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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2+ 0.01% |
$136 - $160
|
13.8K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$136 - $160
|
10.8K
$886K
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$136 - $160
|
3.17K
$259K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.75% |
$136 - $160
|
267
$21.8K
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$68 - $80.2
|
4.18K
$342K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$68 - $80.2
|
2.95K
$241K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$68 - $80.2
|
4.76K
$389K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.37% |
$68 - $80.2
|
74
$6.05K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.51% |
$68 - $80.2
|
199
$16.3K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.75% |
$68 - $80.2
|
58
$4.74K
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.21% |
$68 - $80.2
|
468
$38.3K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$68 - $80.2
|
3.53K
$289K
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$68 - $80.2
|
5.45K
$446K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.02% |
$68 - $80.2
|
4.68K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$68 - $80.2
|
1.54K
$126K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.04% |
$68 - $80.2
|
2.5K
$204K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.94% |
$68 - $80.2
|
107
$8.75K
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.75% |
$68 - $80.2
|
135
$11K
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1+ 0.01% |
$68 - $80.2
|
10.3K
$845K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.25% |
$68 - $80.2
|
402
$32.9K
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$68 - $80.2
|
14.2K
$1.16M
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2- 0.03% |
$136 - $160
|
7.78K
$636K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 0.51% |
$204 - $240
|
588
$48.1K
|
|
Nov 03, 2022
Q3 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-4- 0.06% |
$272 - $321
|
6.51K
$532K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4- 2.67% |
$272 - $321
|
146
$11.9K
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-5- 0.1% |
$340 - $401
|
4.93K
$403K
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5- 0.15% |
$340 - $401
|
3.37K
$276K
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-7- 0.18% |
$476 - $561
|
3.92K
$320K
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
SELL
|
- |
-7- 0.16% |
$476 - $561
|
4.38K
$358K
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8- 0.09% |
$544 - $641
|
8.59K
$702K
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-8- 0.17% |
$544 - $641
|
4.73K
$387K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-9- 0.03% |
$612 - $721
|
27.8K
$2.27M
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-10- 0.15% |
$680 - $802
|
6.47K
$529K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 5.13% |
$680 - $802
|
185
$15.1K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11- 0.36% |
$748 - $882
|
3.04K
$248K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11- 0.34% |
$748 - $882
|
3.25K
$266K
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-12- 33.33% |
$816 - $962
|
24
$1.96K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-13- 0.08% |
$884 - $1.04K
|
17K
$1.39M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14- 0.13% |
$952 - $1.12K
|
11.2K
$912K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-15- 1.02% |
$1.02K - $1.2K
|
1.46K
$119K
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.42% |
$1.02K - $1.2K
|
3.58K
$292K
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-16- 0.21% |
$1.09K - $1.28K
|
7.71K
$631K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-17- 0.16% |
$1.16K - $1.36K
|
10.4K
$851K
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-18- 1.12% |
$1.22K - $1.44K
|
1.6K
$131K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.53% |
$1.22K - $1.44K
|
3.4K
$278K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-19- 0.19% |
$1.29K - $1.52K
|
9.8K
$801K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20- 0.05% |
$1.36K - $1.6K
|
43.8K
$3.58M
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-20- 0.12% |
$1.36K - $1.6K
|
17.1K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-21- 0.07% |
$1.43K - $1.68K
|
31.4K
$2.57M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-23- 0.23% |
$1.56K - $1.84K
|
9.83K
$804K
|