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 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
425+ 13.49% |
$26.5K - $30.8K
|
3.58K
$298K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
425+ 5.29% |
$26.5K - $30.8K
|
8.46K
$705K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
418+ 9.25% |
$26K - $30.3K
|
4.94K
$411K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
414+ 6.02% |
$25.8K - $30K
|
7.29K
$607K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
413+ 2.33% |
$25.7K - $29.9K
|
18.1K
$1.51M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
410+ 2.28% |
$25.6K - $29.7K
|
18.4K
$1.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
407+ 1.71% |
$25.4K - $29.5K
|
24.2K
$2.02M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
403+ 4.04% |
$25.1K - $29.2K
|
10.4K
$864K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
401+ 2.27% |
$25K - $29.1K
|
18.1K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
401+ 5.66% |
$25K - $29.1K
|
7.48K
$623K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
400+ 5.02% |
$24.9K - $29K
|
8.37K
$697K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
400+ 5.02% |
$24.9K - $29K
|
8.37K
$697K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
400New |
$24.9K - $29K
|
400
$33.3K
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
400+ 10.9% |
$24.9K - $29K
|
4.07K
$339K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
400+ 1.73% |
$24.9K - $29K
|
23.5K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
397+ 1.1% |
$24.7K - $28.8K
|
36.5K
$3.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
382+ 0.32% |
$23.8K - $27.7K
|
119K
$9.91M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
380+ 6.62% |
$23.7K - $27.6K
|
6.12K
$510K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
379+ 9.1% |
$23.6K - $27.5K
|
4.54K
$378K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
379+ 9.36% |
$23.6K - $27.5K
|
4.43K
$369K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
378+ 10.92% |
$23.6K - $27.4K
|
3.84K
$320K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
375+ 5.63% |
$23.4K - $27.2K
|
7.03K
$586K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
375+ 0.24% |
$23.4K - $27.2K
|
154K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
375+ 7.35% |
$23.4K - $27.2K
|
5.48K
$456K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
374+ 33.94% |
$23.3K - $27.1K
|
1.48K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
374+ 8.39% |
$23.3K - $27.1K
|
4.83K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
374+ 3.81% |
$23.3K - $27.1K
|
10.2K
$849K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
364+ 2.02% |
$22.7K - $26.4K
|
18.4K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
360+ 1.85% |
$22.4K - $26.1K
|
19.8K
$1.65M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
357+ 16.08% |
$22.2K - $25.9K
|
2.58K
$215K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
357+ 8.92% |
$22.2K - $25.9K
|
4.36K
$363K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
356+ 0.82% |
$22.2K - $25.8K
|
44K
$3.66M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
355+ 75.69% |
$22.1K - $25.7K
|
824
$68.6K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
352+ 3.25% |
$21.9K - $25.5K
|
11.2K
$932K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
352New |
$21.9K - $25.5K
|
352
$29.3K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
350New |
$21.8K - $25.4K
|
350
$29.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
347+ 2.95% |
$21.6K - $25.2K
|
12.1K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
341+ 6.97% |
$21.3K - $24.7K
|
5.23K
$436K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
339+ 2.71% |
$21.1K - $24.6K
|
12.9K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
335+ 8.8% |
$20.9K - $24.3K
|
4.14K
$345K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
333+ 6.56% |
$20.8K - $24.1K
|
5.41K
$450K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
325+ 3.64% |
$20.3K - $23.6K
|
9.25K
$771K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
314New |
$19.6K - $22.8K
|
314
$26.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
312+ 7.23% |
$19.4K - $22.6K
|
4.63K
$385K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
311+ 1.14% |
$19.4K - $22.5K
|
27.5K
$2.29M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
311+ 4.62% |
$19.4K - $22.5K
|
7.05K
$587K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
309+ 4.39% |
$19.3K - $22.4K
|
7.34K
$611K
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
307+ 10.11% |
$19.1K - $22.3K
|
3.35K
$279K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
300+ 4.41% |
$18.7K - $21.8K
|
7.1K
$592K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
300+ 121.95% |
$18.7K - $21.8K
|
546
$45.5K
|