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 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
43+ 0.96% |
$2.97K - $3.25K
|
4.53K
$377K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
42+ 0.78% |
$2.9K - $3.18K
|
5.41K
$451K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
41+ 3.01% |
$2.83K - $3.1K
|
1.4K
$117K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
40+ 0.76% |
$2.76K - $3.03K
|
5.29K
$441K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
39+ 0.03% |
$2.69K - $2.95K
|
112K
$9.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
38+ 0.73% |
$2.62K - $2.88K
|
5.28K
$440K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
38+ 1.0% |
$2.62K - $2.88K
|
3.82K
$318K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
37+ 0.83% |
$2.55K - $2.8K
|
4.49K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
37+ 0.28% |
$2.55K - $2.8K
|
13.2K
$1.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
36+ 0.49% |
$2.48K - $2.72K
|
7.37K
$614K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
36+ 0.44% |
$2.48K - $2.72K
|
8.22K
$685K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
35+ 1.02% |
$2.41K - $2.65K
|
3.46K
$288K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
35+ 0.08% |
$2.41K - $2.65K
|
43.8K
$3.65M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
34+ 0.76% |
$2.34K - $2.57K
|
4.51K
$376K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
33+ 1.12% |
$2.28K - $2.5K
|
2.98K
$249K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
33+ 15.21% |
$2.28K - $2.5K
|
250
$20.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
31+ 1.02% |
$2.14K - $2.35K
|
3.06K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
31+ 0.96% |
$2.14K - $2.35K
|
3.25K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
30+ 0.09% |
$2.07K - $2.27K
|
33.5K
$2.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
25+ 0.47% |
$1.72K - $1.89K
|
5.35K
$446K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 0.37% |
$1.72K - $1.89K
|
6.85K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
23+ 0.63% |
$1.59K - $1.74K
|
3.7K
$308K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.22% |
$1.52K - $1.66K
|
10.2K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
20+ 0.34% |
$1.38K - $1.51K
|
5.88K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 0.27% |
$1.38K - $1.51K
|
7.32K
$610K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20+ 0.64% |
$1.38K - $1.51K
|
3.14K
$261K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19+ 0.51% |
$1.31K - $1.44K
|
3.77K
$314K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.95% |
$1.24K - $1.36K
|
1.92K
$160K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
17+ 0.35% |
$1.17K - $1.29K
|
4.92K
$410K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 2.44% |
$1.1K - $1.21K
|
671
$55.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16+ 0.53% |
$1.1K - $1.21K
|
3.01K
$251K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
16+ 0.11% |
$1.1K - $1.21K
|
14.6K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
16+ 0.16% |
$1.1K - $1.21K
|
10.2K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.34% |
$1.1K - $1.21K
|
4.74K
$394K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
15+ 0.5% |
$1.03K - $1.13K
|
3.01K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15+ 0.22% |
$1.03K - $1.13K
|
6.92K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15+ 0.91% |
$1.03K - $1.13K
|
1.66K
$138K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
14+ 0.06% |
$966 - $1.06K
|
22.6K
$1.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
14+ 2.85% |
$966 - $1.06K
|
506
$42.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
14+ 0.07% |
$966 - $1.06K
|
21.2K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 2.55% |
$966 - $1.06K
|
563
$46.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 0.83% |
$897 - $984
|
1.57K
$131K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 0.15% |
$897 - $984
|
8.8K
$732K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13+ 0.71% |
$897 - $984
|
1.83K
$153K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12+ 0.6% |
$828 - $908
|
2K
$167K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
10+ 0.22% |
$690 - $757
|
4.54K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
10+ 0.19% |
$690 - $757
|
5.22K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
10+ 0.03% |
$690 - $757
|
31.8K
$2.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
9+ 0.17% |
$621 - $681
|
5.35K
$445K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
8+ 0.28% |
$552 - $605
|
2.91K
$243K
|