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 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-184- 3.94% |
$11.5K - $13.3K
|
4.49K
$374K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-186- 3.74% |
$11.6K - $13.5K
|
4.79K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-192- 4.6% |
$12K - $13.9K
|
3.98K
$331K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-194- 1.24% |
$12.1K - $14.1K
|
15.5K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-195- 2.53% |
$12.2K - $14.1K
|
7.52K
$627K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-195- 1.15% |
$12.2K - $14.1K
|
16.8K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-198- 1.21% |
$12.3K - $14.4K
|
16.2K
$1.35M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-199- 0.32% |
$12.4K - $14.4K
|
61.1K
$5.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-200- 1.7% |
$12.5K - $14.5K
|
11.6K
$964K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-200- 1.01% |
$12.5K - $14.5K
|
19.6K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-200- 2.74% |
$12.5K - $14.5K
|
7.1K
$591K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-200- 4.08% |
$12.5K - $14.5K
|
4.7K
$391K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-202- 0.52% |
$12.6K - $14.6K
|
39K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-203- 1.78% |
$12.7K - $14.7K
|
11.2K
$931K
|
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-205- 4.91% |
$12.8K - $14.9K
|
3.97K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-210- 62.69% |
$13.1K - $15.2K
|
125
$10.4K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-216- 0.82% |
$13.5K - $15.7K
|
26.1K
$2.17M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-219- 11.77% |
$13.6K - $15.9K
|
1.64K
$137K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-224- 6.2% |
$14K - $16.2K
|
3.39K
$282K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-225- 4.81% |
$14K - $16.3K
|
4.45K
$370K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-227- 0.18% |
$14.1K - $16.5K
|
123K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-242- 0.86% |
$15.1K - $17.5K
|
28K
$2.33M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-243- 4.97% |
$15.1K - $17.6K
|
4.65K
$387K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-245- 1.24% |
$15.3K - $17.8K
|
19.4K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-245- 2.12% |
$15.3K - $17.8K
|
11.3K
$942K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-248- 4.39% |
$15.5K - $18K
|
5.4K
$450K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-250- 2.71% |
$15.6K - $18.1K
|
8.99K
$749K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 8.3% |
$15.6K - $18.1K
|
2.76K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-250- 1.06% |
$15.6K - $18.1K
|
23.3K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-253- -0.0% |
$15.8K - $18.3K
|
11M
$918M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-260- 1.21% |
$16.2K - $18.9K
|
21.2K
$1.76M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-265- 0.73% |
$16.5K - $19.2K
|
36.1K
$3M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-266- 0.81% |
$16.6K - $19.3K
|
32.4K
$2.7M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-268- 0.89% |
$16.7K - $19.4K
|
29.7K
$2.47M
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-269- 2.42% |
$16.8K - $19.5K
|
10.8K
$902K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-269- 4.09% |
$16.8K - $19.5K
|
6.31K
$526K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-270- 2.83% |
$16.8K - $19.6K
|
9.26K
$771K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-275- 0.91% |
$17.1K - $19.9K
|
29.8K
$2.48M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-276- 2.89% |
$17.2K - $20K
|
9.27K
$772K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-278- 12.27% |
$17.3K - $20.2K
|
1.99K
$166K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-278- 0.93% |
$17.3K - $20.2K
|
29.6K
$2.47M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-278- 0.93% |
$17.3K - $20.2K
|
29.6K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-284- 6.39% |
$17.7K - $20.6K
|
4.16K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-284- 2.53% |
$17.7K - $20.6K
|
10.9K
$910K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-290- 1.28% |
$18.1K - $21K
|
22.3K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-294- 7.11% |
$18.3K - $21.3K
|
3.84K
$320K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-300- 5.04% |
$18.7K - $21.8K
|
5.66K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-304- 2.38% |
$18.9K - $22K
|
12.5K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-322- 39.9% |
$20.1K - $23.3K
|
485
$40.4K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-322- 3.04% |
$20.1K - $23.3K
|
10.3K
$856K
|