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 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.99K- 11.62% |
$137K - $151K
|
15.1K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.01K- 2.69% |
$139K - $152K
|
72.7K
$6.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.03K- 4.3% |
$140K - $154K
|
45.2K
$4.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-2.07K- 5.79% |
$142K - $156K
|
33.6K
$3.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.09K- 12.48% |
$144K - $158K
|
14.6K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.1K- 41.5% |
$145K - $159K
|
2.96K
$272K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.18K- 29.82% |
$150K - $165K
|
5.13K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.2K- 10.12% |
$152K - $166K
|
19.5K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.21K- 2.79% |
$152K - $167K
|
76.9K
$7.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-2.23K- 5.2% |
$154K - $169K
|
40.7K
$3.74M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-2.23K- 71.86% |
$154K - $169K
|
875
$80.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.24K- 25.39% |
$154K - $169K
|
6.57K
$604K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.26K- 5.12% |
$156K - $171K
|
41.9K
$3.85M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.26K- 31.92% |
$156K - $171K
|
4.82K
$443K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 3.65% |
$156K - $171K
|
59.7K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2.27K- 34.85% |
$157K - $172K
|
4.25K
$390K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.29K- 2.02% |
$158K - $173K
|
111K
$10.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.29K- 58.27% |
$158K - $173K
|
1.64K
$151K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.35K- 1.9% |
$162K - $177K
|
121K
$11.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.36K- 0.35% |
$163K - $179K
|
671K
$61.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-2.38K- 17.43% |
$164K - $180K
|
11.3K
$1.04M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.42K- 26.07% |
$167K - $183K
|
6.85K
$630K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.45K- 12.1% |
$169K - $185K
|
17.8K
$1.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.5K- 1.23% |
$173K - $189K
|
201K
$18.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 34.12% |
$173K - $190K
|
4.85K
$446K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.53K- 10.32% |
$174K - $191K
|
22K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.56K- 1.06% |
$177K - $194K
|
240K
$22M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.58K- 40.75% |
$178K - $195K
|
3.75K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.58K- 4.38% |
$178K - $195K
|
56.4K
$5.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.61K- 20.47% |
$180K - $198K
|
10.1K
$933K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.62K- 10.09% |
$181K - $198K
|
23.3K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.63K- 1.14% |
$181K - $199K
|
229K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-2.65K- 4.57% |
$183K - $201K
|
55.4K
$5.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.68K- 8.72% |
$185K - $202K
|
28K
$2.58M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-2.7K- 22.18% |
$186K - $204K
|
9.47K
$871K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.7K- 16.98% |
$186K - $204K
|
13.2K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.78K- 36.51% |
$192K - $210K
|
4.83K
$445K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-2.8K- 9.51% |
$193K - $212K
|
26.7K
$2.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.84K- 3.3% |
$196K - $215K
|
83.2K
$7.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.87K- 36.05% |
$198K - $217K
|
5.08K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-2.88K- 19.16% |
$199K - $218K
|
12.2K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-2.91K- 17.4% |
$200K - $220K
|
13.8K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.04K- 13.89% |
$210K - $230K
|
18.8K
$1.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.17K- 12.13% |
$219K - $240K
|
23K
$2.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 0.81% |
$220K - $241K
|
391K
$36M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.3K- 4.66% |
$228K - $250K
|
67.5K
$6.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.32K- 3.42% |
$229K - $251K
|
93.8K
$8.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-3.33K- 1.23% |
$229K - $252K
|
268K
$24.6M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-3.33K- 1.23% |
$229K - $252K
|
268K
$24.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3.43K- 0.65% |
$236K - $259K
|
522K
$48M
|