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
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
19.1K+ 6.92% |
$1.19M - $1.39M
|
296K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
19K+ 108.92% |
$1.19M - $1.38M
|
36.5K
$3.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19K+ 140.2% |
$1.18M - $1.38M
|
32.5K
$2.71M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
18.6K+ 544.42% |
$1.16M - $1.35M
|
22K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.5K+ 17.76% |
$1.15M - $1.34M
|
122K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.4K+ 13.94% |
$1.15M - $1.33M
|
151K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
18.3K+ 8.17% |
$1.14M - $1.33M
|
242K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
18.2KNew |
$1.14M - $1.32M
|
18.2K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 2.36% |
$1.13M - $1.32M
|
788K
$65.7M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18.2KNew |
$1.13M - $1.32M
|
18.2K
$1.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.5K+ 4.55% |
$1.09M - $1.27M
|
402K
$33.4M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.2KNew |
$1.07M - $1.25M
|
17.2K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
16.9K+ 32.95% |
$1.06M - $1.23M
|
68.4K
$5.69M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.8K+ 30.81% |
$1.05M - $1.22M
|
71.2K
$5.93M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
16.6K+ 296.52% |
$1.03M - $1.2M
|
22.2K
$1.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
16.4K+ 5.56% |
$1.02M - $1.19M
|
311K
$25.9M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
16.3K+ 19.4% |
$1.02M - $1.18M
|
100K
$8.36M
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
16.1K+ 32.61% |
$1.01M - $1.17M
|
65.6K
$5.46M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
15.8K+ 39.64% |
$986K - $1.15M
|
55.8K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
15.6KNew |
$973K - $1.13M
|
15.6K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
15.5K+ 41.39% |
$967K - $1.12M
|
53K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
15.3K+ 1.21% |
$953K - $1.11M
|
1.28M
$107M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 15.72% |
$933K - $1.09M
|
110K
$9.18M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.9K+ 8.74% |
$927K - $1.08M
|
185K
$15.4M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.8K+ 21208.57% |
$925K - $1.08M
|
14.9K
$1.24M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.8K+ 20.65% |
$921K - $1.07M
|
86.3K
$7.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
14.7K+ 50.97% |
$914K - $1.06M
|
43.4K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.5K+ 2.14% |
$902K - $1.05M
|
690K
$57.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
14.2K+ 9.26% |
$884K - $1.03M
|
167K
$13.9M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.9K+ 4.1% |
$869K - $1.01M
|
354K
$29.5M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.9K+ 0.83% |
$866K - $1.01M
|
1.69M
$141M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
13.8K+ 3.99% |
$857K - $997K
|
359K
$29.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$852K - $991K
|
13.7K
$1.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
13.6KNew |
$846K - $984K
|
13.6K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.5K+ 11.36% |
$844K - $981K
|
133K
$11M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 29.54% |
$831K - $967K
|
58.5K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13K+ 16.39% |
$809K - $941K
|
92.1K
$7.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
12.9K+ 404.74% |
$804K - $936K
|
16.1K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
12.9K+ 16.37% |
$803K - $935K
|
91.6K
$7.63M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.8K+ 5.44% |
$795K - $925K
|
247K
$20.6M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
12.8K+ 3.46% |
$795K - $924K
|
381K
$31.7M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.6K+ 0.6% |
$784K - $912K
|
2.12M
$176M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
12.6K+ 4.6% |
$783K - $911K
|
286K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 6.94% |
$772K - $898K
|
191K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.2K+ 4.41% |
$760K - $885K
|
289K
$24.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
12.1K+ 116.05% |
$756K - $880K
|
22.6K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
11.9K+ 11.52% |
$740K - $861K
|
115K
$9.57M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
11.7K+ 2.07% |
$731K - $850K
|
577K
$48.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
11.7K+ 17.87% |
$728K - $847K
|
77K
$6.42M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
11.6K+ 7.61% |
$725K - $843K
|
164K
$13.7M
|