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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
454+ 1.26% |
$31.3K - $34.3K
|
36.5K
$2.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
449+ 0.53% |
$31K - $34K
|
84.9K
$6.9M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
447+ 2.89% |
$30.8K - $33.8K
|
15.9K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
433+ 6.27% |
$29.9K - $32.8K
|
7.34K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
432+ 3.43% |
$29.8K - $32.7K
|
13K
$1.06M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
428New |
$29.5K - $32.4K
|
428
$34.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
425+ 4.09% |
$29.3K - $32.2K
|
10.8K
$879K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
419+ 2.23% |
$28.9K - $31.7K
|
19.2K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
415+ 2.58% |
$28.6K - $31.4K
|
16.5K
$1.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
405+ 6.04% |
$27.9K - $30.6K
|
7.11K
$578K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
405+ 1.05% |
$27.9K - $30.6K
|
39.1K
$3.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
402+ 1.06% |
$27.7K - $30.4K
|
38.3K
$3.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
395+ 11.28% |
$27.2K - $29.9K
|
3.9K
$317K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
394+ 2.85% |
$27.2K - $29.8K
|
14.2K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
394+ 3.63% |
$27.2K - $29.8K
|
11.2K
$914K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
392+ 7.23% |
$27K - $29.7K
|
5.82K
$473K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
385+ 7.03% |
$26.6K - $29.1K
|
5.87K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
385+ 58.33% |
$26.6K - $29.1K
|
1.05K
$85K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
385+ 7.03% |
$26.6K - $29.1K
|
5.87K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
383+ 2.36% |
$26.4K - $29K
|
16.6K
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
380+ 0.86% |
$26.2K - $28.8K
|
44.3K
$3.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
378+ 10.67% |
$26.1K - $28.6K
|
3.92K
$319K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
378New |
$26.1K - $28.6K
|
378
$30.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
375+ 2.23% |
$25.9K - $28.4K
|
17.2K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
375+ 48.39% |
$25.9K - $28.4K
|
1.15K
$93.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
371+ 115.94% |
$25.6K - $28.1K
|
691
$56.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
361+ 3.45% |
$24.9K - $27.3K
|
10.8K
$880K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
360+ 1.71% |
$24.8K - $27.2K
|
21.4K
$1.74M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
359+ 10.91% |
$24.8K - $27.2K
|
3.65K
$297K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
359+ 3.17% |
$24.8K - $27.2K
|
11.7K
$951K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
355+ 2.3% |
$24.5K - $26.9K
|
15.8K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
350+ 1.25% |
$24.1K - $26.5K
|
28.3K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
340+ 0.15% |
$23.4K - $25.7K
|
221K
$18M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
339New |
$23.4K - $25.6K
|
339
$27.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
338+ 2.83% |
$23.3K - $25.6K
|
12.3K
$998K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
331+ 2.88% |
$22.8K - $25K
|
11.8K
$963K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
328+ 75.75% |
$22.6K - $24.8K
|
761
$61.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
317+ 5.31% |
$21.9K - $24K
|
6.29K
$512K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
316New |
$21.8K - $23.9K
|
316
$25.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
313+ 3.97% |
$21.6K - $23.7K
|
8.19K
$666K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300+ 1.21% |
$20.7K - $22.7K
|
25K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
300+ 3.07% |
$20.7K - $22.7K
|
10.1K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
300+ 5.12% |
$20.7K - $22.7K
|
6.16K
$501K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
296+ 1.34% |
$20.4K - $22.4K
|
22.4K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
294+ 2.82% |
$20.3K - $22.2K
|
10.7K
$872K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
286+ 9.91% |
$19.7K - $21.6K
|
3.17K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
284+ 0.89% |
$19.6K - $21.5K
|
32.3K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
281+ 9.56% |
$19.4K - $21.3K
|
3.22K
$262K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
280+ 3.24% |
$19.3K - $21.2K
|
8.92K
$725K
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
275+ 7.69% |
$19K - $20.8K
|
3.85K
$313K
|