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 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-542- 8.93% |
$34K - $39.6K
|
5.53K
$449K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-544- 7.06% |
$34.1K - $39.8K
|
7.16K
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-545- 3.73% |
$34.2K - $39.8K
|
14.1K
$1.14M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-546- 4.25% |
$34.2K - $39.9K
|
12.3K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-550- 7.35% |
$34.5K - $40.2K
|
6.94K
$564K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-573- 4.17% |
$35.9K - $41.9K
|
13.2K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-574- 13.95% |
$36K - $41.9K
|
3.54K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-575- 1.2% |
$36.1K - $42K
|
47.2K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-579- 13.67% |
$36.3K - $42.3K
|
3.66K
$297K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-586- 8.41% |
$36.7K - $42.8K
|
6.38K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-587- 5.14% |
$36.8K - $42.9K
|
10.8K
$881K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-595- 39.09% |
$37.3K - $43.5K
|
927
$75.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-614- 9.71% |
$38.5K - $44.9K
|
5.71K
$464K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-617- 10.39% |
$38.7K - $45.1K
|
5.32K
$433K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-617- 14.82% |
$38.7K - $45.1K
|
3.55K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-624- 1.97% |
$39.1K - $45.6K
|
31.1K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-625Closed |
$39.2K - $45.7K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-626- 9.93% |
$39.3K - $45.7K
|
5.68K
$462K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-632- 3.93% |
$39.6K - $46.2K
|
15.4K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-633- 4.9% |
$39.7K - $46.3K
|
12.3K
$999K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-635- 1.61% |
$39.8K - $46.4K
|
38.7K
$3.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-636- 5.99% |
$39.9K - $46.5K
|
9.98K
$812K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-638- 12.42% |
$40K - $46.6K
|
4.5K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-639- 0.58% |
$40.1K - $46.7K
|
110K
$8.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-641- 5.46% |
$40.2K - $46.8K
|
11.1K
$903K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-642- 0.76% |
$40.3K - $46.9K
|
83.3K
$6.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-644- 1.13% |
$40.4K - $47.1K
|
56.1K
$4.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-650- 2.11% |
$40.8K - $47.5K
|
30.2K
$2.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-652- 9.85% |
$40.9K - $47.6K
|
5.97K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-663- 4.57% |
$41.6K - $48.5K
|
13.8K
$1.12M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-664- 1.14% |
$41.6K - $48.5K
|
57.8K
$4.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-670- 8.21% |
$42K - $49K
|
7.49K
$609K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-684- 4.55% |
$42.9K - $50K
|
14.4K
$1.17M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-693- 0.81% |
$43.5K - $50.6K
|
84.6K
$6.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-722- 1.11% |
$45.3K - $52.8K
|
64.3K
$5.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-724- 1.78% |
$45.4K - $52.9K
|
39.8K
$3.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-726- 3.11% |
$45.5K - $53.1K
|
22.6K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-727- 10.24% |
$45.6K - $53.1K
|
6.37K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-727- 1.61% |
$45.6K - $53.1K
|
44.4K
$3.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-728- 1.15% |
$45.7K - $53.2K
|
62.8K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-729- 2.68% |
$45.7K - $53.3K
|
26.5K
$2.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-733- 9.06% |
$46K - $53.6K
|
7.36K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-738- 16.03% |
$46.3K - $53.9K
|
3.87K
$314K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-780- 4.14% |
$48.9K - $57K
|
18.1K
$1.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-785- 0.87% |
$49.2K - $57.4K
|
89.4K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-792- 2.76% |
$49.7K - $57.9K
|
27.9K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-807- 12.37% |
$50.6K - $59K
|
5.72K
$465K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-809- 2.15% |
$50.7K - $59.1K
|
36.7K
$2.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-812- 4.96% |
$50.9K - $59.3K
|
15.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-813- 1.05% |
$51K - $59.4K
|
77K
$6.26M
|