.6K
|
28.9K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
418+ 3.12% |
$26.2K - $30.5K
|
13.8K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
412+ 6.77% |
$25.8K - $30.1K
|
6.5K
$542K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
409+ 0.21% |
$25.6K - $29.9K
|
191K
$15.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
407+ 3.49% |
$25.5K - $29.7K
|
12.1K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
405+ 12.43% |
$25.4K - $29.6K
|
3.66K
$306K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
402+ 2.04% |
$25.2K - $29.4K
|
20.1K
$1.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
400+ 9.04% |
$25.1K - $29.2K
|
4.82K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
399+ 2.93% |
$25K - $29.2K
|
14K
$1.17M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
383+ 7.34% |
$24K - $28K
|
5.6K
$468K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
379+ 13.69% |
$23.8K - $27.7K
|
3.15K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
377+ 8.46% |
$23.6K - $27.6K
|
4.83K
$403K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
375+ 6.7% |
$23.5K - $27.4K
|
5.97K
$498K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
375+ 0.83% |
$23.5K - $27.4K
|
45.5K
$3.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
375+ 0.93% |
$23.5K - $27.4K
|
40.6K
$3.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
371+ 8.24% |
$23.3K - $27.1K
|
4.88K
$407K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
364+ 9.81% |
$22.8K - $26.6K
|
4.08K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
348+ 5.13% |
$21.8K - $25.4K
|
7.13K
$595K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
346+ 10.74% |
$21.7K - $25.3K
|
3.57K
$298K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
346+ 10.74% |
$21.7K - $25.3K
|
3.57K
$298K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
326+ 9.53% |
$20.4K - $23.8K
|
3.75K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
324+ 6.0% |
$20.3K - $23.7K
|
5.73K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
316+ 9.6% |
$19.8K - $23.1K
|
3.61K
$301K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
313+ 14.8% |
$19.6K - $22.9K
|
2.43K
$203K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
310+ 2.99% |
$19.4K - $22.7K
|
10.7K
$892K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
310+ 7.95% |
$19.4K - $22.7K
|
4.21K
$351K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
305+ 44.27% |
$19.1K - $22.3K
|
994
$83K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
303+ 1.38% |
$19K - $22.1K
|
22.3K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
300+ 7.14% |
$18.8K - $21.9K
|
4.5K
$376K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
300+ 4.61% |
$18.8K - $21.9K
|
6.81K
$568K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$25K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$25K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
300+ 13.81% |
$18.8K - $21.9K
|
2.47K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$18.8K - $21.9K
|
300
$25K
|