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 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.31K+ 4.78% |
$90.6K - $99.3K
|
28.8K
$2.34M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.3K+ 3.39% |
$89.3K - $98K
|
39.5K
$3.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
1.27K+ 2.28% |
$87.9K - $96.4K
|
57.1K
$4.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.27K+ 4.28% |
$87.5K - $95.9K
|
30.9K
$2.51M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.27K+ 4.28% |
$87.5K - $95.9K
|
30.9K
$2.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.26K+ 42.78% |
$86.6K - $95K
|
4.19K
$341K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.24K+ 9.11% |
$85.3K - $93.6K
|
14.8K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.24K+ 1.49% |
$85.3K - $93.6K
|
84.5K
$6.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 6.55% |
$83K - $91.1K
|
19.6K
$1.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.19K+ 16.16% |
$82.1K - $90.1K
|
8.56K
$696K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.18K+ 2.51% |
$81.7K - $89.6K
|
48.3K
$3.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.18K+ 5.34% |
$81.7K - $89.6K
|
23.4K
$1.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.18K+ 15.58% |
$81.5K - $89.4K
|
8.77K
$713K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 7.42% |
$79.7K - $87.5K
|
16.7K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
1.11K+ 5.47% |
$76.6K - $84K
|
21.4K
$1.74M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.09K+ 1.53% |
$75K - $82.3K
|
72.3K
$5.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.09K+ 6.51% |
$75K - $82.3K
|
17.8K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.08K+ 9.34% |
$74.1K - $81.3K
|
12.6K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.07K+ 2.52% |
$73.8K - $81K
|
43.5K
$3.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.06K+ 0.68% |
$72.8K - $79.9K
|
157K
$12.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.05K+ 2.42% |
$72.4K - $79.4K
|
44.5K
$3.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.05K+ 6.0% |
$72.1K - $79.1K
|
18.5K
$1.5M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.03KNew |
$71.3K - $78.2K
|
1.03K
$84.1K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.03K+ 0.91% |
$71.1K - $78K
|
115K
$9.34M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.03K+ 1.05% |
$70.7K - $77.6K
|
98.4K
$8M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.01K+ 1.69% |
$69.7K - $76.4K
|
60.9K
$4.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
1K+ 1.62% |
$69.2K - $76K
|
63K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1K+ 12.01% |
$69.2K - $75.9K
|
9.35K
$761K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
993+ 0.35% |
$68.5K - $75.1K
|
286K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
990+ 8.23% |
$68.3K - $74.9K
|
13K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
990+ 7.5% |
$68.3K - $74.9K
|
14.2K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
988+ 15.11% |
$68.1K - $74.8K
|
7.53K
$612K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
964New |
$66.5K - $72.9K
|
964
$78.4K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
962+ 0.63% |
$66.3K - $72.8K
|
155K
$12.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
959+ 8.38% |
$66.1K - $72.6K
|
12.4K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
952+ 101.49% |
$65.7K - $72K
|
1.89K
$154K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
942+ 1.07% |
$65K - $71.3K
|
89.2K
$7.25M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
934+ 1.58% |
$64.4K - $70.7K
|
60.1K
$4.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
930+ 2.23% |
$64.1K - $70.4K
|
42.7K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
919+ 12.96% |
$63.4K - $69.5K
|
8.01K
$651K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
916+ 2.04% |
$63.2K - $69.3K
|
45.9K
$3.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
916+ 22.17% |
$63.2K - $69.3K
|
5.05K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
904+ 2.28% |
$62.3K - $68.4K
|
40.5K
$3.29M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.3% |
$62.1K - $68.1K
|
300K
$24.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
885+ 1.23% |
$61K - $67K
|
73K
$5.94M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
881+ 9.39% |
$60.8K - $66.7K
|
10.3K
$835K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
870+ 116.0% |
$60K - $65.8K
|
1.62K
$132K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
845+ 7.3% |
$58.3K - $63.9K
|
12.4K
$1.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
829+ 0.65% |
$57.2K - $62.7K
|
129K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
828+ 6.85% |
$57.1K - $62.6K
|
12.9K
$1.05M
|