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 03, 2022
Q3 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.13K+ 1.64% |
$349K - $411K
|
317K
$26.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.1KNew |
$347K - $409K
|
5.1K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.1KNew |
$346K - $408K
|
5.1K
$424K
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.06K+ 3.34% |
$344K - $406K
|
156K
$13M
|
|
|
Nov 07, 2022
Q3 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.04K+ 106.56% |
$342K - $404K
|
9.76K
$813K
|
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
5.03K+ 22.96% |
$342K - $403K
|
26.9K
$2.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.01K+ 1.74% |
$340K - $401K
|
293K
$24.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
BUY
|
- |
5K+ 1.97% |
$340K - $400K
|
258K
$21.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
4.96K+ 12.64% |
$337K - $397K
|
44.2K
$3.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
4.93KNew |
$335K - $395K
|
4.93K
$410K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
4.92K+ 6.89% |
$334K - $394K
|
76.4K
$6.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.91KNew |
$334K - $394K
|
4.91K
$409K
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
4.91K+ 0.69% |
$334K - $394K
|
714K
$59.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.87K+ 19.8% |
$331K - $391K
|
29.5K
$2.46M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.87K+ 34.13% |
$331K - $390K
|
19.1K
$1.59M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.84K+ 4.79% |
$329K - $388K
|
106K
$8.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.79K+ 27.9% |
$326K - $384K
|
21.9K
$1.83M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.67K+ 6.72% |
$317K - $374K
|
74.1K
$6.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
4.63KNew |
$315K - $371K
|
4.63K
$385K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.6K+ 18.21% |
$313K - $368K
|
29.8K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.58K+ 8.08% |
$311K - $367K
|
61.2K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.55K+ 22.63% |
$310K - $365K
|
24.7K
$2.05M
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.54K+ 5.51% |
$309K - $364K
|
87K
$7.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.46K+ 3.67% |
$303K - $357K
|
126K
$10.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.45K+ 8.56% |
$303K - $357K
|
56.5K
$4.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
4.35K+ 5.52% |
$296K - $349K
|
83.2K
$6.93M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.32K+ 0.69% |
$294K - $347K
|
634K
$52.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.32KNew |
$293K - $346K
|
4.32K
$359K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.3K+ 6.53% |
$292K - $345K
|
70.1K
$5.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.27K+ 64.4% |
$290K - $342K
|
10.9K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.26KNew |
$290K - $342K
|
4.26K
$355K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.25K+ 10.51% |
$289K - $340K
|
44.7K
$3.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
4.23K+ 19.68% |
$288K - $339K
|
25.7K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.21KNew |
$286K - $338K
|
4.21K
$351K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.08K+ 15.15% |
$278K - $327K
|
31K
$2.58M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.05K+ 8.84% |
$276K - $325K
|
49.9K
$4.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.04K+ 10.46% |
$275K - $324K
|
42.7K
$3.55M
|
|
|
Oct 24, 2022
Q3 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.03K+ 2.01% |
$274K - $323K
|
204K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.95KNew |
$268K - $316K
|
3.95K
$329K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
3.91K+ 12.98% |
$266K - $314K
|
34.1K
$2.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.91KNew |
$266K - $313K
|
3.91K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.91K+ 0.76% |
$266K - $313K
|
517K
$43.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.88K+ 46.93% |
$264K - $311K
|
12.2K
$1.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
3.88KNew |
$264K - $311K
|
3.88K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.87K+ 12.8% |
$263K - $311K
|
34.1K
$2.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.76K+ 21.94% |
$256K - $302K
|
20.9K
$1.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3.75K+ 56.18% |
$255K - $301K
|
10.4K
$868K
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.64K+ 9.23% |
$248K - $292K
|
43.1K
$3.59M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.62K+ 0.48% |
$246K - $290K
|
758K
$63.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.59KNew |
$244K - $287K
|
3.59K
$299K
|