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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 0.01% |
$552 - $605
|
128K
$10.7M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 1.6% |
$552 - $605
|
507
$42.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7+ 0.06% |
$483 - $530
|
12.5K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 33.33% |
$414 - $454
|
24
$2K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6+ 0.0% |
$414 - $454
|
160K
$13.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6+ 0.11% |
$414 - $454
|
5.52K
$460K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6+ 0.19% |
$414 - $454
|
3.22K
$268K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5+ 0.11% |
$345 - $378
|
4.51K
$376K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5+ 0.08% |
$345 - $378
|
6.61K
$550K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.1% |
$345 - $378
|
4.79K
$399K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.09% |
$345 - $378
|
5.62K
$468K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 1.22% |
$345 - $378
|
414
$34.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
5+ 0.17% |
$345 - $378
|
2.89K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
5+ 0.11% |
$345 - $378
|
4.41K
$368K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5+ 0.14% |
$345 - $378
|
3.66K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5+ 0.09% |
$345 - $378
|
5.64K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5+ 0.14% |
$345 - $378
|
3.61K
$300K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.2% |
$345 - $378
|
2.55K
$212K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.11% |
$345 - $378
|
4.58K
$382K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
5+ 0.07% |
$345 - $378
|
7.1K
$591K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.22% |
$345 - $378
|
2.32K
$193K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 0.05% |
$276 - $303
|
7.63K
$635K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 2.0% |
$276 - $303
|
204
$17K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$276 - $303
|
7.14K
$594K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 1.11% |
$276 - $303
|
365
$30.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.07% |
$276 - $303
|
6.13K
$510K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
4+ 0.09% |
$276 - $303
|
4.63K
$386K
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4+ 0.09% |
$276 - $303
|
4.42K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.31% |
$276 - $303
|
1.3K
$108K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.48% |
$207 - $227
|
630
$52.5K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3+ 0.08% |
$207 - $227
|
3.92K
$327K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 21.43% |
$207 - $227
|
17
$1.42K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.09% |
$207 - $227
|
3.22K
$268K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.23% |
$207 - $227
|
1.29K
$108K
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
3+ 0.1% |
$207 - $227
|
2.95K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3+ 0.08% |
$207 - $227
|
3.57K
$297K
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$138 - $151
|
3.18K
$264K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$138 - $151
|
103K
$8.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.04% |
$138 - $151
|
4.53K
$377K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2+ 0.04% |
$138 - $151
|
4.53K
$377K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$138 - $151
|
9.11K
$759K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.98% |
$138 - $151
|
206
$17.2K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.71% |
$138 - $151
|
283
$23.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.72% |
$69 - $75.7
|
139
$11.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.02% |
$69 - $75.7
|
4.56K
$380K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$69 - $75.7
|
2.58K
$215K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$69 - $75.7
|
2.22K
$185K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.64% |
$69 - $75.7
|
158
$13.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.03% |
$69 - $75.7
|
3.66K
$305K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.55% |
$69 - $75.7
|
182
$15.2K
|