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 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
177+ 1.4% |
$11.1K - $12.9K
|
12.8K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
176+ 46.32% |
$11K - $12.9K
|
556
$46.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
172+ 6.0% |
$10.8K - $12.6K
|
3.04K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
170+ 5.18% |
$10.7K - $12.4K
|
3.45K
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
169+ 3.3% |
$10.6K - $12.4K
|
5.28K
$441K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
167+ 1.77% |
$10.5K - $12.2K
|
9.59K
$800K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
167+ 1.91% |
$10.5K - $12.2K
|
8.92K
$745K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
160New |
$10K - $11.7K
|
160
$13.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
158+ 0.98% |
$9.91K - $11.5K
|
16.3K
$1.36M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
157+ 3.24% |
$9.85K - $11.5K
|
5.01K
$418K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
157+ 4.79% |
$9.85K - $11.5K
|
3.44K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
152+ 1.28% |
$9.53K - $11.1K
|
12K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
152New |
$9.53K - $11.1K
|
152
$12.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
151+ 0.03% |
$9.47K - $11K
|
542K
$45.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
151+ 3.58% |
$9.47K - $11K
|
4.37K
$364K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
151+ 0.59% |
$9.47K - $11K
|
25.8K
$2.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
150+ 1.45% |
$9.41K - $11K
|
10.5K
$879K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
150+ 0.73% |
$9.41K - $11K
|
20.7K
$1.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
150+ 23.89% |
$9.41K - $11K
|
778
$64.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
150+ 1.29% |
$9.41K - $11K
|
11.8K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
150New |
$9.41K - $11K
|
150
$12.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
149+ 0.75% |
$9.34K - $10.9K
|
20K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
149+ 3.99% |
$9.34K - $10.9K
|
3.88K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
145+ 0.52% |
$9.09K - $10.6K
|
28.3K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
145+ 4.9% |
$9.09K - $10.6K
|
3.1K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
135+ 1.02% |
$8.47K - $9.87K
|
13.4K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
134+ 1.04% |
$8.4K - $9.79K
|
13K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
133+ 42.09% |
$8.34K - $9.72K
|
449
$37.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
133+ 1.26% |
$8.34K - $9.72K
|
10.7K
$895K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
BUY
|
- |
133+ 6.17% |
$8.34K - $9.72K
|
2.29K
$191K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
131+ 2.89% |
$8.22K - $9.57K
|
4.66K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
130New |
$8.15K - $9.5K
|
130
$10.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
127+ 14.94% |
$7.96K - $9.28K
|
977
$81.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
122+ 1.29% |
$7.65K - $8.92K
|
9.62K
$803K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
121+ 1.81% |
$7.59K - $8.84K
|
6.82K
$570K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
120+ 3.11% |
$7.53K - $8.77K
|
3.98K
$332K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
120+ 0.48% |
$7.53K - $8.77K
|
24.9K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
120+ 3.08% |
$7.53K - $8.77K
|
4.02K
$335K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
118New |
$7.4K - $8.62K
|
118
$9.85K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
114New |
$7.15K - $8.33K
|
114
$9.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
113New |
$7.09K - $8.26K
|
113
$9.43K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
112+ 0.51% |
$7.02K - $8.18K
|
22K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
110+ 1.3% |
$6.9K - $8.04K
|
8.57K
$716K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
110+ 0.73% |
$6.9K - $8.04K
|
15.2K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
108+ 0.22% |
$6.77K - $7.89K
|
50.2K
$4.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
107+ 9.27% |
$6.71K - $7.82K
|
1.26K
$105K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
105+ 2.74% |
$6.58K - $7.67K
|
3.94K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
102+ 5.99% |
$6.4K - $7.45K
|
1.8K
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
102+ 1.53% |
$6.4K - $7.45K
|
6.76K
$564K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
101+ 2.15% |
$6.33K - $7.38K
|
4.79K
$400K
|