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
|
Private Portfolio Partners LLC
|
BUY
|
- |
190+ 5.49% |
$12.1K - $13.7K
|
3.65K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
188+ 0.6% |
$11.9K - $13.6K
|
31.6K
$2.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
187+ 1.61% |
$11.9K - $13.5K
|
11.8K
$981K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
187+ 0.55% |
$11.9K - $13.5K
|
34.3K
$2.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
185+ 2.24% |
$11.7K - $13.4K
|
8.45K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
185+ 1.98% |
$11.7K - $13.4K
|
9.53K
$794K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
180+ 3.29% |
$11.4K - $13K
|
5.64K
$470K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
179New |
$11.4K - $12.9K
|
179
$14.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
176+ 2.51% |
$11.2K - $12.7K
|
7.18K
$598K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
175+ 6.17% |
$11.1K - $12.6K
|
3.01K
$251K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
173+ 6.21% |
$11K - $12.5K
|
2.96K
$246K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
169New |
$10.7K - $12.2K
|
169
$14.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
168+ 2.44% |
$10.7K - $12.1K
|
7.04K
$586K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
166+ 5.83% |
$10.5K - $12K
|
3.01K
$251K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
165+ 1.09% |
$10.5K - $11.9K
|
15.3K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
164+ 1.91% |
$10.4K - $11.9K
|
8.74K
$727K
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
160+ 0.82% |
$10.2K - $11.6K
|
19.6K
$1.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
157+ 3.27% |
$9.96K - $11.3K
|
4.95K
$412K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
156+ 1.01% |
$9.9K - $11.3K
|
15.6K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
156New |
$9.9K - $11.3K
|
156
$13K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
155+ 1.75% |
$9.83K - $11.2K
|
9.02K
$751K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
153+ 6.89% |
$9.71K - $11.1K
|
2.37K
$198K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
151+ 0.39% |
$9.58K - $10.9K
|
38.6K
$3.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150+ 0.64% |
$9.52K - $10.8K
|
23.7K
$1.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
150+ 3.05% |
$9.52K - $10.8K
|
5.08K
$423K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
147+ 2.63% |
$9.33K - $10.6K
|
5.74K
$478K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
146+ 8.51% |
$9.26K - $10.5K
|
1.86K
$155K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
146+ 2.35% |
$9.26K - $10.5K
|
6.35K
$529K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
145+ 0.66% |
$9.2K - $10.5K
|
22K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
144+ 3.66% |
$9.14K - $10.4K
|
4.08K
$339K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
142+ 3.26% |
$9.01K - $10.3K
|
4.5K
$374K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
140New |
$8.88K - $10.1K
|
140
$11.7K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
140+ 3.68% |
$8.88K - $10.1K
|
3.95K
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
134+ 2.72% |
$8.5K - $9.68K
|
5.06K
$421K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
133+ 15.61% |
$8.44K - $9.61K
|
985
$82K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
131+ 6.58% |
$8.31K - $9.47K
|
2.12K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
130+ 0.5% |
$8.25K - $9.39K
|
26K
$2.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
128+ 0.27% |
$8.12K - $9.25K
|
47.7K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
127New |
$8.06K - $9.18K
|
127
$10.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
125+ 3.99% |
$7.93K - $9.03K
|
3.26K
$271K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
122+ 9.92% |
$7.74K - $8.82K
|
1.35K
$113K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
119+ 4.51% |
$7.55K - $8.6K
|
2.76K
$230K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
116+ 1.43% |
$7.36K - $8.38K
|
8.24K
$686K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
114+ 0.81% |
$7.23K - $8.24K
|
14.2K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
113+ 0.9% |
$7.17K - $8.17K
|
12.7K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
110+ 0.88% |
$6.98K - $7.95K
|
12.7K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
110New |
$6.98K - $7.95K
|
110
$9.16K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
108+ 0.44% |
$6.85K - $7.8K
|
24.7K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
105+ 6.58% |
$6.66K - $7.59K
|
1.7K
$142K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
104+ 1.65% |
$6.6K - $7.52K
|
6.39K
$532K
|