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
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-99- 2.14% |
$6.17K - $7.18K
|
4.53K
$377K
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
SELL
|
- |
-100- 1.77% |
$6.23K - $7.25K
|
5.55K
$462K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 1.07% |
$6.23K - $7.25K
|
9.21K
$767K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-100- 0.05% |
$6.23K - $7.25K
|
189K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 1.01% |
$6.23K - $7.25K
|
9.82K
$818K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-101- 3.13% |
$6.29K - $7.32K
|
3.13K
$260K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-102- 1.47% |
$6.36K - $7.4K
|
6.86K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-103- 0.21% |
$6.42K - $7.47K
|
49.3K
$4.1M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-108- 2.97% |
$6.73K - $7.83K
|
3.53K
$294K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-109- 0.53% |
$6.79K - $7.9K
|
20.4K
$1.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-114- 1.14% |
$7.1K - $8.27K
|
9.86K
$821K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-115- 4.17% |
$7.17K - $8.34K
|
2.64K
$220K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-115- 2.55% |
$7.17K - $8.34K
|
4.4K
$366K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-117- 1.28% |
$7.29K - $8.48K
|
9.05K
$753K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-117- 0.72% |
$7.29K - $8.48K
|
16.2K
$1.35M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-118- 2.51% |
$7.35K - $8.56K
|
4.59K
$382K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-122- 2.24% |
$7.6K - $8.85K
|
5.33K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-123- 0.2% |
$7.67K - $8.92K
|
60.3K
$5.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-124- 3.49% |
$7.73K - $8.99K
|
3.43K
$285K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-127- 0.58% |
$7.91K - $9.21K
|
21.9K
$1.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-127- 5.99% |
$7.91K - $9.21K
|
1.99K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-130- 0.76% |
$8.1K - $9.43K
|
17K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-133- 0.4% |
$8.29K - $9.64K
|
33.3K
$2.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-134- 1.48% |
$8.35K - $9.72K
|
8.9K
$741K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-134- 0.88% |
$8.35K - $9.72K
|
15.1K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-139- 3.01% |
$8.66K - $10.1K
|
4.48K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-139- 0.06% |
$8.66K - $10.1K
|
214K
$17.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-146- 1.05% |
$9.1K - $10.6K
|
13.7K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-147- 0.56% |
$9.16K - $10.7K
|
26.1K
$2.18M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-150- 3.12% |
$9.35K - $10.9K
|
4.66K
$388K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-150- 2.78% |
$9.35K - $10.9K
|
5.25K
$437K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-151- 4.48% |
$9.41K - $10.9K
|
3.22K
$268K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-158- 1.6% |
$9.85K - $11.5K
|
9.74K
$811K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-159- 2.82% |
$9.91K - $11.5K
|
5.48K
$456K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-160- 1.21% |
$9.97K - $11.6K
|
13.1K
$1.09M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-160- 3.1% |
$9.97K - $11.6K
|
5K
$416K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-161- 1.2% |
$10K - $11.7K
|
13.3K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-165- 0.92% |
$10.3K - $12K
|
17.8K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-167- 4.85% |
$10.4K - $12.1K
|
3.28K
$273K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 17.28% |
$10.5K - $12.3K
|
809
$67.4K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-171- 1.71% |
$10.7K - $12.4K
|
9.84K
$819K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-175- 0.95% |
$10.9K - $12.7K
|
18.3K
$1.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-175- 2.71% |
$10.9K - $12.7K
|
6.29K
$524K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-175- 0.45% |
$10.9K - $12.7K
|
39.1K
$3.26M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-175- 1.27% |
$10.9K - $12.7K
|
13.6K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-177- 0.37% |
$11K - $12.8K
|
47.5K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-179- 0.3% |
$11.2K - $13K
|
59K
$4.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-181- 3.56% |
$11.3K - $13.1K
|
4.9K
$408K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-182- 0.74% |
$11.3K - $13.2K
|
24.5K
$2.04M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-182- 0.26% |
$11.3K - $13.2K
|
69.9K
$5.82M
|