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 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
31+ 1.03% |
$1.93K - $2.25K
|
3.03K
$253K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
31+ 0.32% |
$1.93K - $2.25K
|
9.62K
$801K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
30+ 0.18% |
$1.87K - $2.18K
|
17K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
30+ 0.49% |
$1.87K - $2.18K
|
6.17K
$514K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
30+ 1.74% |
$1.87K - $2.18K
|
1.75K
$146K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.5% |
$1.81K - $2.1K
|
5.86K
$488K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 0.46% |
$1.81K - $2.1K
|
6.27K
$522K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 0.46% |
$1.81K - $2.1K
|
6.27K
$522K
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
28+ 0.33% |
$1.74K - $2.03K
|
8.62K
$718K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
26+ 0.55% |
$1.62K - $1.89K
|
4.73K
$394K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
25+ 0.35% |
$1.56K - $1.81K
|
7.25K
$604K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
25+ 0.59% |
$1.56K - $1.81K
|
4.24K
$353K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
24+ 0.66% |
$1.5K - $1.74K
|
3.67K
$306K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
23+ 0.07% |
$1.43K - $1.67K
|
34.8K
$2.9M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
22+ 0.35% |
$1.37K - $1.6K
|
6.35K
$529K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
22+ 0.61% |
$1.37K - $1.6K
|
3.66K
$305K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22+ 0.3% |
$1.37K - $1.6K
|
7.3K
$608K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
22+ 0.45% |
$1.37K - $1.6K
|
4.9K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
22+ 0.6% |
$1.37K - $1.6K
|
3.68K
$307K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
21+ 0.4% |
$1.31K - $1.52K
|
5.24K
$436K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
21+ 0.41% |
$1.31K - $1.52K
|
5.1K
$425K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
21+ 0.3% |
$1.31K - $1.52K
|
6.96K
$580K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
20+ 0.06% |
$1.25K - $1.45K
|
30.9K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 0.93% |
$1.25K - $1.45K
|
2.18K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
20+ 0.15% |
$1.25K - $1.45K
|
13.6K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.1% |
$1.18K - $1.38K
|
18.4K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18+ 0.26% |
$1.12K - $1.31K
|
7.07K
$588K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
17+ 0.36% |
$1.06K - $1.23K
|
4.72K
$393K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
16+ 0.16% |
$997 - $1.16K
|
10K
$835K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
16+ 0.39% |
$997 - $1.16K
|
4.17K
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16+ 0.54% |
$997 - $1.16K
|
3K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$997 - $1.16K
|
16
$1.33K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16+ 0.15% |
$997 - $1.16K
|
10.9K
$907K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.16% |
$997 - $1.16K
|
10K
$835K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15+ 0.19% |
$935 - $1.09K
|
8K
$666K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
15+ 1.44% |
$935 - $1.09K
|
1.05K
$87.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 1.31% |
$935 - $1.09K
|
1.16K
$96.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
14+ 0.3% |
$872 - $1.02K
|
4.62K
$385K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
14+ 0.2% |
$872 - $1.02K
|
7.06K
$588K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$872 - $1.02K
|
14
$1.17K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14+ 0.13% |
$872 - $1.02K
|
10.6K
$882K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.78% |
$872 - $1.02K
|
1.82K
$151K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
13+ 0.11% |
$810 - $943
|
11.6K
$966K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12+ 0.41% |
$748 - $870
|
2.94K
$245K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.11% |
$686 - $798
|
10.3K
$854K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10+ 0.1% |
$623 - $725
|
10.3K
$859K
|
|
|
May 05, 2023
Q1 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
10+ 0.16% |
$623 - $725
|
6.24K
$520K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
10+ 0.11% |
$623 - $725
|
8.75K
$728K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9+ 0.11% |
$561 - $653
|
8.02K
$668K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
9New |
$561 - $653
|
9
$750
|