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 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.15% |
$952 - $1.08K
|
10K
$834K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
14+ 0.28% |
$888 - $1.01K
|
4.94K
$411K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$825 - $939
|
3K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
13+ 0.06% |
$825 - $939
|
21.6K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
13+ 0.1% |
$825 - $939
|
13.4K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 109.09% |
$761 - $867
|
23
$1.92K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12New |
$761 - $867
|
12
$999
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
11+ 0.13% |
$698 - $795
|
8.49K
$707K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11+ 0.22% |
$698 - $795
|
5.02K
$418K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
10+ 0.98% |
$634 - $723
|
1.04K
$86.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.24% |
$508 - $578
|
3.41K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7+ 0.16% |
$444 - $506
|
4.5K
$375K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
6+ 0.12% |
$381 - $434
|
5.13K
$427K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 0.27% |
$381 - $434
|
2.19K
$183K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
6+ 35.29% |
$381 - $434
|
23
$1.92K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6+ 0.18% |
$381 - $434
|
3.29K
$274K
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
6+ 0.06% |
$381 - $434
|
9.98K
$831K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.62% |
$381 - $434
|
978
$81.4K
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
5+ 0.07% |
$317 - $361
|
7.03K
$585K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5+ 0.07% |
$317 - $361
|
7.27K
$605K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.1% |
$317 - $361
|
4.78K
$398K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
5+ 0.09% |
$317 - $361
|
5.81K
$484K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 2.16% |
$317 - $361
|
237
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5+ 0.04% |
$317 - $361
|
11.6K
$962K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5+ 0.05% |
$317 - $361
|
10.3K
$861K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 1.11% |
$317 - $361
|
456
$38K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 0.14% |
$254 - $289
|
2.95K
$246K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 1.13% |
$254 - $289
|
358
$29.8K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4+ 0.08% |
$254 - $289
|
5.25K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.11% |
$254 - $289
|
3.6K
$299K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 0.17% |
$254 - $289
|
2.31K
$192K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
3+ 0.08% |
$190 - $217
|
3.82K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$190 - $217
|
4.41K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3+ 0.08% |
$190 - $217
|
3.56K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
3+ 0.1% |
$190 - $217
|
2.94K
$245K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.09% |
$190 - $217
|
278
$23.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.48% |
$127 - $145
|
137
$11.4K
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
2+ 0.04% |
$127 - $145
|
4.61K
$384K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2+ 0.05% |
$127 - $145
|
3.92K
$326K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$127 - $145
|
2.95K
$245K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.16% |
$127 - $145
|
1.29K
$107K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
2+ 0.05% |
$127 - $145
|
4.32K
$359K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.01% |
$127 - $145
|
201
$16.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$127 - $145
|
4.18K
$348K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
1+ 0.02% |
$63.4 - $72.3
|
5.26K
$438K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$63.4 - $72.3
|
5.46K
$454K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.21% |
$63.4 - $72.3
|
469
$39.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$63.4 - $72.3
|
3.94K
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.93% |
$63.4 - $72.3
|
108
$8.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.35% |
$63.4 - $72.3
|
75
$6.25K
|