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 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-391- 0.89% |
$26.6K - $31.3K
|
43.7K
$3.87M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-399- 3.49% |
$27.1K - $32K
|
11K
$979K
|
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-400- 1.45% |
$27.2K - $32.1K
|
27.3K
$2.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-400- 2.47% |
$27.2K - $32.1K
|
15.8K
$1.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-400- 9.83% |
$27.2K - $32.1K
|
3.67K
$326K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-400- 9.52% |
$27.2K - $32.1K
|
3.8K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-400- 14.26% |
$27.2K - $32.1K
|
2.41K
$213K
|
|
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-400- 2.02% |
$27.2K - $32.1K
|
19.4K
$1.73M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-402- 2.6% |
$27.3K - $32.2K
|
15K
$1.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-415- 2.54% |
$28.2K - $33.3K
|
15.9K
$1.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-424- 3.55% |
$28.8K - $34K
|
11.5K
$1.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-425- 2.51% |
$28.9K - $34.1K
|
16.5K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-434- 1.39% |
$29.5K - $34.8K
|
30.8K
$2.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-450- 1.44% |
$30.6K - $36.1K
|
30.7K
$2.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-453- 8.6% |
$30.8K - $36.3K
|
4.81K
$427K
|
|
|
Oct 31, 2022
Q3 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-460- 1.44% |
$31.3K - $36.9K
|
31.6K
$2.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-460- 4.53% |
$31.3K - $36.9K
|
9.7K
$861K
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-500- 8.55% |
$34K - $40.1K
|
5.35K
$475K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-500- 22.73% |
$34K - $40.1K
|
1.7K
$151K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-500- 12.92% |
$34K - $40.1K
|
3.37K
$299K
|
|
|
Oct 31, 2022
Q3 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-500- 11.3% |
$34K - $40.1K
|
3.93K
$348K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-500- 8.5% |
$34K - $40.1K
|
5.38K
$477K
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-500- 11.88% |
$34K - $40.1K
|
3.71K
$329K
|
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-500- 0.78% |
$34K - $40.1K
|
63.3K
$5.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-501- 0.57% |
$34.1K - $40.2K
|
87.3K
$7.74M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-501- 1.72% |
$34.1K - $40.2K
|
28.6K
$2.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-503- 0.08% |
$34.2K - $40.3K
|
634K
$56.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-505- 3.84% |
$34.3K - $40.5K
|
12.7K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-508- 4.73% |
$34.5K - $40.7K
|
10.2K
$907K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-510- 10.55% |
$34.7K - $40.9K
|
4.32K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-517- 2.86% |
$35.2K - $41.4K
|
17.6K
$1.56M
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-524- 8.32% |
$35.6K - $42K
|
5.77K
$512K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-533- 0.23% |
$36.2K - $42.7K
|
234K
$20.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-534- 9.92% |
$36.3K - $42.8K
|
4.85K
$430K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-535- 49.22% |
$36.4K - $42.9K
|
552
$49K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-541- 8.96% |
$36.8K - $43.4K
|
5.5K
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-543- 2.93% |
$36.9K - $43.5K
|
18K
$1.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-563- 3.09% |
$38.3K - $45.1K
|
17.7K
$1.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-565- 7.46% |
$38.4K - $45.3K
|
7.01K
$622K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-566- 3.92% |
$38.5K - $45.4K
|
13.9K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-569- 3.24% |
$38.7K - $45.6K
|
17K
$1.51M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-570- 4.22% |
$38.8K - $45.7K
|
12.9K
$1.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-571- 8.63% |
$38.8K - $45.8K
|
6.05K
$536K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-573- 3.53% |
$39K - $45.9K
|
15.6K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-575- 6.06% |
$39.1K - $46.1K
|
8.92K
$791K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-576- 5.6% |
$39.2K - $46.2K
|
9.72K
$862K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-592- 13.95% |
$40.3K - $47.5K
|
3.65K
$324K
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-593- 5.38% |
$40.3K - $47.5K
|
10.4K
$926K
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-600- 11.39% |
$40.8K - $48.1K
|
4.67K
$414K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-600- 2.94% |
$40.8K - $48.1K
|
19.8K
$1.76M
|