Purchases and Sales Made in Q2 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q2 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 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2+ 0.02% |
$131 - $153
|
10.3K
$913K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$65.4 - $76.5
|
2.33K
$206K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$65.4 - $76.5
|
4.76K
$421K
|
|
|
Jul 28, 2022
Q2 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
1+ 0.01% |
$65.4 - $76.5
|
10.6K
$935K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.21% |
$65.4 - $76.5
|
467
$41.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.13% |
$65.4 - $76.5
|
743
$65.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$65.4 - $76.5
|
3.27K
$289K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$65.4 - $76.5
|
10.2K
$898K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.75% |
$65.4 - $76.5
|
134
$11.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.95% |
$65.4 - $76.5
|
106
$9.37K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.09% |
$65.4 - $76.5
|
1.1K
$97.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1+ 0.01% |
$65.4 - $76.5
|
12.7K
$1.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$65.4 - $76.5
|
4.36K
$385K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$65.4 - $76.5
|
5.45K
$482K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.44% |
$65.4 - $76.5
|
42
$3.71K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1- 0.04% |
$65.4 - $76.5
|
2.81K
$248K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.77% |
$65.4 - $76.5
|
129
$11.4K
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2- 2.11% |
$131 - $153
|
93
$8.22K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-5- 0.04% |
$327 - $383
|
14.2K
$1.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.05% |
$327 - $383
|
10.4K
$921K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-5- 0.16% |
$327 - $383
|
3.07K
$271K
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-6- 0.14% |
$392 - $459
|
4.39K
$388K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6- 3.85% |
$392 - $459
|
150
$13.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-6- 0.06% |
$392 - $459
|
9.86K
$871K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7- 0.22% |
$458 - $536
|
3.14K
$277K
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-8- 0.06% |
$523 - $612
|
14K
$1.24M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 0.19% |
$523 - $612
|
4.15K
$367K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10- 1.59% |
$654 - $765
|
619
$54.7K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.21% |
$654 - $765
|
4.74K
$419K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 1.83% |
$719 - $842
|
591
$52.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13- 1.21% |
$850 - $995
|
1.06K
$94.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
SELL
|
- |
-13- 0.41% |
$850 - $995
|
3.13K
$277K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 0.21% |
$1.24K - $1.45K
|
9.02K
$797K
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-19- 0.95% |
$1.24K - $1.45K
|
1.98K
$175K
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-20- 0.28% |
$1.31K - $1.53K
|
7.02K
$621K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 2.43% |
$1.44K - $1.68K
|
883
$78.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-23- 0.68% |
$1.5K - $1.76K
|
3.35K
$296K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-25- 0.3% |
$1.63K - $1.91K
|
8.31K
$735K
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-25- 0.25% |
$1.63K - $1.91K
|
10.2K
$898K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 0.36% |
$1.63K - $1.91K
|
7.01K
$620K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-31- 0.48% |
$2.03K - $2.37K
|
6.47K
$572K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-32- 0.59% |
$2.09K - $2.45K
|
5.42K
$479K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-32- 0.58% |
$2.09K - $2.45K
|
5.46K
$482K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-33- 0.67% |
$2.16K - $2.52K
|
4.93K
$436K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-34- 1.53% |
$2.22K - $2.6K
|
2.18K
$193K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-36- 1.04% |
$2.35K - $2.75K
|
3.42K
$302K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-37- 0.4% |
$2.42K - $2.83K
|
9.27K
$819K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-38- 1.08% |
$2.48K - $2.91K
|
3.48K
$308K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-40- 37.38% |
$2.62K - $3.06K
|
67
$5.92K
|