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 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
106+ 2.03% |
$7.21K - $8.5K
|
5.33K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
103+ 4.0% |
$7K - $8.26K
|
2.68K
$223K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100+ 1.43% |
$6.8K - $8.02K
|
7.11K
$592K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
100+ 2.42% |
$6.8K - $8.02K
|
4.24K
$353K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
98+ 0.28% |
$6.66K - $7.86K
|
35.5K
$2.95M
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
97+ 0.64% |
$6.6K - $7.78K
|
15.2K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
96+ 1.07% |
$6.53K - $7.7K
|
9.1K
$757K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
94+ 6.5% |
$6.39K - $7.54K
|
1.54K
$128K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
94+ 1.66% |
$6.39K - $7.54K
|
5.77K
$480K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
94+ 1.66% |
$6.39K - $7.54K
|
5.77K
$480K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
93+ 0.55% |
$6.32K - $7.45K
|
17.2K
$1.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
91+ 0.95% |
$6.19K - $7.29K
|
9.67K
$805K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
89+ 1.15% |
$6.05K - $7.13K
|
7.84K
$653K
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
BUY
|
- |
85+ 0.6% |
$5.78K - $6.81K
|
14.3K
$1.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
85+ 1.51% |
$5.78K - $6.81K
|
5.71K
$475K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
83+ 0.91% |
$5.64K - $6.65K
|
9.16K
$763K
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
81+ 1.99% |
$5.51K - $6.49K
|
4.15K
$346K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
80+ 1.21% |
$5.44K - $6.41K
|
6.68K
$556K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
80+ 6.99% |
$5.44K - $6.41K
|
1.23K
$102K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
80+ 0.87% |
$5.44K - $6.41K
|
9.29K
$773K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
78+ 1.53% |
$5.3K - $6.25K
|
5.17K
$431K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
77+ 8.24% |
$5.24K - $6.17K
|
1.01K
$84.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
77+ 0.49% |
$5.24K - $6.17K
|
15.8K
$1.32M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
76+ 12.28% |
$5.17K - $6.09K
|
695
$57.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
75+ 1.55% |
$5.1K - $6.01K
|
4.93K
$410K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
74+ 0.19% |
$5.03K - $5.93K
|
39.8K
$3.32M
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
73+ 0.6% |
$4.96K - $5.85K
|
12.2K
$1.02M
|
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
70+ 0.61% |
$4.76K - $5.61K
|
11.5K
$960K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
68+ 10.51% |
$4.62K - $5.45K
|
715
$59.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
65New |
$4.42K - $5.21K
|
65
$5.41K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
BUY
|
- |
62+ 0.32% |
$4.22K - $4.97K
|
19.2K
$1.6M
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
62+ 0.01% |
$4.22K - $4.97K
|
1.17M
$97.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
61+ 1.59% |
$4.15K - $4.89K
|
3.89K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58+ 0.8% |
$3.94K - $4.65K
|
7.26K
$605K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
58+ 0.04% |
$3.94K - $4.65K
|
154K
$12.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
56+ 1.25% |
$3.81K - $4.49K
|
4.55K
$379K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
55+ 0.29% |
$3.74K - $4.41K
|
19K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
52+ 0.75% |
$3.54K - $4.17K
|
7K
$583K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
51+ 1.24% |
$3.47K - $4.09K
|
4.16K
$347K
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
50+ 0.74% |
$3.4K - $4.01K
|
6.84K
$570K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50+ 0.59% |
$3.4K - $4.01K
|
8.57K
$714K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
50+ 3.18% |
$3.4K - $4.01K
|
1.62K
$135K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
47+ 0.22% |
$3.2K - $3.77K
|
21.1K
$1.76M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
46+ 0.22% |
$3.13K - $3.69K
|
20.9K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
46+ 1.46% |
$3.13K - $3.69K
|
3.21K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
46+ 0.22% |
$3.13K - $3.69K
|
20.9K
$1.74M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
45+ 0.41% |
$3.06K - $3.61K
|
10.9K
$908K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
43+ 1.16% |
$2.92K - $3.45K
|
3.75K
$312K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
42+ 4.27% |
$2.86K - $3.37K
|
1.03K
$85.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42+ 2.6% |
$2.86K - $3.37K
|
1.66K
$138K
|