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 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
171+ 4.71% |
$11.8K - $12.9K
|
3.8K
$316K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
169+ 4.88% |
$11.7K - $12.8K
|
3.63K
$302K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
162+ 0.69% |
$11.2K - $12.3K
|
23.7K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
160+ 3.2% |
$11K - $12.1K
|
5.16K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
160+ 1.92% |
$11K - $12.1K
|
8.51K
$709K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
160+ 3.2% |
$11K - $12.1K
|
5.16K
$430K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
159+ 7.28% |
$11K - $12K
|
2.34K
$195K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
158+ 1.0% |
$10.9K - $12K
|
15.9K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
153+ 2.12% |
$10.6K - $11.6K
|
7.38K
$614K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
150+ 8.82% |
$10.3K - $11.3K
|
1.85K
$154K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
150+ 150.0% |
$10.3K - $11.3K
|
250
$20.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
150+ 4.07% |
$10.3K - $11.3K
|
3.83K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
150+ 2.43% |
$10.3K - $11.3K
|
6.32K
$526K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
145+ 2.68% |
$10K - $11K
|
5.55K
$463K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
144+ 0.49% |
$9.93K - $10.9K
|
29.8K
$2.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
135+ 1.59% |
$9.31K - $10.2K
|
8.64K
$720K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
133+ 1.75% |
$9.17K - $10.1K
|
7.71K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
133+ 3.27% |
$9.17K - $10.1K
|
4.21K
$350K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
130+ 0.95% |
$8.97K - $9.84K
|
13.8K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
130+ 2.07% |
$8.97K - $9.84K
|
6.42K
$535K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
130+ 4.83% |
$8.97K - $9.84K
|
2.82K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
128+ 3.09% |
$8.83K - $9.68K
|
4.27K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
127+ 2.25% |
$8.76K - $9.61K
|
5.78K
$481K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
126+ 85.71% |
$8.69K - $9.53K
|
273
$22.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
126+ 3.08% |
$8.69K - $9.53K
|
4.22K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
126+ 0.39% |
$8.69K - $9.53K
|
32.5K
$2.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
124+ 0.17% |
$8.55K - $9.38K
|
73.5K
$6.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
123+ 2.89% |
$8.48K - $9.31K
|
4.38K
$365K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
122+ 2.07% |
$8.41K - $9.23K
|
6.01K
$501K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
121+ 1.0% |
$8.35K - $9.15K
|
12.2K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
118+ 3.69% |
$8.14K - $8.93K
|
3.31K
$276K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
118+ 3.44% |
$8.14K - $8.93K
|
3.55K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
116+ 1.18% |
$8K - $8.78K
|
9.96K
$829K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
114+ 0.8% |
$7.86K - $8.63K
|
14.4K
$1.2M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
113+ 1.17% |
$7.79K - $8.55K
|
9.74K
$811K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
108+ 0.71% |
$7.45K - $8.17K
|
15.4K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
106+ 1.63% |
$7.31K - $8.02K
|
6.62K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
106+ 2.61% |
$7.31K - $8.02K
|
4.17K
$347K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
105+ 90.52% |
$7.24K - $7.94K
|
221
$18.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
104+ 0.7% |
$7.17K - $7.87K
|
14.9K
$1.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
103+ 3.19% |
$7.1K - $7.79K
|
3.33K
$277K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
102+ 0.25% |
$7.03K - $7.72K
|
41.6K
$3.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
102+ 1.81% |
$7.03K - $7.72K
|
5.73K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
102+ 1.07% |
$7.03K - $7.72K
|
9.61K
$801K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
101+ 0.42% |
$6.97K - $7.64K
|
24.3K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 1.25% |
$6.9K - $7.57K
|
8.13K
$677K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
99+ 4.17% |
$6.83K - $7.49K
|
2.47K
$206K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
95+ 220.93% |
$6.55K - $7.19K
|
138
$11.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
95+ 1.82% |
$6.55K - $7.19K
|
5.33K
$444K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
95+ 0.58% |
$6.55K - $7.19K
|
16.4K
$1.36M
|