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
|
Sound Income Strategies, LLC
|
SELL
|
- |
-23- 1.35% |
$1.56K - $1.84K
|
1.69K
$137K
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 0.38% |
$1.7K - $2K
|
6.64K
$541K
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-25- 0.15% |
$1.7K - $2K
|
17.1K
$1.4M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-25- 0.68% |
$1.7K - $2K
|
3.65K
$298K
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-26- 0.35% |
$1.77K - $2.08K
|
7.38K
$602K
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-27- 0.37% |
$1.84K - $2.16K
|
7.26K
$592K
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-27- 0.22% |
$1.84K - $2.16K
|
12.3K
$1.01M
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-27- 0.42% |
$1.84K - $2.16K
|
6.35K
$517K
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-27- 0.11% |
$1.84K - $2.16K
|
24K
$1.96M
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-29- 0.61% |
$1.97K - $2.32K
|
4.75K
$387K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-30- 0.51% |
$2.04K - $2.4K
|
5.89K
$480K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-30- 0.99% |
$2.04K - $2.4K
|
3K
$245K
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-31- 0.49% |
$2.11K - $2.48K
|
6.28K
$511K
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-31- 0.32% |
$2.11K - $2.48K
|
9.73K
$793K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-31- 0.64% |
$2.11K - $2.48K
|
4.82K
$393K
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-31- 0.6% |
$2.11K - $2.48K
|
5.13K
$418K
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-31- 0.89% |
$2.11K - $2.48K
|
3.45K
$281K
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-32- 0.6% |
$2.18K - $2.57K
|
5.33K
$435K
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-32- 0.76% |
$2.18K - $2.57K
|
4.16K
$339K
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-33- 0.82% |
$2.24K - $2.65K
|
3.98K
$324K
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-33- 0.26% |
$2.24K - $2.65K
|
12.8K
$1.04M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-34- 1.55% |
$2.31K - $2.73K
|
2.16K
$176K
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-34- 0.04% |
$2.31K - $2.73K
|
88.3K
$7.2M
|
|
Oct 18, 2022
Q3 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-35- 0.38% |
$2.38K - $2.81K
|
9.24K
$753K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-35- 6.84% |
$2.38K - $2.81K
|
477
$38.9K
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-36- 0.11% |
$2.45K - $2.89K
|
32.7K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-38- 1.1% |
$2.58K - $3.05K
|
3.42K
$279K
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-43- 0.3% |
$2.92K - $3.45K
|
14.5K
$1.18M
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-44- 0.39% |
$2.99K - $3.53K
|
11.2K
$911K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-44- 65.67% |
$2.99K - $3.53K
|
23
$1.87K
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-45- 1.56% |
$3.06K - $3.61K
|
2.84K
$231K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-47- 0.92% |
$3.2K - $3.77K
|
5.04K
$411K
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-49- 0.38% |
$3.33K - $3.93K
|
12.9K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-49- 0.04% |
$3.33K - $3.93K
|
125K
$10.2M
|
|
Oct 07, 2022
Q3 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-50- 0.09% |
$3.4K - $4.01K
|
58K
$4.72M
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.93% |
$3.4K - $4.01K
|
5.35K
$436K
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.7% |
$3.4K - $4.01K
|
7.08K
$577K
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-50- 0.61% |
$3.4K - $4.01K
|
8.09K
$659K
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-52- 1.3% |
$3.54K - $4.17K
|
3.94K
$321K
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-52- 1.32% |
$3.54K - $4.17K
|
3.9K
$318K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-53- 1.52% |
$3.6K - $4.25K
|
3.43K
$280K
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-53- 0.32% |
$3.6K - $4.25K
|
16.7K
$1.36M
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-54- 0.94% |
$3.67K - $4.33K
|
5.67K
$462K
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-55- 0.46% |
$3.74K - $4.41K
|
12K
$974K
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-55- 1.33% |
$3.74K - $4.41K
|
4.09K
$333K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-55- 0.54% |
$3.74K - $4.41K
|
10.2K
$833K
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-56- 0.95% |
$3.81K - $4.49K
|
5.85K
$477K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-63- 1.3% |
$4.28K - $5.05K
|
4.79K
$390K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-64- 1.45% |
$4.35K - $5.13K
|
4.35K
$355K
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-64- 0.65% |
$4.35K - $5.13K
|
9.79K
$798K
|