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 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
8.84K+ 45.93% |
$555K - $641K
|
28.1K
$2.36M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.6K+ 9.27% |
$540K - $623K
|
101K
$8.5M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.57K+ 27.31% |
$539K - $622K
|
40K
$3.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
BUY
|
- |
8.55K+ 2.33% |
$537K - $620K
|
375K
$31.5M
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.49KNew |
$533K - $616K
|
8.49K
$712K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
8.46K+ 207.02% |
$532K - $613K
|
12.5K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.44K+ 14.47% |
$531K - $612K
|
66.8K
$5.6M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.42K+ 5.33% |
$529K - $611K
|
166K
$14M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.4K+ 10.37% |
$528K - $609K
|
89.3K
$7.5M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.25K+ 13.06% |
$519K - $598K
|
71.4K
$5.99M
|
|
|
May 11, 2022
Q1 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
8.14KNew |
$512K - $590K
|
8.14K
$683K
|
|
|
May 03, 2022
Q1 2022
|
Groesbeck Investment Management Corp
|
BUY
|
- |
8.1KNew |
$509K - $587K
|
8.1K
$680K
|
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
8.1KNew |
$509K - $587K
|
8.1K
$679K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.96K+ 3.56% |
$500K - $577K
|
231K
$19.4M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.9K+ 23.17% |
$496K - $572K
|
42K
$3.52M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.66K+ 12.12% |
$481K - $555K
|
70.8K
$5.94M
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.62K+ 0.42% |
$479K - $553K
|
1.82M
$153M
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
7.55K+ 144.08% |
$474K - $547K
|
12.8K
$1.07M
|
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
7.51K+ 81.39% |
$472K - $545K
|
16.7K
$1.4M
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.4K+ 2.63% |
$465K - $536K
|
288K
$24.2M
|
|
|
May 09, 2022
Q1 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.39KNew |
$464K - $535K
|
7.39K
$620K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.32K+ 7.98% |
$460K - $531K
|
99.1K
$8.31M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
7.19KNew |
$452K - $522K
|
7.19K
$604K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.19K+ 2.11% |
$452K - $521K
|
348K
$29.2M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.18K+ 9.83% |
$451K - $520K
|
80.2K
$6.73M
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.16KNew |
$450K - $519K
|
7.16K
$601K
|
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
7.14KNew |
$449K - $518K
|
7.14K
$599K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.04K+ 18.72% |
$443K - $511K
|
44.7K
$3.75M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.98K+ 92.21% |
$438K - $506K
|
14.5K
$1.22M
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
6.95K+ 14.74% |
$437K - $504K
|
54.1K
$4.54M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.86K+ 21.84% |
$431K - $497K
|
38.3K
$3.21M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
6.8K+ 11.54% |
$427K - $493K
|
65.8K
$5.52M
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
6.78K+ 1.9% |
$426K - $491K
|
364K
$30.6M
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
6.76K+ 1.49% |
$425K - $490K
|
460K
$38.6M
|
|
|
May 16, 2022
Q1 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
6.5K+ 63.14% |
$408K - $471K
|
16.8K
$1.41M
|
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
6.48K+ 7.27% |
$407K - $470K
|
95.5K
$8.01M
|
|
|
May 16, 2022
Q1 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.45K+ 1.46% |
$405K - $468K
|
447K
$37.5M
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
6.43K+ 49.84% |
$404K - $466K
|
19.3K
$1.62M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.31K+ 14.26% |
$396K - $457K
|
50.5K
$4.24M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.19K+ 13.56% |
$389K - $449K
|
51.8K
$4.35M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.17K+ 48.22% |
$387K - $447K
|
19K
$1.59M
|
|
|
Jun 15, 2022
Q1 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
6.13K+ 30.63% |
$385K - $444K
|
26.1K
$2.19M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
6.1K+ 6.52% |
$384K - $443K
|
99.7K
$8.37M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.07K+ 9.13% |
$382K - $440K
|
72.6K
$6.09M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.03K+ 15.29% |
$379K - $437K
|
45.5K
$3.82M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.03K+ 47.94% |
$379K - $437K
|
18.6K
$1.56M
|
|
|
May 12, 2022
Q1 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
5.89K+ 175.13% |
$370K - $427K
|
9.25K
$776K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
5.89K+ 4.74% |
$370K - $427K
|
130K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.77KNew |
$363K - $419K
|
5.77K
$484K
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.76KNew |
$362K - $418K
|
5.76K
$483K
|