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 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-229- 2.76% |
$15.6K - $18.4K
|
8.08K
$716K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-230- 0.29% |
$15.6K - $18.4K
|
79.4K
$7.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-230- 4.55% |
$15.6K - $18.4K
|
4.82K
$428K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-235- 5.12% |
$16K - $18.8K
|
4.35K
$386K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-237- 3.25% |
$16.1K - $19K
|
7.05K
$625K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-244- 2.54% |
$16.6K - $19.6K
|
9.35K
$829K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-246- 4.92% |
$16.7K - $19.7K
|
4.76K
$422K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-247- 0.94% |
$16.8K - $19.8K
|
26K
$2.31M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-250- 1.0% |
$17K - $20K
|
24.7K
$2.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-250- 4.68% |
$17K - $20K
|
5.1K
$452K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-251- 2.7% |
$17.1K - $20.1K
|
9.03K
$801K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-253- 0.53% |
$17.2K - $20.3K
|
47.5K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-255- 0.69% |
$17.3K - $20.4K
|
36.6K
$3.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-257Closed |
$17.5K - $20.6K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-262- 0.59% |
$17.8K - $21K
|
44K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-270- 2.37% |
$18.4K - $21.6K
|
11.1K
$987K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-278- 2.84% |
$18.9K - $22.3K
|
9.52K
$844K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-280- 0.33% |
$19K - $22.4K
|
83.5K
$7.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-282- 1.93% |
$19.2K - $22.6K
|
14.3K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-282- 2.17% |
$19.2K - $22.6K
|
12.7K
$1.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-286- 5.7% |
$19.4K - $22.9K
|
4.73K
$420K
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-288- 3.78% |
$19.6K - $23.1K
|
7.32K
$649K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-297- 2.15% |
$20.2K - $23.8K
|
13.5K
$1.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-298- 3.96% |
$20.3K - $23.9K
|
7.22K
$640K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-300- 0.58% |
$20.4K - $24K
|
51.1K
$4.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-300- 42.31% |
$20.4K - $24K
|
409
$36.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-306- 1.05% |
$20.8K - $24.5K
|
29K
$2.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-314- 9.03% |
$21.4K - $25.2K
|
3.16K
$280K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-320- 5.73% |
$21.8K - $25.7K
|
5.26K
$466K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-323- 3.68% |
$22K - $25.9K
|
8.46K
$750K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-325- 7.16% |
$22.1K - $26.1K
|
4.21K
$373K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-329- 15.15% |
$22.4K - $26.4K
|
1.84K
$163K
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-332- 6.73% |
$22.6K - $26.6K
|
4.6K
$408K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-334- 10.14% |
$22.7K - $26.8K
|
2.96K
$262K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-335- 1.86% |
$22.8K - $26.9K
|
17.6K
$1.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-337- 14.48% |
$22.9K - $27K
|
1.99K
$176K
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-350- 1.3% |
$23.8K - $28.1K
|
26.6K
$2.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-350- 88.16% |
$23.8K - $28.1K
|
47
$4.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-350- 6.8% |
$23.8K - $28.1K
|
4.8K
$426K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-352- 0.14% |
$23.9K - $28.2K
|
254K
$22.5M
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-352- 0.14% |
$23.9K - $28.2K
|
254K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-358- 3.19% |
$24.3K - $28.7K
|
10.9K
$962K
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-360- 3.64% |
$24.5K - $28.9K
|
9.53K
$845K
|
|
|
Nov 14, 2022
Q3 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-361- 1.36% |
$24.5K - $28.9K
|
26.1K
$2.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
SELL
|
- |
-368- 2.11% |
$25K - $29.5K
|
17.1K
$1.51M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-374- 2.27% |
$25.4K - $30K
|
16.1K
$1.43M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-376- 0.72% |
$25.6K - $30.1K
|
51.9K
$4.6M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-380- 6.26% |
$25.8K - $30.5K
|
5.69K
$505K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-387- 12.79% |
$26.3K - $31K
|
2.64K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-390- 2.69% |
$26.5K - $31.3K
|
14.1K
$1.25M
|