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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
805+ 1073.33% |
$50.2K - $58.4K
|
880
$78.1K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
800+ 0.07% |
$49.9K - $58K
|
1.22M
$108M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
800+ 0.07% |
$49.9K - $58K
|
1.22M
$108M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
797+ 20.64% |
$49.7K - $57.8K
|
4.66K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
788+ 16.93% |
$49.1K - $57.1K
|
5.44K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
781+ 21.71% |
$48.7K - $56.6K
|
4.38K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
777+ 1.8% |
$48.4K - $56.3K
|
44K
$3.9M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
775+ 212.91% |
$48.3K - $56.2K
|
1.14K
$101K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
768+ 0.88% |
$47.9K - $55.7K
|
88.4K
$7.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
764+ 1.04% |
$47.6K - $55.4K
|
74.2K
$6.58M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
764+ 3.57% |
$47.6K - $55.4K
|
22.2K
$1.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
761+ 3.3% |
$47.4K - $55.2K
|
23.8K
$2.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
760+ 14.4% |
$47.4K - $55.1K
|
6.04K
$536K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
750+ 15.42% |
$46.7K - $54.4K
|
5.61K
$498K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
747+ 1.73% |
$46.6K - $54.2K
|
43.8K
$3.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
738+ 0.25% |
$46K - $53.5K
|
297K
$26.4M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
732+ 4.31% |
$45.6K - $53.1K
|
17.7K
$1.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
731+ 1.33% |
$45.6K - $53K
|
55.8K
$4.95M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
711+ 24.63% |
$44.3K - $51.5K
|
3.6K
$319K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
706+ 10.27% |
$44K - $51.2K
|
7.58K
$673K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
703+ 12.39% |
$43.8K - $51K
|
6.38K
$566K
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
700+ 11.68% |
$43.6K - $50.8K
|
6.69K
$594K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
692+ 3.26% |
$43.1K - $50.2K
|
21.9K
$1.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
690+ 0.62% |
$43K - $50K
|
112K
$9.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
684+ 0.25% |
$42.6K - $49.6K
|
271K
$24.1M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
684+ 0.25% |
$42.6K - $49.6K
|
271K
$24.1M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
678+ 7.06% |
$42.3K - $49.2K
|
10.3K
$912K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
676+ 8.37% |
$42.1K - $49K
|
8.76K
$777K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
673+ 17.25% |
$41.9K - $48.8K
|
4.58K
$406K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
673+ 4.2% |
$41.9K - $48.8K
|
16.7K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
654New |
$40.8K - $47.4K
|
654
$58K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
646+ 5.67% |
$40.3K - $46.8K
|
12K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
644+ 2.28% |
$40.1K - $46.7K
|
28.9K
$2.57M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
643+ 1.69% |
$40.1K - $46.6K
|
38.7K
$3.44M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
639+ 6.86% |
$39.8K - $46.3K
|
9.96K
$883K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
633+ 4.26% |
$39.4K - $45.9K
|
15.5K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
625+ 9.96% |
$39K - $45.3K
|
6.9K
$612K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
624+ 0.27% |
$38.9K - $45.2K
|
232K
$20.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
622+ 12.4% |
$38.8K - $45.1K
|
5.64K
$500K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
619+ 10.5% |
$38.6K - $44.9K
|
6.51K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
611New |
$38.1K - $44.3K
|
611
$54.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
605+ 3.97% |
$37.7K - $43.9K
|
15.9K
$1.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
605+ 5.34% |
$37.7K - $43.9K
|
11.9K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
605+ 34.07% |
$37.7K - $43.9K
|
2.38K
$211K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
600+ 4.92% |
$37.4K - $43.5K
|
12.8K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
600New |
$37.4K - $43.5K
|
600
$53.2K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
599+ 3.63% |
$37.3K - $43.4K
|
17.1K
$1.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
595+ 7.65% |
$37.1K - $43.1K
|
8.37K
$743K
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
595+ 0.72% |
$37.1K - $43.1K
|
83.1K
$7.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
593+ 3.15% |
$37K - $43K
|
19.4K
$1.72M
|