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 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
576+ 0.6% |
$35.9K - $41.8K
|
97.2K
$8.09M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
573+ 2.66% |
$35.7K - $41.5K
|
22.1K
$1.84M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
573+ 47.95% |
$35.7K - $41.5K
|
1.77K
$147K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
567+ 2.11% |
$35.3K - $41.1K
|
27.5K
$2.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
564+ 0.63% |
$35.1K - $40.9K
|
90.1K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
561+ 1.54% |
$35K - $40.7K
|
37.1K
$3.09M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
561+ 1.54% |
$35K - $40.7K
|
37.1K
$3.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
BUY
|
- |
560+ 19.31% |
$34.9K - $40.6K
|
3.46K
$288K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
559+ 11.36% |
$34.8K - $40.5K
|
5.48K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
558+ 3.65% |
$34.8K - $40.5K
|
15.8K
$1.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
554+ 33.99% |
$34.5K - $40.2K
|
2.18K
$182K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
547+ 4.26% |
$34.1K - $39.7K
|
13.4K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
546+ 1.22% |
$34K - $39.6K
|
45.4K
$3.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
545+ 18.11% |
$34K - $39.5K
|
3.56K
$296K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
542+ 6.8% |
$33.8K - $39.3K
|
8.51K
$709K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
537+ 3.83% |
$33.5K - $38.9K
|
14.6K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
532+ 2.95% |
$33.2K - $38.6K
|
18.5K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
528+ 0.59% |
$32.9K - $38.3K
|
90.6K
$7.55M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
523+ 3.9% |
$32.6K - $37.9K
|
13.9K
$1.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
519+ 6.59% |
$32.3K - $37.6K
|
8.4K
$699K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
519+ 22.13% |
$32.3K - $37.6K
|
2.86K
$239K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
516+ 1.08% |
$32.2K - $37.4K
|
48.5K
$4.04M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
512+ 22.0% |
$31.9K - $37.1K
|
2.84K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
511+ 6.88% |
$31.8K - $37K
|
7.94K
$661K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
510+ 9.93% |
$31.8K - $37K
|
5.65K
$470K
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
510+ 0.25% |
$31.8K - $37K
|
207K
$17.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
509+ 2.65% |
$31.7K - $36.9K
|
19.7K
$1.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
508+ 0.59% |
$31.7K - $36.8K
|
86.1K
$7.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
506+ 7.92% |
$31.5K - $36.7K
|
6.9K
$574K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
506+ 1.12% |
$31.5K - $36.7K
|
45.5K
$3.79M
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
505+ 0.21% |
$31.5K - $36.6K
|
237K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
504+ 1.84% |
$31.4K - $36.5K
|
28K
$2.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
502+ 8.83% |
$31.3K - $36.4K
|
6.19K
$515K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.71% |
$31.2K - $36.3K
|
70.8K
$5.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
500+ 3.16% |
$31.2K - $36.3K
|
16.3K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
500+ 1.34% |
$31.2K - $36.3K
|
37.7K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.26% |
$31.2K - $36.3K
|
194K
$16.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
496+ 7.84% |
$30.9K - $36K
|
6.83K
$568K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
491+ 2.4% |
$30.6K - $35.6K
|
20.9K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
491+ 16.31% |
$30.6K - $35.6K
|
3.5K
$292K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
486+ 0.55% |
$30.3K - $35.2K
|
88.3K
$7.35M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
485+ 3.47% |
$30.2K - $35.2K
|
14.5K
$1.2M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
485+ 3464.29% |
$30.2K - $35.2K
|
499
$41.6K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
469+ 2.3% |
$29.2K - $34K
|
20.8K
$1.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
463+ 3.51% |
$28.9K - $33.6K
|
13.7K
$1.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
452+ 2.79% |
$28.2K - $32.8K
|
16.7K
$1.39M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
451+ 16.28% |
$28.1K - $32.7K
|
3.22K
$268K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
445+ 8.66% |
$27.7K - $32.3K
|
5.59K
$465K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
430+ 4.99% |
$26.8K - $31.2K
|
9.06K
$754K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
428+ 20.22% |
$26.7K - $31K
|
2.55K
$212K
|