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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
294+ 4.3% |
$18.7K - $21.2K
|
7.14K
$594K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
292+ 7.02% |
$18.5K - $21.1K
|
4.45K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
285New |
$18.1K - $20.6K
|
285
$23.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
283+ 2.08% |
$18K - $20.4K
|
13.9K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
279+ 0.93% |
$17.7K - $20.2K
|
30.1K
$2.51M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
276+ 18.05% |
$17.5K - $19.9K
|
1.81K
$150K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
267+ 1.6% |
$16.9K - $19.3K
|
17K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
267+ 1.51% |
$16.9K - $19.3K
|
17.9K
$1.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
264+ 7.78% |
$16.7K - $19.1K
|
3.66K
$305K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
263+ 0.3% |
$16.7K - $19K
|
88.6K
$7.38M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
259+ 0.46% |
$16.4K - $18.7K
|
56.9K
$4.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
258+ 1.57% |
$16.4K - $18.6K
|
16.7K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
254+ 9.06% |
$16.1K - $18.4K
|
3.06K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
254+ 1.21% |
$16.1K - $18.4K
|
21.2K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
252+ 0.37% |
$16K - $18.2K
|
67.8K
$5.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
250New |
$15.9K - $18.1K
|
250
$20.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
248+ 1.57% |
$15.7K - $17.9K
|
16K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
245+ 1.47% |
$15.5K - $17.7K
|
16.9K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
243+ 1.72% |
$15.4K - $17.6K
|
14.4K
$1.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
238+ 5.59% |
$15.1K - $17.2K
|
4.5K
$374K
|
|
|
Feb 09, 2023
Q4 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
238+ 0.98% |
$15.1K - $17.2K
|
24.6K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
236+ 127.57% |
$15K - $17.1K
|
421
$35.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
227+ 0.17% |
$14.4K - $16.4K
|
135K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
227+ 3.85% |
$14.4K - $16.4K
|
6.13K
$511K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
224+ 1.91% |
$14.2K - $16.2K
|
12K
$996K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
220+ 6.23% |
$14K - $15.9K
|
3.75K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
220+ 0.62% |
$14K - $15.9K
|
35.6K
$2.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
219+ 0.34% |
$13.9K - $15.8K
|
64.4K
$5.36M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
218+ 1.45% |
$13.8K - $15.8K
|
15.2K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
215New |
$13.6K - $15.5K
|
215
$17.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
212+ 1.9% |
$13.4K - $15.3K
|
11.4K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
211+ 4.91% |
$13.4K - $15.2K
|
4.51K
$376K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
210+ 4.67% |
$13.3K - $15.2K
|
4.7K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
208+ 1.5% |
$13.2K - $15K
|
14.1K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
206+ 4.83% |
$13.1K - $14.9K
|
4.47K
$372K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
203+ 4.79% |
$12.9K - $14.7K
|
4.44K
$370K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
202+ 2.01% |
$12.8K - $14.6K
|
10.2K
$853K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
201+ 1.71% |
$12.8K - $14.5K
|
11.9K
$995K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
200+ 5.55% |
$12.7K - $14.5K
|
3.81K
$317K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
200+ 21.21% |
$12.7K - $14.5K
|
1.14K
$95.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
200+ 66.67% |
$12.7K - $14.5K
|
500
$41.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
200+ 0.51% |
$12.7K - $14.5K
|
39.3K
$3.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
200+ 4.57% |
$12.7K - $14.5K
|
4.58K
$381K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
200+ 16.33% |
$12.7K - $14.5K
|
1.43K
$119K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
199+ 0.81% |
$12.6K - $14.4K
|
24.9K
$2.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
196+ 1.8% |
$12.4K - $14.2K
|
11.1K
$923K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
195+ 3.58% |
$12.4K - $14.1K
|
5.65K
$470K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
195+ 1.71% |
$12.4K - $14.1K
|
11.6K
$965K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
192+ 0.74% |
$12.2K - $13.9K
|
26.3K
$2.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
190New |
$12.1K - $13.7K
|
190
$15.8K
|