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 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
42+ 0.27% |
$2.86K - $3.37K
|
15.4K
$1.29M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
42+ 0.77% |
$2.86K - $3.37K
|
5.46K
$455K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
39+ 0.51% |
$2.65K - $3.13K
|
7.75K
$645K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
38+ 0.94% |
$2.58K - $3.05K
|
4.08K
$340K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
38+ 0.23% |
$2.58K - $3.05K
|
16.5K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
36+ 0.83% |
$2.45K - $2.89K
|
4.39K
$366K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
35+ 0.67% |
$2.38K - $2.81K
|
5.29K
$440K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
35+ 0.13% |
$2.38K - $2.81K
|
26.8K
$2.23M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
34+ 0.74% |
$2.31K - $2.73K
|
4.62K
$385K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
34+ 0.88% |
$2.31K - $2.73K
|
3.9K
$324K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
32+ 56.14% |
$2.18K - $2.57K
|
89
$7.41K
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
30+ 0.04% |
$2.04K - $2.4K
|
66.7K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 4.13% |
$2.04K - $2.4K
|
757
$63K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
29+ 47.54% |
$1.97K - $2.32K
|
90
$7.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
29+ 0.82% |
$1.97K - $2.32K
|
3.57K
$297K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
27+ 0.28% |
$1.84K - $2.16K
|
9.52K
$793K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
26+ 0.39% |
$1.77K - $2.08K
|
6.69K
$557K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
26+ 0.64% |
$1.77K - $2.08K
|
4.1K
$341K
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
25+ 0.86% |
$1.7K - $2K
|
2.94K
$245K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
25+ 0.13% |
$1.7K - $2K
|
19.7K
$1.64M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 1.16% |
$1.7K - $2K
|
2.17K
$181K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
23+ 0.43% |
$1.56K - $1.84K
|
5.38K
$448K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
23+ 0.53% |
$1.56K - $1.84K
|
4.38K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
23+ 2.25% |
$1.56K - $1.84K
|
1.05K
$87K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
22New |
$1.5K - $1.76K
|
22
$1.83K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
22+ 0.69% |
$1.5K - $1.76K
|
3.19K
$266K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
21+ 0.08% |
$1.43K - $1.68K
|
27.1K
$2.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
21New |
$1.43K - $1.68K
|
21
$1.75K
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
20+ 0.38% |
$1.36K - $1.6K
|
5.26K
$438K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.55% |
$1.29K - $1.52K
|
3.46K
$288K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19+ 0.02% |
$1.29K - $1.52K
|
95.8K
$7.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
19+ 0.11% |
$1.29K - $1.52K
|
16.9K
$1.4M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.55% |
$1.29K - $1.52K
|
3.46K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18+ 0.65% |
$1.22K - $1.44K
|
2.8K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 0.6% |
$1.22K - $1.44K
|
3K
$250K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.22K - $1.44K
|
18
$1.5K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
17+ 0.23% |
$1.16K - $1.36K
|
7.54K
$628K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
17+ 0.45% |
$1.16K - $1.36K
|
3.82K
$318K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
17+ 0.3% |
$1.16K - $1.36K
|
5.7K
$474K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16+ 0.12% |
$1.09K - $1.28K
|
13.5K
$1.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
16+ 0.31% |
$1.09K - $1.28K
|
5.16K
$430K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 0.35% |
$1.02K - $1.2K
|
4.26K
$355K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
15+ 0.68% |
$1.02K - $1.2K
|
2.22K
$185K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 6.91% |
$1.02K - $1.2K
|
232
$19.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
15+ 0.07% |
$1.02K - $1.2K
|
21.4K
$1.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 0.25% |
$1.02K - $1.2K
|
6.03K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.84% |
$1.02K - $1.2K
|
1.79K
$149K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
14+ 0.3% |
$952 - $1.12K
|
4.69K
$390K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 0.16% |
$952 - $1.12K
|
8.68K
$723K
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
14+ 0.22% |
$952 - $1.12K
|
6.43K
$535K
|