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 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.54K+ 14.02% |
$241K - $284K
|
28.8K
$2.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.52K+ 12.48% |
$239K - $282K
|
31.7K
$2.64M
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.47KNew |
$236K - $278K
|
3.47K
$289K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.47KNew |
$236K - $278K
|
3.47K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
3.46KNew |
$235K - $278K
|
3.46K
$288K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3.4K+ 0.81% |
$231K - $273K
|
425K
$35.4M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.4K+ 77.74% |
$231K - $273K
|
7.78K
$648K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3.35KNew |
$228K - $269K
|
3.35K
$279K
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.32KNew |
$226K - $266K
|
3.32K
$277K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.27K+ 8.73% |
$222K - $262K
|
40.7K
$3.39M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
3.26KNew |
$221K - $261K
|
3.26K
$271K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.25KNew |
$221K - $261K
|
3.25K
$271K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
3.25K+ 18.39% |
$221K - $261K
|
20.9K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.24K+ 14.68% |
$220K - $260K
|
25.3K
$2.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.24K+ 6.37% |
$220K - $259K
|
54K
$4.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.17K+ 1.04% |
$215K - $254K
|
308K
$25.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.14K+ 7.08% |
$214K - $252K
|
47.5K
$3.96M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.12K+ 4.59% |
$212K - $250K
|
71K
$5.91M
|
|
|
Oct 30, 2023
Q3 2022
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.11KNew |
$211K - $249K
|
3.11K
$259K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.11KNew |
$211K - $249K
|
3.11K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.09K+ 0.03% |
$210K - $248K
|
11.9M
$991M
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
3.08K+ 0.89% |
$210K - $247K
|
351K
$29.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.06K+ 5.32% |
$208K - $245K
|
60.6K
$5.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.05K+ 17.83% |
$207K - $244K
|
20.2K
$1.68M
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 24.62% |
$207K - $244K
|
15.4K
$1.29M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.01K+ 5.9% |
$204K - $241K
|
53.9K
$4.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.99KNew |
$204K - $240K
|
2.99K
$249K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
2.95KNew |
$201K - $236K
|
2.95K
$246K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.95K+ 75.1% |
$200K - $236K
|
6.87K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.95K+ 12.73% |
$200K - $236K
|
26.1K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.9K+ 2.49% |
$197K - $232K
|
119K
$9.94M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.79K+ 2793.0% |
$190K - $224K
|
2.89K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.76K+ 14.56% |
$188K - $221K
|
21.7K
$1.81M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2.63K+ 38.46% |
$179K - $210K
|
9.45K
$787K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.59K+ 1.0% |
$176K - $207K
|
262K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.56K+ 3.34% |
$174K - $205K
|
79.1K
$6.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.55K+ 55.2% |
$174K - $205K
|
7.18K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 27.51% |
$173K - $204K
|
11.8K
$984K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.54K+ 11.13% |
$173K - $204K
|
25.4K
$2.11M
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.53K+ 12.13% |
$172K - $203K
|
23.4K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.49K+ 7.27% |
$169K - $200K
|
36.8K
$3.06M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.45K+ 2.37% |
$166K - $196K
|
106K
$8.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.38K+ 6.37% |
$162K - $191K
|
39.8K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.38KNew |
$162K - $191K
|
2.38K
$198K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.35K+ 63.33% |
$160K - $188K
|
6.05K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.32K+ 36.94% |
$158K - $186K
|
8.61K
$717K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.31K+ 1.59% |
$157K - $185K
|
147K
$12.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.3K+ 36.03% |
$157K - $185K
|
8.69K
$724K
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.3K+ 70.77% |
$156K - $184K
|
5.55K
$462K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.25K+ 56.86% |
$153K - $180K
|
6.2K
$516K
|