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
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.01KClosed |
$277K - $303K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-4.05K- 8.2% |
$280K - $307K
|
45.4K
$3.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-4.07K- 3.76% |
$281K - $308K
|
104K
$8.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.18K- 1.49% |
$289K - $317K
|
277K
$23M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-4.19K- 18.68% |
$289K - $317K
|
18.2K
$1.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.34K- 11.99% |
$299K - $329K
|
31.9K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-4.4K- 1.2% |
$303K - $333K
|
361K
$30M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.43K- 10.05% |
$306K - $335K
|
39.7K
$3.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.47K- 2.22% |
$308K - $338K
|
196K
$16.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.49K- 3.71% |
$310K - $340K
|
116K
$9.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.72K- 1.23% |
$326K - $357K
|
378K
$31.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.76K- 3.59% |
$328K - $360K
|
128K
$10.7M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.87K- 22.0% |
$336K - $368K
|
17.3K
$1.44M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.13K- 15.15% |
$354K - $388K
|
28.7K
$2.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.17K- 24.96% |
$356K - $391K
|
15.5K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.2K- 1.67% |
$359K - $393K
|
306K
$25.5M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.23K- 11.94% |
$361K - $396K
|
38.6K
$3.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
SELL
|
- |
-5.33K- 47.28% |
$368K - $403K
|
5.95K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-5.43K- 0.45% |
$374K - $411K
|
1.21M
$101M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5.43K- 33.79% |
$374K - $411K
|
10.6K
$886K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.43K- 16.32% |
$375K - $411K
|
27.9K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-5.47K- 26.42% |
$377K - $414K
|
15.2K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.49K- 21.36% |
$379K - $415K
|
20.2K
$1.68M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.53K- 11.51% |
$381K - $418K
|
42.5K
$3.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.62K- 0.44% |
$388K - $425K
|
1.27M
$106M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.7K- 0.89% |
$393K - $431K
|
633K
$52.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-6K- 37.06% |
$414K - $454K
|
10.2K
$848K
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.07K- 62.97% |
$419K - $459K
|
3.57K
$297K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.19K- 38.96% |
$427K - $468K
|
9.69K
$807K
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-6.37K- 1.42% |
$440K - $482K
|
444K
$37M
|
|
|
Aug 09, 2023
Q2 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-6.39K- 0.78% |
$441K - $483K
|
815K
$67.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6.48K- 12.79% |
$447K - $490K
|
44.2K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-6.5K- 3.36% |
$448K - $492K
|
187K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.56K- 4.46% |
$452K - $496K
|
140K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.6K- 2.29% |
$455K - $499K
|
281K
$23.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-6.64K- 32.71% |
$458K - $503K
|
13.7K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-6.68K- 25.5% |
$461K - $505K
|
19.5K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.74K- 18.2% |
$465K - $510K
|
30.3K
$2.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7K- 5.72% |
$483K - $530K
|
115K
$9.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.14K- 10.21% |
$492K - $540K
|
62.8K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-7.14K- 26.68% |
$493K - $540K
|
19.6K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.2K- 5.57% |
$497K - $545K
|
122K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-7.24K- 3.82% |
$499K - $548K
|
182K
$15.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-7.38K- 94.88% |
$509K - $558K
|
398
$33.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-7.4K- 23.51% |
$510K - $560K
|
24.1K
$2.01M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-7.65K- 12.09% |
$528K - $579K
|
55.6K
$4.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-7.71K- 86.05% |
$532K - $583K
|
1.25K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-8.11K- 7.3% |
$559K - $613K
|
103K
$8.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-8.41K- 6.2% |
$580K - $636K
|
127K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-8.61K- 4.01% |
$594K - $652K
|
206K
$17.2M
|