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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-38.4K- 14.3% |
$2.39M - $2.78M
|
230K
$19.1M
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-38.8K- 4.37% |
$2.42M - $2.82M
|
851K
$70.8M
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-39.1K- 59.91% |
$2.43M - $2.83M
|
26.1K
$2.18M
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-39.6K- 32.84% |
$2.47M - $2.87M
|
81K
$6.74M
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-41.8K- 50.18% |
$2.6M - $3.03M
|
41.5K
$3.46M
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-42.1K- 7.33% |
$2.62M - $3.05M
|
532K
$44.3M
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-43.6K- 23.36% |
$2.72M - $3.16M
|
143K
$11.9M
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-48K- 19.28% |
$2.99M - $3.48M
|
201K
$16.7M
|
|
May 12, 2023
Q1 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-49.8K- 9.96% |
$3.1M - $3.61M
|
450K
$37.5M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-51.3K- 98.81% |
$3.2M - $3.72M
|
619
$51.6K
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-60.2K- 3.78% |
$3.75M - $4.37M
|
1.53M
$128M
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-62K- 77.01% |
$3.87M - $4.5M
|
18.5K
$1.54M
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-62.4K- 95.08% |
$3.89M - $4.52M
|
3.23K
$269K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-62.6K- 91.74% |
$3.9M - $4.54M
|
5.64K
$470K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-69.1K- 3.61% |
$4.31M - $5.01M
|
1.85M
$154M
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-70.7K- 1.81% |
$4.41M - $5.12M
|
3.83M
$319M
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-72.9K- 56.99% |
$4.55M - $5.29M
|
55.1K
$4.58M
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-74.7K- 25.1% |
$4.65M - $5.42M
|
223K
$18.6M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-76.1K- 16.01% |
$4.74M - $5.52M
|
399K
$33.3M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-77.2K- 47.47% |
$4.81M - $5.6M
|
85.5K
$7.12M
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-79K- 25.06% |
$4.92M - $5.72M
|
236K
$19.7M
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-79.4K- 7.62% |
$4.95M - $5.75M
|
962K
$80.1M
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-83.7K- 31.34% |
$5.21M - $6.07M
|
183K
$15.3M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-84.7K- 85.0% |
$5.28M - $6.14M
|
14.9K
$1.24M
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-89.6K- 24.78% |
$5.58M - $6.49M
|
272K
$22.6M
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-92.5K- 20.65% |
$5.77M - $6.71M
|
355K
$29.6M
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-103K- 2.32% |
$6.39M - $7.43M
|
4.32M
$360M
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-104K- 5.36% |
$6.48M - $7.54M
|
1.84M
$153M
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-104K- 99.05% |
$6.5M - $7.56M
|
1K
$83.3K
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-107K- 98.56% |
$6.65M - $7.73M
|
1.56K
$130K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-118K- 6.24% |
$7.35M - $8.55M
|
1.77M
$148M
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-120K- 64.45% |
$7.51M - $8.73M
|
66.5K
$5.53M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-123K- 84.12% |
$7.64M - $8.89M
|
23.1K
$1.93M
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-123K- 15.7% |
$7.68M - $8.94M
|
662K
$55.1M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-124K- 2.83% |
$7.72M - $8.98M
|
4.25M
$354M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-151K- 17.46% |
$9.38M - $10.9M
|
712K
$59.3M
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-151K- 0.77% |
$9.4M - $10.9M
|
19.4M
$1.61B
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-155K- 88.0% |
$9.66M - $11.2M
|
21.1K
$1.76M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-159K- 39.2% |
$9.91M - $11.5M
|
247K
$20.5M
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-166K- 88.41% |
$10.3M - $12M
|
21.7K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-238K- 69.89% |
$14.8M - $17.3M
|
103K
$8.55M
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-279K- 98.56% |
$17.4M - $20.3M
|
4.07K
$339K
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-284K- 98.98% |
$17.7M - $20.6M
|
2.94K
$245K
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-328K- 4.56% |
$20.4M - $23.8M
|
6.86M
$571M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-347K- 17.64% |
$21.6M - $25.2M
|
1.62M
$135M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-347K- 27.13% |
$21.6M - $25.2M
|
932K
$77.6M
|
|
May 09, 2023
Q1 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-354K- 90.23% |
$22M - $25.6M
|
38.3K
$3.19M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-434K- 3.71% |
$27M - $31.4M
|
11.3M
$938M
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-454K- 26.06% |
$28.3M - $32.9M
|
1.29M
$107M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-578K- 74.54% |
$36M - $41.9M
|
197K
$16.4M
|