Purchases and Sales Made in Q1 2023 in Southern CO (SO)

SO Quotes by TradingView

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 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1.6K
+ 4.73%
$100K - $116K
35.5K $2.96M
May 08, 2023 Q1 2023
Kanawha Capital Management LLC

BUY
 -
1.57K
+ 1.46%
$97.8K - $114K
109K $9.07M
May 15, 2023 Q1 2023
Mairs & Power Inc

St Paul, MN
BUY
 -
1.56K
+ 44.57%
$97.2K - $113K
5.06K $421K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.54K
+ 15.09%
$96.2K - $112K
11.8K $980K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
1.54K
+ 6.57%
$96K - $112K
25K $2.08M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.54K
+ 12.53%
$95.8K - $112K
13.8K $1.15M
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
1.53K
+ 1.15%
$95.3K - $111K
134K $11.2M
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1.51K
+ 9.59%
$94.3K - $110K
17.3K $1.44M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.5K
+ 4.21%
$93.2K - $108K
37K $3.08M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.49K
+ 6.13%
$93K - $108K
25.8K $2.15M
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
1.45K
New
$90.5K - $105K
1.45K $121K
May 12, 2023 Q1 2023
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
1.45K
+ 3.18%
$90.5K - $105K
47.1K $3.92M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.42K
+ 5.66%
$88.5K - $103K
26.5K $2.21M
May 08, 2023 Q1 2023
Institutional & Family Asset Management, LLC

BUY
 -
1.42K
+ 1.97%
$88.2K - $103K
73.4K $6.11M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
1.41K
+ 6.5%
$87.9K - $102K
23.1K $1.93M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.41K
+ 3.46%
$87.9K - $102K
42.2K $3.52M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
1.41K
+ 6.91%
$87.7K - $102K
21.8K $1.82M
Apr 07, 2023 Q1 2023
Thrive Wealth Management, LLC

BUY
 -
1.39K
+ 26.94%
$86.5K - $101K
6.54K $545K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1.39K
+ 89.54%
$86.4K - $101K
2.94K $245K
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.36K
+ 22.19%
$84.8K - $98.6K
7.49K $624K
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
1.35K
+ 36.3%
$84.3K - $98.1K
5.08K $423K
Apr 19, 2023 Q1 2023
True Wealth Advisors, LLC

BUY
 -
1.35K
+ 7.09%
$84.1K - $97.9K
20.4K $1.7M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
1.35K
+ 0.13%
$84.1K - $97.9K
1.07M $88.7M
Apr 18, 2023 Q1 2023
Chicago Capital, LLC

BUY
 -
1.33K
+ 21.24%
$83.1K - $96.6K
7.61K $634K
Apr 12, 2023 Q1 2023
Old Port Advisors

BUY
 -
1.33K
+ 5.66%
$82.8K - $96.3K
24.8K $2.06M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.33K
+ 40.76%
$82.7K - $96.2K
4.58K $382K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
1.31K
+ 2.3%
$81.5K - $94.8K
58.2K $4.84M
May 11, 2023 Q1 2023
Shilanski & Associates, Inc.

BUY
 -
1.3K
+ 2.22%
$80.9K - $94.1K
59.7K $4.97M
Apr 21, 2023 Q1 2023
Rnc Capital Management LLC

BUY
 -
1.3K
+ 37.95%
$80.7K - $93.9K
4.71K $392K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.3K
New
$80.7K - $93.9K
1.3K $108K
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1.27K
+ 12.97%
$79.4K - $92.4K
11.1K $924K
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
1.27K
+ 5.11%
$78.8K - $91.7K
26K $2.17M
Apr 14, 2023 Q1 2023
Green Square Capital Advisors LLC

BUY
 -
1.25K
+ 4.01%
$78.1K - $90.9K
32.5K $2.71M
Apr 26, 2023 Q1 2023
Veriti Management LLC

BUY
 -
1.24K
+ 5.77%
$77.5K - $90.1K
22.8K $1.9M
May 04, 2023 Q1 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
1.23K
+ 4.63%
$76.5K - $89K
27.7K $2.31M
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.22K
+ 30.01%
$76.2K - $88.7K
5.3K $441K
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
1.22K
+ 10.17%
$76K - $88.4K
13.2K $1.1M
May 03, 2023 Q1 2023
9258 Wealth Management, LLC

BUY
 -
1.22K
+ 28.6%
$75.9K - $88.3K
5.48K $456K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
1.21K
+ 1.37%
$75.6K - $87.9K
89.8K $7.48M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
1.2K
+ 1.91%
$74.5K - $86.7K
63.8K $5.31M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1.19K
New
$74.2K - $86.3K
1.19K $99.1K
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
1.17K
+ 1.06%
$73.1K - $85K
112K $9.34M
May 09, 2023 Q1 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
1.16K
+ 4.92%
$72K - $83.8K
24.7K $2.05M
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.15K
+ 12.22%
$71.5K - $83.2K
10.5K $877K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.14K
+ 9.33%
$71.2K - $82.9K
13.4K $1.12M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
1.13K
+ 18.23%
$70.2K - $81.6K
7.3K $608K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.13K
+ 1.51%
$70.2K - $81.6K
75.7K $6.3M
May 01, 2023 Q1 2023
Apricus Wealth, LLC

Beaufort, SC
BUY
 -
1.1K
+ 26.04%
$68.6K - $79.8K
5.33K $443K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.1K
New
$68.4K - $79.6K
1.1K $91.4K

Track Institutional and Insider Activities on SO

Follow SOUTHERN CO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SO shares.

Notify only if

Insider Trading

Get notified when an Southern CO insider buys or sells SO shares.

Notify only if

News

Receive news related to SOUTHERN CO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SO