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 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
72+ 1.3% |
$4.52K - $5.22K
|
5.6K
$469K
|
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
70+ 1.04% |
$4.4K - $5.08K
|
6.83K
$573K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
70+ 1.18% |
$4.4K - $5.08K
|
6K
$504K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
68+ 1.46% |
$4.27K - $4.93K
|
4.74K
$398K
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
66+ 0.07% |
$4.15K - $4.79K
|
99.5K
$8.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
64+ 0.06% |
$4.02K - $4.64K
|
103K
$8.65M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
63+ 1.47% |
$3.96K - $4.57K
|
4.36K
$366K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
61+ 1.16% |
$3.83K - $4.42K
|
5.33K
$447K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
57+ 0.68% |
$3.58K - $4.13K
|
8.47K
$711K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
56+ 1.29% |
$3.52K - $4.06K
|
4.39K
$369K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
56New |
$3.52K - $4.06K
|
56
$4.7K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
55New |
$3.46K - $3.99K
|
55
$4.61K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
55+ 1.17% |
$3.46K - $3.99K
|
4.77K
$400K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
51New |
$3.2K - $3.7K
|
51
$4.28K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
51+ 6.27% |
$3.2K - $3.7K
|
864
$72.5K
|
|
|
May 02, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
50+ 0.25% |
$3.14K - $3.63K
|
19.7K
$1.65M
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
50+ 0.3% |
$3.14K - $3.63K
|
16.9K
$1.42M
|
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
50+ 0.27% |
$3.14K - $3.63K
|
18.8K
$1.58M
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
50+ 0.34% |
$3.14K - $3.63K
|
14.6K
$1.23M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
50+ 1.01% |
$3.14K - $3.63K
|
5K
$420K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
47+ 3.14% |
$2.95K - $3.41K
|
1.54K
$129K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.23% |
$2.83K - $3.26K
|
3.69K
$310K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
44+ 1.12% |
$2.76K - $3.19K
|
3.99K
$335K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
44New |
$2.76K - $3.19K
|
44
$3.69K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
43+ 0.53% |
$2.7K - $3.12K
|
8.17K
$686K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
43+ 1.98% |
$2.7K - $3.12K
|
2.22K
$186K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
42+ 0.45% |
$2.64K - $3.05K
|
9.31K
$781K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
37+ 0.82% |
$2.33K - $2.68K
|
4.55K
$382K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
37+ 0.98% |
$2.33K - $2.68K
|
3.83K
$321K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
36New |
$2.26K - $2.61K
|
36
$3.02K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
36+ 0.6% |
$2.26K - $2.61K
|
6.02K
$505K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
36+ 0.93% |
$2.26K - $2.61K
|
3.9K
$328K
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
36New |
$2.26K - $2.61K
|
36
$3.02K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
35+ 0.31% |
$2.2K - $2.54K
|
11.4K
$959K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
34+ 1.89% |
$2.14K - $2.47K
|
1.83K
$154K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33+ 3.67% |
$2.07K - $2.39K
|
933
$78.3K
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
33+ 0.4% |
$2.07K - $2.39K
|
8.2K
$688K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 1.91% |
$2.01K - $2.32K
|
1.71K
$143K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
32+ 0.15% |
$2.01K - $2.32K
|
20.7K
$1.74M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
31+ 0.83% |
$1.95K - $2.25K
|
3.77K
$316K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
30+ 0.16% |
$1.89K - $2.18K
|
19.1K
$1.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29+ 0.9% |
$1.82K - $2.1K
|
3.26K
$274K
|
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
29+ 0.54% |
$1.82K - $2.1K
|
5.41K
$454K
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
28+ 0.94% |
$1.76K - $2.03K
|
3.01K
$253K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
27+ 0.35% |
$1.7K - $1.96K
|
7.66K
$643K
|
|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
27+ 0.27% |
$1.7K - $1.96K
|
10K
$842K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 3.86% |
$1.7K - $1.96K
|
726
$60.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
24+ 0.22% |
$1.51K - $1.74K
|
11.1K
$933K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 0.12% |
$1.45K - $1.67K
|
18.6K
$1.56M
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
23+ 0.45% |
$1.45K - $1.67K
|
5.11K
$428K
|