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 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-817- 3.81% |
$51.2K - $59.7K
|
20.6K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-821- 6.02% |
$51.5K - $60K
|
12.8K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-823- 20.7% |
$51.6K - $60.1K
|
3.15K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-835- 6.4% |
$52.4K - $61K
|
12.2K
$993K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-851- 3.32% |
$53.4K - $62.2K
|
24.8K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-857- 4.13% |
$53.7K - $62.6K
|
19.9K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-874- 8.95% |
$54.8K - $63.9K
|
8.9K
$723K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-890- 3.61% |
$55.8K - $65K
|
23.8K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-890- 4.26% |
$55.8K - $65K
|
20K
$1.62M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-892- 20.13% |
$55.9K - $65.2K
|
3.54K
$288K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-893- 5.12% |
$56K - $65.3K
|
16.6K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-900- 15.78% |
$56.4K - $65.8K
|
4.8K
$391K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-910- 5.87% |
$57.1K - $66.5K
|
14.6K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Nepsis Inc.
|
SELL
|
- |
-918- 3.56% |
$57.6K - $67.1K
|
24.8K
$2.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-923- 8.51% |
$57.9K - $67.5K
|
9.92K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-925- 2.0% |
$58K - $67.6K
|
45.3K
$3.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-941- 11.25% |
$59K - $68.8K
|
7.42K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-944- 1.72% |
$59.2K - $69K
|
54.1K
$4.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-980- 2.4% |
$61.5K - $71.6K
|
39.8K
$3.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-983- 14.69% |
$61.6K - $71.8K
|
5.71K
$464K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-999- 4.07% |
$62.6K - $73K
|
23.6K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-1K- 75.19% |
$62.7K - $73.1K
|
330
$26.8K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 6.36% |
$62.8K - $73.2K
|
14.7K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.01K- 1.96% |
$63.6K - $74.1K
|
50.7K
$4.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.02K- 0.58% |
$63.8K - $74.4K
|
175K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 24.17% |
$64K - $74.6K
|
3.2K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.02K- 9.89% |
$64.2K - $74.8K
|
9.32K
$758K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.03K- 15.05% |
$64.7K - $75.4K
|
5.82K
$474K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.04K- 16.38% |
$65.3K - $76.1K
|
5.32K
$432K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.05K- 2.75% |
$65.8K - $76.7K
|
37.2K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.06K- 17.34% |
$66.4K - $77.4K
|
5.05K
$411K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.06K- 1.54% |
$66.5K - $77.5K
|
67.7K
$5.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.1K- 8.78% |
$69K - $80.4K
|
11.4K
$929K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.1K- 4.94% |
$69.1K - $80.5K
|
21.2K
$1.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.1K- 13.5% |
$69.2K - $80.7K
|
7.07K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.11K- 20.09% |
$69.3K - $80.8K
|
4.39K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.11K- 10.28% |
$69.4K - $80.8K
|
9.65K
$785K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.11K- 22.49% |
$69.5K - $81K
|
3.82K
$311K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.13K- 26.65% |
$71K - $82.7K
|
3.12K
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.14K- 7.03% |
$71.6K - $83.5K
|
15.1K
$1.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.15K- 4.72% |
$72.1K - $84K
|
23.2K
$1.89M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.15K- 1.84% |
$72.1K - $84K
|
61.3K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.15K- 2.55% |
$72.2K - $84.2K
|
44.1K
$3.59M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.16K- 0.74% |
$72.4K - $84.4K
|
155K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.17K- 23.16% |
$73.6K - $85.7K
|
3.89K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.18K- 5.93% |
$74.2K - $86.5K
|
18.8K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.19K- 9.51% |
$74.6K - $86.9K
|
11.3K
$920K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.2K- 14.42% |
$75.4K - $87.8K
|
7.13K
$580K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.22K- 0.5% |
$76.4K - $89K
|
242K
$19.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.22K- 3.22% |
$76.7K - $89.4K
|
36.8K
$2.99M
|