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 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.07K+ 12.46% |
$419K - $460K
|
54.8K
$4.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.03K+ 8.84% |
$416K - $457K
|
74.3K
$6.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.01K+ 63.97% |
$415K - $455K
|
15.4K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.99KNew |
$413K - $453K
|
5.99K
$499K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5.89K+ 15.03% |
$406K - $445K
|
45K
$3.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.86K+ 13.34% |
$404K - $444K
|
49.8K
$4.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.86K+ 21.15% |
$404K - $444K
|
33.6K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.67K+ 71.09% |
$391K - $429K
|
13.7K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.6K+ 145.84% |
$386K - $424K
|
9.45K
$787K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.6KNew |
$386K - $424K
|
5.6K
$467K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
5.6K+ 6.2% |
$386K - $423K
|
95.8K
$7.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.59K+ 121.95% |
$385K - $423K
|
10.2K
$847K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5.5K+ 6.31% |
$379K - $416K
|
92.7K
$7.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.5K+ 43.8% |
$379K - $416K
|
18.1K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.4K+ 23.33% |
$372K - $408K
|
28.5K
$2.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.36K+ 3.89% |
$370K - $406K
|
143K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.21KNew |
$359K - $394K
|
5.21K
$434K
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
5.14KNew |
$354K - $389K
|
5.14K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.08K+ 8.92% |
$350K - $384K
|
62K
$5.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 1.44% |
$346K - $379K
|
353K
$29.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.9K+ 20.57% |
$338K - $371K
|
28.7K
$2.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.9K+ 11.81% |
$338K - $371K
|
46.4K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
4.79K+ 3.31% |
$331K - $363K
|
150K
$12.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.79K+ 1.2% |
$331K - $363K
|
404K
$33.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.78K+ 11.1% |
$330K - $362K
|
47.9K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.72K+ 6.64% |
$326K - $357K
|
75.8K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.7K+ 769.89% |
$324K - $356K
|
5.32K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.7K+ 145.79% |
$324K - $355K
|
7.92K
$659K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.68KNew |
$323K - $354K
|
4.68K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.61KNew |
$318K - $349K
|
4.61K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.55K+ 308.47% |
$314K - $344K
|
6.03K
$502K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.54KNew |
$313K - $343K
|
4.54K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.51K+ 1233.06% |
$311K - $341K
|
4.88K
$406K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
4.49K+ 20.59% |
$310K - $340K
|
26.3K
$2.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
4.4KNew |
$303K - $333K
|
4.4K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.38K+ 1.49% |
$302K - $331K
|
299K
$24.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
4.35KNew |
$300K - $329K
|
4.35K
$362K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.31K+ 1.49% |
$297K - $326K
|
293K
$24.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.31K+ 7.41% |
$297K - $326K
|
62.5K
$5.2M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.28K+ 294.29% |
$295K - $324K
|
5.73K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.27K+ 4.55% |
$294K - $323K
|
98.1K
$8.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.27KNew |
$294K - $323K
|
4.27K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4.26KNew |
$293K - $322K
|
4.26K
$354K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.18K+ 56.56% |
$288K - $316K
|
11.6K
$963K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.15K+ 27.26% |
$286K - $314K
|
19.4K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
4.13K+ 78.1% |
$285K - $312K
|
9.42K
$784K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
4.13K+ 88.48% |
$285K - $312K
|
8.79K
$732K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.1K+ 1.14% |
$283K - $310K
|
365K
$30.4M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.1K+ 12.65% |
$283K - $310K
|
36.5K
$3.04M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.1K+ 24.08% |
$283K - $310K
|
21.1K
$1.76M
|