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 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-390- 7.12% |
$24.5K - $28.5K
|
5.09K
$424K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-392- 5.38% |
$24.6K - $28.6K
|
6.89K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-396- 4.63% |
$24.8K - $28.9K
|
8.16K
$681K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-399- 9.32% |
$25K - $29.2K
|
3.88K
$324K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-399- 2.16% |
$25K - $29.2K
|
18.1K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-400- 10.39% |
$25.1K - $29.2K
|
3.45K
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-402- 0.82% |
$25.2K - $29.4K
|
48.9K
$4.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-405- 7.58% |
$25.4K - $29.6K
|
4.94K
$412K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-407- 8.57% |
$25.5K - $29.7K
|
4.34K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-407- 4.23% |
$25.5K - $29.7K
|
9.21K
$769K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-413- 4.34% |
$25.9K - $30.2K
|
9.09K
$759K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-420- 1.27% |
$26.3K - $30.7K
|
32.6K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-421- 5.15% |
$26.4K - $30.8K
|
7.75K
$647K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-422- 2.23% |
$26.5K - $30.8K
|
18.5K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-424- 0.89% |
$26.6K - $31K
|
47K
$3.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-425- 11.71% |
$26.7K - $31.1K
|
3.21K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-425- 1.5% |
$26.7K - $31.1K
|
27.9K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-430- 2.84% |
$27K - $31.4K
|
14.7K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-431- 1.15% |
$27K - $31.5K
|
37.2K
$3.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-438- 6.01% |
$27.5K - $32K
|
6.85K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-440- 22.86% |
$27.6K - $32.2K
|
1.49K
$124K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-459- 2.6% |
$28.8K - $33.5K
|
17.2K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-465- 4.92% |
$29.2K - $34K
|
8.99K
$751K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-465- 2.23% |
$29.2K - $34K
|
20.4K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-465- 6.88% |
$29.2K - $34K
|
6.3K
$526K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-467- 10.33% |
$29.3K - $34.1K
|
4.05K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-471- 11.49% |
$29.5K - $34.4K
|
3.63K
$303K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-475- 4.39% |
$29.8K - $34.7K
|
10.3K
$864K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-477- 14.11% |
$29.9K - $34.9K
|
2.9K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-481- 1.32% |
$30.2K - $35.2K
|
36K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-483- 1.12% |
$30.3K - $35.3K
|
42.6K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-484- 11.36% |
$30.4K - $35.4K
|
3.78K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-485- 0.6% |
$30.4K - $35.4K
|
80.9K
$6.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-493- 10.07% |
$30.9K - $36K
|
4.4K
$368K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-494- 1.23% |
$31K - $36.1K
|
39.5K
$3.3M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-498- 97.27% |
$31.2K - $36.4K
|
14
$1.17K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-499- 2.0% |
$31.3K - $36.5K
|
24.5K
$2.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 6.28% |
$31.4K - $36.5K
|
7.46K
$622K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-500- 11.13% |
$31.4K - $36.5K
|
3.99K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-500- 3.35% |
$31.4K - $36.5K
|
14.4K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-500- 10.27% |
$31.4K - $36.5K
|
4.37K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-500- 8.03% |
$31.4K - $36.5K
|
5.73K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-500- 8.03% |
$31.4K - $36.5K
|
5.73K
$478K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-506- 9.92% |
$31.7K - $37K
|
4.59K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-508- 1.41% |
$31.9K - $37.1K
|
35.5K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-509- 1.6% |
$31.9K - $37.2K
|
31.3K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-524- 0.41% |
$32.9K - $38.3K
|
126K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-525- 0.57% |
$32.9K - $38.4K
|
92K
$7.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-528- 2.48% |
$33.1K - $38.6K
|
20.8K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-530- 10.73% |
$33.2K - $38.7K
|
4.41K
$368K
|