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 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-644- 7.21% |
$43.8K - $51.6K
|
8.29K
$691K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-647- 3.62% |
$44K - $51.9K
|
17.2K
$1.43M
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-648- 0.28% |
$44.1K - $51.9K
|
234K
$19.5M
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-655- 8.65% |
$44.5K - $52.5K
|
6.91K
$576K
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-660- 19.08% |
$44.9K - $52.9K
|
2.8K
$233K
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-667- 4.02% |
$45.4K - $53.5K
|
15.9K
$1.33M
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-672- 8.17% |
$45.7K - $53.9K
|
7.55K
$629K
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-679- 10.27% |
$46.2K - $54.4K
|
5.93K
$494K
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-680- 2.92% |
$46.2K - $54.5K
|
22.6K
$1.88M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-688- 37.47% |
$46.8K - $55.2K
|
1.15K
$95.6K
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-690- 2.35% |
$46.9K - $55.3K
|
28.6K
$2.39M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-693- 1.14% |
$47.1K - $55.6K
|
59.9K
$4.99M
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-704- 1.8% |
$47.9K - $56.4K
|
38.5K
$3.2M
|
|
Nov 14, 2022
Q3 2022
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-710- 1.56% |
$48.3K - $56.9K
|
44.9K
$3.74M
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-711- 1.11% |
$48.3K - $57K
|
63.3K
$5.27M
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-711- 1.11% |
$48.3K - $57K
|
63.3K
$5.27M
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-724- 16.47% |
$49.2K - $58K
|
3.67K
$306K
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-741- 4.26% |
$50.4K - $59.4K
|
16.6K
$1.39M
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-757- 0.84% |
$51.5K - $60.7K
|
89.5K
$7.45M
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-765- 19.06% |
$52K - $61.3K
|
3.25K
$270K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-775Closed |
$52.7K - $62.1K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-784- 6.99% |
$53.3K - $62.8K
|
10.4K
$869K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-785- 7.25% |
$53.4K - $62.9K
|
10K
$836K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-795- 2.78% |
$54.1K - $63.7K
|
27.8K
$2.31M
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-797- 0.52% |
$54.2K - $63.9K
|
152K
$12.7M
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-802- 4.73% |
$54.5K - $64.3K
|
16.2K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-822- 15.17% |
$55.9K - $65.9K
|
4.6K
$383K
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-840- 1.78% |
$57.1K - $67.3K
|
46.5K
$3.87M
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-852- 2.56% |
$57.9K - $68.3K
|
32.4K
$2.7M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-884- 1.53% |
$60.1K - $70.9K
|
56.9K
$4.74M
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-886- 8.48% |
$60.2K - $71K
|
9.57K
$797K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-899- 0.57% |
$61.1K - $72.1K
|
158K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-899- 1.39% |
$61.1K - $72.1K
|
63.7K
$5.31M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-906- 1.27% |
$61.6K - $72.6K
|
70.7K
$5.89M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-916- 8.74% |
$62.3K - $73.4K
|
9.56K
$796K
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-934- 11.8% |
$63.5K - $74.9K
|
6.98K
$582K
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-944- 21.07% |
$64.2K - $75.7K
|
3.54K
$295K
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-966- 12.19% |
$65.7K - $77.4K
|
6.96K
$579K
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-970- 3.78% |
$66K - $77.8K
|
24.7K
$2.06M
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-971- 29.64% |
$66K - $77.8K
|
2.31K
$192K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-981- 0.97% |
$66.7K - $78.6K
|
99.9K
$8.32M
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-982- 3.32% |
$66.8K - $78.7K
|
28.6K
$2.38M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1K- 4.48% |
$68K - $80.2K
|
21.3K
$1.78M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.05K- 9.46% |
$71.1K - $83.8K
|
10K
$832K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 9.46% |
$71.1K - $83.8K
|
10K
$832K
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.05K- 1.61% |
$71.3K - $84.1K
|
64.3K
$5.35M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.05K- 4.77% |
$71.5K - $84.2K
|
21K
$1.75M
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
SELL
|
- |
-1.05K- 8.65% |
$71.7K - $84.5K
|
11.1K
$927K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.06K- 1.7% |
$71.9K - $84.8K
|
61.3K
$5.1M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.07K- 0.89% |
$72.4K - $85.4K
|
119K
$9.89M
|