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
|
Red Door Wealth Management, LLC
|
BUY
|
- |
94+ 0.68% |
$6.48K - $7.11K
|
13.8K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
93+ 0.44% |
$6.41K - $7.04K
|
21.3K
$1.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
93+ 0.91% |
$6.41K - $7.04K
|
10.3K
$838K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
93+ 0.89% |
$6.41K - $7.04K
|
10.6K
$862K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
93+ 3.9% |
$6.41K - $7.04K
|
2.48K
$202K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
92+ 18.33% |
$6.35K - $6.96K
|
594
$48.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
92+ 1.53% |
$6.35K - $6.96K
|
6.09K
$496K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
92+ 0.47% |
$6.35K - $6.96K
|
19.5K
$1.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
88+ 1.4% |
$6.07K - $6.66K
|
6.39K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
88+ 1.26% |
$6.07K - $6.66K
|
7.05K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 0.33% |
$6K - $6.58K
|
26.6K
$2.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
85New |
$5.86K - $6.43K
|
85
$6.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
85+ 1.88% |
$5.86K - $6.43K
|
4.6K
$375K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
83+ 0.31% |
$5.72K - $6.28K
|
26.8K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
83+ 0.89% |
$5.72K - $6.28K
|
9.43K
$768K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
82+ 1.09% |
$5.66K - $6.2K
|
7.58K
$618K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
80+ 9.09% |
$5.52K - $6.05K
|
960
$78.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
80+ 1.82% |
$5.52K - $6.05K
|
4.48K
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
80+ 0.76% |
$5.52K - $6.05K
|
10.7K
$870K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
79+ 1.4% |
$5.45K - $5.98K
|
5.72K
$466K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
78+ 13.85% |
$5.38K - $5.9K
|
641
$52.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
77+ 0.28% |
$5.31K - $5.83K
|
27.6K
$2.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
75New |
$5.17K - $5.67K
|
75
$6.11K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
74+ 0.24% |
$5.1K - $5.6K
|
31.2K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
72+ 1.28% |
$4.97K - $5.45K
|
5.72K
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
71+ 2.06% |
$4.9K - $5.37K
|
3.52K
$287K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
70+ 0.86% |
$4.83K - $5.3K
|
8.2K
$668K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
70+ 1.76% |
$4.83K - $5.3K
|
4.04K
$329K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
69+ 2.26% |
$4.76K - $5.22K
|
3.13K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
66+ 2.05% |
$4.55K - $4.99K
|
3.29K
$268K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
63+ 0.25% |
$4.35K - $4.77K
|
24.8K
$2.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
62+ 0.27% |
$4.28K - $4.69K
|
23.4K
$1.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
61+ 7.4% |
$4.21K - $4.62K
|
885
$72.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60+ 2.75% |
$4.14K - $4.54K
|
2.24K
$183K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
60New |
$4.14K - $4.54K
|
60
$4.89K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
59+ 12.11% |
$4.07K - $4.46K
|
546
$44.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
57+ 203.57% |
$3.93K - $4.31K
|
85
$6.93K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
55+ 0.78% |
$3.79K - $4.16K
|
7.1K
$579K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
54+ 1.14% |
$3.72K - $4.09K
|
4.78K
$390K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
54+ 0.37% |
$3.72K - $4.09K
|
14.5K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
52+ 1.0% |
$3.59K - $3.93K
|
5.23K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
51+ 0.72% |
$3.52K - $3.86K
|
7.18K
$585K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
50+ 0.59% |
$3.45K - $3.78K
|
8.52K
$694K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
50+ 1.26% |
$3.45K - $3.78K
|
4.01K
$327K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 28.0% |
$3.38K - $3.71K
|
224
$18.3K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
48+ 0.87% |
$3.31K - $3.63K
|
5.55K
$452K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
48+ 1.61% |
$3.31K - $3.63K
|
3.02K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
48+ 0.17% |
$3.31K - $3.63K
|
28K
$2.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
43+ 0.82% |
$2.97K - $3.25K
|
5.28K
$430K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
43+ 0.36% |
$2.97K - $3.25K
|
12K
$977K
|