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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.08K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.08K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
50New |
$3.17K - $3.61K
|
50
$4.08K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
48+ 0.83% |
$3.05K - $3.47K
|
5.85K
$476K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
44+ 0.41% |
$2.79K - $3.18K
|
10.9K
$886K
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
43+ 0.81% |
$2.73K - $3.11K
|
5.38K
$438K
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
42+ 0.34% |
$2.66K - $3.03K
|
12.5K
$1.02M
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
42+ 0.27% |
$2.66K - $3.03K
|
15.6K
$1.27M
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
42+ 0.96% |
$2.66K - $3.03K
|
4.44K
$362K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
40+ 0.76% |
$2.54K - $2.89K
|
5.33K
$434K
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
39+ 0.77% |
$2.47K - $2.82K
|
5.08K
$414K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
39+ 5.95% |
$2.47K - $2.82K
|
694
$56.6K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36+ 0.92% |
$2.28K - $2.6K
|
3.93K
$320K
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
35+ 1.08% |
$2.22K - $2.53K
|
3.29K
$268K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
35+ 0.08% |
$2.22K - $2.53K
|
43.7K
$3.56M
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 0.58% |
$2.16K - $2.46K
|
5.85K
$477K
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
33+ 0.93% |
$2.09K - $2.38K
|
3.6K
$293K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
32+ 0.48% |
$2.03K - $2.31K
|
6.66K
$543K
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
31+ 0.16% |
$1.97K - $2.24K
|
19.2K
$1.56M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 0.71% |
$1.9K - $2.17K
|
4.23K
$345K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
30+ 7.08% |
$1.9K - $2.17K
|
454
$37K
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
30+ 1.02% |
$1.9K - $2.17K
|
2.97K
$242K
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
30+ 0.19% |
$1.9K - $2.17K
|
15.8K
$1.29M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
30New |
$1.9K - $2.17K
|
30
$2.45K
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
29+ 0.19% |
$1.84K - $2.1K
|
15.4K
$1.25M
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
28+ 0.29% |
$1.78K - $2.02K
|
9.6K
$782K
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
26+ 0.2% |
$1.65K - $1.88K
|
12.8K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
25+ 0.49% |
$1.59K - $1.81K
|
5.1K
$416K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
23New |
$1.46K - $1.66K
|
23
$1.87K
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
23+ 0.24% |
$1.46K - $1.66K
|
9.66K
$787K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.22% |
$1.4K - $1.59K
|
9.82K
$800K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21+ 0.75% |
$1.33K - $1.52K
|
2.82K
$230K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 5.88% |
$1.27K - $1.45K
|
360
$29.3K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
20New |
$1.27K - $1.45K
|
20
$1.63K
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
20+ 0.12% |
$1.27K - $1.45K
|
17.2K
$1.4M
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
19+ 0.12% |
$1.21K - $1.37K
|
16.2K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.19% |
$1.21K - $1.37K
|
9.92K
$808K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
18+ 0.08% |
$1.14K - $1.3K
|
21.5K
$1.75M
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 1.0% |
$1.14K - $1.3K
|
1.81K
$148K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
18+ 81.82% |
$1.14K - $1.3K
|
40
$3.26K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18+ 0.51% |
$1.14K - $1.3K
|
3.56K
$290K
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.35% |
$1.08K - $1.23K
|
4.84K
$394K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
17+ 0.32% |
$1.08K - $1.23K
|
5.4K
$440K
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16+ 0.21% |
$1.02K - $1.16K
|
7.7K
$627K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16+ 0.31% |
$1.02K - $1.16K
|
5.24K
$427K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
15+ 0.15% |
$952 - $1.08K
|
10K
$816K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 0.29% |
$952 - $1.08K
|
5.28K
$430K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.21% |
$952 - $1.08K
|
7.28K
$593K
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
15+ 0.18% |
$952 - $1.08K
|
8.32K
$678K
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
15+ 0.32% |
$952 - $1.08K
|
4.7K
$383K
|