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 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
4.19K+ 3.67% |
$274K - $320K
|
118K
$10.2M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.18K+ 4.22% |
$273K - $320K
|
103K
$8.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.14K+ 2.81% |
$271K - $317K
|
151K
$13.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.13KNew |
$270K - $316K
|
4.13K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.1K+ 16.41% |
$268K - $313K
|
29.1K
$2.51M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
4.07KNew |
$266K - $312K
|
4.07K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.99K+ 72.38% |
$261K - $305K
|
9.49K
$821K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 31.7% |
$259K - $304K
|
16.5K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.96K+ 9.6% |
$259K - $303K
|
45.2K
$3.91M
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.92KNew |
$256K - $300K
|
3.92K
$339K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.92K+ 64.74% |
$256K - $300K
|
9.97K
$862K
|
|
|
Aug 09, 2022
Q2 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.89KNew |
$255K - $298K
|
3.89K
$337K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.85K+ 8.95% |
$252K - $295K
|
46.9K
$4.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.76K+ 20.75% |
$246K - $288K
|
21.9K
$1.89M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.75K+ 16.98% |
$245K - $287K
|
25.8K
$2.23M
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3.73K+ 3.67% |
$244K - $285K
|
105K
$9.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.72K+ 3.15% |
$243K - $284K
|
122K
$10.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.71K+ 19.08% |
$243K - $284K
|
23.1K
$2M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.71KNew |
$242K - $284K
|
3.71K
$320K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$242K - $283K
|
3.7K
$320K
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.7K+ 0.58% |
$242K - $283K
|
647K
$56M
|
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.7K+ 0.59% |
$242K - $283K
|
629K
$54.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.66K+ 27.06% |
$239K - $280K
|
17.2K
$1.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.64K+ 19.02% |
$238K - $278K
|
22.8K
$1.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.64KNew |
$238K - $278K
|
3.64K
$315K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.63K+ 26.97% |
$238K - $278K
|
17.1K
$1.48M
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
3.63K+ 3125.0% |
$237K - $277K
|
3.74K
$324K
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 7.09% |
$234K - $274K
|
54.1K
$4.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3.51K+ 0.84% |
$230K - $269K
|
422K
$36.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
3.5K+ 35.28% |
$229K - $268K
|
13.4K
$1.16M
|
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.49KNew |
$228K - $267K
|
3.49K
$302K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.48KNew |
$227K - $266K
|
3.48K
$301K
|
|
|
Aug 02, 2022
Q2 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.46KNew |
$226K - $265K
|
3.46K
$299K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.45KNew |
$226K - $264K
|
3.45K
$299K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3.44K+ 56.1% |
$225K - $263K
|
9.58K
$828K
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.43K+ 2.43% |
$224K - $262K
|
145K
$12.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.42K+ 43.87% |
$224K - $262K
|
11.2K
$969K
|
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.4K+ 0.67% |
$222K - $260K
|
513K
$44.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.37K+ 2.85% |
$220K - $258K
|
121K
$10.5M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.37K+ 2.04% |
$220K - $257K
|
169K
$14.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.32KNew |
$217K - $254K
|
3.32K
$287K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.27K+ 2.17% |
$214K - $250K
|
154K
$13.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.25KNew |
$213K - $249K
|
3.25K
$281K
|
|
|
Aug 03, 2022
Q2 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.24K+ 1.59% |
$212K - $248K
|
208K
$18M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.23K+ 19.98% |
$211K - $247K
|
19.4K
$1.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.21K+ 21.49% |
$210K - $246K
|
18.1K
$1.57M
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.17KNew |
$207K - $243K
|
3.17K
$274K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
3.16K+ 61.48% |
$207K - $242K
|
8.3K
$718K
|
|
|
Aug 15, 2022
Q2 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.15K+ 7.36% |
$206K - $241K
|
45.9K
$3.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.13K+ 22.16% |
$205K - $239K
|
17.3K
$1.49M
|