Purchases and Sales Made in Q4 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.1KNew |
$69.8K - $79.5K
|
1.1K
$101K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.09K+ 5.82% |
$69.2K - $78.8K
|
19.8K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.09K+ 1.36% |
$68.9K - $78.5K
|
80.7K
$7.42M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.08KNew |
$68.7K - $78.3K
|
1.08K
$99.6K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.08KNew |
$68.7K - $78.3K
|
1.08K
$99.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.08K+ 21.21% |
$68.6K - $78.1K
|
6.18K
$568K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.08KNew |
$68.2K - $77.7K
|
1.08K
$98.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
1.07K+ 133.08% |
$67.6K - $77K
|
1.87K
$172K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.06K+ 22.41% |
$67.3K - $76.7K
|
5.8K
$533K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.06K+ 18.69% |
$67.2K - $76.5K
|
6.72K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.05KNew |
$66.7K - $75.9K
|
1.05K
$96.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$66.2K - $75.4K
|
1.04K
$95.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.04K+ 13.2% |
$66K - $75.2K
|
8.93K
$821K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.04KNew |
$65.9K - $75.1K
|
1.04K
$95.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.03K+ 12.71% |
$65.2K - $74.3K
|
9.11K
$838K
|
|
|
Feb 17, 2023
Q4 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
1.03K+ 3.92% |
$65K - $74.1K
|
27.2K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.02K+ 16.85% |
$64.5K - $73.4K
|
7.05K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.01K+ 0.53% |
$64.1K - $73K
|
190K
$17.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1K+ 30.74% |
$63.4K - $72.3K
|
4.25K
$391K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
996+ 2.48% |
$63.2K - $72K
|
41.1K
$3.78M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
995+ 6.98% |
$63.1K - $71.9K
|
15.3K
$1.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
989+ 30.3% |
$62.7K - $71.5K
|
4.25K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
985+ 2.2% |
$62.5K - $71.2K
|
45.7K
$4.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
981+ 9.81% |
$62.2K - $70.9K
|
11K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
955+ 24.42% |
$60.6K - $69K
|
4.87K
$447K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
928+ 50.38% |
$58.9K - $67.1K
|
2.77K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
923+ 19.71% |
$58.6K - $66.7K
|
5.61K
$516K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
917+ 1.68% |
$58.2K - $66.3K
|
55.4K
$5.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
902+ 12.68% |
$57.2K - $65.2K
|
8.01K
$737K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
894+ 15.08% |
$56.7K - $64.6K
|
6.82K
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
886+ 24.56% |
$56.2K - $64K
|
4.49K
$413K
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
882+ 0.43% |
$56K - $63.7K
|
206K
$19M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
877New |
$55.6K - $63.4K
|
877
$80.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
868+ 28.99% |
$55.1K - $62.7K
|
3.86K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
861New |
$54.6K - $62.2K
|
861
$79.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
842+ 13.6% |
$53.4K - $60.8K
|
7.03K
$647K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
832+ 11.65% |
$52.8K - $60.1K
|
7.97K
$733K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
824+ 17.82% |
$52.3K - $59.5K
|
5.45K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
821+ 9.53% |
$52.1K - $59.3K
|
9.43K
$867K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
806+ 12.83% |
$51.1K - $58.2K
|
7.09K
$652K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
790+ 3.25% |
$50.1K - $57.1K
|
25.1K
$2.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
785+ 7.7% |
$49.8K - $56.7K
|
11K
$1.01M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
761+ 6.12% |
$48.3K - $55K
|
13.2K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
761+ 2.85% |
$48.3K - $55K
|
27.4K
$2.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
754New |
$47.8K - $54.5K
|
754
$69.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
753+ 9.68% |
$47.8K - $54.4K
|
8.53K
$785K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
751+ 21.05% |
$47.6K - $54.3K
|
4.32K
$397K
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
750+ 0.49% |
$47.6K - $54.2K
|
153K
$14.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
750New |
$47.6K - $54.2K
|
750
$69K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
738+ 6.71% |
$46.8K - $53.3K
|
11.7K
$1.08M
|