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 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-43- 0.34% |
$2.68K - $3.12K
|
12.6K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-43- 0.8% |
$2.68K - $3.12K
|
5.34K
$435K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-47- 0.57% |
$2.93K - $3.41K
|
8.14K
$663K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-47- 1.09% |
$2.93K - $3.41K
|
4.27K
$348K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-48- 1.46% |
$2.99K - $3.48K
|
3.24K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-48- 7.11% |
$2.99K - $3.48K
|
627
$51.1K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-50- 1.1% |
$3.12K - $3.63K
|
4.5K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-51- 8.78% |
$3.18K - $3.7K
|
530
$43.2K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-52- 0.98% |
$3.24K - $3.77K
|
5.28K
$430K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-53- 0.25% |
$3.3K - $3.84K
|
21K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-54- 3.73% |
$3.37K - $3.92K
|
1.39K
$114K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-56- 0.32% |
$3.49K - $4.06K
|
17.3K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-58- 0.12% |
$3.61K - $4.21K
|
47.3K
$3.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-59- 1.02% |
$3.68K - $4.28K
|
5.74K
$468K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-60- 0.16% |
$3.74K - $4.35K
|
37.9K
$3.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-60- 0.9% |
$3.74K - $4.35K
|
6.63K
$540K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-60- 0.18% |
$3.74K - $4.35K
|
33.7K
$2.75M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-61- 6.48% |
$3.8K - $4.42K
|
881
$71.8K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-61- 0.46% |
$3.8K - $4.42K
|
13.2K
$1.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-62- 0.95% |
$3.86K - $4.5K
|
6.47K
$528K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-63- 0.36% |
$3.93K - $4.57K
|
17.4K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-63- 1.32% |
$3.93K - $4.57K
|
4.71K
$384K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 1.21% |
$3.99K - $4.64K
|
5.21K
$425K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-65- 0.79% |
$4.05K - $4.71K
|
8.17K
$666K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-67- 0.94% |
$4.18K - $4.86K
|
7.04K
$573K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-67- 2.04% |
$4.18K - $4.86K
|
3.22K
$262K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-70- 0.95% |
$4.36K - $5.08K
|
7.29K
$594K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-74- 2.25% |
$4.61K - $5.37K
|
3.21K
$262K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 1.65% |
$4.67K - $5.44K
|
4.48K
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-75- 1.09% |
$4.67K - $5.44K
|
6.82K
$556K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-75- 0.16% |
$4.67K - $5.44K
|
47.6K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-75- 10.2% |
$4.67K - $5.44K
|
660
$53.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-77- 1.0% |
$4.8K - $5.58K
|
7.62K
$621K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-77- 0.56% |
$4.8K - $5.58K
|
13.6K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-78- 1.18% |
$4.86K - $5.66K
|
6.54K
$533K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-78- 0.3% |
$4.86K - $5.66K
|
25.8K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-78- 15.26% |
$4.86K - $5.66K
|
433
$35.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-80- 1.71% |
$4.99K - $5.8K
|
4.61K
$376K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-80- 1.82% |
$4.99K - $5.8K
|
4.32K
$352K
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-80- 0.75% |
$4.99K - $5.8K
|
10.6K
$863K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-82- 13.62% |
$5.11K - $5.95K
|
520
$42.4K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-84- 0.98% |
$5.23K - $6.09K
|
8.48K
$691K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-86- 2.46% |
$5.36K - $6.24K
|
3.41K
$278K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-89- 0.87% |
$5.55K - $6.45K
|
10.1K
$826K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-92- 0.55% |
$5.73K - $6.67K
|
16.8K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-93- 1.45% |
$5.8K - $6.74K
|
6.33K
$516K
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-94- 2.69% |
$5.86K - $6.82K
|
3.4K
$277K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-97- 2.98% |
$6.05K - $7.03K
|
3.16K
$258K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-97- 2.1% |
$6.05K - $7.03K
|
4.51K
$368K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-98- 6.72% |
$6.11K - $7.11K
|
1.36K
$111K
|