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 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
274+ 1.75% |
$17.2K - $19.9K
|
16K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
272+ 2.44% |
$17.1K - $19.7K
|
11.4K
$970K
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
267+ 5.72% |
$16.8K - $19.4K
|
4.93K
$419K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
260+ 6.7% |
$16.3K - $18.9K
|
4.14K
$352K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
257New |
$16.1K - $18.6K
|
257
$21.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
255+ 0.53% |
$16K - $18.5K
|
48.6K
$4.13M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
251+ 8.98% |
$15.8K - $18.2K
|
3.05K
$259K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
250+ 14.94% |
$15.7K - $18.1K
|
1.92K
$163K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
250New |
$15.7K - $18.1K
|
250
$21.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
250New |
$15.7K - $18.1K
|
250
$21.2K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
250+ 1.21% |
$15.7K - $18.1K
|
20.9K
$1.78M
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
250+ 4.76% |
$15.7K - $18.1K
|
5.51K
$468K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
244+ 5.96% |
$15.3K - $17.7K
|
4.34K
$368K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
244+ 4.98% |
$15.3K - $17.7K
|
5.14K
$437K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
243+ 2.89% |
$15.3K - $17.6K
|
8.65K
$734K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
240+ 4.83% |
$15.1K - $17.4K
|
5.2K
$442K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
240+ 1.95% |
$15.1K - $17.4K
|
12.6K
$1.07M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
238+ 23.59% |
$15K - $17.3K
|
1.25K
$106K
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
233+ 2.05% |
$14.6K - $16.9K
|
11.6K
$984K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
231+ 1.99% |
$14.5K - $16.7K
|
11.9K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
231+ 4.28% |
$14.5K - $16.7K
|
5.63K
$478K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
229+ 4.94% |
$14.4K - $16.6K
|
4.86K
$413K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
227+ 0.81% |
$14.3K - $16.5K
|
28.2K
$2.39M
|
|
|
May 12, 2022
Q1 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
227+ 2.17% |
$14.3K - $16.5K
|
10.7K
$908K
|
|
|
Apr 12, 2022
Q1 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
226+ 0.95% |
$14.2K - $16.4K
|
23.9K
$2.03M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
221+ 0.44% |
$13.9K - $16K
|
49.9K
$4.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
220+ 1.13% |
$13.8K - $16K
|
19.7K
$1.67M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
219+ 5.31% |
$13.8K - $15.9K
|
4.35K
$369K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
217+ 1.34% |
$13.6K - $15.7K
|
16.4K
$1.39M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
215+ 1.31% |
$13.5K - $15.6K
|
16.6K
$1.41M
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
213+ 0.47% |
$13.4K - $15.4K
|
45.4K
$3.85M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
211+ 6.04% |
$13.3K - $15.3K
|
3.71K
$315K
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
208+ 1.24% |
$13.1K - $15.1K
|
16.9K
$1.44M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
205+ 3.6% |
$12.9K - $14.9K
|
5.9K
$501K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
204+ 13.98% |
$12.8K - $14.8K
|
1.66K
$141K
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
202+ 1.16% |
$12.7K - $14.6K
|
17.6K
$1.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
200+ 3.07% |
$12.6K - $14.5K
|
6.72K
$571K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
200+ 1176.47% |
$12.6K - $14.5K
|
217
$18.4K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
200+ 4.13% |
$12.6K - $14.5K
|
5.04K
$428K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
200+ 1.89% |
$12.6K - $14.5K
|
10.8K
$916K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
196+ 1.08% |
$12.3K - $14.2K
|
18.3K
$1.56M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
193+ 0.53% |
$12.1K - $14K
|
36.3K
$3.08M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
193+ 1.0% |
$12.1K - $14K
|
19.5K
$1.65M
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
190+ 2.85% |
$11.9K - $13.8K
|
6.86K
$583K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
186+ 1.2% |
$11.7K - $13.5K
|
15.7K
$1.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
181+ 3.19% |
$11.4K - $13.1K
|
5.86K
$497K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
176+ 3.15% |
$11.1K - $12.8K
|
5.76K
$490K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
176+ 3.15% |
$11.1K - $12.8K
|
5.76K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
174+ 2.08% |
$10.9K - $12.6K
|
8.54K
$725K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
171+ 2.58% |
$10.7K - $12.4K
|
6.8K
$577K
|