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 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.67K+ 4.97% |
$356K - $411K
|
120K
$10.2M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.67K+ 15.96% |
$356K - $411K
|
41.2K
$3.5M
|
|
|
May 04, 2022
Q1 2022
|
Versor Investments LP
|
BUY
|
- |
5.63K+ 144.33% |
$354K - $408K
|
9.53K
$809K
|
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
5.62K+ 4.65% |
$353K - $407K
|
126K
$10.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
BUY
|
- |
5.6KNew |
$352K - $406K
|
5.6K
$476K
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.56K+ 5.17% |
$350K - $403K
|
113K
$9.6M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.54KNew |
$348K - $402K
|
5.54K
$471K
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.49KNew |
$345K - $398K
|
5.49K
$466K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.47K+ 7.98% |
$344K - $397K
|
74K
$6.29M
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
5.45KNew |
$343K - $395K
|
5.45K
$463K
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
5.43K+ 4.53% |
$341K - $394K
|
125K
$10.6M
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
5.31K+ 14.22% |
$333K - $385K
|
42.6K
$3.62M
|
|
|
Apr 22, 2022
Q1 2022
|
Private Capital Advisors, Inc.
|
BUY
|
- |
5.3KNew |
$333K - $384K
|
5.3K
$450K
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$332K - $384K
|
5.29K
$449K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
5.28K+ 14.6% |
$332K - $383K
|
41.4K
$3.52M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
5.24KNew |
$329K - $380K
|
5.24K
$445K
|
|
|
Apr 18, 2022
Q1 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
5.17K+ 7.38% |
$325K - $375K
|
75.2K
$6.38M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.02KNew |
$315K - $364K
|
5.02K
$426K
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
BUY
|
- |
4.99K+ 6.33% |
$313K - $361K
|
83.8K
$7.12M
|
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
4.96K+ 4.55% |
$312K - $360K
|
114K
$9.68M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.82K+ 48.58% |
$303K - $349K
|
14.7K
$1.25M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.71K+ 4.74% |
$296K - $342K
|
104K
$8.84M
|
|
|
May 06, 2022
Q1 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
4.68K+ 0.7% |
$294K - $339K
|
674K
$57.2M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
4.66KNew |
$293K - $338K
|
4.66K
$396K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.66K+ 19.13% |
$293K - $338K
|
29K
$2.46M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.62K+ 0.91% |
$290K - $335K
|
510K
$43.3M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.57K+ 16.33% |
$287K - $332K
|
32.6K
$2.77M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
4.57KNew |
$287K - $331K
|
4.57K
$388K
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.55KNew |
$286K - $330K
|
4.55K
$387K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.53K+ 32.33% |
$284K - $328K
|
18.5K
$1.57M
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.52K+ 32.94% |
$284K - $328K
|
18.2K
$1.55M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.51KNew |
$283K - $327K
|
4.51K
$383K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.42KNew |
$278K - $321K
|
4.42K
$376K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.4K+ 499.55% |
$276K - $319K
|
5.28K
$448K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.34KNew |
$273K - $315K
|
4.34K
$369K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
4.27KNew |
$269K - $310K
|
4.27K
$363K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.26K+ 5.15% |
$268K - $309K
|
86.9K
$7.38M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.22KNew |
$265K - $306K
|
4.22K
$359K
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
4.22K+ 90.84% |
$265K - $306K
|
8.86K
$752K
|
|
|
May 03, 2022
Q1 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.2K+ 2.17% |
$264K - $304K
|
198K
$16.8M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.16KNew |
$261K - $302K
|
4.16K
$353K
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.12KNew |
$259K - $299K
|
4.12K
$350K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.09KNew |
$257K - $296K
|
4.09K
$347K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.08KNew |
$256K - $296K
|
4.08K
$346K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.06KNew |
$255K - $294K
|
4.06K
$345K
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
4K+ 64.22% |
$251K - $290K
|
10.2K
$868K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
3.99KNew |
$251K - $289K
|
3.99K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.99K+ 6.27% |
$250K - $289K
|
67.6K
$5.74M
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.96K+ 0.67% |
$249K - $287K
|
594K
$50.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
3.94K+ 2.67% |
$248K - $286K
|
152K
$12.9M
|