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 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.32K+ 2.52% |
$145K - $168K
|
94.4K
$7.86M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.31KNew |
$144K - $168K
|
2.31K
$193K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.3K+ 3.64% |
$143K - $166K
|
65.3K
$5.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.24K+ 31.85% |
$140K - $162K
|
9.27K
$772K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.24K+ 41.44% |
$139K - $162K
|
7.63K
$635K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
2.23K+ 2.78% |
$139K - $161K
|
82.2K
$6.85M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.21K+ 2.73% |
$138K - $160K
|
83.2K
$6.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.21K+ 5.31% |
$138K - $160K
|
43.8K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.16KNew |
$134K - $156K
|
2.16K
$179K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.13K+ 3.81% |
$133K - $154K
|
58.1K
$4.84M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.09K+ 57.02% |
$130K - $152K
|
5.76K
$480K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.08K+ 9.56% |
$130K - $151K
|
23.8K
$1.99M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.07K+ 1.86% |
$129K - $150K
|
114K
$9.48M
|
|
|
May 05, 2023
Q1 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
2.07K+ 0.25% |
$129K - $150K
|
821K
$68.4M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.04K+ 0.39% |
$127K - $148K
|
525K
$43.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.03K+ 4.53% |
$127K - $147K
|
47K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.03K+ 15.36% |
$126K - $147K
|
15.2K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.03K+ 7.83% |
$126K - $147K
|
27.9K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.02K+ 2.85% |
$126K - $146K
|
72.7K
$6.06M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2KNew |
$125K - $145K
|
2K
$167K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2K+ 62.62% |
$125K - $145K
|
5.19K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2K+ 50.0% |
$125K - $145K
|
6K
$500K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.97K+ 69.41% |
$123K - $143K
|
4.8K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.95K+ 12.82% |
$121K - $141K
|
17.1K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.94K+ 7.28% |
$121K - $141K
|
28.6K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.93K+ 8.43% |
$120K - $140K
|
24.9K
$2.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.86K+ 9.06% |
$116K - $134K
|
22.3K
$1.86M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
1.84K+ 2.07% |
$114K - $133K
|
90.4K
$7.52M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.83K+ 7.66% |
$114K - $132K
|
25.7K
$2.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.82K+ 3.86% |
$114K - $132K
|
49.1K
$4.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.82K+ 32.73% |
$113K - $132K
|
7.39K
$615K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.82K+ 3.63% |
$113K - $132K
|
51.8K
$4.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.79K+ 30.94% |
$112K - $130K
|
7.59K
$632K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.79K+ 31.09% |
$111K - $129K
|
7.53K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.78K+ 26.49% |
$111K - $129K
|
8.51K
$708K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.75K+ 5.79% |
$109K - $127K
|
32K
$2.67M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.73K+ 19.03% |
$108K - $126K
|
10.8K
$903K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.72KNew |
$107K - $125K
|
1.72K
$143K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.72K+ 10.1% |
$107K - $124K
|
18.7K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.71K+ 2.43% |
$107K - $124K
|
72.3K
$6.02M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.71K+ 0.85% |
$106K - $124K
|
203K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.7K+ 27.09% |
$106K - $123K
|
7.98K
$664K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.7KNew |
$106K - $123K
|
1.7K
$142K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.7K+ 6.05% |
$106K - $123K
|
29.7K
$2.47M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.7K+ 51.66% |
$106K - $123K
|
4.98K
$414K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.68K+ 5.54% |
$105K - $122K
|
32K
$2.67M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.67K+ 11.63% |
$104K - $121K
|
16.1K
$1.34M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.64K+ 44.22% |
$102K - $119K
|
5.35K
$445K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.62K+ 10.64% |
$101K - $117K
|
16.8K
$1.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.61K+ 9.66% |
$100K - $117K
|
18.3K
$1.52M
|