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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.21K+ 3.27% |
$262K - $305K
|
133K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
4.2K+ 0.93% |
$262K - $305K
|
458K
$38.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
4.19K+ 3.36% |
$261K - $304K
|
129K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.18K+ 0.99% |
$260K - $303K
|
427K
$35.6M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
4.17K+ 4.84% |
$260K - $302K
|
90.2K
$7.51M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.14K+ 18.97% |
$258K - $300K
|
26K
$2.16M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
4.12KNew |
$257K - $298K
|
4.12K
$343K
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.1K+ 2.88% |
$255K - $297K
|
146K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.07K+ 26.53% |
$254K - $295K
|
19.4K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
4.07K+ 101775.0% |
$254K - $295K
|
4.08K
$339K
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
4.07K+ 7.02% |
$253K - $295K
|
62K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.07KNew |
$253K - $295K
|
4.07K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.06K+ 5.75% |
$253K - $295K
|
74.7K
$6.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.04KNew |
$252K - $293K
|
4.04K
$337K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 6.59% |
$252K - $293K
|
65.3K
$5.44M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.99K+ 0.77% |
$249K - $289K
|
524K
$43.6M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.99KNew |
$248K - $289K
|
3.99K
$332K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.99KNew |
$248K - $289K
|
3.99K
$332K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.97K+ 6.86% |
$248K - $288K
|
61.9K
$5.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
3.96K+ 59.53% |
$247K - $287K
|
10.6K
$883K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.88K+ 86.82% |
$242K - $281K
|
8.35K
$695K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.84K+ 1.35% |
$239K - $278K
|
288K
$24M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.79K+ 2.28% |
$236K - $275K
|
170K
$14.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.75KNew |
$234K - $272K
|
3.75K
$312K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.72K+ 25.94% |
$232K - $269K
|
18K
$1.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.7K+ 5.53% |
$231K - $268K
|
70.7K
$5.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
3.67KNew |
$229K - $266K
|
3.67K
$305K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.56KNew |
$222K - $258K
|
3.56K
$296K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.54KNew |
$221K - $257K
|
3.54K
$295K
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
BUY
|
- |
3.51K+ 3.83% |
$219K - $254K
|
95K
$7.92M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.5K+ 87.5% |
$218K - $254K
|
7.5K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3.5K+ 64.3% |
$218K - $254K
|
8.94K
$745K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.48K+ 115.25% |
$217K - $253K
|
6.51K
$542K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
3.46K+ 3.43% |
$216K - $251K
|
104K
$8.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.45K+ 7.21% |
$215K - $250K
|
51.3K
$4.27M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.41K+ 23.19% |
$212K - $247K
|
18.1K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.38K+ 0.72% |
$211K - $245K
|
476K
$39.6M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.37K+ 65.81% |
$210K - $245K
|
8.5K
$708K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
3.33K+ 30.31% |
$207K - $241K
|
14.3K
$1.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.32K+ 3.14% |
$207K - $241K
|
109K
$9.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.32K+ 12.07% |
$207K - $240K
|
30.8K
$2.56M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
3.31K+ 1.42% |
$206K - $240K
|
237K
$19.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.3K+ 100.0% |
$206K - $239K
|
6.6K
$550K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.3K+ 8.64% |
$205K - $239K
|
41.5K
$3.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
3.29KNew |
$205K - $239K
|
3.29K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.26K+ 8.31% |
$203K - $236K
|
42.5K
$3.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
3.25K+ 19.04% |
$202K - $236K
|
20.3K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.24K+ 34.03% |
$202K - $235K
|
12.8K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.24K+ 37.75% |
$202K - $235K
|
11.8K
$983K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.18K+ 14.78% |
$198K - $231K
|
24.7K
$2.06M
|