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 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-8.65K- 69.87% |
$597K - $655K
|
3.73K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.95K- 5.1% |
$617K - $677K
|
166K
$13.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-9.12K- 20.12% |
$629K - $690K
|
36.2K
$3.02M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-9.13K- 66.67% |
$630K - $691K
|
4.57K
$380K
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-9.18K- 4.65% |
$633K - $694K
|
188K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.34K- 58.98% |
$644K - $707K
|
6.5K
$541K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.74K- 50.46% |
$671K - $737K
|
9.56K
$796K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-10.1K- 23.59% |
$700K - $768K
|
32.9K
$2.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.3K- 38.4% |
$707K - $776K
|
16.4K
$1.37M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.5K- 13.88% |
$724K - $795K
|
65.2K
$5.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-11.2K- 12.39% |
$775K - $850K
|
79.4K
$6.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.5K- 18.9% |
$791K - $867K
|
49.2K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-11.5K- 11.25% |
$796K - $873K
|
91.1K
$7.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-11.7K- 45.49% |
$804K - $882K
|
14K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-11.7K- 63.31% |
$809K - $887K
|
6.79K
$566K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-11.8K- 62.05% |
$811K - $890K
|
7.2K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-11.9K- 76.48% |
$819K - $899K
|
3.65K
$304K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11.9K- 11.86% |
$821K - $900K
|
88.4K
$7.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.1K- 3.71% |
$832K - $912K
|
313K
$26M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.5K- 54.99% |
$861K - $945K
|
10.2K
$851K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.6K- 10.57% |
$869K - $953K
|
107K
$8.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-12.8K- 5.97% |
$883K - $968K
|
201K
$16.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13K- 25.2% |
$899K - $986K
|
38.7K
$3.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-13K- 2.45% |
$899K - $986K
|
519K
$43.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-13.2K- 8.76% |
$909K - $998K
|
137K
$11.4M
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-13.4K- 1.14% |
$921K - $1.01M
|
1.15M
$96.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-13.8K- 3.83% |
$948K - $1.04M
|
345K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 3.94% |
$962K - $1.05M
|
340K
$28.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-14.2K- 15.5% |
$980K - $1.07M
|
77.4K
$6.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.7K- 1.45% |
$1.01M - $1.11M
|
993K
$82.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-14.8K- 2.72% |
$1.02M - $1.12M
|
530K
$44.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-14.9K- 0.78% |
$1.03M - $1.13M
|
1.91M
$159M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-15.9K- 71.5% |
$1.09M - $1.2M
|
6.33K
$527K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-15.9K- 1.55% |
$1.1M - $1.21M
|
1.01M
$84.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-16.4K- 58.96% |
$1.13M - $1.24M
|
11.4K
$948K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-18.3K- 6.66% |
$1.26M - $1.39M
|
257K
$21.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-19.8K- 0.66% |
$1.36M - $1.49M
|
2.98M
$248M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-21K- 5.91% |
$1.45M - $1.59M
|
334K
$27.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-21.7K- 33.01% |
$1.49M - $1.64M
|
44K
$3.66M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-22.1K- 1.17% |
$1.52M - $1.67M
|
1.86M
$155M
|
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.2K- 39.73% |
$1.53M - $1.68M
|
33.6K
$2.8M
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.2K- 39.73% |
$1.53M - $1.68M
|
33.6K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.7K- 9.88% |
$1.57M - $1.72M
|
207K
$17.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-26.8K- 7.51% |
$1.85M - $2.03M
|
330K
$27.5M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-27.8K- 90.45% |
$1.92M - $2.1M
|
2.94K
$245K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-27.9K- 12.36% |
$1.93M - $2.11M
|
198K
$16.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-28.3K- 73.81% |
$1.95M - $2.14M
|
10K
$835K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-30.2K- 81.38% |
$2.08M - $2.28M
|
6.9K
$575K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-31.2K- 49.64% |
$2.15M - $2.36M
|
31.6K
$2.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-32.5K- 22.74% |
$2.24M - $2.46M
|
110K
$9.2M
|