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 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.64K+ 30.4% |
$588K - $693K
|
37.1K
$3.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.47KNew |
$576K - $679K
|
8.47K
$706K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.37K+ 0.67% |
$569K - $671K
|
1.26M
$105M
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.34KNew |
$567K - $669K
|
8.34K
$695K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.2K+ 7.55% |
$557K - $657K
|
117K
$9.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
8.17K+ 63.15% |
$556K - $655K
|
21.1K
$1.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
8.09K+ 14.13% |
$550K - $649K
|
65.4K
$5.44M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.98K+ 17.9% |
$542K - $639K
|
52.5K
$4.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.71K+ 616.8% |
$524K - $618K
|
8.96K
$746K
|
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.7K+ 4.59% |
$523K - $617K
|
175K
$14.6M
|
|
|
Feb 14, 2023
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.7K+ 4.59% |
$523K - $617K
|
175K
$14.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
7.67K+ 153320.0% |
$521K - $615K
|
7.67K
$639K
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
7.56K+ 2.76% |
$514K - $606K
|
282K
$23.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.37K+ 1.14% |
$501K - $591K
|
654K
$54.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
7.32K+ 0.06% |
$498K - $587K
|
11.4M
$950M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.28K+ 1.34% |
$495K - $583K
|
550K
$45.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.25K+ 200.39% |
$493K - $581K
|
10.9K
$905K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.17K+ 45.11% |
$487K - $574K
|
23.1K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
7.1KNew |
$483K - $569K
|
7.1K
$591K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6.98K+ 5.94% |
$474K - $559K
|
124K
$10.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
6.95K+ 3.03% |
$473K - $557K
|
236K
$19.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
6.77K+ 68.11% |
$460K - $543K
|
16.7K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.64KNew |
$452K - $532K
|
6.64K
$553K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.62K+ 11.4% |
$450K - $530K
|
64.7K
$5.38M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
6.28KNew |
$427K - $504K
|
6.28K
$523K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.13K+ 0.7% |
$417K - $491K
|
882K
$73.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.11K+ 20.39% |
$415K - $490K
|
36.1K
$3M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.04K+ 7.63% |
$411K - $484K
|
85.2K
$7.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
6.02KNew |
$409K - $482K
|
6.02K
$501K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.93K+ 10.07% |
$403K - $475K
|
64.8K
$5.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.82K+ 151.17% |
$396K - $466K
|
9.67K
$805K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.82K+ 11.95% |
$395K - $466K
|
54.5K
$4.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
5.69KNew |
$387K - $456K
|
5.69K
$474K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.67KNew |
$385K - $454K
|
5.67K
$472K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.65K+ 53.79% |
$384K - $453K
|
16.2K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.59K+ 30.34% |
$380K - $448K
|
24K
$2M
|
|
|
Nov 09, 2022
Q3 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
5.5K+ 2.71% |
$374K - $441K
|
209K
$17.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.5K+ 1.55% |
$374K - $441K
|
359K
$29.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
5.5K+ 0.12% |
$374K - $441K
|
4.6M
$383M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.48K+ 11.08% |
$373K - $439K
|
54.9K
$4.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.46K+ 3.54% |
$372K - $438K
|
160K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.45K+ 5.04% |
$371K - $437K
|
114K
$9.47M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
5.41K+ 66.75% |
$368K - $434K
|
13.5K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.37K+ 31.27% |
$365K - $430K
|
22.5K
$1.88M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.35K+ 155.98% |
$364K - $429K
|
8.78K
$731K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.31KNew |
$361K - $426K
|
5.31K
$442K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.22K+ 48.11% |
$355K - $418K
|
16.1K
$1.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.22K+ 10.49% |
$355K - $418K
|
54.9K
$4.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
5.2KNew |
$354K - $417K
|
5.2K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.19K+ 38.03% |
$353K - $416K
|
18.9K
$1.57M
|