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 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 25.57% |
$109K - $127K
|
5.11K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.77K- 24.64% |
$110K - $128K
|
5.41K
$451K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.79K- 38.18% |
$111K - $129K
|
2.89K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.8K- 1.95% |
$112K - $130K
|
90.2K
$7.51M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.98K- 2.83% |
$124K - $144K
|
68K
$5.66M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.01K- 3.47% |
$125K - $146K
|
55.8K
$4.64M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.02K- 1.21% |
$126K - $146K
|
165K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.03K- 12.4% |
$127K - $147K
|
14.4K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.06K- 1.68% |
$129K - $150K
|
121K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 0.59% |
$131K - $152K
|
354K
$29.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.15K- 5.22% |
$134K - $156K
|
39K
$3.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.16K- 5.46% |
$135K - $157K
|
37.4K
$3.11M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.19K- 5.33% |
$136K - $159K
|
38.9K
$3.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.22K- 25.85% |
$138K - $161K
|
6.36K
$530K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.23K- 44.0% |
$139K - $161K
|
2.83K
$236K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.27K- 31.67% |
$141K - $164K
|
4.89K
$407K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.3K- 18.38% |
$143K - $167K
|
10.2K
$850K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.4K- 7.95% |
$149K - $174K
|
27.7K
$2.31M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.4K- 5.87% |
$149K - $174K
|
38.4K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.41K- 25.33% |
$150K - $174K
|
7.09K
$590K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.44K- 61.9% |
$152K - $177K
|
1.5K
$125K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.48K- 5.34% |
$155K - $180K
|
44K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.67K- 30.12% |
$166K - $194K
|
6.2K
$516K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.78K- 5.33% |
$173K - $202K
|
49.4K
$4.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-2.8K- 9.67% |
$175K - $203K
|
26.2K
$2.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.83K- 3.26% |
$176K - $205K
|
84K
$6.99M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 75.21% |
$177K - $205K
|
934
$77.8K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.92K- 5.89% |
$182K - $212K
|
46.7K
$3.89M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-3.1K- 0.26% |
$193K - $224K
|
1.17M
$97.3M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.15K- 52.87% |
$196K - $228K
|
2.81K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.18K- 4.88% |
$198K - $230K
|
61.9K
$5.15M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.21K- 26.36% |
$200K - $233K
|
8.98K
$747K
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-3.23K- 20.95% |
$201K - $234K
|
12.2K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.37K- 1.18% |
$210K - $244K
|
281K
$23.4M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.41K- 1.65% |
$212K - $247K
|
203K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.42K- 3.68% |
$213K - $248K
|
89.4K
$7.44M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.44K- 1.05% |
$214K - $249K
|
325K
$27M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.44K- 7.1% |
$215K - $250K
|
45K
$3.75M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.51K- 20.38% |
$219K - $255K
|
13.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.57K- 42.45% |
$223K - $259K
|
4.84K
$403K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.6K- 33.7% |
$224K - $261K
|
7.08K
$590K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-3.64K- 1.01% |
$227K - $264K
|
359K
$29.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.65K- 15.75% |
$228K - $265K
|
19.5K
$1.63M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.68K- 5.1% |
$229K - $267K
|
68.6K
$5.71M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.72K- 1.12% |
$232K - $269K
|
329K
$27.4M
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-3.77K- 46.55% |
$235K - $273K
|
4.33K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.78K- 15.97% |
$235K - $274K
|
19.9K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-3.83K- 8.4% |
$239K - $278K
|
41.8K
$3.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.91K- 19.7% |
$244K - $283K
|
15.9K
$1.33M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.95K- 15.14% |
$246K - $286K
|
22.1K
$1.84M
|