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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-300- 5.04% |
$18.7K - $21.8K
|
5.66K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-304- 2.38% |
$18.9K - $22K
|
12.5K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-322- 39.9% |
$20.1K - $23.3K
|
485
$41.7K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-322- 3.04% |
$20.1K - $23.3K
|
10.3K
$883K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-333- 6.55% |
$20.8K - $24.1K
|
4.75K
$408K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-334- 0.8% |
$20.8K - $24.2K
|
41.4K
$3.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-335- 61.81% |
$20.9K - $24.3K
|
207
$17.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-339- 1.82% |
$21.1K - $24.6K
|
18.3K
$1.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-344- 20.08% |
$21.4K - $24.9K
|
1.37K
$118K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-345- 6.78% |
$21.5K - $25K
|
4.75K
$408K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-345- 1.38% |
$21.5K - $25K
|
24.7K
$2.13M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-356- 4.7% |
$22.2K - $25.8K
|
7.22K
$620K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-356- 0.54% |
$22.2K - $25.8K
|
65.4K
$5.62M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-358- 3.66% |
$22.3K - $26K
|
9.42K
$809K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-367- 1.93% |
$22.9K - $26.6K
|
18.7K
$1.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-370- 4.75% |
$23.1K - $26.8K
|
7.42K
$637K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-370- 2.9% |
$23.1K - $26.8K
|
12.4K
$1.06M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-374- 5.28% |
$23.3K - $27.1K
|
6.72K
$577K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-376- 1.03% |
$23.4K - $27.3K
|
36.2K
$3.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-388- 3.53% |
$24.2K - $28.1K
|
10.6K
$910K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-395- 4.24% |
$24.6K - $28.6K
|
8.93K
$767K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-398- 2.74% |
$24.8K - $28.9K
|
14.1K
$1.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-400- 3.34% |
$24.9K - $29K
|
11.6K
$994K
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-400- 80.0% |
$24.9K - $29K
|
100
$8.59K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-400- 2.48% |
$24.9K - $29K
|
15.8K
$1.35M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-406- 10.5% |
$25.3K - $29.4K
|
3.46K
$297K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-411- 6.93% |
$25.6K - $29.8K
|
5.52K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-418- 2.13% |
$26K - $30.3K
|
19.2K
$1.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-422- 5.77% |
$26.3K - $30.6K
|
6.89K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-422- 11.09% |
$26.3K - $30.6K
|
3.38K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-440- 10.29% |
$27.4K - $31.9K
|
3.84K
$329K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-447- 2.12% |
$27.9K - $32.4K
|
20.7K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-449- 2.76% |
$28K - $32.6K
|
15.8K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-462- 3.68% |
$28.8K - $33.5K
|
12.1K
$1.04M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-466- 3.09% |
$29K - $33.8K
|
14.6K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-469- 2.22% |
$29.2K - $34K
|
20.7K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-469- 9.5% |
$29.2K - $34K
|
4.47K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-474- 3.35% |
$29.5K - $34.4K
|
13.7K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-475- 0.61% |
$29.6K - $34.4K
|
78K
$6.7M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-477- 2.09% |
$29.7K - $34.6K
|
22.3K
$1.92M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-485- 13.28% |
$30.2K - $35.2K
|
3.17K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-486- 2.25% |
$30.3K - $35.2K
|
21.2K
$1.82M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-493- 5.68% |
$30.7K - $35.7K
|
8.19K
$703K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-496- 8.14% |
$30.9K - $36K
|
5.6K
$481K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-499- 2.4% |
$31.1K - $36.2K
|
20.3K
$1.74M
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-500- 11.87% |
$31.2K - $36.3K
|
3.71K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 4.82% |
$31.2K - $36.3K
|
9.88K
$848K
|
|
|
Apr 14, 2023
Q1 2023
|
Nepsis Inc.
|
SELL
|
- |
-503- 1.83% |
$31.3K - $36.5K
|
26.9K
$2.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-515- 4.22% |
$32.1K - $37.3K
|
11.7K
$1M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-516- 7.55% |
$32.2K - $37.4K
|
6.32K
$543K
|