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
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
19.7K+ 24.62% |
$1.36M - $1.49M
|
99.6K
$8.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
19.4K+ 6.83% |
$1.34M - $1.47M
|
304K
$25.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
18.9KNew |
$1.3M - $1.43M
|
18.9K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18K+ 7.3% |
$1.24M - $1.37M
|
265K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
17.9K+ 0.46% |
$1.23M - $1.35M
|
3.87M
$322M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.8KNew |
$1.23M - $1.34M
|
17.8K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
17.7K+ 12.52% |
$1.22M - $1.34M
|
159K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
17.6KNew |
$1.21M - $1.33M
|
17.6K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 338.63% |
$1.19M - $1.31M
|
22.4K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
17.1K+ 1.42% |
$1.18M - $1.29M
|
1.22M
$101M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.7K+ 3.18% |
$1.15M - $1.26M
|
541K
$45M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
16.6K+ 2.23% |
$1.14M - $1.25M
|
761K
$63.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
16.3KNew |
$1.12M - $1.23M
|
16.3K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.1K+ 2.25% |
$1.11M - $1.21M
|
728K
$60.6M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.9K+ 441.27% |
$1.09M - $1.2M
|
19.4K
$1.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.8K+ 93.97% |
$1.09M - $1.2M
|
32.6K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.9K+ 70.17% |
$1.03M - $1.13M
|
36.1K
$3.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
14.8K+ 4.96% |
$1.02M - $1.12M
|
312K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
14.7K+ 4.69% |
$1.01M - $1.11M
|
329K
$27.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.6K+ 0.25% |
$1.01M - $1.11M
|
5.89M
$490M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
14.2K+ 14.49% |
$979K - $1.07M
|
112K
$9.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.9K+ 53.68% |
$961K - $1.05M
|
39.9K
$3.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
13.5K+ 252.66% |
$932K - $1.02M
|
18.9K
$1.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
13.4K+ 8.35% |
$924K - $1.01M
|
174K
$14.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
13.1K+ 16.13% |
$901K - $988K
|
94K
$7.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
13KNew |
$897K - $984K
|
13K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.7K+ 4.74% |
$875K - $960K
|
281K
$23.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.4K+ 35.0% |
$855K - $937K
|
47.8K
$3.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12.2K+ 117.44% |
$839K - $920K
|
22.5K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12K+ 291.37% |
$829K - $910K
|
16.2K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.9K+ 16.29% |
$817K - $897K
|
84.6K
$7.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.6K+ 4.27% |
$801K - $878K
|
283K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.3K+ 2.01% |
$777K - $853K
|
571K
$47.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.1KNew |
$763K - $837K
|
11.1K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.9K+ 41.71% |
$752K - $825K
|
37K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.9K+ 16.63% |
$748K - $821K
|
76.1K
$6.34M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.7KNew |
$738K - $809K
|
10.7K
$891K
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
10.6K+ 18.72% |
$733K - $804K
|
67.4K
$5.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.6KNew |
$731K - $801K
|
10.6K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$730K - $800K
|
10.6K
$881K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
10.4K+ 22.4% |
$720K - $790K
|
57.1K
$4.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.2K+ 6.79% |
$705K - $774K
|
161K
$13.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2K+ 14.89% |
$704K - $772K
|
78.8K
$6.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.1K+ 5.95% |
$699K - $766K
|
180K
$15M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
9.95K+ 43.42% |
$686K - $753K
|
32.9K
$2.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.93K+ 18.23% |
$685K - $751K
|
64.4K
$5.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
9.92KNew |
$684K - $751K
|
9.92K
$826K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.82K+ 73.3% |
$677K - $743K
|
23.2K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.8K+ 111.15% |
$676K - $741K
|
18.6K
$1.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.79K+ 14.32% |
$675K - $741K
|
78.2K
$6.51M
|