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 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.5K- 31.87% |
$2.31M - $2.54M
|
71.7K
$5.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-33.6K- 66.5% |
$2.32M - $2.54M
|
16.9K
$1.41M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-35.3K- 2.01% |
$2.44M - $2.67M
|
1.72M
$143M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.5K- 36.44% |
$2.45M - $2.69M
|
61.9K
$5.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-35.8K- 1.69% |
$2.47M - $2.71M
|
2.08M
$173M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-37.9K- 5.85% |
$2.61M - $2.87M
|
610K
$50.8M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-37.9K- 5.85% |
$2.61M - $2.87M
|
610K
$50.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-38.6K- 2.87% |
$2.66M - $2.92M
|
1.3M
$109M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-39K- 2.76% |
$2.69M - $2.95M
|
1.37M
$115M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-43.4K- 89.65% |
$3M - $3.29M
|
5.01K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-47K- 2.56% |
$3.24M - $3.56M
|
1.79M
$149M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-55K- 5.16% |
$3.8M - $4.16M
|
1.01M
$84.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-55.7K- 4.22% |
$3.84M - $4.21M
|
1.27M
$105M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-55.8K- 14.65% |
$3.85M - $4.23M
|
325K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-58.7K- 24.85% |
$4.05M - $4.44M
|
177K
$14.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-68.3K- 17.76% |
$4.71M - $5.17M
|
316K
$26.3M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-71.2K- 36.08% |
$4.91M - $5.39M
|
126K
$10.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-74K- 22.98% |
$5.1M - $5.6M
|
248K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-76.6K- 6.27% |
$5.28M - $5.8M
|
1.15M
$95.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-85.5K- 46.66% |
$5.9M - $6.47M
|
97.8K
$8.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-93.9K- 7.3% |
$6.48M - $7.11M
|
1.19M
$99.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-106K- 89.99% |
$7.33M - $8.04M
|
11.8K
$984K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 2.72% |
$7.97M - $8.74M
|
4.13M
$344M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-125K- 31.04% |
$8.6M - $9.43M
|
277K
$23.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-125K- 57.72% |
$8.65M - $9.48M
|
91.8K
$7.65M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-129K- 19.76% |
$8.86M - $9.72M
|
522K
$43.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-146K- 6.54% |
$10.1M - $11.1M
|
2.09M
$174M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-168K- 2.99% |
$11.6M - $12.7M
|
5.45M
$454M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-170K- 54.58% |
$11.7M - $12.9M
|
141K
$11.8M
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
SELL
|
- |
-177K- 89.45% |
$12.2M - $13.4M
|
20.9K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-184K- 35.49% |
$12.7M - $13.9M
|
334K
$27.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-204K- 11.09% |
$14M - $15.4M
|
1.63M
$136M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-207K- 3.03% |
$14.3M - $15.7M
|
6.65M
$554M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-226K- 13.93% |
$15.6M - $17.1M
|
1.39M
$116M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-239K- 11.18% |
$16.5M - $18.1M
|
1.9M
$158M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-249K- 8.46% |
$17.2M - $18.9M
|
2.7M
$225M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-272K- 43.53% |
$18.7M - $20.6M
|
352K
$29.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-272K- 25.43% |
$18.8M - $20.6M
|
798K
$66.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-273K- 28.4% |
$18.8M - $20.7M
|
689K
$57.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-284K- 15.77% |
$19.6M - $21.5M
|
1.52M
$127M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-301K- 5.41% |
$20.8M - $22.8M
|
5.26M
$438M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-332K- 32.21% |
$22.9M - $25.1M
|
698K
$58.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-360K- 1.32% |
$24.9M - $27.3M
|
27M
$2.25B
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-378K- 8.76% |
$26.1M - $28.6M
|
3.94M
$328M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-391K- 85.68% |
$27M - $29.6M
|
65.3K
$5.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-419K- 12.87% |
$28.9M - $31.7M
|
2.84M
$236M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-451K- 25.45% |
$31.1M - $34.1M
|
1.32M
$110M
|
|
|
Aug 14, 2023
Q2 2023
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-554K- 41.09% |
$38.2M - $41.9M
|
794K
$66.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-693K- 6.15% |
$47.8M - $52.4M
|
10.6M
$881M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-705K- 1.11% |
$48.6M - $53.3M
|
62.6M
$5.22B
|