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
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.07KNew |
$201K - $235K
|
3.07K
$282K
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
3.05KNew |
$199K - $233K
|
3.05K
$280K
|
|
|
Aug 03, 2022
Q2 2022
|
Searle & Co.
|
BUY
|
- |
3K+ 73.17% |
$196K - $230K
|
7.1K
$653K
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3K+ 6.17% |
$196K - $229K
|
51.6K
$4.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
2.98KNew |
$195K - $228K
|
2.98K
$274K
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.89KNew |
$189K - $221K
|
2.89K
$266K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.88K+ 2.09% |
$188K - $220K
|
140K
$12.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.88K+ 14.03% |
$188K - $220K
|
23.4K
$2.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.87K+ 55.44% |
$188K - $220K
|
8.06K
$741K
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.87KNew |
$187K - $219K
|
2.87K
$264K
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.86KNew |
$187K - $219K
|
2.86K
$263K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.85KNew |
$187K - $218K
|
2.85K
$262K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.81KNew |
$184K - $215K
|
2.81K
$258K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.77K+ 5.76% |
$181K - $212K
|
50.8K
$4.67M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
BUY
|
- |
2.72K+ 3.11% |
$178K - $208K
|
90.3K
$8.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.67K+ 4.1% |
$175K - $205K
|
67.9K
$6.24M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.67K+ 0.59% |
$175K - $204K
|
453K
$41.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.65K+ 35.38% |
$173K - $202K
|
10.1K
$931K
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.62K+ 22.93% |
$171K - $200K
|
14K
$1.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.61K+ 14.33% |
$171K - $200K
|
20.8K
$1.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.6KNew |
$170K - $199K
|
2.6K
$239K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
2.58K+ 35.11% |
$169K - $198K
|
9.94K
$914K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.51K+ 2.18% |
$164K - $192K
|
117K
$10.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2.49K+ 17.0% |
$163K - $191K
|
17.2K
$1.58M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.48K+ 53.84% |
$162K - $190K
|
7.1K
$653K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.45K+ 8.82% |
$160K - $188K
|
30.3K
$2.78M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.43K+ 27.5% |
$159K - $186K
|
11.3K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.4K+ 15.06% |
$157K - $184K
|
18.3K
$1.69M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.36K+ 21.55% |
$154K - $181K
|
13.3K
$1.23M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.35K+ 6.0% |
$154K - $180K
|
41.6K
$3.82M
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.34K+ 10.04% |
$153K - $179K
|
25.6K
$2.36M
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.32K+ 77.23% |
$152K - $177K
|
5.32K
$489K
|
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.29K+ 4.65% |
$150K - $176K
|
51.6K
$4.75M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.26K+ 23.95% |
$148K - $173K
|
11.7K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.25K+ 23.71% |
$147K - $172K
|
11.8K
$1.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.25K+ 7.03% |
$147K - $172K
|
34.3K
$3.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.24K+ 7.27% |
$146K - $171K
|
33K
$3.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.23K+ 14.8% |
$146K - $171K
|
17.3K
$1.59M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.19K+ 16.47% |
$143K - $167K
|
15.5K
$1.42M
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.15K+ 5.6% |
$140K - $164K
|
40.4K
$3.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.14K+ 14.19% |
$140K - $163K
|
17.2K
$1.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.11K+ 4.55% |
$138K - $162K
|
48.5K
$4.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.09K+ 0.73% |
$136K - $160K
|
288K
$26.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.08K+ 0.78% |
$136K - $159K
|
268K
$24.7M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.07K+ 16.2% |
$135K - $158K
|
14.9K
$1.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
2.05K+ 11.81% |
$134K - $157K
|
19.4K
$1.79M
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
2.04K+ 30.7% |
$133K - $156K
|
8.68K
$798K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.04K+ 10.81% |
$133K - $156K
|
20.9K
$1.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 24.33% |
$132K - $155K
|
10.4K
$952K
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.01K+ 3.7% |
$132K - $154K
|
56.5K
$5.19M
|