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
|
Amg National Trust Bank
|
BUY
|
- |
2.25K+ 56.86% |
$153K - $180K
|
6.2K
$549K
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.22K+ 0.38% |
$151K - $178K
|
582K
$51.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.22KNew |
$151K - $178K
|
2.22K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
BUY
|
- |
2.22K+ 1.84% |
$151K - $178K
|
123K
$10.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
2.21K+ 74.33% |
$150K - $177K
|
5.18K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.2K+ 2.01% |
$150K - $176K
|
111K
$9.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.18K+ 2.03% |
$148K - $175K
|
109K
$9.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.18K+ 35.5% |
$148K - $174K
|
8.3K
$736K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.11K+ 19.61% |
$144K - $169K
|
12.9K
$1.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
2.08K+ 25.0% |
$141K - $166K
|
10.4K
$920K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.98K+ 48.91% |
$135K - $159K
|
6.02K
$534K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.94K+ 2155.56% |
$132K - $156K
|
2.03K
$180K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 3.53% |
$130K - $153K
|
56K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.91K+ 2.45% |
$130K - $153K
|
79.6K
$7.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.9K+ 4.13% |
$129K - $152K
|
48K
$4.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.86K+ 13.96% |
$126K - $149K
|
15.2K
$1.35M
|
|
|
Oct 19, 2022
Q3 2022
|
Goodwin Daniel L
|
BUY
|
- |
1.85K+ 51.39% |
$126K - $148K
|
5.45K
$483K
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.84K+ 0.41% |
$125K - $147K
|
455K
$40.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.82K+ 9.37% |
$123K - $145K
|
21.2K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.81K+ 8.17% |
$123K - $145K
|
24K
$2.13M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.79K+ 4.94% |
$122K - $144K
|
38.1K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 9.7% |
$121K - $142K
|
20.1K
$1.78M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.76K+ 8.7% |
$120K - $141K
|
22K
$1.95M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.72K+ 9.61% |
$117K - $138K
|
19.7K
$1.74M
|
|
|
Oct 19, 2022
Q3 2022
|
Insight Folios Inc
|
BUY
|
- |
1.71K+ 1.93% |
$116K - $137K
|
90.3K
$8M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
1.67K+ 3.14% |
$114K - $134K
|
55K
$4.87M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.67K+ 8.47% |
$113K - $134K
|
21.4K
$1.89M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.66K+ 18.98% |
$113K - $133K
|
10.4K
$922K
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
1.65K+ 2.99% |
$112K - $132K
|
56.8K
$5.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.63K+ 2.09% |
$111K - $131K
|
79.6K
$7.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.62K+ 5.56% |
$110K - $130K
|
30.7K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
1.6K+ 6.99% |
$109K - $129K
|
24.6K
$2.18M
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.58K+ 0.45% |
$107K - $127K
|
352K
$31.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
1.58K+ 3.41% |
$107K - $126K
|
47.8K
$4.24M
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
1.57K+ 5.91% |
$106K - $125K
|
28K
$2.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.55K+ 42.58% |
$105K - $124K
|
5.19K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.55K+ 21.59% |
$105K - $124K
|
8.71K
$772K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.54K+ 30.7% |
$105K - $123K
|
6.55K
$581K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
1.52K+ 16.23% |
$103K - $122K
|
10.9K
$965K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.51K+ 2.73% |
$102K - $121K
|
56.8K
$5.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 32.05% |
$102K - $120K
|
6.18K
$548K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.49K+ 36.14% |
$101K - $119K
|
5.61K
$498K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.49K+ 11.75% |
$101K - $119K
|
14.1K
$1.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
1.48K+ 17.1% |
$101K - $119K
|
10.2K
$901K
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.47K+ 3.34% |
$99.6K - $117K
|
45.3K
$4.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.45K+ 2.8% |
$98.4K - $116K
|
53.1K
$4.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.43K+ 12.22% |
$96.9K - $114K
|
13.1K
$1.16M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.41K+ 16.38% |
$95.9K - $113K
|
10K
$888K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.39K+ 22.86% |
$94.2K - $111K
|
7.45K
$660K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.37K+ 18.44% |
$93.4K - $110K
|
8.82K
$782K
|