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 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-142- 3.19% |
$9.66K - $11.4K
|
4.31K
$359K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-142- 1.03% |
$9.66K - $11.4K
|
13.6K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-145- 1.43% |
$9.86K - $11.6K
|
10K
$834K
|
|
|
Oct 12, 2022
Q3 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-150- 3.3% |
$10.2K - $12K
|
4.4K
$366K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-150- 1.66% |
$10.2K - $12K
|
8.87K
$738K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-150- 0.88% |
$10.2K - $12K
|
17K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 1.12% |
$10.2K - $12K
|
13.2K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-150- 1.09% |
$10.2K - $12K
|
13.6K
$1.13M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-150- 69.44% |
$10.2K - $12K
|
66
$5.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-151- 0.95% |
$10.3K - $12.1K
|
15.7K
$1.31M
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-151- 4.4% |
$10.3K - $12.1K
|
3.28K
$273K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-155- 4.76% |
$10.5K - $12.4K
|
3.1K
$258K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-157- 0.68% |
$10.7K - $12.6K
|
23K
$1.92M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-160- 0.72% |
$10.9K - $12.8K
|
22K
$1.84M
|
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-160- 3.1% |
$10.9K - $12.8K
|
5K
$416K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-162- 3.71% |
$11K - $13K
|
4.2K
$350K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-166- 4.41% |
$11.3K - $13.3K
|
3.6K
$300K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-168- 3.55% |
$11.4K - $13.5K
|
4.56K
$380K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-171- 0.66% |
$11.6K - $13.7K
|
25.8K
$2.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-175- 2.87% |
$11.9K - $14K
|
5.93K
$494K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-175- 1.13% |
$11.9K - $14K
|
15.3K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-175- 0.43% |
$11.9K - $14K
|
41K
$3.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-176- 1.47% |
$12K - $14.1K
|
11.8K
$982K
|
|
|
Oct 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-180- 1.7% |
$12.2K - $14.4K
|
10.4K
$866K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-181- 29.92% |
$12.3K - $14.5K
|
424
$35.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-184- 0.15% |
$12.5K - $14.7K
|
119K
$9.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-186- 0.09% |
$12.6K - $14.9K
|
208K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-192- 3.83% |
$13.1K - $15.4K
|
4.82K
$402K
|
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-195- 0.33% |
$13.3K - $15.6K
|
58.2K
$4.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-197- 2.27% |
$13.4K - $15.8K
|
8.47K
$705K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 3.69% |
$13.6K - $16K
|
5.21K
$434K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-200- 4.37% |
$13.6K - $16K
|
4.38K
$365K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-200- 6.29% |
$13.6K - $16K
|
2.98K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 6.57% |
$13.6K - $16K
|
2.85K
$237K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200- 5.07% |
$13.6K - $16K
|
3.74K
$312K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-201- 0.94% |
$13.7K - $16.1K
|
21.2K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-201- 1.3% |
$13.7K - $16.1K
|
15.3K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-204- 6.33% |
$13.9K - $16.4K
|
3.02K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-205- 4.1% |
$13.9K - $16.4K
|
4.79K
$399K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-208- 0.81% |
$14.1K - $16.7K
|
25.6K
$2.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-209- 1.75% |
$14.2K - $16.8K
|
11.7K
$977K
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-210- 2.6% |
$14.3K - $16.8K
|
7.88K
$656K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-212- 1.8% |
$14.4K - $17K
|
11.6K
$965K
|
|
|
Oct 13, 2022
Q3 2022
|
Madden Securities Corp
|
SELL
|
- |
-215- 1.37% |
$14.6K - $17.2K
|
15.4K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-215- 4.36% |
$14.6K - $17.2K
|
4.71K
$392K
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-219- 5.63% |
$14.9K - $17.6K
|
3.67K
$306K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-223- 4.09% |
$15.2K - $17.9K
|
5.23K
$435K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-225- 1.35% |
$15.3K - $18K
|
16.4K
$1.37M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-229- 2.76% |
$15.6K - $18.4K
|
8.08K
$673K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-230- 0.29% |
$15.6K - $18.4K
|
79.4K
$6.61M
|