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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
274+ 4.34% |
$18.9K - $20.7K
|
6.59K
$548K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
273+ 4.98% |
$18.8K - $20.7K
|
5.75K
$479K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
270+ 3.84% |
$18.6K - $20.4K
|
7.3K
$608K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
270+ 15.27% |
$18.6K - $20.4K
|
2.04K
$170K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
270+ 15.27% |
$18.6K - $20.4K
|
2.04K
$170K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
269New |
$18.6K - $20.4K
|
269
$22.4K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
263+ 1.81% |
$18.1K - $19.9K
|
14.8K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
261+ 14.9% |
$18K - $19.7K
|
2.01K
$168K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
258+ 5.21% |
$17.8K - $19.5K
|
5.21K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
258+ 5.33% |
$17.8K - $19.5K
|
5.1K
$425K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
252+ 7.08% |
$17.4K - $19.1K
|
3.81K
$317K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
251+ 5.41% |
$17.3K - $19K
|
4.89K
$407K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
250+ 2.3% |
$17.2K - $18.9K
|
11.1K
$925K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
250+ 11.38% |
$17.2K - $18.9K
|
2.45K
$204K
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
248+ 1.0% |
$17.1K - $18.8K
|
25.1K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
241+ 3.46% |
$16.6K - $18.2K
|
7.2K
$600K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
240+ 3.03% |
$16.6K - $18.2K
|
8.15K
$679K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
238+ 0.42% |
$16.4K - $18K
|
56.4K
$4.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
236New |
$16.3K - $17.9K
|
236
$19.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
234+ 5.06% |
$16.1K - $17.7K
|
4.85K
$404K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
233+ 3.91% |
$16.1K - $17.6K
|
6.19K
$515K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
233+ 1.04% |
$16.1K - $17.6K
|
22.6K
$1.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
232+ 7.73% |
$16K - $17.6K
|
3.23K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
232+ 3.94% |
$16K - $17.6K
|
6.12K
$510K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
230+ 0.3% |
$15.9K - $17.4K
|
78.2K
$6.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
225+ 6.06% |
$15.5K - $17K
|
3.94K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
225+ 1.21% |
$15.5K - $17K
|
18.8K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
222New |
$15.3K - $16.8K
|
222
$18.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
222New |
$15.3K - $16.8K
|
222
$18.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
221+ 4.2% |
$15.2K - $16.7K
|
5.48K
$457K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
221+ 0.5% |
$15.2K - $16.7K
|
44K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
217+ 0.3% |
$15K - $16.4K
|
73.1K
$6.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
209+ 21.88% |
$14.4K - $15.8K
|
1.16K
$96.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
208+ 4.82% |
$14.3K - $15.7K
|
4.52K
$376K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
208New |
$14.3K - $15.7K
|
208
$17.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
208+ 1.74% |
$14.3K - $15.7K
|
12.2K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
207+ 1.53% |
$14.3K - $15.7K
|
13.8K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
206+ 3.69% |
$14.2K - $15.6K
|
5.79K
$482K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
204+ 3.23% |
$14.1K - $15.4K
|
6.52K
$543K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
200+ 2.23% |
$13.8K - $15.1K
|
9.18K
$764K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
197+ 6.74% |
$13.6K - $14.9K
|
3.12K
$260K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
195+ 2.86% |
$13.4K - $14.8K
|
7.02K
$584K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
195+ 3.8% |
$13.4K - $14.8K
|
5.32K
$443K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
192+ 1.12% |
$13.2K - $14.5K
|
17.3K
$1.44M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
190+ 5.53% |
$13.1K - $14.4K
|
3.62K
$302K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
188+ 2.88% |
$13K - $14.2K
|
6.71K
$559K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
183+ 64.89% |
$12.6K - $13.8K
|
465
$38.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
179+ 2.89% |
$12.3K - $13.5K
|
6.37K
$530K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
177+ 4.19% |
$12.2K - $13.4K
|
4.4K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
175+ 0.51% |
$12.1K - $13.2K
|
34.4K
$2.86M
|