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 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
200+ 4.51% |
$13.6K - $16K
|
4.63K
$386K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200+ 4.86% |
$13.6K - $16K
|
4.32K
$359K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
200New |
$13.6K - $16K
|
200
$16.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200+ 14.85% |
$13.6K - $16K
|
1.55K
$129K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
199+ 0.21% |
$13.5K - $16K
|
95.2K
$7.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
198+ 2.08% |
$13.5K - $15.9K
|
9.72K
$809K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
198+ 0.38% |
$13.5K - $15.9K
|
51.8K
$4.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
195+ 0.2% |
$13.3K - $15.6K
|
97K
$8.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
194+ 0.28% |
$13.2K - $15.6K
|
70.3K
$5.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
193+ 12.68% |
$13.1K - $15.5K
|
1.72K
$143K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
191+ 1.76% |
$13K - $15.3K
|
11K
$919K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
184+ 3.19% |
$12.5K - $14.7K
|
5.96K
$496K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
184+ 1.7% |
$12.5K - $14.7K
|
11K
$916K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
175+ 0.67% |
$11.9K - $14K
|
26.3K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
175+ 4.93% |
$11.9K - $14K
|
3.73K
$310K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
174+ 0.32% |
$11.8K - $13.9K
|
55K
$4.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
174New |
$11.8K - $13.9K
|
174
$14.5K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
171+ 61.07% |
$11.6K - $13.7K
|
451
$37.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
168+ 2.99% |
$11.4K - $13.5K
|
5.79K
$483K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
167+ 0.36% |
$11.4K - $13.4K
|
46.9K
$3.91M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
166+ 15.6% |
$11.3K - $13.3K
|
1.23K
$102K
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
165+ 5.56% |
$11.2K - $13.2K
|
3.13K
$261K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
162+ 0.85% |
$11K - $13K
|
19.3K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
162+ 1.04% |
$11K - $13K
|
15.8K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
160+ 400.0% |
$10.9K - $12.8K
|
200
$16.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
159+ 1.37% |
$10.8K - $12.7K
|
11.7K
$978K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
152+ 4.62% |
$10.3K - $12.2K
|
3.45K
$287K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
152+ 9.57% |
$10.3K - $12.2K
|
1.74K
$145K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 0.82% |
$10.2K - $12K
|
18.4K
$1.53M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
148+ 5.04% |
$10.1K - $11.9K
|
3.08K
$257K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
146+ 0.57% |
$9.93K - $11.7K
|
25.7K
$2.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
141+ 0.14% |
$9.59K - $11.3K
|
100K
$8.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
137+ 0.59% |
$9.32K - $11K
|
23.5K
$1.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
134+ 0.69% |
$9.11K - $10.7K
|
19.6K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
134+ 27.69% |
$9.11K - $10.7K
|
618
$51.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
133+ 1.77% |
$9.04K - $10.7K
|
7.64K
$636K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
131+ 0.86% |
$8.91K - $10.5K
|
15.5K
$1.29M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
131+ 3.33% |
$8.91K - $10.5K
|
4.07K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
130+ 0.35% |
$8.84K - $10.4K
|
37.6K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
122+ 0.13% |
$8.3K - $9.78K
|
95.1K
$7.92M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
120+ 0.86% |
$8.16K - $9.62K
|
14.1K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
119+ 1.68% |
$8.09K - $9.54K
|
7.22K
$601K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
118+ 0.84% |
$8.02K - $9.46K
|
14.2K
$1.18M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
117+ 1.4% |
$7.96K - $9.38K
|
8.5K
$708K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
115+ 0.49% |
$7.82K - $9.22K
|
23.7K
$1.98M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
112+ 2.91% |
$7.62K - $8.98K
|
3.96K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
111+ 14.98% |
$7.55K - $8.9K
|
852
$71K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
110+ 3.34% |
$7.48K - $8.82K
|
3.4K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
109+ 0.27% |
$7.41K - $8.74K
|
40.9K
$3.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
107+ 0.67% |
$7.28K - $8.58K
|
16.1K
$1.34M
|