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 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$69 - $75.7
|
4.82K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$69 - $75.7
|
1.55K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.92% |
$69 - $75.7
|
110
$9.16K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$69 - $75.7
|
2.58K
$215K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1- 0.01% |
$69 - $75.7
|
6.9K
$574K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1- 0.02% |
$69 - $75.7
|
5.64K
$470K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1- 0.01% |
$69 - $75.7
|
8.7K
$724K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2- 0.03% |
$138 - $151
|
6.86K
$571K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 0.2% |
$207 - $227
|
1.5K
$125K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4- 0.11% |
$276 - $303
|
3.61K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-5- 0.06% |
$345 - $378
|
8.61K
$717K
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-7- 0.17% |
$483 - $530
|
4.08K
$340K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8- 0.05% |
$552 - $605
|
16.7K
$1.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 21.62% |
$552 - $605
|
29
$2.42K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-8- 0.2% |
$552 - $605
|
3.98K
$331K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9- 0.2% |
$621 - $681
|
4.57K
$380K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10- 0.5% |
$690 - $757
|
1.98K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-12- 0.41% |
$828 - $908
|
2.89K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-13- 0.38% |
$897 - $984
|
3.38K
$281K
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-15- 0.18% |
$1.03K - $1.13K
|
8.53K
$710K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-16- 0.22% |
$1.1K - $1.21K
|
7.27K
$605K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-16- 0.06% |
$1.1K - $1.21K
|
27.7K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-17- 0.12% |
$1.17K - $1.29K
|
13.6K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-17- 0.45% |
$1.17K - $1.29K
|
3.74K
$311K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-19- 0.58% |
$1.31K - $1.44K
|
3.23K
$269K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-19- 0.95% |
$1.31K - $1.44K
|
1.98K
$165K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-20- 0.15% |
$1.38K - $1.51K
|
13K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-21- 23.86% |
$1.45K - $1.59K
|
67
$5.58K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-23- 0.22% |
$1.59K - $1.74K
|
10.4K
$869K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-24- 0.14% |
$1.66K - $1.82K
|
17.7K
$1.48M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-27- 0.56% |
$1.86K - $2.04K
|
4.81K
$400K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-27- 0.39% |
$1.86K - $2.04K
|
6.88K
$573K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 0.14% |
$1.93K - $2.12K
|
19.5K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-28- 0.95% |
$1.93K - $2.12K
|
2.93K
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-30- 0.09% |
$2.07K - $2.27K
|
32.5K
$2.71M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-30- 1.03% |
$2.07K - $2.27K
|
2.89K
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-32- 0.53% |
$2.21K - $2.42K
|
5.97K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-32- 0.7% |
$2.21K - $2.42K
|
4.53K
$377K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-33- 0.24% |
$2.28K - $2.5K
|
13.5K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-33- 2.91% |
$2.28K - $2.5K
|
1.1K
$91.6K
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-40- 0.13% |
$2.76K - $3.03K
|
30.8K
$2.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-40- 0.36% |
$2.76K - $3.03K
|
11.1K
$928K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-40- 0.23% |
$2.76K - $3.03K
|
17.2K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-40- 0.54% |
$2.76K - $3.03K
|
7.41K
$617K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 2.61% |
$2.76K - $3.03K
|
1.49K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
SELL
|
- |
-40- 0.94% |
$2.76K - $3.03K
|
4.24K
$353K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-41- 3.89% |
$2.83K - $3.1K
|
1.01K
$84.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 36.28% |
$2.83K - $3.1K
|
72
$6K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-43- 7.31% |
$2.97K - $3.25K
|
545
$45.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-43- 0.41% |
$2.97K - $3.25K
|
10.3K
$860K
|