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 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.77K+ 4.45% |
$674K - $739K
|
229K
$19.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
9.7K+ 2.46% |
$669K - $734K
|
404K
$33.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9.68K+ 12.56% |
$668K - $732K
|
86.7K
$7.22M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.53K+ 530.11% |
$657K - $721K
|
11.3K
$943K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.48K+ 1.39% |
$653K - $717K
|
690K
$57.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.1K+ 0.54% |
$627K - $688K
|
1.7M
$142M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.06KNew |
$625K - $685K
|
9.06K
$754K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.06K+ 20.6% |
$625K - $685K
|
53K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
8.84KNew |
$610K - $669K
|
8.84K
$736K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
8.78K+ 155.56% |
$606K - $664K
|
14.4K
$1.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
8.65K+ 5.17% |
$597K - $654K
|
176K
$14.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.62K+ 5.06% |
$595K - $652K
|
179K
$14.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
8.56K+ 30.49% |
$590K - $648K
|
36.6K
$3.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.56K+ 26.29% |
$590K - $647K
|
41.1K
$3.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.51K+ 7.31% |
$587K - $644K
|
125K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8.44KNew |
$582K - $638K
|
8.44K
$703K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
8.33K+ 6.62% |
$574K - $630K
|
134K
$11.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.28K+ 183.96% |
$571K - $627K
|
12.8K
$1.06M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.28K+ 12.17% |
$571K - $626K
|
76.3K
$6.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
8.26KNew |
$570K - $625K
|
8.26K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.23K+ 11.3% |
$567K - $622K
|
81K
$6.75M
|
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
8.21K+ 149.6% |
$566K - $621K
|
13.7K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.19K+ 9.59% |
$565K - $620K
|
93.6K
$7.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
8.19KNew |
$565K - $620K
|
8.19K
$682K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
8.19K+ 48.05% |
$565K - $620K
|
25.2K
$2.1M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
8.03KNew |
$554K - $607K
|
8.03K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
8KNew |
$552K - $605K
|
8K
$666K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.97KNew |
$550K - $603K
|
7.97K
$664K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.9KNew |
$545K - $598K
|
7.9K
$658K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.8K+ 48.93% |
$538K - $590K
|
23.7K
$1.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
7.61K+ 42.91% |
$525K - $575K
|
25.3K
$2.11M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.57KNew |
$522K - $573K
|
7.57K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
7.52K+ 5.51% |
$519K - $569K
|
144K
$12M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.44K+ 17.34% |
$513K - $563K
|
50.3K
$4.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.43K+ 5.68% |
$512K - $562K
|
138K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
7.3K+ 11.55% |
$503K - $552K
|
70.5K
$5.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.26KNew |
$501K - $549K
|
7.26K
$604K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.12K+ 3.63% |
$491K - $539K
|
203K
$16.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7KNew |
$482K - $529K
|
7K
$583K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
6.9K+ 13.01% |
$476K - $522K
|
59.9K
$4.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.75K+ 6.61% |
$466K - $511K
|
109K
$9.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.69K+ 26.89% |
$461K - $506K
|
31.6K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
6.66KNew |
$459K - $504K
|
6.66K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.46KNew |
$446K - $489K
|
6.46K
$538K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.46K+ 11.34% |
$445K - $489K
|
63.4K
$5.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.44K+ 1040.71% |
$444K - $487K
|
7.06K
$588K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.29KNew |
$433K - $476K
|
6.29K
$523K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6.17K+ 27.62% |
$425K - $467K
|
28.5K
$2.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
6.14K+ 2.0% |
$423K - $464K
|
314K
$26.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
6.08KNew |
$420K - $460K
|
6.08K
$507K
|