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 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
503+ 8.37% |
$31.9K - $36.3K
|
6.51K
$531K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
500+ 4.36% |
$31.7K - $36.1K
|
12K
$975K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
500+ 3.18% |
$31.7K - $36.1K
|
16.2K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
495+ 8.34% |
$31.4K - $35.8K
|
6.43K
$524K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
484+ 2.45% |
$30.7K - $35K
|
20.2K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
483+ 3.58% |
$30.6K - $34.9K
|
14K
$1.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
482+ 6.92% |
$30.6K - $34.8K
|
7.45K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
478+ 19.16% |
$30.3K - $34.5K
|
2.97K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
477New |
$30.3K - $34.5K
|
477
$38.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
475+ 13.1% |
$30.1K - $34.3K
|
4.1K
$334K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
474+ 0.5% |
$30.1K - $34.3K
|
95.7K
$7.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
474New |
$30.1K - $34.3K
|
474
$38.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
472+ 8.18% |
$29.9K - $34.1K
|
6.24K
$509K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
472+ 8.18% |
$29.9K - $34.1K
|
6.24K
$509K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
469+ 1.18% |
$29.8K - $33.9K
|
40.3K
$3.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
469+ 32.43% |
$29.8K - $33.9K
|
1.92K
$156K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
468+ 11.5% |
$29.7K - $33.8K
|
4.54K
$370K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
466+ 4.74% |
$29.6K - $33.7K
|
10.3K
$839K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
459+ 0.95% |
$29.1K - $33.2K
|
48.8K
$3.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
447+ 1.61% |
$28.4K - $32.3K
|
28.2K
$2.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
446+ 0.62% |
$28.3K - $32.2K
|
72K
$5.87M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
428+ 42.29% |
$27.2K - $30.9K
|
1.44K
$117K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
428+ 5.75% |
$27.2K - $30.9K
|
7.88K
$642K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
422+ 6.12% |
$26.8K - $30.5K
|
7.32K
$596K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
408+ 8.96% |
$25.9K - $29.5K
|
4.96K
$404K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
406+ 2.31% |
$25.8K - $29.3K
|
18K
$1.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
400+ 25.76% |
$25.4K - $28.9K
|
1.95K
$159K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
398+ 0.92% |
$25.2K - $28.8K
|
43.8K
$3.57M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
397+ 4.69% |
$25.2K - $28.7K
|
8.87K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
394+ 3.02% |
$25K - $28.5K
|
13.4K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
368+ 3.52% |
$23.3K - $26.6K
|
10.8K
$883K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
367+ 7.61% |
$23.3K - $26.5K
|
5.19K
$423K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
366+ 2.25% |
$23.2K - $26.4K
|
16.7K
$1.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
365+ 0.44% |
$23.2K - $26.4K
|
83.6K
$6.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
362+ 1.96% |
$23K - $26.2K
|
18.8K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
361+ 0.15% |
$22.9K - $26.1K
|
234K
$19.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
356+ 0.49% |
$22.6K - $25.7K
|
73.4K
$5.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
350+ 5.91% |
$22.2K - $25.3K
|
6.28K
$512K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
348+ 1.36% |
$22.1K - $25.1K
|
25.9K
$2.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
343+ 2.13% |
$21.8K - $24.8K
|
16.5K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
343+ 4.61% |
$21.8K - $24.8K
|
7.78K
$634K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
336+ 192.0% |
$21.3K - $24.3K
|
511
$41.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
336+ 0.17% |
$21.3K - $24.3K
|
198K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
319+ 3.02% |
$20.2K - $23.1K
|
10.9K
$887K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
316+ 2.34% |
$20K - $22.8K
|
13.8K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
307+ 9.62% |
$19.5K - $22.2K
|
3.5K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
306+ 7.37% |
$19.4K - $22.1K
|
4.46K
$363K
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
300+ 7.64% |
$19K - $21.7K
|
4.23K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
300New |
$19K - $21.7K
|
300
$24.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
299+ 3.07% |
$19K - $21.6K
|
10K
$818K
|