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
|
Beta Wealth Group, Inc.
|
BUY
|
- |
300+ 6.25% |
$18.7K - $21.8K
|
5.1K
$425K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
300New |
$18.7K - $21.8K
|
300
$25K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
295+ 2.33% |
$18.4K - $21.4K
|
12.9K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
294+ 2.43% |
$18.3K - $21.3K
|
12.4K
$1.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
287+ 0.37% |
$17.9K - $20.8K
|
77.9K
$6.48M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
286+ 49.74% |
$17.8K - $20.7K
|
861
$71.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
278+ 2.57% |
$17.3K - $20.2K
|
11.1K
$924K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
273+ 0.48% |
$17K - $19.8K
|
57K
$4.74M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
272+ 0.32% |
$17K - $19.7K
|
84.2K
$7.01M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
269+ 5.63% |
$16.8K - $19.5K
|
5.05K
$420K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
262+ 13.42% |
$16.3K - $19K
|
2.22K
$184K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
262+ 0.17% |
$16.3K - $19K
|
156K
$13M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
261+ 3.87% |
$16.3K - $18.9K
|
7.01K
$583K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
259+ 2.38% |
$16.1K - $18.8K
|
11.1K
$928K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
255+ 2.99% |
$15.9K - $18.5K
|
8.78K
$731K
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
255+ 1.04% |
$15.9K - $18.5K
|
24.8K
$2.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
250+ 1.43% |
$15.6K - $18.1K
|
17.7K
$1.48M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
248+ 0.01% |
$15.5K - $18K
|
1.88M
$157M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
248+ 7.8% |
$15.5K - $18K
|
3.43K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
245+ 1.43% |
$15.3K - $17.8K
|
17.4K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
244+ 8.31% |
$15.2K - $17.7K
|
3.18K
$265K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
238+ 0.9% |
$14.8K - $17.3K
|
26.7K
$2.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
235+ 6.25% |
$14.6K - $17K
|
3.99K
$332K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
235+ 1.89% |
$14.6K - $17K
|
12.6K
$1.05M
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
235+ 6.25% |
$14.6K - $17K
|
3.99K
$332K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
233+ 1.44% |
$14.5K - $16.9K
|
16.4K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
233+ 1.61% |
$14.5K - $16.9K
|
14.7K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
233+ 1.12% |
$14.5K - $16.9K
|
21K
$1.75M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
233+ 65.63% |
$14.5K - $16.9K
|
588
$49K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
232+ 2.44% |
$14.5K - $16.8K
|
9.76K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
230+ 0.88% |
$14.3K - $16.7K
|
26.2K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
228+ 1.39% |
$14.2K - $16.5K
|
16.6K
$1.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
227+ 5.05% |
$14.1K - $16.5K
|
4.72K
$393K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
222+ 5.25% |
$13.8K - $16.1K
|
4.45K
$371K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
216New |
$13.5K - $15.7K
|
216
$18K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
215+ 0.68% |
$13.4K - $15.6K
|
31.9K
$2.66M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
211+ 5.63% |
$13.1K - $15.3K
|
3.96K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
210+ 5.37% |
$13.1K - $15.2K
|
4.12K
$343K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
208+ 15.38% |
$13K - $15.1K
|
1.56K
$130K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
207+ 4.47% |
$12.9K - $15K
|
4.84K
$403K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
206+ 8.64% |
$12.8K - $14.9K
|
2.59K
$216K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
200New |
$12.5K - $14.5K
|
200
$16.7K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
199+ 2.79% |
$12.4K - $14.4K
|
7.33K
$611K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
199+ 1.48% |
$12.4K - $14.4K
|
13.6K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
190New |
$11.8K - $13.8K
|
190
$15.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
188+ 6.41% |
$11.7K - $13.6K
|
3.12K
$260K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
188+ 17.92% |
$11.7K - $13.6K
|
1.24K
$103K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
188+ 32.41% |
$11.7K - $13.6K
|
768
$64K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
180+ 1.05% |
$11.2K - $13.1K
|
17.3K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
180+ 4.83% |
$11.2K - $13.1K
|
3.91K
$325K
|