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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-235- 5.89% |
$16.2K - $17.8K
|
3.76K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-241- 1.02% |
$16.6K - $18.2K
|
23.4K
$1.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-242- 2.71% |
$16.7K - $18.3K
|
8.69K
$707K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-248- 2.29% |
$17.1K - $18.8K
|
10.6K
$859K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 1.46% |
$17.2K - $18.9K
|
16.8K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-250- 5.0% |
$17.2K - $18.9K
|
4.75K
$386K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-250- 3.99% |
$17.2K - $18.9K
|
6.02K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-253- 1.0% |
$17.4K - $19.1K
|
24.9K
$2.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-256- 0.29% |
$17.7K - $19.4K
|
89.6K
$7.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-266- 0.24% |
$18.3K - $20.1K
|
109K
$8.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-268- 2.3% |
$18.5K - $20.3K
|
11.4K
$928K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-270- 2.24% |
$18.6K - $20.4K
|
11.8K
$957K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-274- 0.42% |
$18.9K - $20.7K
|
65K
$5.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-278- 0.71% |
$19.2K - $21K
|
38.7K
$3.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-278- 1.07% |
$19.2K - $21K
|
25.8K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-278- 8.74% |
$19.2K - $21K
|
2.9K
$236K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-279- 7.52% |
$19.2K - $21.1K
|
3.43K
$279K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-279- 5.24% |
$19.2K - $21.1K
|
5.05K
$411K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-281- 4.54% |
$19.4K - $21.3K
|
5.91K
$480K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-286- 33.22% |
$19.7K - $21.6K
|
575
$46.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-287- 3.94% |
$19.8K - $21.7K
|
7K
$570K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-295- 2.61% |
$20.3K - $22.3K
|
11K
$896K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-300- 1.37% |
$20.7K - $22.7K
|
21.6K
$1.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-300- 37.5% |
$20.7K - $22.7K
|
500
$40.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-300- 1.53% |
$20.7K - $22.7K
|
19.3K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-300- 8.67% |
$20.7K - $22.7K
|
3.16K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-300- 1.68% |
$20.7K - $22.7K
|
17.5K
$1.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-303- 1.56% |
$20.9K - $22.9K
|
19.1K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-303- 0.5% |
$20.9K - $22.9K
|
60.8K
$4.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-309- 6.54% |
$21.3K - $23.4K
|
4.41K
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-310- 6.75% |
$21.4K - $23.5K
|
4.28K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-312- 1.37% |
$21.5K - $23.6K
|
22.5K
$1.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-317- 4.95% |
$21.9K - $24K
|
6.09K
$495K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-325- 5.17% |
$22.4K - $24.6K
|
5.97K
$485K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-326- 5.41% |
$22.5K - $24.7K
|
5.7K
$464K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-326- 0.79% |
$22.5K - $24.7K
|
41K
$3.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-329- 4.07% |
$22.7K - $24.9K
|
7.75K
$630K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-331- 1.11% |
$22.8K - $25K
|
29.5K
$2.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-333- 1.44% |
$23K - $25.2K
|
22.8K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-333- 1.75% |
$23K - $25.2K
|
18.7K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-335- 0.74% |
$23.1K - $25.3K
|
45.2K
$3.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-335- 6.2% |
$23.1K - $25.3K
|
5.07K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-335- 0.28% |
$23.1K - $25.3K
|
118K
$9.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-339- 9.27% |
$23.4K - $25.6K
|
3.32K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-340- 6.84% |
$23.4K - $25.7K
|
4.63K
$376K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-341- 3.68% |
$23.5K - $25.8K
|
8.92K
$725K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-342- 3.33% |
$23.6K - $25.9K
|
9.94K
$808K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-342- 7.36% |
$23.6K - $25.9K
|
4.31K
$350K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-343- 6.56% |
$23.7K - $26K
|
4.89K
$397K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-344- 14.42% |
$23.7K - $26K
|
2.04K
$166K
|