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 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.98K+ 30.35% |
$136K - $149K
|
8.48K
$752K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.96K+ 3.27% |
$135K - $148K
|
61.7K
$5.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.95K+ 26.22% |
$134K - $147K
|
9.36K
$830K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.94K+ 16.0% |
$134K - $147K
|
14.1K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.94K+ 3.14% |
$134K - $147K
|
63.8K
$5.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.92K+ 63.11% |
$132K - $145K
|
4.97K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.9K+ 11.01% |
$131K - $144K
|
19.2K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.9K+ 21.03% |
$131K - $144K
|
10.9K
$970K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.9K+ 57.48% |
$131K - $144K
|
5.21K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.87K+ 5.25% |
$129K - $141K
|
37.4K
$3.32M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
1.84K+ 354.42% |
$127K - $139K
|
2.36K
$209K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.84K+ 19.89% |
$127K - $139K
|
11.1K
$983K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.84K+ 48.91% |
$127K - $139K
|
5.6K
$496K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.82K+ 31.69% |
$126K - $138K
|
7.56K
$671K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.8KNew |
$124K - $136K
|
1.8K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.78K+ 0.42% |
$123K - $135K
|
430K
$38.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.77K+ 59.55% |
$122K - $134K
|
4.74K
$420K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.76K+ 25.76% |
$121K - $133K
|
8.57K
$760K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.74K+ 12.13% |
$120K - $132K
|
16.1K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.74K+ 39.21% |
$120K - $131K
|
6.17K
$547K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.69K+ 16.89% |
$117K - $128K
|
11.7K
$1.04M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 16.89% |
$117K - $128K
|
11.7K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.69K+ 11.32% |
$117K - $128K
|
16.6K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.69K+ 5.45% |
$116K - $128K
|
32.7K
$2.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.68K+ 0.74% |
$116K - $127K
|
229K
$20.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.67K+ 3.81% |
$115K - $127K
|
45.6K
$4.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.66K+ 2.67% |
$114K - $126K
|
63.8K
$5.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.62K+ 18.03% |
$111K - $122K
|
10.6K
$937K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
1.6K+ 6.15% |
$110K - $121K
|
27.6K
$2.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.59K+ 1.85% |
$110K - $121K
|
87.7K
$7.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.58K+ 2.62% |
$109K - $120K
|
61.9K
$5.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 11.11% |
$107K - $117K
|
15.5K
$1.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.52K+ 79.16% |
$105K - $115K
|
3.43K
$304K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.51K+ 28.02% |
$104K - $114K
|
6.88K
$610K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 3.56% |
$104K - $114K
|
43.7K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.49K+ 2.94% |
$102K - $112K
|
52.1K
$4.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.48K+ 2.53% |
$102K - $112K
|
59.9K
$5.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.47K+ 3.48% |
$101K - $111K
|
43.6K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.46K+ 1.23% |
$101K - $111K
|
121K
$10.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.46K+ 1.23% |
$100K - $110K
|
120K
$10.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.44K+ 43.09% |
$99.2K - $109K
|
4.78K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.43KNew |
$98.9K - $108K
|
1.43K
$127K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 49.51% |
$96.8K - $106K
|
4.24K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.39K+ 1.53% |
$96K - $105K
|
92.3K
$8.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.38K+ 5766.67% |
$95.5K - $105K
|
1.41K
$125K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.38K+ 2.69% |
$95.1K - $104K
|
52.7K
$4.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.36K+ 0.74% |
$93.6K - $103K
|
185K
$16.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.34K+ 6.28% |
$92.7K - $102K
|
22.7K
$2.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.34K+ 50.51% |
$92.1K - $101K
|
3.98K
$353K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.33K+ 18.62% |
$91.9K - $101K
|
8.49K
$752K
|