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 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-589- 11.12% |
$40.6K - $44.6K
|
4.71K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-589- 3.23% |
$40.6K - $44.6K
|
17.7K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-598- 10.6% |
$41.2K - $45.2K
|
5.04K
$420K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-600- 8.63% |
$41.4K - $45.4K
|
6.35K
$529K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-600- 7.66% |
$41.4K - $45.4K
|
7.24K
$603K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-611- 5.8% |
$42.1K - $46.2K
|
9.92K
$826K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-620- 36.05% |
$42.8K - $46.9K
|
1.1K
$91.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-625- 4.48% |
$43.1K - $47.3K
|
13.3K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-628- 3.53% |
$43.3K - $47.5K
|
17.2K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-632- 4.3% |
$43.6K - $47.8K
|
14.1K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-632- 3.09% |
$43.6K - $47.8K
|
19.8K
$1.65M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-650- 6.74% |
$44.8K - $49.2K
|
8.99K
$749K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-652- 5.64% |
$45K - $49.3K
|
10.9K
$908K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-660- 6.13% |
$45.5K - $49.9K
|
10.1K
$841K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-663- 13.97% |
$45.7K - $50.2K
|
4.08K
$340K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-667- 2.31% |
$46K - $50.5K
|
28.3K
$2.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-672- 13.11% |
$46.3K - $50.8K
|
4.45K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-683- 12.98% |
$47.1K - $51.7K
|
4.58K
$381K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-695- 6.29% |
$47.9K - $52.6K
|
10.4K
$863K
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-697- 7.75% |
$48.1K - $52.7K
|
8.29K
$691K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-700- 3.83% |
$48.3K - $53K
|
17.6K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-700- 14.22% |
$48.3K - $53K
|
4.22K
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-703- 0.77% |
$48.5K - $53.2K
|
90.5K
$7.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-708- 0.73% |
$48.8K - $53.6K
|
96.7K
$8.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-722- 0.84% |
$49.8K - $54.6K
|
85.6K
$7.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-726- 33.77% |
$50.1K - $54.9K
|
1.42K
$119K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-732- 2.22% |
$50.5K - $55.4K
|
32.2K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-734- 24.65% |
$50.6K - $55.5K
|
2.24K
$187K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-739- 3.69% |
$51K - $55.9K
|
19.3K
$1.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-740- 5.6% |
$51K - $56K
|
12.5K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-750- 9.22% |
$51.7K - $56.7K
|
7.39K
$615K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-755- 2.47% |
$52.1K - $57.1K
|
29.8K
$2.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-771- 3.12% |
$53.2K - $58.3K
|
23.9K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-779- 6.21% |
$53.7K - $58.9K
|
11.8K
$979K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-780- 6.3% |
$53.8K - $59K
|
11.6K
$966K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-785- 2.75% |
$54.1K - $59.4K
|
27.8K
$2.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-789- 7.45% |
$54.4K - $59.7K
|
9.81K
$817K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-794- 7.1% |
$54.8K - $60.1K
|
10.4K
$865K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-800- 0.17% |
$55.2K - $60.5K
|
457K
$38M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-800- 6.38% |
$55.2K - $60.5K
|
11.7K
$978K
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-800- 0.64% |
$55.2K - $60.5K
|
124K
$10.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-801- 4.94% |
$55.2K - $60.6K
|
15.4K
$1.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-803- 5.85% |
$55.4K - $60.8K
|
12.9K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-805- 0.96% |
$55.5K - $60.9K
|
83.2K
$6.93M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-809- 9.24% |
$55.8K - $61.2K
|
7.95K
$662K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-810- 0.55% |
$55.9K - $61.3K
|
146K
$12.1M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-814- 1.73% |
$56.1K - $61.6K
|
46.1K
$3.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-817- 3.13% |
$56.3K - $61.8K
|
25.3K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-818- 15.13% |
$56.4K - $61.9K
|
4.59K
$382K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-823- 19.12% |
$56.8K - $62.3K
|
3.48K
$290K
|