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 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-43- 7.31% |
$2.97K - $3.25K
|
545
$45.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-43- 0.41% |
$2.97K - $3.25K
|
10.3K
$867K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-43Closed |
$2.97K - $3.25K
|
0
$0
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-43- 7.31% |
$2.97K - $3.25K
|
545
$45.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-44- 1.03% |
$3.03K - $3.33K
|
4.23K
$355K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-45- 1.09% |
$3.1K - $3.4K
|
4.08K
$342K
|
|
|
Jul 14, 2023
Q2 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-46- 0.74% |
$3.17K - $3.48K
|
6.2K
$520K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-46- 0.05% |
$3.17K - $3.48K
|
89.3K
$7.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-47- 0.72% |
$3.24K - $3.56K
|
6.52K
$547K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-50- 0.28% |
$3.45K - $3.78K
|
18.1K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-50- 0.9% |
$3.45K - $3.78K
|
5.5K
$461K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-50- 0.38% |
$3.45K - $3.78K
|
13.2K
$1.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 1.0% |
$3.45K - $3.78K
|
4.98K
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-51- 0.68% |
$3.52K - $3.86K
|
7.43K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-52- 1.71% |
$3.59K - $3.93K
|
2.99K
$251K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-54- 0.05% |
$3.72K - $4.09K
|
109K
$9.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-55- 0.74% |
$3.79K - $4.16K
|
7.36K
$618K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-57- 2.27% |
$3.93K - $4.31K
|
2.45K
$206K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-58- 0.62% |
$4K - $4.39K
|
9.35K
$784K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-59- 0.53% |
$4.07K - $4.46K
|
11.1K
$934K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-61- 12.58% |
$4.21K - $4.62K
|
424
$35.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-61- 1.49% |
$4.21K - $4.62K
|
4.03K
$338K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-61- 0.15% |
$4.21K - $4.62K
|
40K
$3.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-63- 4.52% |
$4.35K - $4.77K
|
1.33K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-66- 1.48% |
$4.55K - $4.99K
|
4.4K
$369K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-68- 0.6% |
$4.69K - $5.14K
|
11.3K
$951K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-70- 0.59% |
$4.83K - $5.3K
|
11.8K
$990K
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-71- -0.0% |
$4.9K - $5.37K
|
1.52M
$127M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-71- 0.14% |
$4.9K - $5.37K
|
49.2K
$4.13M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-71- 0.32% |
$4.9K - $5.37K
|
21.9K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-76- 9.39% |
$5.24K - $5.75K
|
733
$61.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-76- 0.56% |
$5.24K - $5.75K
|
13.6K
$1.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-79- 3.4% |
$5.45K - $5.98K
|
2.25K
$189K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-79- 5.0% |
$5.45K - $5.98K
|
1.5K
$126K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-80- 0.82% |
$5.52K - $6.05K
|
9.66K
$810K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-80- 0.97% |
$5.52K - $6.05K
|
8.18K
$686K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-80- 0.62% |
$5.52K - $6.05K
|
12.9K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-80- 9.27% |
$5.52K - $6.05K
|
783
$65.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-81- 1.19% |
$5.59K - $6.13K
|
6.7K
$562K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-82- 7.8% |
$5.66K - $6.2K
|
969
$81.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-83- 1.81% |
$5.72K - $6.28K
|
4.5K
$377K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-85- 0.53% |
$5.86K - $6.43K
|
16.1K
$1.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-86- 1.28% |
$5.93K - $6.51K
|
6.61K
$554K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-87- 1.23% |
$6K - $6.58K
|
6.97K
$585K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-90- 1.93% |
$6.21K - $6.81K
|
4.57K
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-92- 4.0% |
$6.35K - $6.96K
|
2.21K
$185K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-95- 7.68% |
$6.55K - $7.19K
|
1.14K
$95.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-100- 0.27% |
$6.9K - $7.57K
|
37.6K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-100- 24.45% |
$6.9K - $7.57K
|
309
$25.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 0.51% |
$6.9K - $7.57K
|
19.5K
$1.64M
|