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 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
80K+ 200.0% |
$4.99M - $5.8M
|
120K
$9.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
74.7K+ 15.54% |
$4.65M - $5.41M
|
555K
$46.2M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
73.8K+ 4.37% |
$4.6M - $5.35M
|
1.76M
$147M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
72.3K+ 46.74% |
$4.51M - $5.24M
|
227K
$18.9M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
71.3K+ 5.5% |
$4.44M - $5.17M
|
1.37M
$114M
|
|
|
May 12, 2023
Q1 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
70.2KNew |
$4.37M - $5.09M
|
70.2K
$5.84M
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
65.4K+ 4.5% |
$4.08M - $4.74M
|
1.52M
$126M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.9K+ 3.14% |
$3.67M - $4.27M
|
1.93M
$161M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
58.1K+ 5.97% |
$3.62M - $4.21M
|
1.03M
$85.8M
|
|
|
May 15, 2023
Q1 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
54.9K+ 3.14% |
$3.42M - $3.98M
|
1.8M
$150M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
52.3K+ 1514.89% |
$3.26M - $3.79M
|
55.8K
$4.64M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
51.8K+ 1.04% |
$3.23M - $3.75M
|
5.04M
$419M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
51.1K+ 66.88% |
$3.19M - $3.71M
|
128K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
50.6K+ 2.93% |
$3.16M - $3.67M
|
1.78M
$148M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
50.5KNew |
$3.15M - $3.66M
|
50.5K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.9K+ 31.01% |
$2.98M - $3.47M
|
202K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
47.4K+ 21.37% |
$2.96M - $3.44M
|
269K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
44.6K+ 3.78% |
$2.78M - $3.23M
|
1.22M
$102M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39.2K+ 0.67% |
$2.45M - $2.84M
|
5.87M
$489M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
38.7KNew |
$2.41M - $2.81M
|
38.7K
$3.23M
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
37.1KNew |
$2.31M - $2.69M
|
37.1K
$3.09M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
36.9K+ 45.38% |
$2.3M - $2.67M
|
118K
$9.84M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
36.8K+ 4.86% |
$2.3M - $2.67M
|
794K
$66.2M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
35.4K+ 10.16% |
$2.21M - $2.57M
|
384K
$32M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
34.3K+ 9.54% |
$2.14M - $2.49M
|
394K
$32.8M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
32.8KNew |
$2.05M - $2.38M
|
32.8K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32.7K+ 45.12% |
$2.04M - $2.37M
|
105K
$8.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.3K+ 5.04% |
$2.01M - $2.34M
|
673K
$56.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.2K+ 163.42% |
$1.88M - $2.19M
|
48.7K
$4.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
29.7K+ 11.67% |
$1.85M - $2.15M
|
284K
$23.7M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.9K+ 2.95% |
$1.8M - $2.1M
|
1.01M
$83.9M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.6K+ 2.86% |
$1.78M - $2.08M
|
1.03M
$85.8M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
27.8KNew |
$1.73M - $2.02M
|
27.8K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
27.4K+ 14.16% |
$1.71M - $1.99M
|
221K
$18.4M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
26.9K+ 13.69% |
$1.68M - $1.95M
|
223K
$18.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
25.6KNew |
$1.6M - $1.86M
|
25.6K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.4K+ 14.9% |
$1.59M - $1.84M
|
196K
$16.3M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
24.4K+ 1.88% |
$1.52M - $1.77M
|
1.32M
$110M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.9K+ 22.64% |
$1.49M - $1.73M
|
129K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
22.8KNew |
$1.42M - $1.65M
|
22.8K
$1.9M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22K+ 24.96% |
$1.37M - $1.6M
|
110K
$9.18M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
21.8KNew |
$1.36M - $1.58M
|
21.8K
$1.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$1.35M - $1.57M
|
21.6K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
20.5K+ 1.06% |
$1.28M - $1.48M
|
1.95M
$162M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.26M - $1.47M
|
20.2K
$1.69M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
20.2K+ 21.04% |
$1.26M - $1.47M
|
116K
$9.69M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
20.1KNew |
$1.25M - $1.45M
|
20.1K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20K+ 8.07% |
$1.25M - $1.45M
|
268K
$22.3M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
19.8K+ 1.5% |
$1.24M - $1.44M
|
1.34M
$112M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
19.8K+ 2.73% |
$1.24M - $1.44M
|
745K
$62M
|