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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
2.07K+ 55.79% |
$130K - $150K
|
5.77K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.07K+ 16.04% |
$130K - $150K
|
14.9K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.05K+ 6.85% |
$129K - $149K
|
32K
$2.72M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
2.03KNew |
$128K - $147K
|
2.03K
$172K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2K+ 34.1% |
$126K - $145K
|
7.87K
$668K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.99K+ 0.91% |
$125K - $144K
|
221K
$18.8M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
1.95K+ 31.14% |
$123K - $142K
|
8.22K
$698K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
1.93K+ 10.33% |
$121K - $140K
|
20.6K
$1.75M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.92K+ 24.88% |
$120K - $139K
|
9.61K
$816K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.91K+ 5.02% |
$120K - $139K
|
40K
$3.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.91K+ 1.28% |
$120K - $138K
|
151K
$12.8M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.91K+ 2.35% |
$120K - $138K
|
83.2K
$7.07M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.9K+ 26.02% |
$119K - $137K
|
9.18K
$780K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.88K+ 11.99% |
$118K - $136K
|
17.5K
$1.49M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.88K+ 2.69% |
$118K - $136K
|
71.6K
$6.08M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
1.84K+ 24.82% |
$116K - $133K
|
9.25K
$786K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.84K+ 21.17% |
$115K - $133K
|
10.5K
$894K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.82K+ 44.02% |
$114K - $132K
|
5.95K
$505K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.81K+ 10.46% |
$114K - $131K
|
19.1K
$1.63M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 4.21% |
$113K - $130K
|
44.4K
$3.77M
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.78K+ 1.17% |
$112K - $129K
|
154K
$13.1M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.78KNew |
$112K - $129K
|
1.78K
$151K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.77K+ 45.44% |
$111K - $128K
|
5.67K
$481K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.77K+ 45.44% |
$111K - $128K
|
5.67K
$481K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.76KNew |
$111K - $128K
|
1.76K
$150K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.75K+ 1.72% |
$110K - $127K
|
103K
$8.76M
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.72K+ 2.81% |
$108K - $124K
|
62.6K
$5.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.7K+ 4.23% |
$107K - $123K
|
42K
$3.56M
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.69K+ 0.87% |
$106K - $122K
|
197K
$16.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.68K+ 1.84% |
$106K - $122K
|
92.9K
$7.89M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.66K+ 8.1% |
$104K - $120K
|
22.1K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 13.25% |
$104K - $120K
|
14.1K
$1.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.64K+ 0.26% |
$103K - $119K
|
643K
$54.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.63K+ 24.82% |
$102K - $118K
|
8.17K
$694K
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.63K+ 12.1% |
$102K - $118K
|
15.1K
$1.28M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.62K+ 15.24% |
$102K - $117K
|
12.2K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.61K+ 54.4% |
$101K - $117K
|
4.56K
$388K
|
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 20.2% |
$100K - $116K
|
9.49K
$806K
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
1.57K+ 30.95% |
$98.6K - $114K
|
6.64K
$564K
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.54KNew |
$96.8K - $112K
|
1.54K
$131K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 17.38% |
$96.5K - $111K
|
10.4K
$880K
|
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
1.53K+ 44.9% |
$96.1K - $111K
|
4.93K
$419K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.53K+ 9.67% |
$96.1K - $111K
|
17.3K
$1.47M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.52K+ 23.53% |
$95.8K - $111K
|
8K
$680K
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
1.52K+ 2.14% |
$95.8K - $111K
|
72.7K
$6.18M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.52K+ 82.59% |
$95.4K - $110K
|
3.36K
$285K
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.5K+ 1.07% |
$94.4K - $109K
|
141K
$12M
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.5K+ 39.55% |
$94.3K - $109K
|
5.29K
$450K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.5K+ 6.18% |
$94.1K - $109K
|
25.7K
$2.19M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.49K+ 13.55% |
$93.7K - $108K
|
12.5K
$1.06M
|