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 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
11.5KNew |
$719K - $837K
|
11.5K
$961K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
11.5K+ 50.8% |
$716K - $833K
|
34.1K
$2.84M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
11.3K+ 25.53% |
$705K - $821K
|
55.7K
$4.64M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.1K+ 101.17% |
$693K - $806K
|
22.1K
$1.84M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.9K+ 6.66% |
$681K - $792K
|
175K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$670K - $780K
|
10.8K
$896K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.4K+ 8.19% |
$651K - $757K
|
138K
$11.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10.4K+ 1.95% |
$650K - $756K
|
545K
$45.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
10.2K+ 8.13% |
$635K - $739K
|
136K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10K+ 4.9% |
$626K - $729K
|
215K
$17.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
10K+ 4.65% |
$626K - $728K
|
226K
$18.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.89K+ 22.18% |
$616K - $717K
|
54.4K
$4.53M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.79K+ 9.43% |
$610K - $710K
|
114K
$9.46M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.76K+ 102.41% |
$608K - $708K
|
19.3K
$1.61M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9.53KNew |
$594K - $691K
|
9.53K
$794K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
9.52K+ 20.53% |
$593K - $690K
|
55.9K
$4.65M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.39KNew |
$585K - $681K
|
9.39K
$782K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.31K+ 16.64% |
$580K - $675K
|
65.3K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9.17K+ 308.58% |
$572K - $665K
|
12.1K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.08K+ 26.71% |
$566K - $658K
|
43.1K
$3.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
9.06K+ 1.42% |
$565K - $657K
|
649K
$54M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.91K+ 12.55% |
$556K - $646K
|
80K
$6.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.85KNew |
$552K - $642K
|
8.85K
$737K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.63K+ 0.96% |
$538K - $625K
|
910K
$75.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
8.56K+ 4.06% |
$533K - $620K
|
219K
$18.3M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.54K+ 24.01% |
$532K - $619K
|
44.1K
$3.67M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.43KNew |
$526K - $611K
|
8.43K
$702K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
8.42K+ 3.16% |
$525K - $611K
|
275K
$22.9M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
8.31K+ 6.51% |
$518K - $602K
|
136K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
8.21K+ 8.78% |
$512K - $596K
|
102K
$8.47M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
8.11K+ 242.99% |
$505K - $588K
|
11.4K
$953K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.04K+ 23.07% |
$501K - $583K
|
42.9K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.99KNew |
$498K - $579K
|
7.99K
$665K
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
7.64KNew |
$476K - $554K
|
7.64K
$636K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.56K+ 12.7% |
$471K - $548K
|
67.1K
$5.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.51K+ 352.04% |
$468K - $544K
|
9.64K
$803K
|
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
7.49KNew |
$466K - $543K
|
7.49K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.39K+ 78.38% |
$461K - $536K
|
16.8K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
7.37K+ 12.98% |
$459K - $534K
|
64.2K
$5.34M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
7.26K+ 6.73% |
$453K - $527K
|
115K
$9.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.25K+ 13.44% |
$452K - $526K
|
61.2K
$5.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.06K+ 1.82% |
$440K - $512K
|
394K
$32.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.05K+ 3.49% |
$439K - $511K
|
209K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
7.01K+ 3.68% |
$437K - $508K
|
197K
$16.4M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7KNew |
$436K - $508K
|
7K
$583K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
6.89K+ 8.28% |
$430K - $500K
|
90.2K
$7.51M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.71K+ 2.87% |
$418K - $487K
|
240K
$20M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
6.68KNew |
$417K - $485K
|
6.68K
$557K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.67KNew |
$416K - $484K
|
6.67K
$556K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.53KNew |
$407K - $474K
|
6.53K
$544K
|