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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-150- 5.24% |
$10.3K - $11.3K
|
2.71K
$226K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-152- 2.14% |
$10.5K - $11.5K
|
6.95K
$579K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-152- 4.64% |
$10.5K - $11.5K
|
3.13K
$260K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-152- 3.23% |
$10.5K - $11.5K
|
4.55K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-153- 0.92% |
$10.6K - $11.6K
|
16.5K
$1.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-154- 0.94% |
$10.6K - $11.7K
|
16.3K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-157- 1.22% |
$10.8K - $11.9K
|
12.7K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-163- 4.25% |
$11.2K - $12.3K
|
3.67K
$306K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-163- 0.97% |
$11.2K - $12.3K
|
16.7K
$1.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-164- 0.69% |
$11.3K - $12.4K
|
23.6K
$1.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-164- 1.47% |
$11.3K - $12.4K
|
11K
$914K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-167- 3.58% |
$11.5K - $12.6K
|
4.5K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-167- 3.5% |
$11.5K - $12.6K
|
4.6K
$383K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-171- 3.35% |
$11.8K - $12.9K
|
4.93K
$411K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-171- 0.46% |
$11.8K - $12.9K
|
37.2K
$3.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-173- 2.82% |
$11.9K - $13.1K
|
5.96K
$496K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-174- 0.68% |
$12K - $13.2K
|
25.5K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-174- 4.26% |
$12K - $13.2K
|
3.91K
$326K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-175- 3.8% |
$12.1K - $13.2K
|
4.44K
$369K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-175- 1.04% |
$12.1K - $13.2K
|
16.7K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-176- 1.18% |
$12.1K - $13.3K
|
14.7K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-183- 4.66% |
$12.6K - $13.8K
|
3.74K
$311K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-183- 3.05% |
$12.6K - $13.8K
|
5.82K
$485K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-190- 3.07% |
$13.1K - $14.4K
|
6.01K
$500K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-195- 3.81% |
$13.4K - $14.8K
|
4.92K
$410K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-195- 6.87% |
$13.4K - $14.8K
|
2.64K
$220K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-196- 0.22% |
$13.5K - $14.8K
|
90.7K
$7.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-196- 1.07% |
$13.5K - $14.8K
|
18.2K
$1.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 0.84% |
$13.8K - $15.1K
|
23.7K
$1.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 2.51% |
$13.8K - $15.1K
|
7.78K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-201- 0.52% |
$13.9K - $15.2K
|
38.5K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-204- 0.76% |
$14.1K - $15.4K
|
26.6K
$2.22M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-207- 1.78% |
$14.3K - $15.7K
|
11.4K
$953K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-207- 0.61% |
$14.3K - $15.7K
|
33.5K
$2.79M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-213- 1.48% |
$14.7K - $16.1K
|
14.2K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-213- 0.54% |
$14.7K - $16.1K
|
39K
$3.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-214- 34.13% |
$14.8K - $16.2K
|
413
$34.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-215- 1.21% |
$14.8K - $16.3K
|
17.5K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-220- 0.86% |
$15.2K - $16.6K
|
25.5K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-220- 23.55% |
$15.2K - $16.6K
|
714
$59.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-221- 2.95% |
$15.2K - $16.7K
|
7.27K
$606K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-223- 2.3% |
$15.4K - $16.9K
|
9.46K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-224- 2.43% |
$15.4K - $16.9K
|
8.99K
$749K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-225- 4.71% |
$15.5K - $17K
|
4.55K
$379K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-225- 0.2% |
$15.5K - $17K
|
112K
$9.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-228- 0.28% |
$15.7K - $17.3K
|
82K
$6.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-229- 2.53% |
$15.8K - $17.3K
|
8.81K
$733K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-231- 0.51% |
$15.9K - $17.5K
|
45.1K
$3.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-235- 5.89% |
$16.2K - $17.8K
|
3.76K
$313K
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-235- 5.89% |
$16.2K - $17.8K
|
3.76K
$313K
|