Purchases and Sales Made in Q1 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.1KNew |
$68.4K - $79.5K
|
1.1K
$91.4K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.09K+ 15.17% |
$67.8K - $78.9K
|
8.26K
$688K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.09K+ 1.85% |
$67.7K - $78.7K
|
59.8K
$4.98M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.07K+ 16.6% |
$66.5K - $77.4K
|
7.49K
$624K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.07K+ 10.2% |
$66.4K - $77.2K
|
11.5K
$958K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.07K+ 3.1% |
$66.4K - $77.2K
|
35.4K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.06K+ 0.37% |
$66.1K - $76.9K
|
285K
$23.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1.06K+ 7.37% |
$65.9K - $76.7K
|
15.4K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.06K+ 12.88% |
$65.8K - $76.6K
|
9.25K
$771K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.05K+ 264.16% |
$65.7K - $76.4K
|
1.45K
$121K
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.05K+ 1.73% |
$65.4K - $76.1K
|
61.8K
$5.14M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.05K+ 95.28% |
$65.4K - $76.1K
|
2.15K
$179K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.05K+ 48.72% |
$65.2K - $75.9K
|
3.2K
$266K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.04K+ 2.08% |
$64.7K - $75.3K
|
50.9K
$4.24M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.04KNew |
$64.5K - $75K
|
1.04K
$86.2K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.01K+ 2.9% |
$62.9K - $73.2K
|
35.9K
$2.99M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1K+ 22.85% |
$62.3K - $72.5K
|
5.38K
$448K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
1K+ 25.32% |
$62.3K - $72.5K
|
4.95K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
996+ 10.52% |
$62.1K - $72.2K
|
10.5K
$871K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
981+ 0.83% |
$61.1K - $71.1K
|
119K
$9.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
975+ 8.16% |
$60.8K - $70.7K
|
12.9K
$1.08M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
968+ 13.61% |
$60.3K - $70.2K
|
8.08K
$673K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
964+ 16.81% |
$60.1K - $69.9K
|
6.7K
$558K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
957+ 22.24% |
$59.6K - $69.4K
|
5.26K
$438K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
955+ 92.27% |
$59.5K - $69.2K
|
1.99K
$166K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
954+ 3.84% |
$59.5K - $69.2K
|
25.8K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
950+ 24.9% |
$59.2K - $68.9K
|
4.77K
$397K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
947+ 20.6% |
$59K - $68.7K
|
5.55K
$462K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
942+ 4.87% |
$58.7K - $68.3K
|
20.3K
$1.69M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
938+ 46.21% |
$58.5K - $68K
|
2.97K
$247K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
933+ 64.79% |
$58.1K - $67.6K
|
2.37K
$198K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
930+ 5.85% |
$58K - $67.4K
|
16.8K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
926+ 12.77% |
$57.7K - $67.1K
|
8.18K
$681K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
921+ 5.94% |
$57.4K - $66.8K
|
16.4K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
903+ 0.94% |
$56.3K - $65.5K
|
97.4K
$8.11M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
897+ 0.37% |
$55.9K - $65K
|
242K
$20.2M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
885+ 29.5% |
$55.2K - $64.2K
|
3.89K
$324K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
874+ 21.83% |
$54.5K - $63.4K
|
4.88K
$406K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
851+ 5.37% |
$53K - $61.7K
|
16.7K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
848+ 2.19% |
$52.8K - $61.5K
|
39.6K
$3.3M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
835+ 0.82% |
$52K - $60.5K
|
102K
$8.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
830+ 6.56% |
$51.7K - $60.2K
|
13.5K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
822+ 0.65% |
$51.2K - $59.6K
|
128K
$10.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
822+ 4.0% |
$51.2K - $59.6K
|
21.4K
$1.78M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
821+ 13.37% |
$51.2K - $59.5K
|
6.96K
$580K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
818+ 17.82% |
$51K - $59.3K
|
5.41K
$450K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
814+ 10.43% |
$50.7K - $59K
|
8.62K
$718K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
808+ 4.77% |
$50.4K - $58.6K
|
17.8K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
805+ 1073.33% |
$50.2K - $58.4K
|
880
$73.3K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
800+ 0.07% |
$49.9K - $58K
|
1.22M
$101M
|