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 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-4.02K- 49.05% |
$250K - $291K
|
4.17K
$347K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.07K- 16.08% |
$254K - $295K
|
21.2K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-4.07K- 99.9% |
$254K - $295K
|
4
$333
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-4.14K- 8.37% |
$258K - $300K
|
45.3K
$3.77M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-4.2K- 5.03% |
$261K - $304K
|
79.2K
$6.59M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.32K- 0.77% |
$269K - $313K
|
560K
$46.6M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.32K- 30.09% |
$269K - $313K
|
10K
$837K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.37K- 9.39% |
$272K - $317K
|
42.2K
$3.51M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.4K- 9.27% |
$274K - $319K
|
43K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-4.51K- 3.6% |
$281K - $327K
|
121K
$10.1M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-4.57K- 8.27% |
$285K - $331K
|
50.6K
$4.22M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.59K- 41.73% |
$286K - $333K
|
6.41K
$534K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.7K- 38.98% |
$293K - $341K
|
7.36K
$613K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.7K- 0.72% |
$293K - $341K
|
648K
$54M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.7K- 0.72% |
$293K - $341K
|
648K
$54M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.93K- 1.04% |
$307K - $358K
|
469K
$39.1M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.03K- 16.23% |
$313K - $364K
|
25.9K
$2.16M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.15K- 9.05% |
$321K - $373K
|
51.7K
$4.31M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.35K- 8.59% |
$333K - $388K
|
56.9K
$4.74M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.38K- 1.17% |
$335K - $390K
|
456K
$38M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-5.45K- 32.12% |
$339K - $395K
|
11.5K
$958K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-5.54K- 21.48% |
$345K - $402K
|
20.3K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-5.7K- 27.5% |
$355K - $413K
|
15K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-5.88K- 48.39% |
$366K - $426K
|
6.27K
$522K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.92K- 9.24% |
$369K - $429K
|
58.1K
$4.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6K- 25.99% |
$374K - $435K
|
17.1K
$1.42M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6.03K- 13.64% |
$376K - $437K
|
38.2K
$3.18M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.14K- 6.06% |
$383K - $445K
|
95.1K
$7.92M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-6.47K- 14.45% |
$403K - $469K
|
38.3K
$3.19M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.53K- 8.29% |
$407K - $473K
|
72.3K
$6.02M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.65K- 46.62% |
$414K - $482K
|
7.61K
$634K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.94K- 29.14% |
$432K - $503K
|
16.9K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.12K- 10.51% |
$444K - $516K
|
60.7K
$5.05M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-7.27K- 9.84% |
$453K - $527K
|
66.6K
$5.54M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.36K- 4.3% |
$459K - $534K
|
164K
$13.6M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7.39K- 4.0% |
$460K - $536K
|
177K
$14.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-7.39K- 59.04% |
$461K - $536K
|
5.13K
$427K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-7.41K- 19.51% |
$462K - $537K
|
30.6K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.42K- 34.62% |
$462K - $538K
|
14K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.52K- 4.23% |
$469K - $545K
|
170K
$14.2M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.61K- 81.15% |
$474K - $552K
|
1.77K
$147K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-7.62K- 35.87% |
$475K - $552K
|
13.6K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.96K- 4.34% |
$496K - $577K
|
175K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.97K- 73.32% |
$496K - $578K
|
2.9K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-8.08K- 22.95% |
$503K - $586K
|
27.1K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-8.38K- 85.24% |
$522K - $607K
|
1.45K
$121K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-8.91K- 46.98% |
$555K - $646K
|
10.1K
$837K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.05K- 11.09% |
$564K - $656K
|
72.5K
$6.04M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-9.23K- 20.49% |
$575K - $669K
|
35.8K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-10.2K- 0.75% |
$634K - $737K
|
1.35M
$112M
|