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 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.14KNew |
$196K - $228K
|
3.14K
$261K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.14K+ 83.07% |
$195K - $227K
|
6.91K
$575K
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.1KNew |
$193K - $225K
|
3.1K
$258K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.09K+ 18.63% |
$193K - $224K
|
19.7K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
3.08KNew |
$192K - $223K
|
3.08K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.07KNew |
$191K - $222K
|
3.07K
$255K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.02K+ 19.13% |
$188K - $219K
|
18.8K
$1.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.02KNew |
$188K - $219K
|
3.02K
$252K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3KNew |
$187K - $218K
|
3K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
3K+ 8.42% |
$187K - $218K
|
38.6K
$3.22M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
3K+ 1.01% |
$187K - $218K
|
299K
$24.9M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.95KNew |
$184K - $214K
|
2.95K
$246K
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.95KNew |
$184K - $214K
|
2.95K
$246K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$183K - $213K
|
2.94K
$244K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.93KNew |
$182K - $212K
|
2.93K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.92KNew |
$182K - $212K
|
2.92K
$243K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.91KNew |
$181K - $211K
|
2.91K
$242K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.91KNew |
$181K - $211K
|
2.91K
$242K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.9KNew |
$181K - $210K
|
2.9K
$242K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.9KNew |
$181K - $210K
|
2.9K
$241K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.89KNew |
$180K - $209K
|
2.89K
$240K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.88KNew |
$180K - $209K
|
2.88K
$240K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
2.88K+ 5.12% |
$179K - $209K
|
59.2K
$4.93M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.85K+ 263.07% |
$178K - $207K
|
3.93K
$327K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.85K+ 263.07% |
$178K - $207K
|
3.93K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
2.84K+ 3.23% |
$177K - $206K
|
90.9K
$7.57M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
2.78K+ 6.33% |
$173K - $201K
|
46.6K
$3.88M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.73K+ 67.45% |
$170K - $198K
|
6.79K
$565K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.73K+ 4.77% |
$170K - $198K
|
59.9K
$4.99M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.73K+ 5.27% |
$170K - $198K
|
54.4K
$4.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 33.77% |
$169K - $197K
|
10.8K
$896K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.71K+ 11.2% |
$169K - $196K
|
26.9K
$2.24M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.71K+ 25.73% |
$169K - $196K
|
13.2K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.7K+ 0.76% |
$168K - $196K
|
357K
$29.7M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.69K+ 3.19% |
$167K - $195K
|
86.9K
$7.24M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.66K+ 5.21% |
$166K - $193K
|
53.7K
$4.47M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.65K+ 589.11% |
$165K - $192K
|
3.1K
$258K
|
|
|
May 09, 2023
Q1 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
2.65K+ 3.23% |
$165K - $192K
|
84.5K
$7.03M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.63K+ 44.53% |
$164K - $191K
|
8.54K
$711K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.6K+ 77.08% |
$162K - $189K
|
5.97K
$497K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.58K+ 37.75% |
$160K - $187K
|
9.4K
$782K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.57K+ 5.35% |
$160K - $186K
|
50.6K
$4.21M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57K+ 10.63% |
$160K - $186K
|
26.7K
$2.22M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
2.51K+ 17.7% |
$156K - $182K
|
16.7K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.5K+ 2.99% |
$156K - $181K
|
86.1K
$7.17M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
2.43K+ 0.57% |
$152K - $176K
|
429K
$35.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 11.95% |
$151K - $176K
|
22.7K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.42K+ 4.5% |
$151K - $175K
|
56.2K
$4.68M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.38K+ 6.01% |
$148K - $173K
|
42K
$3.5M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.36K+ 56.72% |
$147K - $171K
|
6.53K
$544K
|