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 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 31.7% |
$82.8K - $96.9K
|
5.26K
$455K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
1.26K+ 10.07% |
$82.6K - $96.6K
|
13.8K
$1.19M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.26K+ 13.65% |
$82.3K - $96.3K
|
10.5K
$906K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.25KNew |
$81.7K - $95.6K
|
1.25K
$108K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.25K+ 9.37% |
$81.5K - $95.3K
|
14.5K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.23K+ 8.56% |
$80.4K - $94.1K
|
15.6K
$1.35M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.23K+ 6.22% |
$80.2K - $93.8K
|
20.9K
$1.81M
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.22K+ 30.12% |
$79.8K - $93.3K
|
5.27K
$456K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.22KNew |
$79.8K - $93.3K
|
1.22K
$106K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.22K+ 1.29% |
$79.7K - $93.3K
|
95.8K
$8.28M
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.21K+ 3.76% |
$78.8K - $92.2K
|
33.2K
$2.88M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.21K+ 1.01% |
$78.8K - $92.2K
|
121K
$10.5M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.2K+ 9.57% |
$78.6K - $92K
|
13.8K
$1.19M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 6.22% |
$78.5K - $91.8K
|
20.5K
$1.77M
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.19K+ 43.49% |
$77.7K - $91K
|
3.92K
$339K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.19K+ 15.84% |
$77.5K - $90.7K
|
8.67K
$749K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.18K+ 25.19% |
$77.4K - $90.5K
|
5.88K
$508K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.18K+ 6.65% |
$77.3K - $90.4K
|
18.9K
$1.64M
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.16K+ 5.7% |
$75.8K - $88.7K
|
21.5K
$1.86M
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.13K+ 3.12% |
$74.2K - $86.8K
|
37.4K
$3.24M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.13K+ 23.04% |
$74K - $86.5K
|
6.04K
$522K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.13K+ 1.13% |
$73.6K - $86.1K
|
101K
$8.72M
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.12K+ 3.69% |
$73.5K - $86K
|
31.5K
$2.73M
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.12K+ 6.35% |
$73K - $85.4K
|
18.7K
$1.62M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
1.12K+ 2.98% |
$72.9K - $85.3K
|
38.6K
$3.34M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 21.99% |
$72.6K - $85K
|
6.16K
$533K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.11K+ 5.84% |
$72.6K - $84.9K
|
20.1K
$1.74M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.1K+ 34.97% |
$71.9K - $84.1K
|
4.24K
$367K
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.09K+ 0.31% |
$71.5K - $83.6K
|
352K
$30.5M
|
|
Aug 15, 2022
Q2 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.06K+ 0.01% |
$69.5K - $81.3K
|
11.4M
$986M
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
1.05K+ 4.14% |
$68.8K - $80.5K
|
26.5K
$2.29M
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.05K+ 11.92% |
$68.5K - $80.2K
|
9.84K
$851K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.04K+ 2.56% |
$68.3K - $79.9K
|
41.9K
$3.62M
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.04K+ 0.17% |
$67.9K - $79.5K
|
630K
$54.5M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.04K+ 23.06% |
$67.9K - $79.4K
|
5.54K
$479K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 1.43% |
$67.4K - $78.9K
|
73K
$6.31M
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 19.15% |
$67K - $78.3K
|
6.37K
$551K
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.02K+ 0.52% |
$66.6K - $78K
|
196K
$17M
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
BUY
|
- |
1K+ 50.0% |
$65.4K - $76.5K
|
3K
$259K
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
1K+ 23.68% |
$65.4K - $76.5K
|
5.22K
$452K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
987+ 15.68% |
$64.5K - $75.5K
|
7.28K
$630K
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
982+ 8.07% |
$64.2K - $75.1K
|
13.2K
$1.14M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
964+ 32.79% |
$63K - $73.8K
|
3.9K
$338K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
962+ 4.56% |
$62.9K - $73.6K
|
22.1K
$1.91M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
956+ 2.0% |
$62.5K - $73.1K
|
48.7K
$4.21M
|
|
Aug 09, 2022
Q2 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
953+ 0.14% |
$62.3K - $72.9K
|
675K
$58.4M
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
950+ 4.54% |
$62.1K - $72.7K
|
21.9K
$1.89M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
937+ 2.68% |
$61.3K - $71.7K
|
35.9K
$3.1M
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
930+ 1.72% |
$60.8K - $71.2K
|
55K
$4.76M
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
922+ 4.62% |
$60.3K - $70.5K
|
20.9K
$1.81M
|