Purchases and Sales Made in Q4 2022 in Southern CO (SO)

SO Quotes by TradingView

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 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
104
+ 130.0%
$6.6K - $7.52K
184 $15.3K
Jan 31, 2023 Q4 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
103
+ 2.94%
$6.53K - $7.44K
3.6K $300K
Feb 06, 2023 Q4 2022
Lebenthal Global Advisors, LLC

BUY
 -
100
+ 1.89%
$6.34K - $7.23K
5.4K $450K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
100
+ 4.21%
$6.34K - $7.23K
2.48K $206K
Mar 06, 2023 Q4 2022
North Star Asset Management Inc

BUY
 -
100
+ 3.2%
$6.34K - $7.23K
3.23K $269K
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
97
+ 1.06%
$6.15K - $7.01K
9.26K $771K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
96
+ 0.19%
$6.09K - $6.94K
49.4K $4.11M
Jan 30, 2023 Q4 2022
Bank Of Hawaii

Honolulu, HI
BUY
 -
94
+ 0.35%
$5.96K - $6.79K
26.9K $2.24M
Feb 07, 2023 Q4 2022
Keystone Financial Group

BUY
 -
92
+ 1.59%
$5.84K - $6.65K
5.89K $490K
Feb 10, 2023 Q4 2022
Wealth Dimensions Group, Ltd.

BUY
 -
90
+ 1.17%
$5.71K - $6.5K
7.8K $650K
Feb 08, 2023 Q4 2022
Simmons Bank

BUY
 -
89
+ 0.16%
$5.65K - $6.43K
55.1K $4.59M
Feb 09, 2023 Q4 2022
Detalus Advisors, LLC

BUY
 -
89
+ 0.8%
$5.65K - $6.43K
11.2K $933K
Feb 10, 2023 Q4 2022
St. Johns Investment Management Company, LLC

BUY
 -
88
+ 0.9%
$5.58K - $6.36K
9.89K $824K
Jan 20, 2023 Q4 2022
Baker Boyer National Bank

BUY
 -
84
+ 1.4%
$5.33K - $6.07K
6.08K $507K
Feb 14, 2023 Q4 2022
Paloma Partners Management CO

Greenwich, CT
BUY
 -
82
New
$5.2K - $5.93K
82 $6.83K
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
81
New
$5.14K - $5.85K
81 $6.75K
Feb 06, 2023 Q4 2022
Dmg Group, LLC

Birmingham, AL
BUY
 -
78
+ 0.51%
$4.95K - $5.64K
15.5K $1.29M
Feb 08, 2023 Q4 2022
John G Ullman & Associates Inc

BUY
 -
78
+ 0.3%
$4.95K - $5.64K
25.9K $2.16M
Feb 14, 2023 Q4 2022
United Bank

Vienna, VA
BUY
 -
77
+ 0.57%
$4.88K - $5.56K
13.7K $1.14M
Feb 13, 2023 Q4 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
76
+ 2.13%
$4.82K - $5.49K
3.64K $303K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
76
+ 0.32%
$4.82K - $5.49K
23.7K $1.97M
Jan 10, 2023 Q4 2022
Lbmc Investment Advisors, LLC

BUY
 -
75
+ 0.28%
$4.76K - $5.42K
27.2K $2.27M
Feb 14, 2023 Q4 2022
Financial Counselors Inc

BUY
 -
75
+ 0.03%
$4.76K - $5.42K
241K $20.1M
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
74
+ 0.35%
$4.69K - $5.35K
21.1K $1.76M
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
71
New
$4.5K - $5.13K
71 $5.91K
Jan 19, 2023 Q4 2022
Marino, Stram & Associates LLC

BUY
 -
70
+ 0.57%
$4.44K - $5.06K
12.4K $1.03M
Jan 13, 2023 Q4 2022
Gateway Investment Advisers LLC

BUY
 -
69
+ 0.3%
$4.38K - $4.99K
23.4K $1.95M
Feb 13, 2023 Q4 2022
Sheaff Brock Investment Advisors, LLC

BUY
 -
69
+ 0.22%
$4.38K - $4.99K
30.9K $2.57M
Feb 14, 2023 Q4 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
69
+ 0.21%
$4.38K - $4.99K
33.5K $2.79M
Jan 19, 2023 Q4 2022
Octavia Wealth Advisors, LLC

BUY
 -
68
+ 2.21%
$4.31K - $4.91K
3.15K $262K
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

BUY
 -
68
+ 1.36%
$4.31K - $4.91K
5.09K $423K
Jan 31, 2023 Q4 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
65
+ 0.16%
$4.12K - $4.7K
41K $3.42M
Feb 03, 2023 Q4 2022
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
65
+ 0.35%
$4.12K - $4.7K
18.4K $1.54M
Feb 13, 2023 Q4 2022
Boston Research & Management Inc

Manchester, MA
BUY
 -
63
+ 1.34%
$4K - $4.55K
4.77K $397K
Feb 14, 2023 Q4 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
63
+ 1.02%
$4K - $4.55K
6.24K $520K
Jan 18, 2023 Q4 2022
Beaumont Asset Management, L.L.C.

BUY
 -
62
+ 1.16%
$3.93K - $4.48K
5.39K $449K
Jan 30, 2023 Q4 2022
Bcr Wealth Strategies, LLC

BUY
 -
61
+ 0.99%
$3.87K - $4.41K
6.23K $519K
Feb 13, 2023 Q4 2022
Cadence Bank

Tupelo, MS
BUY
 -
60
+ 0.37%
$3.81K - $4.34K
16.2K $1.35M
Jan 24, 2023 Q4 2022
Zwj Investment Counsel Inc

BUY
 -
60
+ 0.27%
$3.81K - $4.34K
22.5K $1.87M
Feb 01, 2023 Q4 2022
Lee Danner & Bass Inc

BUY
 -
59
+ 1.14%
$3.74K - $4.26K
5.22K $435K
Jan 18, 2023 Q4 2022
Country Trust Bank

BUY
 -
57
+ 0.7%
$3.62K - $4.12K
8.19K $682K
Jan 11, 2023 Q4 2022
Legacy Bridge, LLC

BUY
 -
56
+ 3.26%
$3.55K - $4.05K
1.78K $148K
Jan 12, 2023 Q4 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
56
+ 0.54%
$3.55K - $4.05K
10.5K $871K
Jan 31, 2023 Q4 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
56
+ 0.49%
$3.55K - $4.05K
11.5K $959K
Feb 03, 2023 Q4 2022
Am Investment Strategies LLC

BUY
 -
53
+ 0.37%
$3.36K - $3.83K
14.3K $1.19M
Feb 09, 2023 Q4 2022
Citizens National Bank Trust Department

BUY
 -
53
+ 0.21%
$3.36K - $3.83K
24.7K $2.06M
Feb 02, 2023 Q4 2022
Pay Pay Securities Corp

Tokyo, M0
BUY
 -
52
New
$3.3K - $3.76K
52 $4.33K
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
51
+ 1.35%
$3.24K - $3.69K
3.82K $318K
Feb 13, 2023 Q4 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
50
New
$3.17K - $3.61K
50 $4.16K

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