Purchases and Sales Made in Q2 2023 in Southern CO (SO)

SO Quotes by TradingView

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
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
3.02K
New
$208K - $228K
3.02K $251K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
3.01K
+ 28.56%
$207K - $228K
13.5K $1.13M
Aug 14, 2023 Q2 2023
Infrastructure Capital Advisors, LLC

New York, NY
BUY
 -
3K
+ 39.29%
$207K - $227K
10.6K $886K
Jul 31, 2023 Q2 2023
Sargent Investment Group, LLC

BUY
 -
2.98K
New
$206K - $225K
2.98K $248K
Aug 10, 2023 Q2 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
2.98K
New
$206K - $225K
2.98K $248K
Aug 07, 2023 Q2 2023
United Bank

BUY
 -
2.95K
+ 8.48%
$204K - $223K
37.8K $3.14M
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
2.91K
+ 28.56%
$201K - $220K
13.1K $1.09M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
2.89K
+ 4.54%
$200K - $219K
66.7K $5.55M
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
2.86K
New
$197K - $217K
2.86K $238K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
2.86K
New
$197K - $217K
2.86K $238K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
2.86K
+ 25.76%
$197K - $216K
14K $1.16M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
2.85K
New
$196K - $215K
2.85K $237K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
2.76K
+ 5.76%
$190K - $208K
50.6K $4.21M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2.69K
+ 19.75%
$186K - $204K
16.3K $1.36M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.67K
+ 4.79%
$184K - $202K
58.4K $4.87M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
2.61K
+ 13.98%
$180K - $198K
21.3K $1.77M
Aug 14, 2023 Q2 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
2.6K
+ 76.85%
$179K - $197K
5.98K $498K
Aug 02, 2023 Q2 2023
Mastrapasqua Asset Management Inc

BUY
 -
2.58K
+ 22.36%
$178K - $195K
14.1K $1.18M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
2.56K
+ 11.73%
$176K - $193K
24.4K $2.03M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
2.53K
+ 15.02%
$174K - $191K
19.3K $1.61M
Jul 17, 2023 Q2 2023
New Mexico Educational Retirement Board

BUY
 -
2.5K
+ 4.96%
$172K - $189K
52.9K $4.4M
Aug 14, 2023 Q2 2023
Te Ahumairangi Investment Management LTD

Wellington Central, Q2
BUY
 -
2.43K
+ 6.29%
$168K - $184K
41.1K $3.42M
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2.41K
+ 1.08%
$166K - $183K
225K $18.8M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
2.41K
+ 3.14%
$166K - $182K
79.2K $6.59M
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
2.41K
New
$166K - $182K
2.41K $200K
Jul 05, 2023 Q2 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
2.4K
+ 34.04%
$165K - $181K
9.43K $785K
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
2.39K
+ 63.27%
$165K - $181K
6.17K $514K
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
2.37K
+ 2.84%
$163K - $179K
85.8K $7.15M
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
2.35K
+ 4.71%
$162K - $178K
52.2K $4.34M
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
2.31K
+ 8.26%
$159K - $175K
30.3K $2.52M
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
2.27K
+ 52.06%
$157K - $172K
6.63K $552K
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
2.25K
+ 12.48%
$155K - $170K
20.3K $1.69M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.23K
+ 2.53%
$154K - $169K
90.7K $7.55M
Aug 14, 2023 Q2 2023
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 -
2.23K
New
$154K - $168K
2.23K $185K
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
2.21K
+ 4.11%
$152K - $167K
55.9K $4.66M
Jul 20, 2023 Q2 2023
Benedetti & Gucer, Inc.

BUY
 -
2.2K
+ 75.92%
$152K - $167K
5.1K $425K
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
2.12K
+ 7.89%
$146K - $160K
29K $2.41M
Jul 20, 2023 Q2 2023
Trinity Financial Advisors LLC

BUY
 -
2.1K
+ 31.48%
$145K - $159K
8.79K $732K
Jul 14, 2023 Q2 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
2.1K
+ 3.21%
$145K - $159K
67.4K $5.61M
Jul 24, 2023 Q2 2023
State Of Alaska, Department Of Revenue

BUY
 -
2.09K
+ 1.27%
$144K - $158K
167K $13.9M
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
2.06K
+ 24.64%
$142K - $156K
10.4K $869K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.05K
+ 1.86%
$142K - $155K
112K $9.36M
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
2.05K
+ 29.27%
$141K - $155K
9.05K $754K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
2.01K
+ 3.59%
$138K - $152K
57.9K $4.82M
Aug 10, 2023 Q2 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
2K
+ 19.36%
$138K - $151K
12.3K $1.03M
Jul 12, 2023 Q2 2023
American National Bank

BUY
 -
2K
+ 100.5%
$138K - $151K
3.99K $332K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.99K
+ 7.81%
$137K - $151K
27.5K $2.29M
Jul 26, 2023 Q2 2023
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
1.98K
New
$136K - $150K
1.98K $165K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
1.98K
New
$136K - $150K
1.98K $165K

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