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 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
87+ 4.8% |
$5.42K - $6.31K
|
1.9K
$158K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
86+ 0.54% |
$5.36K - $6.24K
|
15.9K
$1.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
85+ 0.38% |
$5.3K - $6.16K
|
22.6K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
85+ 0.92% |
$5.3K - $6.16K
|
9.34K
$778K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
83+ 0.76% |
$5.17K - $6.02K
|
11.1K
$920K
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
80+ 0.08% |
$4.99K - $5.8K
|
97.4K
$8.11M
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
BUY
|
- |
80+ 0.94% |
$4.99K - $5.8K
|
8.55K
$712K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
79+ 5.27% |
$4.92K - $5.73K
|
1.58K
$131K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
78+ 2.48% |
$4.86K - $5.66K
|
3.23K
$269K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
78+ 113.04% |
$4.86K - $5.66K
|
147
$12.2K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
74+ 0.18% |
$4.61K - $5.37K
|
40.1K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74New |
$4.61K - $5.37K
|
74
$6.16K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
72+ 0.82% |
$4.49K - $5.22K
|
8.82K
$734K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
67+ 0.27% |
$4.18K - $4.86K
|
24.7K
$2.06M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
66+ 15.68% |
$4.11K - $4.79K
|
487
$40.6K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
65+ 13.43% |
$4.05K - $4.71K
|
549
$45.7K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
64+ 3.13% |
$3.99K - $4.64K
|
2.11K
$175K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
60New |
$3.74K - $4.35K
|
60
$5K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
60+ 3.86% |
$3.74K - $4.35K
|
1.61K
$134K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
55+ 12.59% |
$3.43K - $3.99K
|
492
$41K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
53+ 0.63% |
$3.3K - $3.84K
|
8.47K
$705K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
51+ 0.72% |
$3.18K - $3.7K
|
7.09K
$590K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
50+ 0.92% |
$3.12K - $3.63K
|
5.5K
$458K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
50+ 0.3% |
$3.12K - $3.63K
|
16.7K
$1.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
50+ 0.64% |
$3.12K - $3.63K
|
7.91K
$659K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
50+ 0.12% |
$3.12K - $3.63K
|
42.9K
$3.57M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
50+ 0.4% |
$3.12K - $3.63K
|
12.5K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
50+ 0.43% |
$3.12K - $3.63K
|
11.6K
$963K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
50+ 0.23% |
$3.12K - $3.63K
|
21.7K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
49+ 0.68% |
$3.05K - $3.55K
|
7.22K
$602K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
48+ 1.32% |
$2.99K - $3.48K
|
3.67K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
48+ 1.6% |
$2.99K - $3.48K
|
3.04K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
47+ 1.57% |
$2.93K - $3.41K
|
3.04K
$254K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.07% |
$2.87K - $3.34K
|
62K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
46+ 1.04% |
$2.87K - $3.34K
|
4.48K
$373K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
44+ 0.83% |
$2.74K - $3.19K
|
5.37K
$447K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43+ 1.46% |
$2.68K - $3.12K
|
2.99K
$249K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
41+ 0.9% |
$2.56K - $2.97K
|
4.58K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
40+ 0.45% |
$2.49K - $2.9K
|
8.96K
$746K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
40+ 0.25% |
$2.49K - $2.9K
|
16.3K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
39+ 1.04% |
$2.43K - $2.83K
|
3.78K
$315K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
38+ 0.97% |
$2.37K - $2.76K
|
3.97K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
38+ 0.4% |
$2.37K - $2.76K
|
9.51K
$792K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
37+ 0.08% |
$2.31K - $2.68K
|
43.7K
$3.64M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
37+ 0.44% |
$2.31K - $2.68K
|
8.35K
$696K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
35New |
$2.18K - $2.54K
|
35
$2.91K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
35+ 0.07% |
$2.18K - $2.54K
|
50.2K
$4.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
33+ 3.0% |
$2.06K - $2.39K
|
1.13K
$94.4K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
33+ 0.51% |
$2.06K - $2.39K
|
6.46K
$538K
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
32+ 1.08% |
$1.99K - $2.32K
|
3K
$250K
|