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 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.43K+ 9.14% |
$401K - $466K
|
76.8K
$6.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.29K+ 151.93% |
$392K - $456K
|
10.4K
$869K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.29KNew |
$392K - $456K
|
6.29K
$524K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
6.26K+ 4.62% |
$390K - $454K
|
142K
$11.8M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.22K+ 8.04% |
$388K - $451K
|
83.6K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6.19KNew |
$386K - $449K
|
6.19K
$516K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.12K+ 16.19% |
$381K - $443K
|
43.9K
$3.66M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.04K+ 3.96% |
$376K - $438K
|
159K
$13.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
6.04K+ 92.61% |
$376K - $438K
|
12.6K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.03K+ 0.43% |
$376K - $437K
|
1.42M
$118M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.93K+ 6.97% |
$369K - $430K
|
90.9K
$7.57M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.89KNew |
$367K - $427K
|
5.89K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.78K+ 17.26% |
$360K - $419K
|
39.2K
$3.27M
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
5.73KNew |
$357K - $415K
|
5.73K
$477K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
5.65K+ 126.68% |
$352K - $410K
|
10.1K
$842K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.64K+ 8.39% |
$352K - $409K
|
72.9K
$6.07M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5.64KNew |
$351K - $409K
|
5.64K
$469K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.63KNew |
$351K - $408K
|
5.63K
$469K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.57K+ 27.68% |
$347K - $404K
|
25.7K
$2.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.52K+ 19.68% |
$344K - $400K
|
33.6K
$2.8M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.46K+ 0.84% |
$340K - $396K
|
655K
$54.6M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
5.31K+ 9.02% |
$331K - $385K
|
64.2K
$5.34M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
5.21KNew |
$325K - $378K
|
5.21K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
5.08K+ 3.63% |
$317K - $368K
|
145K
$12.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
5.07KNew |
$316K - $368K
|
5.07K
$422K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.05K+ 25.46% |
$315K - $366K
|
24.9K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
5.03KNew |
$313K - $364K
|
5.03K
$418K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.91K+ 106.39% |
$306K - $356K
|
9.52K
$793K
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
4.85K+ 20.9% |
$302K - $352K
|
28.1K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.84K+ 2.31% |
$302K - $351K
|
215K
$17.9M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.83K+ 1.28% |
$301K - $350K
|
383K
$31.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.67K+ 1.31% |
$291K - $339K
|
361K
$30.1M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.62K+ 3.66% |
$288K - $335K
|
131K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.58KNew |
$285K - $332K
|
4.58K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.53K+ 7.12% |
$283K - $329K
|
68.2K
$5.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 159.49% |
$282K - $328K
|
7.36K
$613K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.51KNew |
$281K - $327K
|
4.51K
$376K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.48K+ 7.77% |
$279K - $325K
|
62.2K
$5.18M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.48KNew |
$279K - $325K
|
4.48K
$373K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.44K+ 37.49% |
$277K - $322K
|
16.3K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.41K+ 4.12% |
$275K - $320K
|
111K
$9.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
4.39KNew |
$273K - $318K
|
4.39K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.35K+ 6.51% |
$271K - $315K
|
71.1K
$5.92M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.34K+ 1.62% |
$271K - $315K
|
272K
$22.6M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
4.33K+ 1.2% |
$270K - $314K
|
365K
$30.4M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.3K+ 10.8% |
$268K - $312K
|
44.1K
$3.67M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
4.26K+ 7.8% |
$265K - $309K
|
58.9K
$4.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.23K+ 37.24% |
$263K - $306K
|
15.6K
$1.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.22KNew |
$263K - $306K
|
4.22K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.22K+ 66.93% |
$263K - $306K
|
10.5K
$877K
|