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 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-10.4K- 26.02% |
$651K - $757K
|
29.7K
$2.47M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-10.6K- 31.43% |
$662K - $770K
|
23.2K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-10.7K- 7.91% |
$667K - $776K
|
125K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-11K- 43.04% |
$683K - $795K
|
14.5K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-11K- 93.4% |
$685K - $797K
|
776
$64.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-11.3K- 93.88% |
$701K - $816K
|
734
$61.1K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-11.3K- 2.11% |
$705K - $820K
|
525K
$43.7M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-11.5K- 5.91% |
$718K - $835K
|
183K
$15.3M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-11.5K- 20.83% |
$719K - $837K
|
43.9K
$3.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-12.1K- 53.9% |
$755K - $878K
|
10.4K
$863K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.3K- 4.55% |
$768K - $894K
|
259K
$21.6M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-13.3K- 7.12% |
$830K - $966K
|
174K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-14.3K- 22.67% |
$890K - $1.03M
|
48.7K
$4.06M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-14.3K- 67.61% |
$892K - $1.04M
|
6.86K
$571K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-14.7K- 11.99% |
$918K - $1.07M
|
108K
$9.01M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-15.1K- 57.13% |
$942K - $1.1M
|
11.3K
$944K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-15.5K- 18.35% |
$965K - $1.12M
|
68.9K
$5.74M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.5K- 99.55% |
$966K - $1.12M
|
70
$5.83K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15.6K- 59.88% |
$973K - $1.13M
|
10.5K
$871K
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-15.8K- 37.01% |
$982K - $1.14M
|
26.8K
$2.23M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-16KClosed |
$998K - $1.16M
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-17.9K- 1.01% |
$1.12M - $1.3M
|
1.76M
$146M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.2K- 9.31% |
$1.13M - $1.32M
|
177K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-18.5K- 15.88% |
$1.15M - $1.34M
|
98K
$8.16M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-18.6K- 84.48% |
$1.16M - $1.35M
|
3.41K
$284K
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-18.6K- 10.02% |
$1.16M - $1.35M
|
167K
$13.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-18.7K- 79.62% |
$1.16M - $1.35M
|
4.78K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.7K- 5.09% |
$1.16M - $1.35M
|
348K
$29M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.3K- 54.86% |
$1.2M - $1.4M
|
15.9K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-19.5K- 0.59% |
$1.21M - $1.41M
|
3.26M
$271M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-20.2K- 17.69% |
$1.26M - $1.46M
|
93.9K
$7.82M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.3K- 25.16% |
$1.26M - $1.47M
|
60.4K
$5.03M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-21.5K- 3.75% |
$1.34M - $1.56M
|
552K
$46M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-24.1K- 4.46% |
$1.5M - $1.75M
|
517K
$43.1M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-25.4K- 13.67% |
$1.58M - $1.84M
|
160K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-26.1K- 49.34% |
$1.62M - $1.89M
|
26.8K
$2.23M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-27K- 7.74% |
$1.68M - $1.96M
|
322K
$26.8M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-27.3K- 11.16% |
$1.7M - $1.98M
|
217K
$18.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-27.9K- 15.64% |
$1.74M - $2.02M
|
150K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-28.7K- 89.9% |
$1.79M - $2.08M
|
3.22K
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.9K- 59.1% |
$1.8M - $2.1M
|
20K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-29.1K- 63.17% |
$1.81M - $2.11M
|
17K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-30.8K- 0.34% |
$1.92M - $2.23M
|
9.01M
$751M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-31.1K- 78.66% |
$1.94M - $2.25M
|
8.43K
$702K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-31.2K- 47.93% |
$1.94M - $2.26M
|
33.8K
$2.82M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-31.4K- 53.21% |
$1.96M - $2.28M
|
27.6K
$2.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32.3K- 78.57% |
$2.01M - $2.34M
|
8.81K
$733K
|
|
|
May 15, 2023
Q1 2023
|
Decade Renewable Partners LP
Houston, TX |
SELL
|
- |
-32.4K- 28.09% |
$2.02M - $2.35M
|
82.9K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-32.8K- 51.4% |
$2.04M - $2.38M
|
31K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
SELL
|
- |
-36.9K- 76.61% |
$2.3M - $2.68M
|
11.3K
$939K
|