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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-803- 5.85% |
$55.4K - $60.8K
|
12.9K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-805- 0.96% |
$55.5K - $60.9K
|
83.2K
$7.65M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-809- 9.24% |
$55.8K - $61.2K
|
7.95K
$731K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-810- 0.55% |
$55.9K - $61.3K
|
146K
$13.4M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-814- 1.73% |
$56.1K - $61.6K
|
46.1K
$4.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-817- 3.13% |
$56.3K - $61.8K
|
25.3K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-818- 15.13% |
$56.4K - $61.9K
|
4.59K
$422K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-823- 19.12% |
$56.8K - $62.3K
|
3.48K
$320K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-827- 3.95% |
$57K - $62.6K
|
20.1K
$1.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-830- 1.69% |
$57.2K - $62.8K
|
48.3K
$4.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-831- 1.18% |
$57.3K - $62.9K
|
69.9K
$6.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Nepsis Inc.
|
SELL
|
- |
-839- 3.12% |
$57.9K - $63.5K
|
26.1K
$2.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-848- 9.94% |
$58.5K - $64.2K
|
7.68K
$707K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-849- 9.01% |
$58.6K - $64.2K
|
8.57K
$788K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-854- 1.18% |
$58.9K - $64.6K
|
71.7K
$6.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-871- 22.42% |
$60.1K - $65.9K
|
3.01K
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-871- 18.03% |
$60.1K - $65.9K
|
3.96K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-871- 10.2% |
$60.1K - $65.9K
|
7.67K
$706K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-882- 6.47% |
$60.8K - $66.7K
|
12.7K
$1.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-892- 10.48% |
$61.5K - $67.5K
|
7.62K
$701K
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-923- 12.72% |
$63.7K - $69.8K
|
6.33K
$582K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-925- 9.2% |
$63.8K - $70K
|
9.13K
$840K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-929- 8.41% |
$64.1K - $70.3K
|
10.1K
$931K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-965- 1.16% |
$66.6K - $73K
|
82.2K
$7.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-966- 20.12% |
$66.6K - $73.1K
|
3.84K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-980- 20.04% |
$67.6K - $74.1K
|
3.91K
$359K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-987- 4.96% |
$68.1K - $74.7K
|
18.9K
$1.74M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-995- 3.12% |
$68.6K - $75.3K
|
30.9K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1K- 13.62% |
$69K - $75.7K
|
6.34K
$583K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1K- 11.82% |
$69.1K - $75.8K
|
7.48K
$687K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.03K- 9.49% |
$71.2K - $78.1K
|
9.84K
$905K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.03K- 13.18% |
$71.2K - $78.2K
|
6.8K
$626K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.05K- 19.41% |
$72.5K - $79.5K
|
4.36K
$401K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.07K- 22.99% |
$73.9K - $81K
|
3.59K
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.11K- 1.23% |
$76.4K - $83.8K
|
89K
$8.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.12K- 8.0% |
$77.3K - $84.8K
|
12.9K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.12K- 12.64% |
$77.5K - $85K
|
7.77K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.13K- 1.88% |
$78.1K - $85.6K
|
59.2K
$5.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 5.6% |
$78.4K - $86K
|
19.2K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.14K- 3.18% |
$78.6K - $86.2K
|
34.7K
$3.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.15K- 1.54% |
$79K - $86.7K
|
73.1K
$6.72M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.15K- 2.29% |
$79.3K - $87K
|
49.1K
$4.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.17K- 6.95% |
$80.4K - $88.1K
|
15.6K
$1.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.18K- 1.05% |
$81K - $88.9K
|
111K
$10.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.18K- 26.42% |
$81K - $88.9K
|
3.27K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.18K- 2.42% |
$81.1K - $89K
|
47.5K
$4.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 6.24% |
$82.7K - $90.7K
|
18K
$1.66M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.2K- 4.82% |
$82.8K - $90.8K
|
23.7K
$2.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.2K- 20.03% |
$82.8K - $90.8K
|
4.79K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 14.07% |
$82.8K - $90.8K
|
7.33K
$674K
|