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 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-356- 2.06% |
$24.6K - $26.9K
|
16.9K
$1.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-359- 1.71% |
$24.8K - $27.2K
|
20.7K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-360- 1.46% |
$24.8K - $27.2K
|
24.4K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-362- 4.85% |
$25K - $27.4K
|
7.1K
$591K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-367- 0.46% |
$25.3K - $27.8K
|
78.9K
$6.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-375- 4.91% |
$25.9K - $28.4K
|
7.26K
$605K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-377- 1.51% |
$26K - $28.5K
|
24.6K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-377- 2.67% |
$26K - $28.5K
|
13.8K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-378- 9.84% |
$26.1K - $28.6K
|
3.46K
$288K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-388- 0.3% |
$26.8K - $29.4K
|
129K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-398- 7.89% |
$27.5K - $30.1K
|
4.65K
$387K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-400- 6.11% |
$27.6K - $30.3K
|
6.14K
$512K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-400- 3.46% |
$27.6K - $30.3K
|
11.2K
$929K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-400- 9.83% |
$27.6K - $30.3K
|
3.67K
$306K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-406- 3.03% |
$28K - $30.7K
|
13K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-409- 0.66% |
$28.2K - $30.9K
|
61.3K
$5.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-410- 11.76% |
$28.3K - $31K
|
3.08K
$256K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-412- 0.46% |
$28.4K - $31.2K
|
89.9K
$7.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-414- 1.39% |
$28.6K - $31.3K
|
29.3K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-415- 4.13% |
$28.6K - $31.4K
|
9.63K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-416- 16.76% |
$28.7K - $31.5K
|
2.07K
$172K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-417- 5.87% |
$28.8K - $31.6K
|
6.69K
$557K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-425- 18.58% |
$29.3K - $32.2K
|
1.86K
$155K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-429- 0.64% |
$29.6K - $32.5K
|
66.6K
$5.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-430- 3.72% |
$29.7K - $32.5K
|
11.1K
$928K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-432- 2.67% |
$29.8K - $32.7K
|
15.7K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-441- 3.8% |
$30.4K - $33.4K
|
11.2K
$929K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-446- 1.11% |
$30.8K - $33.7K
|
39.8K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-465- 2.95% |
$32.1K - $35.2K
|
15.3K
$1.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
SELL
|
- |
-487- 2.66% |
$33.6K - $36.8K
|
17.8K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-488- 8.91% |
$33.7K - $36.9K
|
4.99K
$415K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-500- 10.31% |
$34.5K - $37.8K
|
4.35K
$362K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-504- 21.15% |
$34.8K - $38.1K
|
1.88K
$156K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-505- 0.21% |
$34.8K - $38.2K
|
237K
$19.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-509- 1.31% |
$35.1K - $38.5K
|
38.3K
$3.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-510- 4.03% |
$35.2K - $38.6K
|
12.1K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-518- 9.38% |
$35.7K - $39.2K
|
5K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-525- 2.0% |
$36.2K - $39.7K
|
25.7K
$2.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-530- 1.72% |
$36.6K - $40.1K
|
30.4K
$2.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-549- 7.63% |
$37.9K - $41.5K
|
6.65K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-550- 13.8% |
$37.9K - $41.6K
|
3.44K
$286K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-551- 9.77% |
$38K - $41.7K
|
5.09K
$424K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-555- 5.32% |
$38.3K - $42K
|
9.88K
$823K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-561- 1.51% |
$38.7K - $42.4K
|
36.5K
$3.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-574- 9.16% |
$39.6K - $43.4K
|
5.7K
$474K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-574- 9.16% |
$39.6K - $43.4K
|
5.7K
$474K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-575- 9.04% |
$39.7K - $43.5K
|
5.79K
$482K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-576- 48.4% |
$39.7K - $43.6K
|
614
$51.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-583- 1.6% |
$40.2K - $44.1K
|
35.9K
$2.99M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-588- 1.52% |
$40.6K - $44.5K
|
38K
$3.17M
|