Purchases and Sales Made in Q3 2022 in Southern CO (SO)

SO Quotes by TradingView

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
Bison Wealth, LLC

BUY
 -
612
+ 1.64%
$41.6K - $49.1K
37.8K $3.15M
Oct 04, 2022 Q3 2022
Fulton Bank, N.A.

BUY
 -
611
+ 1.28%
$41.5K - $49K
48.3K $4.02M
Nov 14, 2022 Q3 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
610
+ 20.68%
$41.5K - $48.9K
3.56K $296K
Oct 14, 2022 Q3 2022
Montecito Bank & Trust

BUY
 -
607
+ 7.14%
$41.3K - $48.7K
9.1K $758K
Oct 27, 2022 Q3 2022
First Personal Financial Services

BUY
 -
602
New
$40.9K - $48.3K
602 $50.1K
Oct 11, 2022 Q3 2022
Churchill Management Corp

BUY
 -
588
+ 0.62%
$40K - $47.1K
96.1K $8M
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
588
New
$40K - $47.1K
588 $49K
Oct 12, 2022 Q3 2022
Ignite Planners, LLC

BUY
 -
569
+ 3.18%
$38.7K - $45.6K
18.5K $1.54M
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
532
+ 25.45%
$36.2K - $42.6K
2.62K $218K
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
530
+ 1.39%
$36K - $42.5K
38.6K $3.22M
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
526
+ 2.51%
$35.8K - $42.2K
21.5K $1.79M
Oct 13, 2022 Q3 2022
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
511
+ 0.25%
$34.7K - $41K
208K $17.3M
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
503
+ 1.46%
$34.2K - $40.3K
34.8K $2.9M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
500
+ 8.79%
$34K - $40.1K
6.19K $515K
Nov 04, 2022 Q3 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
488
+ 7.02%
$33.2K - $39.1K
7.44K $619K
Oct 13, 2022 Q3 2022
Gofen & Glossberg LLC

BUY
 -
487
+ 6.32%
$33.1K - $39K
8.19K $682K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
486
+ 3.67%
$33K - $39K
13.7K $1.14M
Nov 14, 2022 Q3 2022
Royal Fund Management, LLC

BUY
 -
485
+ 12.1%
$33K - $38.9K
4.49K $374K
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
481
+ 7.43%
$32.7K - $38.6K
6.95K $579K
Nov 01, 2022 Q3 2022
Nichols & Pratt Advisers LLP

BUY
 -
465
+ 0.23%
$31.6K - $37.3K
206K $17.1M
Oct 20, 2022 Q3 2022
Nikulski Financial, Inc.

BUY
 -
450
+ 14.2%
$30.6K - $36.1K
3.62K $301K
Nov 10, 2022 Q3 2022
Argent Trust CO

Nashville, TN
BUY
 -
449
+ 1.25%
$30.5K - $36K
36.3K $3.03M
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
449
+ 12.89%
$30.5K - $36K
3.93K $327K
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
448
+ 8.21%
$30.5K - $35.9K
5.9K $492K
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
446
+ 3.07%
$30.3K - $35.8K
15K $1.25M
Nov 07, 2022 Q3 2022
Am Investment Strategies LLC

BUY
 -
446
+ 3.22%
$30.3K - $35.8K
14.3K $1.19M
Nov 14, 2022 Q3 2022
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
442
+ 2.25%
$30.1K - $35.4K
20.1K $1.67M
Nov 07, 2022 Q3 2022
South State Corp

BUY
 -
437
+ 1.22%
$29.7K - $35K
36.4K $3.03M
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
436
+ 0.44%
$29.6K - $34.9K
99.6K $8.3M
Nov 14, 2022 Q3 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
435
+ 2.34%
$29.6K - $34.9K
19K $1.58M
Nov 10, 2022 Q3 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
427
+ 0.29%
$29K - $34.2K
150K $12.5M
Nov 14, 2022 Q3 2022
Putnam Investments LLC

Boston, MA
BUY
 -
422
+ 0.82%
$28.7K - $33.8K
51.6K $4.3M
Nov 15, 2022 Q3 2022
Burney CO

Reston, VA
BUY
 -
421
+ 3.21%
$28.6K - $33.7K
13.5K $1.13M
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
413
+ 3.4%
$28.1K - $33.1K
12.5K $1.04M
Nov 14, 2022 Q3 2022
Wealth Alliance

Mellville, NY
BUY
 -
407
+ 2.56%
$27.7K - $32.6K
16.3K $1.36M
Oct 20, 2022 Q3 2022
Mcia Inc

BUY
 -
401
+ 1.79%
$27.3K - $32.1K
22.8K $1.9M
Nov 08, 2022 Q3 2022
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
399
+ 6.89%
$27.1K - $32K
6.19K $516K
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
398
+ 24.27%
$27.1K - $31.9K
2.04K $170K
Nov 10, 2022 Q3 2022
Americana Partners, LLC

Houston, TX
BUY
 -
386
+ 2.99%
$26.2K - $30.9K
13.3K $1.11M
Nov 18, 2022 Q3 2022
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
384
+ 0.82%
$26.1K - $30.8K
47.1K $3.92M
Nov 01, 2022 Q3 2022
First International Bank & Trust

Watford City, ND
BUY
 -
381
+ 6.54%
$25.9K - $30.5K
6.21K $517K
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
376
+ 7.7%
$25.6K - $30.1K
5.26K $438K
Oct 11, 2022 Q3 2022
Rda Financial Network

BUY
 -
375
+ 3.11%
$25.5K - $30.1K
12.4K $1.04M
Nov 08, 2022 Q3 2022
State Board Of Administration Of Florida Retirement System

BUY
 -
366
+ 0.03%
$24.9K - $29.3K
1.22M $101M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
360
+ 0.44%
$24.5K - $28.9K
82K $6.83M
Oct 18, 2022 Q3 2022
William Allan, LLC

BUY
 -
355
+ 4.15%
$24.1K - $28.5K
8.91K $742K
Oct 20, 2022 Q3 2022
Beacon Investment Advisory Services, Inc.

BUY
 -
354
+ 4.7%
$24.1K - $28.4K
7.88K $656K
Oct 07, 2022 Q3 2022
High Tower Trust Services, Lta

BUY
 -
353
+ 2.38%
$24K - $28.3K
15.2K $1.27M
Nov 08, 2022 Q3 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
350
+ 1.6%
$23.8K - $28.1K
22.2K $1.85M

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