Purchases and Sales Made in Q1 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 2022. 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 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
958New |
$60.2K - $69.5K
|
958
$80.4K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
947+ 4.7% |
$59.5K - $68.7K
|
21.1K
$1.77M
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
945+ 4.23% |
$59.4K - $68.5K
|
23.3K
$1.95M
|
|
Apr 28, 2022
Q1 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
943+ 1.13% |
$59.3K - $68.4K
|
84.3K
$7.07M
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
938New |
$58.9K - $68K
|
938
$78.7K
|
|
Apr 11, 2022
Q1 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
938+ 1.55% |
$58.9K - $68K
|
61.6K
$5.17M
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
927+ 4.7% |
$58.3K - $67.2K
|
20.7K
$1.73M
|
|
May 11, 2022
Q1 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
914+ 74.01% |
$57.4K - $66.3K
|
2.15K
$180K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
912+ 11.69% |
$57.3K - $66.1K
|
8.71K
$731K
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
907+ 4.96% |
$57K - $65.8K
|
19.2K
$1.61M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
890+ 0.91% |
$55.9K - $64.5K
|
98.7K
$8.28M
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
882+ 13.25% |
$55.4K - $64K
|
7.54K
$632K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
874+ 29.68% |
$54.9K - $63.4K
|
3.82K
$320K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
857+ 13.05% |
$53.9K - $62.1K
|
7.42K
$623K
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
857+ 1.43% |
$53.9K - $62.1K
|
60.9K
$5.11M
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
842New |
$52.9K - $61.1K
|
842
$70.6K
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
829+ 0.2% |
$52.1K - $60.1K
|
419K
$35.1M
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
825+ 1.39% |
$51.8K - $59.8K
|
60.4K
$5.07M
|
|
May 11, 2022
Q1 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
824+ 3.2% |
$51.8K - $59.7K
|
26.6K
$2.23M
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
823+ 6.12% |
$51.7K - $59.7K
|
14.3K
$1.2M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
818+ 57.12% |
$51.4K - $59.3K
|
2.25K
$189K
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
818+ 0.28% |
$51.4K - $59.3K
|
291K
$24.4M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
812New |
$51K - $58.9K
|
812
$68.1K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
809+ 0.39% |
$50.8K - $58.7K
|
210K
$17.6M
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
806+ 14.75% |
$50.6K - $58.4K
|
6.27K
$526K
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
806+ 12.74% |
$50.6K - $58.4K
|
7.13K
$598K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
805New |
$50.6K - $58.4K
|
805
$67.5K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
804+ 1.84% |
$50.5K - $58.3K
|
44.5K
$3.74M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
804+ 8.09% |
$50.5K - $58.3K
|
10.7K
$901K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
800New |
$50.3K - $58K
|
800
$67.1K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
799+ 21.62% |
$50.2K - $57.9K
|
4.5K
$377K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
793+ 19.27% |
$49.8K - $57.5K
|
4.91K
$412K
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
793+ 15.86% |
$49.8K - $57.5K
|
5.79K
$486K
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
792+ 0.5% |
$49.8K - $57.4K
|
161K
$13.5M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
792+ 8.47% |
$49.8K - $57.4K
|
10.1K
$851K
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
790+ 2.54% |
$49.6K - $57.3K
|
31.9K
$2.68M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
789+ 5.8% |
$49.6K - $57.2K
|
14.4K
$1.21M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
778+ 0.27% |
$48.9K - $56.4K
|
286K
$24M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
775New |
$48.7K - $56.2K
|
775
$65K
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
770+ 1.5% |
$48.4K - $55.8K
|
52.1K
$4.37M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
764+ 12.3% |
$48K - $55.4K
|
6.98K
$585K
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
760+ 5.59% |
$47.8K - $55.1K
|
14.4K
$1.21M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
756+ 4.45% |
$47.5K - $54.8K
|
17.7K
$1.49M
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
754+ 1.11% |
$47.4K - $54.7K
|
68.9K
$5.78M
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
751+ 3.51% |
$47.2K - $54.5K
|
22.1K
$1.86M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
747+ 15.98% |
$46.9K - $54.2K
|
5.42K
$455K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
742New |
$46.6K - $53.8K
|
742
$62.3K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
735+ 62.98% |
$46.2K - $53.3K
|
1.9K
$160K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
735+ 639.13% |
$46.2K - $53.3K
|
850
$71.3K
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
732+ 22.84% |
$46K - $53.1K
|
3.94K
$330K
|