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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-64- 8.38% |
$4.35K - $5.13K
|
700
$58.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-66- 0.3% |
$4.49K - $5.29K
|
21.8K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-66- 1.01% |
$4.49K - $5.29K
|
6.47K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-66- 0.21% |
$4.49K - $5.29K
|
31.5K
$2.62M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-70- 2.16% |
$4.76K - $5.61K
|
3.17K
$264K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-70- 0.94% |
$4.76K - $5.61K
|
7.42K
$618K
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-70- 1.36% |
$4.76K - $5.61K
|
5.08K
$423K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-73- 0.84% |
$4.96K - $5.85K
|
8.63K
$718K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-76- 0.53% |
$5.17K - $6.09K
|
14.4K
$1.2M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-76- 1.29% |
$5.17K - $6.09K
|
5.82K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-79- 13.91% |
$5.37K - $6.33K
|
489
$40.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-80- 1.83% |
$5.44K - $6.41K
|
4.3K
$358K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-83- 1.01% |
$5.64K - $6.65K
|
8.13K
$677K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-86- 10.01% |
$5.85K - $6.89K
|
773
$64.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-89- 1.65% |
$6.05K - $7.13K
|
5.32K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-89- 2.44% |
$6.05K - $7.13K
|
3.56K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-90- 0.18% |
$6.12K - $7.21K
|
49.3K
$4.1M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-92- 0.62% |
$6.26K - $7.37K
|
14.8K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-93- 2.73% |
$6.32K - $7.45K
|
3.31K
$276K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-95- 0.7% |
$6.46K - $7.62K
|
13.4K
$1.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-96- 1.82% |
$6.53K - $7.7K
|
5.17K
$430K
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-100- 1.42% |
$6.8K - $8.02K
|
6.92K
$576K
|
|
|
Oct 13, 2022
Q3 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-100- 1.59% |
$6.8K - $8.02K
|
6.18K
$514K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-100- 1.09% |
$6.8K - $8.02K
|
9.1K
$758K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-100- 1.56% |
$6.8K - $8.02K
|
6.29K
$524K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-100- 1.49% |
$6.8K - $8.02K
|
6.63K
$552K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.32% |
$6.8K - $8.02K
|
4.21K
$351K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-100- 2.59% |
$6.8K - $8.02K
|
3.76K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100- 0.79% |
$6.8K - $8.02K
|
12.5K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-100- 55.56% |
$6.8K - $8.02K
|
80
$6.66K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 1.44% |
$6.8K - $8.02K
|
6.82K
$568K
|
|
|
Nov 15, 2022
Q3 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-100- 1.32% |
$6.8K - $8.02K
|
7.49K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-104- 12.59% |
$7.07K - $8.34K
|
722
$60.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-105- 3.07% |
$7.14K - $8.42K
|
3.32K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-109- 1.76% |
$7.41K - $8.74K
|
6.08K
$506K
|
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-110- 3.15% |
$7.48K - $8.82K
|
3.38K
$281K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-110- 0.36% |
$7.48K - $8.82K
|
30.2K
$2.52M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-116- 3.1% |
$7.89K - $9.3K
|
3.63K
$302K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-117- 3.46% |
$7.96K - $9.38K
|
3.26K
$272K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-121- 0.99% |
$8.23K - $9.7K
|
12.1K
$1.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-122- 0.9% |
$8.3K - $9.78K
|
13.5K
$1.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-123- 7.82% |
$8.36K - $9.86K
|
1.45K
$121K
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-125- 2.57% |
$8.5K - $10K
|
4.73K
$394K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-125- 0.42% |
$8.5K - $10K
|
30K
$2.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-128- 1.14% |
$8.7K - $10.3K
|
11.1K
$926K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-129- 0.81% |
$8.77K - $10.3K
|
15.7K
$1.31M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-132- 1.23% |
$8.98K - $10.6K
|
10.6K
$886K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-134- 1.57% |
$9.11K - $10.7K
|
8.39K
$699K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-134- 0.88% |
$9.11K - $10.7K
|
15.1K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-140- 15.86% |
$9.52K - $11.2K
|
743
$61.9K
|