Purchases and Sales Made in Q1 2022 in Southern CO (SO)

SO Quotes by TradingView

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
Oct 07, 2024 Q1 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
163
+ 58.21%
$10.2K - $11.8K
443 $37.2K
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

BUY
 -
162
+ 1.4%
$10.2K - $11.7K
11.7K $984K
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
161
+ 0.77%
$10.1K - $11.7K
21.1K $1.77M
May 09, 2022 Q1 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
160
+ 0.39%
$10.1K - $11.6K
40.8K $3.42M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
154
+ 0.26%
$9.68K - $11.2K
59.5K $4.99M
Apr 29, 2022 Q1 2022
Xcel Wealth Management, LLC

BUY
 -
150
+ 2.6%
$9.43K - $10.9K
5.92K $497K
Apr 22, 2022 Q1 2022
Gleason Group, Inc.

BUY
 -
148
+ 0.98%
$9.3K - $10.7K
15.2K $1.27M
Apr 26, 2022 Q1 2022
S.E.E.D. Planning Group LLC

BUY
 -
141
+ 3.73%
$8.86K - $10.2K
3.92K $329K
May 12, 2022 Q1 2022
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
140
+ 0.88%
$8.8K - $10.2K
16K $1.34M
Apr 20, 2022 Q1 2022
St. Johns Investment Management Company, LLC

BUY
 -
137
+ 1.37%
$8.61K - $9.93K
10.1K $852K
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

BUY
 -
132
+ 1.1%
$8.29K - $9.57K
12.1K $1.02M
May 02, 2022 Q1 2022
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
129
+ 0.29%
$8.11K - $9.35K
44K $3.69M
May 05, 2022 Q1 2022
Principal Street Partners, LLC

Memphis, TN
BUY
 -
124
+ 1.83%
$7.79K - $8.99K
6.91K $580K
May 13, 2022 Q1 2022
Royal Fund Management, LLC

BUY
 -
122
+ 3.16%
$7.67K - $8.85K
3.99K $335K
Apr 19, 2022 Q1 2022
American Trust Investment Advisors, LLC

BUY
 -
120
+ 4.09%
$7.54K - $8.7K
3.06K $256K
May 16, 2022 Q1 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
118
+ 2.39%
$7.42K - $8.56K
5.05K $424K
May 02, 2022 Q1 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
118
+ 3.99%
$7.42K - $8.56K
3.08K $258K
May 12, 2022 Q1 2022
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
115
+ 2.93%
$7.23K - $8.34K
4.04K $339K
May 16, 2022 Q1 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
111
+ 7.55%
$6.98K - $8.05K
1.58K $133K
May 13, 2022 Q1 2022
Loomis Sayles & CO L P

BUY
 -
107
New
$6.72K - $7.76K
107 $8.98K
May 11, 2022 Q1 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
103
+ 8.77%
$6.47K - $7.47K
1.28K $107K
May 05, 2022 Q1 2022
Inverness Counsel LLC

BUY
 -
102
+ 1.99%
$6.41K - $7.4K
5.22K $438K
May 12, 2022 Q1 2022
Citizens Financial Group Inc

BUY
 -
102
+ 0.7%
$6.41K - $7.4K
14.6K $1.22M
Apr 08, 2022 Q1 2022
Beacon Financial Group

BUY
 -
101
+ 1.24%
$6.35K - $7.32K
8.23K $690K
Apr 19, 2022 Q1 2022
Kmg Fiduciary Partners, LLC

BUY
 -
100
+ 1.17%
$6.28K - $7.25K
8.65K $726K
Jun 15, 2022 Q1 2022
Mathes Company, Inc.

BUY
 -
100
+ 1.69%
$6.28K - $7.25K
6K $503K
May 05, 2022 Q1 2022
Crossvault Capital Management LLC

BUY
 -
100
+ 1.83%
$6.28K - $7.25K
5.58K $468K
May 03, 2022 Q1 2022
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
98
+ 0.48%
$6.16K - $7.11K
20.6K $1.73M
Apr 18, 2022 Q1 2022
Carmel Capital Partners, LLC

BUY
 -
95
+ 2.81%
$5.97K - $6.89K
3.48K $292K
May 09, 2022 Q1 2022
J.Safra Asset Management Corp

BUY
 -
95
New
$5.97K - $6.89K
95 $7.97K
May 16, 2022 Q1 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
95
+ 1.4%
$5.97K - $6.89K
6.88K $577K
May 16, 2022 Q1 2022
Schubert & CO

BUY
 -
94
+ 2.41%
$5.91K - $6.82K
4K $335K
May 13, 2022 Q1 2022
Keystone Financial Group

BUY
 -
93
+ 1.71%
$5.84K - $6.74K
5.54K $464K
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
90
+ 2.45%
$5.66K - $6.53K
3.76K $316K
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
90
+ 1.33%
$5.66K - $6.53K
6.85K $575K
Apr 14, 2022 Q1 2022
Glassman Wealth Services

BUY
 -
88
+ 1.94%
$5.53K - $6.38K
4.64K $389K
May 10, 2022 Q1 2022
Wrapmanager Inc

BUY
 -
88
+ 0.88%
$5.53K - $6.38K
10.1K $851K
May 10, 2022 Q1 2022
Willis Johnson & Associates, Inc.

BUY
 -
87
+ 2.19%
$5.47K - $6.31K
4.06K $340K
May 04, 2022 Q1 2022
First City Capital Management, Inc.

BUY
 -
87
+ 0.3%
$5.47K - $6.31K
28.7K $2.41M
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
BUY
 -
87
+ 0.5%
$5.47K - $6.31K
17.6K $1.48M
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
84
+ 0.86%
$5.28K - $6.09K
9.83K $825K
May 09, 2022 Q1 2022
Mv Capital Management, Inc.

BUY
 -
82
+ 8.24%
$5.15K - $5.95K
1.08K $90.4K
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
78
+ 18.35%
$4.9K - $5.66K
503 $42.2K
Apr 25, 2022 Q1 2022
Assenagon Asset Management S.A.

BUY
 -
77
+ 0.9%
$4.84K - $5.58K
8.6K $722K
May 09, 2022 Q1 2022
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
77
New
$4.84K - $5.58K
77 $6.46K
Apr 13, 2022 Q1 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
76
+ 0.75%
$4.78K - $5.51K
10.2K $859K
May 12, 2022 Q1 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
75
+ 0.82%
$4.71K - $5.44K
9.24K $775K
Apr 21, 2022 Q1 2022
American Research & Management Co.

BUY
 -
75
+ 9.15%
$4.71K - $5.44K
895 $75.1K
Apr 21, 2022 Q1 2022
Successful Portfolios LLC

BUY
 -
75
+ 0.72%
$4.71K - $5.44K
10.4K $875K

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