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 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-102- 1.96% |
$7.03K - $7.72K
|
5.11K
$426K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-102- 0.61% |
$7.03K - $7.72K
|
16.5K
$1.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-102- 55.14% |
$7.03K - $7.72K
|
83
$6.91K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-103- 0.83% |
$7.1K - $7.79K
|
12.3K
$1.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-104- 2.02% |
$7.17K - $7.87K
|
5.04K
$419K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-105- 7.67% |
$7.24K - $7.94K
|
1.26K
$105K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-105- 0.18% |
$7.24K - $7.94K
|
59.7K
$4.97M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-105- 1.34% |
$7.24K - $7.94K
|
7.73K
$644K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-106- 0.95% |
$7.31K - $8.02K
|
11K
$920K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-106- 0.64% |
$7.31K - $8.02K
|
16.6K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-108- 0.64% |
$7.45K - $8.17K
|
16.7K
$1.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-109- 1.23% |
$7.52K - $8.25K
|
8.75K
$728K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-109- 7.89% |
$7.52K - $8.25K
|
1.27K
$106K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-110- 1.93% |
$7.59K - $8.32K
|
5.58K
$465K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-112- 2.47% |
$7.72K - $8.47K
|
4.43K
$369K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-112- 0.74% |
$7.72K - $8.47K
|
14.9K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-113- 0.87% |
$7.79K - $8.55K
|
12.8K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-114- 1.05% |
$7.86K - $8.63K
|
10.8K
$897K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-116- 1.25% |
$8K - $8.78K
|
9.14K
$761K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-117- 1.3% |
$8.07K - $8.85K
|
8.88K
$739K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-117- 2.25% |
$8.07K - $8.85K
|
5.09K
$424K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-117- 3.25% |
$8.07K - $8.85K
|
3.48K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-117- 2.76% |
$8.07K - $8.85K
|
4.12K
$343K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-118- 0.6% |
$8.14K - $8.93K
|
19.6K
$1.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-118- 0.91% |
$8.14K - $8.93K
|
12.8K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-118- 67.82% |
$8.14K - $8.93K
|
56
$4.66K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-121- 1.13% |
$8.35K - $9.15K
|
10.6K
$885K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-121- 1.71% |
$8.35K - $9.15K
|
6.97K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-122- 0.44% |
$8.41K - $9.23K
|
27.5K
$2.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-122- 2.03% |
$8.41K - $9.23K
|
5.89K
$490K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-125- 0.64% |
$8.62K - $9.46K
|
19.5K
$1.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-125- 2.79% |
$8.62K - $9.46K
|
4.35K
$362K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-127- 10.97% |
$8.76K - $9.61K
|
1.03K
$85.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-128- 0.7% |
$8.83K - $9.68K
|
18K
$1.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-129- 0.79% |
$8.9K - $9.76K
|
16.3K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-132- 2.33% |
$9.1K - $9.99K
|
5.53K
$460K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-133- 1.63% |
$9.17K - $10.1K
|
8.05K
$670K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-134- 0.88% |
$9.24K - $10.1K
|
15.1K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-137- 2.45% |
$9.45K - $10.4K
|
5.46K
$455K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-138- 4.05% |
$9.52K - $10.4K
|
3.27K
$272K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-139- 1.16% |
$9.59K - $10.5K
|
11.9K
$990K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-139- 1.89% |
$9.59K - $10.5K
|
7.2K
$600K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-141- 1.38% |
$9.72K - $10.7K
|
10.1K
$842K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-141- 2.05% |
$9.72K - $10.7K
|
6.75K
$562K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-142- 4.52% |
$9.79K - $10.7K
|
3K
$250K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-143- 3.12% |
$9.86K - $10.8K
|
4.43K
$369K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-149- 1.7% |
$10.3K - $11.3K
|
8.6K
$716K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-150- 2.62% |
$10.3K - $11.3K
|
5.57K
$463K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-150- 1.41% |
$10.3K - $11.3K
|
10.5K
$875K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-150- 17.36% |
$10.3K - $11.3K
|
714
$59.5K
|