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 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.36K- 46.24% |
$93.6K - $103K
|
1.58K
$131K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-1.37K- 1.31% |
$94.6K - $104K
|
103K
$8.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.39K- 5.37% |
$95.7K - $105K
|
24.4K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.41K- 1.53% |
$97.2K - $107K
|
90.7K
$7.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.42K- 41.47% |
$97.7K - $107K
|
2K
$167K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.43K- 9.78% |
$98.7K - $108K
|
13.2K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.43K- 20.27% |
$98.8K - $108K
|
5.63K
$469K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-1.44K- 1.21% |
$99.4K - $109K
|
118K
$9.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.44K- 32.66% |
$99.4K - $109K
|
2.97K
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.45K- 16.48% |
$100K - $110K
|
7.35K
$612K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.47K- 0.83% |
$102K - $111K
|
176K
$14.6M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-1.48K- 1.55% |
$102K - $112K
|
93.7K
$7.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.5K- 1.24% |
$103K - $113K
|
120K
$9.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.51K- 8.08% |
$104K - $114K
|
17.2K
$1.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.51K- 4.91% |
$104K - $114K
|
29.3K
$2.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.54K- 3.65% |
$106K - $117K
|
40.7K
$3.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-1.54K- 23.88% |
$106K - $117K
|
4.92K
$409K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.54K- 0.64% |
$106K - $117K
|
241K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.55K- 18.0% |
$107K - $117K
|
7.06K
$588K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.58K- 2.37% |
$109K - $119K
|
65K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.59K- 9.45% |
$110K - $120K
|
15.2K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.59K- 16.16% |
$110K - $121K
|
8.27K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 6.21% |
$111K - $121K
|
24.2K
$2.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.61K- 15.78% |
$111K - $122K
|
8.59K
$715K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.63K- 2.92% |
$112K - $123K
|
54K
$4.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.67K- 1.77% |
$115K - $126K
|
92.7K
$7.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.67K- 7.62% |
$115K - $126K
|
20.2K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.7K- 4.73% |
$117K - $128K
|
34.2K
$2.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 1.09% |
$119K - $131K
|
157K
$13.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.73K- 8.57% |
$120K - $131K
|
18.5K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.74K- 16.92% |
$120K - $132K
|
8.54K
$711K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.76K- 4.58% |
$122K - $133K
|
36.7K
$3.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.77K- 5.52% |
$122K - $134K
|
30.2K
$2.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.78K- 36.27% |
$122K - $134K
|
3.12K
$260K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.78K- 15.65% |
$123K - $135K
|
9.59K
$798K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.85K- 24.7% |
$128K - $140K
|
5.64K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.88K- 3.46% |
$130K - $142K
|
52.5K
$4.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.9K- 34.23% |
$131K - $144K
|
3.65K
$304K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.91K- 30.18% |
$131K - $144K
|
4.41K
$367K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.92K- 7.84% |
$133K - $146K
|
22.6K
$1.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.96K- 39.64% |
$135K - $148K
|
2.98K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.98K- 8.87% |
$137K - $150K
|
20.4K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.99K- 11.62% |
$137K - $151K
|
15.1K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.01K- 2.69% |
$139K - $152K
|
72.7K
$6.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.03K- 4.3% |
$140K - $154K
|
45.2K
$3.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-2.07K- 5.79% |
$142K - $156K
|
33.6K
$2.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.09K- 12.48% |
$144K - $158K
|
14.6K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.1K- 41.5% |
$145K - $159K
|
2.96K
$247K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.18K- 29.82% |
$150K - $165K
|
5.13K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.2K- 10.12% |
$152K - $166K
|
19.5K
$1.63M
|