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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-441- 0.43% |
$28.8K - $33.7K
|
103K
$9.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-444- 0.73% |
$29K - $34K
|
60.6K
$5.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-450- 1.96% |
$29.4K - $34.4K
|
22.5K
$1.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-455- 8.32% |
$29.8K - $34.8K
|
5.02K
$441K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-460- 0.91% |
$30.1K - $35.2K
|
49.9K
$4.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-462- 13.48% |
$30.2K - $35.3K
|
2.97K
$260K
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
SELL
|
- |
-462- 1.3% |
$30.2K - $35.3K
|
35.1K
$3.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-471- 7.6% |
$30.8K - $36K
|
5.72K
$503K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-472Closed |
$30.9K - $36.1K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-477- 3.34% |
$31.2K - $36.5K
|
13.8K
$1.21M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-477- 9.67% |
$31.2K - $36.5K
|
4.46K
$391K
|
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-481- 1.2% |
$31.5K - $36.8K
|
39.5K
$3.47M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-492- 12.23% |
$32.2K - $37.6K
|
3.53K
$310K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-495- 1.82% |
$32.4K - $37.9K
|
26.8K
$2.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-497- 0.21% |
$32.5K - $38K
|
232K
$20.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-498- 1.72% |
$32.6K - $38.1K
|
28.4K
$2.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-500- 5.41% |
$32.7K - $38.3K
|
8.74K
$768K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-500- 2.77% |
$32.7K - $38.3K
|
17.6K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-500- 4.63% |
$32.7K - $38.3K
|
10.3K
$904K
|
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-505- 1.13% |
$33K - $38.6K
|
44.3K
$3.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-517- 6.52% |
$33.8K - $39.6K
|
7.41K
$651K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-524- 26.83% |
$34.3K - $40.1K
|
1.43K
$125K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-529- 5.86% |
$34.6K - $40.5K
|
8.5K
$746K
|
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-530- 8.93% |
$34.7K - $40.6K
|
5.41K
$475K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-530- 6.63% |
$34.7K - $40.6K
|
7.46K
$655K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-532- 1.99% |
$34.8K - $40.7K
|
26.2K
$2.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-535- 1.84% |
$35K - $40.9K
|
28.6K
$2.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-539- 10.95% |
$35.2K - $41.2K
|
4.39K
$385K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-550- 2.33% |
$36K - $42.1K
|
23.1K
$2.03M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-565- 0.15% |
$36.9K - $43.2K
|
366K
$32.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-567- 8.56% |
$37.1K - $43.4K
|
6.05K
$532K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-572- 6.86% |
$37.4K - $43.8K
|
7.77K
$682K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-573- 4.49% |
$37.5K - $43.8K
|
12.2K
$1.07M
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-585- 2.69% |
$38.3K - $44.8K
|
21.2K
$1.86M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-586- 8.4% |
$38.3K - $44.8K
|
6.39K
$561K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-595- 1.99% |
$38.9K - $45.5K
|
29.3K
$2.58M
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-600- 20.14% |
$39.2K - $45.9K
|
2.38K
$209K
|
|
|
Jul 19, 2022
Q2 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-610- 1.04% |
$39.9K - $46.7K
|
58K
$5.09M
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-615- 15.81% |
$40.2K - $47.1K
|
3.28K
$288K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-616- 1.99% |
$40.3K - $47.1K
|
30.3K
$2.67M
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-620- 4.91% |
$40.5K - $47.4K
|
12K
$1.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-632- 2.65% |
$41.3K - $48.4K
|
23.2K
$2.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-637- 0.53% |
$41.7K - $48.7K
|
121K
$10.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-656- 5.16% |
$42.9K - $50.2K
|
12.1K
$1.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-673- 3.61% |
$44K - $51.5K
|
18K
$1.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-679Closed |
$44.4K - $52K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-690- 14.58% |
$45.1K - $52.8K
|
4.04K
$355K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-695- 6.8% |
$45.4K - $53.2K
|
9.52K
$836K
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-700- 13.0% |
$45.8K - $53.6K
|
4.68K
$411K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-707- 83.97% |
$46.2K - $54.1K
|
135
$11.9K
|