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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
344+ 31.22% |
$23.4K - $27.6K
|
1.45K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
344+ 1720.0% |
$23.4K - $27.6K
|
364
$30.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
341+ 0.28% |
$23.2K - $27.3K
|
122K
$10.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
340+ 2.04% |
$23.1K - $27.3K
|
17K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
337+ 2.55% |
$22.9K - $27K
|
13.5K
$1.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
BUY
|
- |
333+ 7.11% |
$22.6K - $26.7K
|
5.02K
$418K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
333+ 3.78% |
$22.6K - $26.7K
|
9.13K
$761K
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
333+ 10.17% |
$22.6K - $26.7K
|
3.61K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
332+ 3.47% |
$22.6K - $26.6K
|
9.9K
$824K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
329+ 7.64% |
$22.4K - $26.4K
|
4.64K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
328+ 2.67% |
$22.3K - $26.3K
|
12.6K
$1.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
327+ 1.25% |
$22.2K - $26.2K
|
26.6K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
322+ 3.48% |
$21.9K - $25.8K
|
9.57K
$797K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
320+ 5.84% |
$21.8K - $25.7K
|
5.8K
$483K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
320+ 0.75% |
$21.8K - $25.7K
|
43.1K
$3.59M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
311+ 2.95% |
$21.1K - $24.9K
|
10.9K
$905K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
307New |
$20.9K - $24.6K
|
307
$25.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
300+ 6.49% |
$20.4K - $24K
|
4.92K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
300+ 9.07% |
$20.4K - $24K
|
3.61K
$300K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
295+ 26.82% |
$20.1K - $23.6K
|
1.4K
$116K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
295+ 1.93% |
$20.1K - $23.6K
|
15.6K
$1.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
283+ 1.93% |
$19.2K - $22.7K
|
14.9K
$1.24M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
279+ 4.65% |
$19K - $22.4K
|
6.28K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
270+ 1.19% |
$18.4K - $21.6K
|
23K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
268+ 8933.33% |
$18.2K - $21.5K
|
271
$22.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
254+ 5.47% |
$17.3K - $20.4K
|
4.9K
$408K
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
250+ 6.5% |
$17K - $20K
|
4.1K
$341K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
250New |
$17K - $20K
|
250
$20.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
250+ 7.24% |
$17K - $20K
|
3.7K
$308K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
246New |
$16.7K - $19.7K
|
246
$20.5K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
243+ 18.9% |
$16.5K - $19.5K
|
1.53K
$127K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
241+ 5.5% |
$16.4K - $19.3K
|
4.63K
$385K
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
235+ 0.07% |
$16K - $18.8K
|
339K
$28.2M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
233New |
$15.8K - $18.7K
|
233
$19.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
230+ 0.66% |
$15.6K - $18.4K
|
35K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
230+ 0.38% |
$15.6K - $18.4K
|
60.8K
$5.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
226+ 2.86% |
$15.4K - $18.1K
|
8.12K
$676K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
224+ 0.68% |
$15.2K - $18K
|
33.3K
$2.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
223+ 2.08% |
$15.2K - $17.9K
|
11K
$913K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
222+ 0.26% |
$15.1K - $17.8K
|
84K
$7M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
222+ 0.25% |
$15.1K - $17.8K
|
89.3K
$7.44M
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
220+ 0.57% |
$15K - $17.6K
|
38.5K
$3.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
217+ 4.44% |
$14.8K - $17.4K
|
5.1K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
214+ 0.48% |
$14.6K - $17.2K
|
44.7K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
208+ 4.14% |
$14.1K - $16.7K
|
5.23K
$435K
|
|
|
Nov 01, 2022
Q3 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
206+ 0.85% |
$14K - $16.5K
|
24.3K
$2.03M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
205+ 10.2% |
$13.9K - $16.4K
|
2.22K
$184K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
205+ 1.05% |
$13.9K - $16.4K
|
19.6K
$1.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
203+ 2.56% |
$13.8K - $16.3K
|
8.14K
$678K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
200+ 26.92% |
$13.6K - $16K
|
943
$78.5K
|