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
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
179+ 1.23% |
$11.2K - $13K
|
14.8K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
178+ 3.25% |
$11.1K - $12.9K
|
5.65K
$471K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
178+ 63.12% |
$11.1K - $12.9K
|
460
$38.3K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
176+ 0.64% |
$11K - $12.8K
|
27.7K
$2.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
170+ 1.03% |
$10.6K - $12.3K
|
16.7K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
168+ 0.4% |
$10.5K - $12.2K
|
42.2K
$3.52M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
166+ 7.69% |
$10.3K - $12K
|
2.33K
$194K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
166+ 3.53% |
$10.3K - $12K
|
4.87K
$405K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
165+ 1.06% |
$10.3K - $12K
|
15.8K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
165+ 1.49% |
$10.3K - $12K
|
11.3K
$937K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
164+ 1.53% |
$10.2K - $11.9K
|
10.9K
$904K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
163+ 4.67% |
$10.2K - $11.8K
|
3.66K
$304K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
160+ 2.88% |
$9.97K - $11.6K
|
5.72K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
160+ 13.65% |
$9.97K - $11.6K
|
1.33K
$111K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
157+ 1.57% |
$9.78K - $11.4K
|
10.2K
$848K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
156+ 0.19% |
$9.72K - $11.3K
|
83.5K
$6.95M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
155+ 4.33% |
$9.66K - $11.2K
|
3.73K
$311K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
154+ 3.41% |
$9.6K - $11.2K
|
4.66K
$388K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
153+ 0.81% |
$9.53K - $11.1K
|
19K
$1.58M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
150+ 3.41% |
$9.35K - $10.9K
|
4.55K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
150+ 5.32% |
$9.35K - $10.9K
|
2.97K
$247K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
149+ 2.05% |
$9.29K - $10.8K
|
7.42K
$618K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
149+ 0.48% |
$9.29K - $10.8K
|
31.1K
$2.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
147+ 2.53% |
$9.16K - $10.7K
|
5.95K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
147+ 4.65% |
$9.16K - $10.7K
|
3.31K
$275K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
145+ 2.8% |
$9.04K - $10.5K
|
5.33K
$444K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
145+ 0.49% |
$9.04K - $10.5K
|
29.6K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
144+ 3.28% |
$8.97K - $10.4K
|
4.53K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
142+ 10.2% |
$8.85K - $10.3K
|
1.53K
$128K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
140+ 1.33% |
$8.72K - $10.2K
|
10.7K
$887K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
139+ 2.52% |
$8.66K - $10.1K
|
5.64K
$470K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
136+ 1.23% |
$8.48K - $9.86K
|
11.2K
$931K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
136+ 0.27% |
$8.48K - $9.86K
|
51.2K
$4.26M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
136+ 1.77% |
$8.48K - $9.86K
|
7.84K
$652K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
133+ 0.84% |
$8.29K - $9.64K
|
16.1K
$1.34M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
133+ 2.99% |
$8.29K - $9.64K
|
4.58K
$381K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
125+ 2.59% |
$7.79K - $9.06K
|
4.95K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
125+ 0.4% |
$7.79K - $9.06K
|
31.8K
$2.64M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
124+ 1.38% |
$7.73K - $8.99K
|
9.14K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
123+ 0.47% |
$7.67K - $8.92K
|
26.1K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
123+ 1.96% |
$7.67K - $8.92K
|
6.4K
$533K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
116+ 7.5% |
$7.23K - $8.41K
|
1.66K
$138K
|
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
111+ 0.41% |
$6.92K - $8.05K
|
27.3K
$2.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
106+ 2.38% |
$6.61K - $7.69K
|
4.56K
$380K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
105+ 1.49% |
$6.54K - $7.61K
|
7.13K
$594K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
104+ 0.69% |
$6.48K - $7.54K
|
15.3K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 25.0% |
$6.23K - $7.25K
|
500
$41.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
99+ 0.29% |
$6.17K - $7.18K
|
34.2K
$2.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
91+ 1.07% |
$5.67K - $6.6K
|
8.59K
$715K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
89+ 0.09% |
$5.55K - $6.45K
|
103K
$8.59M
|