Purchases and Sales Made in Q3 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Carroll Investors, Inc
|
BUY
|
- |
1.01K+ 17.69% |
$68.4K - $80.6K
|
6.69K
$594K
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
1K+ 58.07% |
$68K - $80.2K
|
2.72K
$241K
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1K+ 23.4% |
$68K - $80.2K
|
5.27K
$468K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 11.06% |
$68K - $80.2K
|
10K
$891K
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1K+ 0.05% |
$68K - $80.2K
|
1.89M
$168M
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1K+ 0.53% |
$68K - $80.2K
|
190K
$16.9M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
978+ 2.12% |
$66.5K - $78.4K
|
47K
$4.17M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
977+ 15.85% |
$66.4K - $78.3K
|
7.14K
$633K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
975+ 23.52% |
$66.3K - $78.2K
|
5.12K
$454K
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
972+ 2.29% |
$66.1K - $77.9K
|
43.4K
$3.85M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
972New |
$66.1K - $77.9K
|
972
$86.2K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
957+ 2.31% |
$65.1K - $76.7K
|
42.4K
$3.77M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
948+ 25.03% |
$64.5K - $76K
|
4.74K
$420K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
947+ 4.65% |
$64.4K - $75.9K
|
21.3K
$1.89M
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
918+ 4.28% |
$62.4K - $73.6K
|
22.4K
$1.98M
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
904+ 9.94% |
$61.5K - $72.5K
|
10K
$887K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
904+ 7.98% |
$61.5K - $72.5K
|
12.2K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
898+ 11.56% |
$61.1K - $72K
|
8.66K
$769K
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
887+ 9.53% |
$60.3K - $71.1K
|
10.2K
$905K
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
877+ 15.83% |
$59.6K - $70.3K
|
6.42K
$569K
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
868+ 2.19% |
$59K - $69.6K
|
40.6K
$3.6M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
865+ 0.29% |
$58.8K - $69.3K
|
301K
$26.7M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
860+ 10.38% |
$58.5K - $68.9K
|
9.15K
$812K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
858+ 2.03% |
$58.3K - $68.8K
|
43.2K
$3.83M
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
853+ 2.46% |
$58K - $68.4K
|
35.5K
$3.15M
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
850+ 4.95% |
$57.8K - $68.1K
|
18K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
846+ 7.43% |
$57.5K - $67.8K
|
12.2K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
845+ 2.47% |
$57.5K - $67.7K
|
35K
$3.1M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
842+ 4.33% |
$57.3K - $67.5K
|
20.3K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
842+ 5.98% |
$57.3K - $67.5K
|
14.9K
$1.32M
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
837+ 1.16% |
$56.9K - $67.1K
|
73.1K
$6.48M
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
837+ 0.24% |
$56.9K - $67.1K
|
353K
$31.3M
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
821+ 5.39% |
$55.8K - $65.8K
|
16.1K
$1.42M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
789+ 1.58% |
$53.7K - $63.2K
|
50.7K
$4.5M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
737+ 9.82% |
$50.1K - $59.1K
|
8.24K
$731K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
736+ 3.08% |
$50K - $59K
|
24.7K
$2.19M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
728+ 21.95% |
$49.5K - $58.4K
|
4.04K
$359K
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
716+ 2.0% |
$48.7K - $57.4K
|
36.6K
$3.24M
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
713+ 2.49% |
$48.5K - $57.2K
|
29.3K
$2.6M
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
704+ 10.94% |
$47.9K - $56.4K
|
7.14K
$633K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
700+ 1944.44% |
$47.6K - $56.1K
|
736
$65.3K
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 1.04% |
$47.6K - $56.1K
|
68K
$6.03M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
700New |
$47.6K - $56.1K
|
700
$62.1K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
693+ 9.12% |
$47.1K - $55.6K
|
8.29K
$736K
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
675+ 3.19% |
$45.9K - $54.1K
|
21.8K
$1.94M
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
668+ 6.82% |
$45.4K - $53.5K
|
10.5K
$928K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
659+ 3.15% |
$44.8K - $52.8K
|
21.6K
$1.92M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
638+ 0.72% |
$43.4K - $51.1K
|
89.1K
$7.91M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
623+ 4.92% |
$42.4K - $49.9K
|
13.3K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
620+ 12.48% |
$42.2K - $49.7K
|
5.59K
$496K
|