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 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.35K+ 34.44% |
$91.8K - $108K
|
5.27K
$456K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.35K+ 0.56% |
$91.7K - $108K
|
241K
$20.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.35K+ 17.19% |
$91.7K - $108K
|
9.19K
$795K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.34K+ 25.67% |
$91.4K - $108K
|
6.58K
$569K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.34K+ 4.05% |
$90.8K - $107K
|
34.3K
$2.97M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 12.88% |
$90.7K - $107K
|
11.7K
$1.01M
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.42% |
$90.5K - $107K
|
56.4K
$4.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 24.94% |
$89.2K - $105K
|
6.57K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.3K+ 4.38% |
$88.5K - $104K
|
31K
$2.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.3K+ 1.1% |
$88.1K - $104K
|
119K
$10.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 10.99% |
$87.4K - $103K
|
13K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.28K+ 995.35% |
$87.3K - $103K
|
1.41K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.28K+ 3.01% |
$87.1K - $103K
|
43.8K
$3.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.25K+ 1.15% |
$84.7K - $99.9K
|
110K
$9.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.24K+ 2.96% |
$84.3K - $99.4K
|
43.1K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.23K+ 32.3% |
$83.3K - $98.2K
|
5.02K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.22K+ 1.16% |
$82.8K - $97.6K
|
107K
$9.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
1.22K+ 1.71% |
$82.7K - $97.5K
|
72.2K
$6.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
1.22K+ 25.79% |
$82.6K - $97.4K
|
5.93K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.21K+ 9.91% |
$82.5K - $97.2K
|
13.5K
$1.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.21K+ 9.0% |
$82.3K - $97.1K
|
14.7K
$1.27M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.2K+ 10.28% |
$81.9K - $96.5K
|
12.9K
$1.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.2K+ 36.97% |
$81.6K - $96.2K
|
4.45K
$385K
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.2K+ 0.43% |
$81.3K - $95.9K
|
282K
$24.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.19K+ 17.95% |
$81.1K - $95.6K
|
7.83K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.18K+ 8.52% |
$80K - $94.3K
|
15K
$1.3M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 10.48% |
$79.9K - $94.2K
|
12.4K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
1.17K+ 68.34% |
$79.8K - $94.1K
|
2.89K
$250K
|
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.17K+ 0.94% |
$79.8K - $94K
|
126K
$10.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
1.16K+ 39.94% |
$78.9K - $93.1K
|
4.07K
$352K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.15K+ 16.69% |
$78.4K - $92.4K
|
8.06K
$697K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
1.15K+ 16.69% |
$78.4K - $92.4K
|
8.06K
$697K
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
1.15K+ 24.59% |
$77.9K - $91.8K
|
5.8K
$502K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.14K+ 4.59% |
$77.7K - $91.6K
|
26.1K
$2.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.14K+ 5.99% |
$77.5K - $91.4K
|
20.2K
$1.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.13K+ 4.28% |
$76.5K - $90.2K
|
27.4K
$2.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.12K+ 1.98% |
$75.9K - $89.5K
|
57.6K
$4.98M
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.38% |
$74.8K - $88.2K
|
288K
$24.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1KNew |
$74.6K - $87.9K
|
1.1K
$94.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.09K+ 27.21% |
$74.1K - $87.4K
|
5.1K
$441K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.09K+ 34.16% |
$73.8K - $87K
|
4.26K
$369K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.07K+ 3.14% |
$72.6K - $85.5K
|
35K
$3.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.07KNew |
$72.4K - $85.4K
|
1.07K
$92.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.05K+ 5.62% |
$71.5K - $84.2K
|
19.7K
$1.71M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 5.24% |
$70.9K - $83.6K
|
20.9K
$1.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.04K+ 6.81% |
$70.7K - $83.3K
|
16.3K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.04K+ 7.15% |
$70.5K - $83.1K
|
15.5K
$1.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 15.82% |
$68.5K - $80.8K
|
7.38K
$638K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.01K+ 1.43% |
$68.5K - $80.7K
|
71.5K
$6.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Carroll Investors, Inc
|
BUY
|
- |
1.01K+ 17.69% |
$68.4K - $80.6K
|
6.69K
$579K
|