Purchases and Sales Made in Q2 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
813+ 21.88% |
$56.1K - $61.5K
|
4.53K
$377K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
800+ 9.41% |
$55.2K - $60.5K
|
9.3K
$775K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800+ 370.37% |
$55.2K - $60.5K
|
1.02K
$84.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
788+ 3.97% |
$54.3K - $59.6K
|
20.6K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
773+ 5.68% |
$53.3K - $58.5K
|
14.4K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
758+ 0.84% |
$52.3K - $57.4K
|
90.9K
$7.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
741+ 7.99% |
$51.1K - $56.1K
|
10K
$834K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
741+ 7.99% |
$51.1K - $56.1K
|
10K
$834K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
738+ 8.79% |
$50.9K - $55.8K
|
9.13K
$761K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
733+ 23.64% |
$50.6K - $55.5K
|
3.83K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
730+ 0.15% |
$50.3K - $55.2K
|
477K
$39.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
721+ 16.46% |
$49.7K - $54.6K
|
5.1K
$425K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
695+ 7.29% |
$47.9K - $52.6K
|
10.2K
$852K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
692+ 2.79% |
$47.7K - $52.4K
|
25.5K
$2.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
687+ 4.32% |
$47.4K - $52K
|
16.6K
$1.38M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
683+ 0.41% |
$47.1K - $51.7K
|
168K
$14M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
677+ 0.8% |
$46.7K - $51.2K
|
84.9K
$7.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
675+ 16.56% |
$46.6K - $51.1K
|
4.75K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
672+ 7.35% |
$46.3K - $50.8K
|
9.81K
$817K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
662+ 10.38% |
$45.7K - $50.1K
|
7.04K
$586K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
658+ 12.09% |
$45.4K - $49.8K
|
6.1K
$508K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
652+ 6.85% |
$45K - $49.3K
|
10.2K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
649+ 5.85% |
$44.8K - $49.1K
|
11.7K
$978K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
648+ 3.52% |
$44.7K - $49K
|
19K
$1.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
648+ 2.85% |
$44.7K - $49K
|
23.3K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
617+ 7.29% |
$42.6K - $46.7K
|
9.08K
$756K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
602+ 1.27% |
$41.5K - $45.5K
|
48.1K
$4.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
600+ 20.22% |
$41.4K - $45.4K
|
3.57K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
595+ 9.11% |
$41K - $45K
|
7.13K
$594K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
582+ 8.07% |
$40.1K - $44K
|
7.8K
$649K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
582+ 2.45% |
$40.1K - $44K
|
24.4K
$2.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
580+ 5.31% |
$40K - $43.9K
|
11.5K
$958K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
563+ 2.7% |
$38.8K - $42.6K
|
21.4K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
544+ 2.81% |
$37.5K - $41.2K
|
19.9K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
534+ 0.47% |
$36.8K - $40.4K
|
115K
$9.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
530+ 14.91% |
$36.6K - $40.1K
|
4.09K
$340K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
530+ 8.58% |
$36.6K - $40.1K
|
6.7K
$558K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
517+ 10.72% |
$35.7K - $39.1K
|
5.34K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
512+ 5.11% |
$35.3K - $38.7K
|
10.5K
$877K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
504New |
$34.8K - $38.1K
|
504
$42K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
503+ 110.79% |
$34.7K - $38.1K
|
957
$79.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
500+ 0.43% |
$34.5K - $37.8K
|
116K
$9.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
500+ 9.8% |
$34.5K - $37.8K
|
5.6K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
500+ 13.42% |
$34.5K - $37.8K
|
4.23K
$352K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
489+ 0.74% |
$33.7K - $37K
|
66.9K
$5.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
488+ 2.48% |
$33.7K - $36.9K
|
20.2K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
476+ 6.24% |
$32.8K - $36K
|
8.1K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
470+ 5.89% |
$32.4K - $35.6K
|
8.46K
$704K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
460+ 70.34% |
$31.7K - $34.8K
|
1.11K
$92.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
456+ 2.0% |
$31.5K - $34.5K
|
23.2K
$1.94M
|