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 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
12+ 0.3% |
$816 - $962
|
4.03K
$329K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
12+ 0.17% |
$816 - $962
|
6.87K
$560K
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.05% |
$816 - $962
|
23.6K
$1.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11+ 0.37% |
$748 - $882
|
2.99K
$244K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.71% |
$748 - $882
|
1.55K
$127K
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
11+ 0.05% |
$748 - $882
|
21.6K
$1.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
11+ 0.83% |
$748 - $882
|
1.34K
$109K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11+ 0.05% |
$748 - $882
|
23.6K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
11+ 0.01% |
$748 - $882
|
88.8K
$7.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11New |
$748 - $882
|
11
$897
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.2% |
$680 - $802
|
5.01K
$408K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10+ 0.03% |
$680 - $802
|
33.1K
$2.7M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 0.26% |
$680 - $802
|
3.81K
$310K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
9+ 0.11% |
$612 - $721
|
8.48K
$691K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8+ 0.11% |
$544 - $641
|
7.16K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
8+ 0.14% |
$544 - $641
|
5.64K
$460K
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
7+ 0.05% |
$476 - $561
|
13.2K
$1.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7+ 0.16% |
$476 - $561
|
4.49K
$366K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7+ 0.21% |
$476 - $561
|
3.28K
$267K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.19% |
$476 - $561
|
3.64K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.03% |
$408 - $481
|
17.3K
$1.41M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.06% |
$408 - $481
|
10.1K
$824K
|
|
|
Oct 11, 2022
Q3 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
5+ 0.05% |
$340 - $401
|
9.97K
$813K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.1% |
$340 - $401
|
4.77K
$389K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
5+ 41.67% |
$340 - $401
|
17
$1.39K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
5+ 0.05% |
$340 - $401
|
9.81K
$799K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5+ 0.0% |
$340 - $401
|
101K
$8.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.13% |
$340 - $401
|
3.76K
$306K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.18% |
$272 - $321
|
2.19K
$178K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4+ 0.03% |
$272 - $321
|
12.5K
$1.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.06% |
$272 - $321
|
6.17K
$503K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.31% |
$272 - $321
|
1.29K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.05% |
$272 - $321
|
8.88K
$724K
|
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.03% |
$272 - $321
|
11.5K
$941K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.11% |
$272 - $321
|
3.59K
$293K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 0.85% |
$204 - $240
|
354
$28.9K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.75% |
$204 - $240
|
401
$32.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.2% |
$204 - $240
|
1.47K
$120K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
3+ 0.06% |
$204 - $240
|
5.13K
$418K
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
BUY
|
- |
3+ 0.04% |
$204 - $240
|
7.02K
$572K
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$204 - $240
|
4.41K
$359K
|
|
|
Nov 02, 2022
Q3 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3+ 0.06% |
$204 - $240
|
5.25K
$428K
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
3+ 0.02% |
$204 - $240
|
14K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.07% |
$204 - $240
|
4.52K
$368K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.1% |
$204 - $240
|
275
$22.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.14% |
$136 - $160
|
1.4K
$114K
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$136 - $160
|
3.94K
$321K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$136 - $160
|
10.6K
$861K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.07% |
$136 - $160
|
2.95K
$240K
|
|
|
Nov 01, 2022
Q3 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.07% |
$136 - $160
|
2.94K
$240K
|