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 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-714- 12.19% |
$46.7K - $54.6K
|
5.15K
$452K
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-735- 3.87% |
$48.1K - $56.2K
|
18.2K
$1.6M
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-743- 5.32% |
$48.6K - $56.8K
|
13.2K
$1.16M
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-750- 3.08% |
$49K - $57.4K
|
23.6K
$2.07M
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-755- 7.68% |
$49.4K - $57.8K
|
9.08K
$797K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-757- 20.51% |
$49.5K - $57.9K
|
2.93K
$258K
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-757- 0.44% |
$49.5K - $57.9K
|
170K
$14.9M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-760- 1.62% |
$49.7K - $58.1K
|
46.1K
$4.05M
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-760- 1.21% |
$49.7K - $58.1K
|
61.9K
$5.43M
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-773- 4.03% |
$50.5K - $59.1K
|
18.4K
$1.62M
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-774- 0.76% |
$50.6K - $59.2K
|
101K
$8.86M
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-779- 4.03% |
$50.9K - $59.6K
|
18.6K
$1.63M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$52.3K - $61.2K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-801- 8.36% |
$52.4K - $61.3K
|
8.79K
$772K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-805Closed |
$52.6K - $61.6K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-815- 1.94% |
$53.3K - $62.4K
|
41.2K
$3.61M
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-843- 7.39% |
$55.1K - $64.5K
|
10.6K
$928K
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-859- 6.79% |
$56.2K - $65.7K
|
11.8K
$1.04M
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-874- 5.22% |
$57.2K - $66.9K
|
15.9K
$1.39M
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-884- 15.46% |
$57.8K - $67.6K
|
4.83K
$424K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-893- 8.81% |
$58.4K - $68.3K
|
9.25K
$812K
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-900- 10.53% |
$58.9K - $68.9K
|
7.65K
$672K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-902- 7.69% |
$59K - $69K
|
10.8K
$951K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-920- 6.98% |
$60.2K - $70.4K
|
12.3K
$1.08M
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-920- 5.02% |
$60.2K - $70.4K
|
17.4K
$1.53M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-923- 16.7% |
$60.4K - $70.6K
|
4.6K
$404K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-931- 15.46% |
$60.9K - $71.2K
|
5.09K
$447K
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-933- 10.53% |
$61K - $71.4K
|
7.92K
$696K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-950- 1.31% |
$62.1K - $72.7K
|
71.6K
$6.29M
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-951- 1.41% |
$62.2K - $72.8K
|
66.7K
$5.86M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-952- 7.86% |
$62.3K - $72.8K
|
11.2K
$981K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-958Closed |
$62.6K - $73.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-969- 95.85% |
$63.4K - $74.1K
|
42
$3.69K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1K- 11.99% |
$65.4K - $76.5K
|
7.34K
$645K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.02K- 4.6% |
$66.4K - $77.7K
|
21.1K
$1.85M
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.04K- 13.51% |
$68K - $79.6K
|
6.66K
$585K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.05K- 12.13% |
$68.6K - $80.3K
|
7.6K
$667K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.05KClosed |
$68.8K - $80.5K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-1.09K- 19.0% |
$71.4K - $83.5K
|
4.66K
$409K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.12K- 78.8% |
$72.9K - $85.3K
|
300
$26.3K
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.13K- 0.73% |
$74K - $86.6K
|
153K
$13.5M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.17K- 8.89% |
$76.3K - $89.3K
|
12K
$1.05M
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.18K- 6.66% |
$76.8K - $89.9K
|
16.5K
$1.45M
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.2KClosed |
$78.5K - $91.8K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.21K- 2.29% |
$78.8K - $92.2K
|
51.4K
$4.52M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.21K- 1.2% |
$79.2K - $92.7K
|
100K
$8.79M
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21K- 5.79% |
$79.3K - $92.7K
|
19.7K
$1.73M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.22K- 3.55% |
$79.6K - $93.1K
|
33.1K
$2.91M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.31K- 4.72% |
$85.3K - $99.8K
|
26.3K
$2.31M
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.31KClosed |
$85.5K - $100K
|
0
$0
|