Purchases and Sales Made in Q1 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.93% |
$62.3 - $72.5
|
109
$9.43K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.54% |
$62.3 - $72.5
|
185
$16K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$62.3 - $72.5
|
10K
$866K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.73% |
$62.3 - $72.5
|
138
$11.9K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.38% |
$62.3 - $72.5
|
43
$3.72K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1- 0.02% |
$62.3 - $72.5
|
5.64K
$488K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 21.74% |
$312 - $363
|
18
$1.56K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6- 0.03% |
$374 - $435
|
20.7K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6- 0.05% |
$374 - $435
|
12.5K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-8- 0.21% |
$499 - $580
|
3.82K
$330K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.06% |
$623 - $725
|
16.9K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-10- 0.12% |
$623 - $725
|
8.61K
$745K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12- 0.1% |
$748 - $870
|
11.9K
$1.03M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-14- 0.22% |
$872 - $1.02K
|
6.48K
$561K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-15- 28.85% |
$935 - $1.09K
|
37
$3.2K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15- 0.06% |
$935 - $1.09K
|
23.6K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-15- 0.38% |
$935 - $1.09K
|
3.92K
$339K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15- 0.16% |
$935 - $1.09K
|
9.27K
$802K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-16- 0.33% |
$997 - $1.16K
|
4.82K
$417K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18- 0.28% |
$1.12K - $1.31K
|
6.38K
$551K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-18- 0.04% |
$1.12K - $1.31K
|
49.8K
$4.31M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-18- 45.0% |
$1.12K - $1.31K
|
22
$1.9K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18- 13.74% |
$1.12K - $1.31K
|
113
$9.77K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18- 2.07% |
$1.12K - $1.31K
|
850
$73.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-20- 0.67% |
$1.25K - $1.45K
|
2.98K
$257K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-20- 0.21% |
$1.25K - $1.45K
|
9.64K
$833K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-20- 0.08% |
$1.25K - $1.45K
|
25.2K
$2.18M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-20- 0.86% |
$1.25K - $1.45K
|
2.3K
$199K
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-21- 0.3% |
$1.31K - $1.52K
|
7.09K
$613K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-22- 0.2% |
$1.37K - $1.6K
|
11.2K
$964K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-22- 0.41% |
$1.37K - $1.6K
|
5.37K
$465K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-23- 0.21% |
$1.43K - $1.67K
|
10.8K
$935K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-25- 0.35% |
$1.56K - $1.81K
|
7.16K
$619K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-26- 1.59% |
$1.62K - $1.89K
|
1.61K
$139K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-27- 0.07% |
$1.68K - $1.96K
|
40.3K
$3.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-28- 11.43% |
$1.74K - $2.03K
|
217
$18.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29- 0.79% |
$1.81K - $2.1K
|
3.63K
$314K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.27% |
$1.81K - $2.1K
|
10.7K
$929K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-30- 0.11% |
$1.87K - $2.18K
|
28.3K
$2.45M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-30- 3.05% |
$1.87K - $2.18K
|
955
$82.6K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-31- 21.68% |
$1.93K - $2.25K
|
112
$9.69K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-35- 0.32% |
$2.18K - $2.54K
|
11K
$956K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-36- 6.01% |
$2.24K - $2.61K
|
563
$48.7K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-38- 0.3% |
$2.37K - $2.76K
|
12.7K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-39- 0.62% |
$2.43K - $2.83K
|
6.3K
$545K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-39- 5.62% |
$2.43K - $2.83K
|
655
$56.6K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-39- 5.62% |
$2.43K - $2.83K
|
655
$56.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-40- 21.05% |
$2.49K - $2.9K
|
150
$13K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-40- 11.11% |
$2.49K - $2.9K
|
320
$27.7K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-40- 5.87% |
$2.49K - $2.9K
|
641
$55.4K
|