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 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.08K+ 0.96% |
$282K - $309K
|
432K
$35.9M
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.04K+ 1.93% |
$279K - $306K
|
213K
$17.7M
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4.01KNew |
$276K - $303K
|
4.01K
$334K
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.88KNew |
$268K - $293K
|
3.88K
$323K
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.86K+ 13.0% |
$266K - $292K
|
33.6K
$2.79M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.84K+ 7.42% |
$265K - $291K
|
55.6K
$4.63M
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.83K+ 0.73% |
$264K - $290K
|
528K
$44M
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
3.77KNew |
$260K - $285K
|
3.77K
$314K
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.77K+ 4.18% |
$260K - $285K
|
94K
$7.83M
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.75KNew |
$259K - $284K
|
3.75K
$313K
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.71KNew |
$256K - $281K
|
3.71K
$309K
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.69K+ 3.21% |
$255K - $279K
|
119K
$9.88M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.67K+ 2.73% |
$253K - $277K
|
138K
$11.5M
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
3.66K+ 2.23% |
$252K - $277K
|
167K
$13.9M
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3.64K+ 3.52% |
$251K - $275K
|
107K
$8.91M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.63K+ 20.8% |
$250K - $274K
|
21.1K
$1.75M
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.59K+ 1.73% |
$247K - $271K
|
211K
$17.5M
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
3.58KNew |
$247K - $271K
|
3.58K
$298K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.58K+ 34.56% |
$247K - $271K
|
13.9K
$1.16M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.55K+ 1.92% |
$245K - $269K
|
189K
$15.7M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.55K+ 9.94% |
$245K - $269K
|
39.2K
$3.27M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 20.94% |
$242K - $265K
|
20.2K
$1.69M
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.48KNew |
$240K - $263K
|
3.48K
$290K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.47KNew |
$239K - $262K
|
3.47K
$289K
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
3.45K+ 3.63% |
$238K - $261K
|
98.5K
$8.2M
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.45KNew |
$238K - $261K
|
3.45K
$287K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.44K+ 10.25% |
$237K - $260K
|
37K
$3.08M
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
3.4K+ 32.05% |
$234K - $257K
|
14K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.4KNew |
$234K - $257K
|
3.4K
$283K
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.33KNew |
$230K - $252K
|
3.33K
$277K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.29K+ 33.04% |
$227K - $249K
|
13.2K
$1.1M
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
3.27K+ 0.73% |
$225K - $247K
|
451K
$37.5M
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
3.26K+ 5.09% |
$225K - $247K
|
67.4K
$5.62M
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
3.25KNew |
$224K - $246K
|
3.25K
$271K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.25KNew |
$224K - $246K
|
3.25K
$270K
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.23KNew |
$223K - $244K
|
3.23K
$269K
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.23K+ 15.82% |
$222K - $244K
|
23.6K
$1.97M
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.2K+ 74.01% |
$221K - $242K
|
7.53K
$627K
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.2K+ 1.83% |
$220K - $242K
|
178K
$14.8M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
3.19K+ 31.54% |
$220K - $241K
|
13.3K
$1.11M
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
3.14KNew |
$217K - $238K
|
3.14K
$262K
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.1KNew |
$214K - $235K
|
3.1K
$259K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.09K+ 14.0% |
$213K - $234K
|
25.2K
$2.1M
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
3.09K+ 19.48% |
$213K - $234K
|
19K
$1.58M
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.07K+ 29.82% |
$212K - $233K
|
13.4K
$1.11M
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.07KNew |
$212K - $232K
|
3.07K
$256K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.06K+ 48.24% |
$211K - $232K
|
9.41K
$784K
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
3.06KNew |
$211K - $232K
|
3.06K
$255K
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.06K+ 31.33% |
$211K - $231K
|
12.8K
$1.07M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3.04KNew |
$210K - $230K
|
3.04K
$253K
|