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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.16K+ 124.24% |
$468K - $548K
|
12.9K
$1.12M
|
|
|
Jul 18, 2022
Q2 2022
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 26.92% |
$458K - $536K
|
33K
$2.85M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.95KNew |
$454K - $532K
|
6.95K
$601K
|
|
|
Aug 15, 2022
Q2 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.77KNew |
$443K - $518K
|
6.77K
$586K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
6.54K+ 230.51% |
$427K - $500K
|
9.37K
$810K
|
|
|
Aug 15, 2022
Q2 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.48KNew |
$424K - $496K
|
6.48K
$561K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
6.37K+ 4.9% |
$416K - $487K
|
136K
$11.8M
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6.28K+ 36.91% |
$411K - $480K
|
23.3K
$2.01M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.2K+ 33.33% |
$405K - $474K
|
24.8K
$2.14M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.11K+ 129.13% |
$400K - $468K
|
10.8K
$938K
|
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
6.1K+ 36.32% |
$399K - $467K
|
22.9K
$1.98M
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6.03K+ 44.25% |
$394K - $461K
|
19.7K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
6K+ 3.31% |
$392K - $459K
|
187K
$16.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
5.77K+ 5.07% |
$377K - $441K
|
119K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.75K+ 8.11% |
$376K - $440K
|
76.6K
$6.62M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.69K+ 7.98% |
$372K - $435K
|
77K
$6.66M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
5.67K+ 8.62% |
$371K - $434K
|
71.4K
$6.18M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
5.47K+ 30.39% |
$358K - $418K
|
23.5K
$2.03M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.4K+ 18.05% |
$353K - $413K
|
35.3K
$3.05M
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.28K+ 1.88% |
$346K - $404K
|
286K
$24.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.26K+ 12.94% |
$344K - $402K
|
45.9K
$3.97M
|
|
|
Aug 10, 2022
Q2 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
5.2K+ 50.0% |
$340K - $398K
|
15.6K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.15K+ 47.91% |
$336K - $394K
|
15.9K
$1.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
5.08KNew |
$332K - $388K
|
5.08K
$439K
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
5.02K+ 16.04% |
$328K - $384K
|
36.3K
$3.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
4.97K+ 2.48% |
$325K - $380K
|
205K
$17.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.97KNew |
$325K - $380K
|
4.97K
$430K
|
|
|
Aug 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.96K+ 29.29% |
$324K - $379K
|
21.9K
$1.89M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.91K+ 12.38% |
$321K - $376K
|
44.6K
$3.85M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.88K+ 29.65% |
$319K - $373K
|
21.3K
$1.84M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.85KNew |
$317K - $371K
|
4.85K
$420K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.84K+ 24.89% |
$317K - $370K
|
24.3K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
4.78K+ 14.46% |
$312K - $366K
|
37.8K
$3.27M
|
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
BUY
|
- |
4.78K+ 5.7% |
$312K - $365K
|
88.6K
$7.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
4.76K+ 50.67% |
$311K - $364K
|
14.1K
$1.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.74KNew |
$310K - $362K
|
4.74K
$409K
|
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.73KNew |
$309K - $362K
|
4.73K
$409K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.7K+ 18.63% |
$308K - $360K
|
30K
$2.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
4.67K+ 52.68% |
$305K - $357K
|
13.5K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.65K+ 1.25% |
$304K - $356K
|
378K
$32.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.54K+ 4.37% |
$297K - $347K
|
108K
$9.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.46K+ 4.28% |
$291K - $341K
|
109K
$9.39M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.42KNew |
$289K - $338K
|
4.42K
$383K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.42KNew |
$289K - $338K
|
4.42K
$382K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4.35K+ 10.51% |
$285K - $333K
|
45.8K
$3.96M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
4.35K+ 39.97% |
$284K - $333K
|
15.2K
$1.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.34K+ 105.08% |
$284K - $332K
|
8.47K
$733K
|
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
BUY
|
- |
4.34KNew |
$284K - $332K
|
4.34K
$375K
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
4.22K+ 82.94% |
$276K - $323K
|
9.31K
$805K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.2KNew |
$275K - $321K
|
4.2K
$363K
|