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 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-952- 16.28% |
$59.3K - $69K
|
4.89K
$408K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-963- 6.92% |
$60K - $69.8K
|
13K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-967- 82.86% |
$60.3K - $70.1K
|
200
$16.7K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-979- 7.52% |
$61K - $71K
|
12K
$1M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1K- 6.68% |
$62.3K - $72.5K
|
14K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1K- 58.82% |
$62.3K - $72.5K
|
700
$58.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1K- 23.51% |
$62.3K - $72.5K
|
3.25K
$271K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.01K- 21.43% |
$63.1K - $73.4K
|
3.71K
$309K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.02K- 6.57% |
$63.8K - $74.2K
|
14.6K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.05K- 10.81% |
$65.2K - $75.9K
|
8.64K
$720K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.06K- 7.22% |
$66.1K - $76.9K
|
13.6K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.11K- 24.4% |
$69.1K - $80.3K
|
3.43K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 2.87% |
$70.1K - $81.6K
|
38K
$3.17M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-1.15K- 1.57% |
$71.4K - $83K
|
71.8K
$5.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.15K- 16.08% |
$71.8K - $83.5K
|
6.01K
$501K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.19K- 37.73% |
$74.3K - $86.5K
|
1.97K
$164K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.2K- 25.61% |
$74.8K - $87K
|
3.49K
$290K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.2K- 9.41% |
$74.8K - $87K
|
11.6K
$962K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 3.84% |
$75.2K - $87.5K
|
30.3K
$2.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.22K- 9.32% |
$76K - $88.5K
|
11.9K
$989K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.24K- 1.07% |
$77.3K - $89.9K
|
114K
$9.53M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.25K- 10.93% |
$77.8K - $90.6K
|
10.2K
$848K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.25K- 21.57% |
$78.1K - $90.8K
|
4.56K
$379K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.27K- 0.79% |
$79.1K - $92K
|
160K
$13.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.29K- 0.55% |
$80.6K - $93.8K
|
233K
$19.4M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.3K- 1.4% |
$80.8K - $94K
|
91.2K
$7.59M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.31K- 33.63% |
$81.4K - $94.7K
|
2.58K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 21.13% |
$82.2K - $95.6K
|
4.92K
$410K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.34K- 78.48% |
$83.2K - $96.8K
|
366
$30.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.34K- 12.93% |
$83.3K - $96.9K
|
8.99K
$749K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35K- 1.67% |
$84.1K - $97.8K
|
79.3K
$6.6M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-1.36K- 3.96% |
$84.5K - $98.3K
|
32.9K
$2.74M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-1.37K- 1.08% |
$85.6K - $99.6K
|
126K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-1.4K- 0.31% |
$87.1K - $101K
|
447K
$37.3M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.43K- 13.16% |
$88.8K - $103K
|
9.41K
$783K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.43K- 44.28% |
$89K - $104K
|
1.8K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.46K- 19.55% |
$91K - $106K
|
6.01K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.48K- 6.11% |
$92.1K - $107K
|
22.7K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.48K- 1.32% |
$92.4K - $108K
|
111K
$9.22M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.51K- 3.05% |
$93.9K - $109K
|
47.8K
$3.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.52K- 7.19% |
$94.7K - $110K
|
19.6K
$1.63M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.54K- 26.29% |
$95.8K - $112K
|
4.31K
$359K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.55K- 2.41% |
$96.8K - $113K
|
62.8K
$5.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.57K- 50.53% |
$98.1K - $114K
|
1.54K
$128K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.58K- 16.54% |
$98.2K - $114K
|
7.95K
$662K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.58K- 9.01% |
$98.6K - $115K
|
16K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.6K- 3.08% |
$99.7K - $116K
|
50.4K
$4.2M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.61K- 7.68% |
$100K - $117K
|
19.4K
$1.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.62K- 14.71% |
$101K - $117K
|
9.39K
$782K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.68K- 2.26% |
$105K - $122K
|
72.8K
$6.06M
|