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, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$63.4 - $72.3
|
10K
$834K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$63.4 - $72.3
|
1.55K
$129K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.25% |
$63.4 - $72.3
|
403
$33.6K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1+ 0.1% |
$63.4 - $72.3
|
1.04K
$86.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 0.13% |
$63.4 - $72.3
|
772
$64.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- 0.02% |
$63.4 - $72.3
|
5.04K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 1.02% |
$317 - $361
|
484
$40.3K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6- 0.13% |
$381 - $434
|
4.72K
$393K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-8- 0.13% |
$508 - $578
|
6.34K
$528K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-9- 0.18% |
$571 - $650
|
5.09K
$424K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-11- 0.16% |
$698 - $795
|
6.91K
$576K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 0.51% |
$698 - $795
|
2.16K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12- 0.4% |
$761 - $867
|
3.02K
$252K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-13- 0.09% |
$825 - $939
|
15.3K
$1.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-15- 0.44% |
$952 - $1.08K
|
3.42K
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15- 10.27% |
$952 - $1.08K
|
131
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 0.35% |
$952 - $1.08K
|
4.3K
$358K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-16- 0.11% |
$1.02K - $1.16K
|
15.2K
$1.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-16- 0.02% |
$1.02K - $1.16K
|
101K
$8.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-22- 0.47% |
$1.4K - $1.59K
|
4.69K
$391K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-22- 8.24% |
$1.4K - $1.59K
|
245
$20.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-22- 1.57% |
$1.4K - $1.59K
|
1.38K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-23- 0.76% |
$1.46K - $1.66K
|
2.99K
$249K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-25- 0.84% |
$1.59K - $1.81K
|
2.94K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-27- 0.82% |
$1.71K - $1.95K
|
3.28K
$273K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-28- 1.61% |
$1.78K - $2.02K
|
1.71K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.07% |
$1.9K - $2.17K
|
43.2K
$3.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-31- 0.64% |
$1.97K - $2.24K
|
4.82K
$401K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-34- 0.99% |
$2.16K - $2.46K
|
3.39K
$282K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-35- 0.2% |
$2.22K - $2.53K
|
17.1K
$1.42M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-40- 1.18% |
$2.54K - $2.89K
|
3.34K
$278K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-40- 1.15% |
$2.54K - $2.89K
|
3.43K
$286K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-41- 5.68% |
$2.6K - $2.96K
|
681
$56.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-44- 0.66% |
$2.79K - $3.18K
|
6.65K
$554K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-45- 0.26% |
$2.85K - $3.25K
|
17.5K
$1.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-45- 0.95% |
$2.85K - $3.25K
|
4.69K
$390K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-45- 0.09% |
$2.85K - $3.25K
|
50K
$4.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-46- 1.09% |
$2.92K - $3.32K
|
4.19K
$349K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-46- 1.43% |
$2.92K - $3.32K
|
3.16K
$263K
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-47- 0.7% |
$2.98K - $3.4K
|
6.69K
$557K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-47- 2.25% |
$2.98K - $3.4K
|
2.04K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-48- 3.21% |
$3.05K - $3.47K
|
1.45K
$121K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-49- 1.18% |
$3.11K - $3.54K
|
4.09K
$340K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-49- 0.68% |
$3.11K - $3.54K
|
7.18K
$598K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-49- 0.6% |
$3.11K - $3.54K
|
8.18K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-49- 6.59% |
$3.11K - $3.54K
|
694
$57.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-50- 0.32% |
$3.17K - $3.61K
|
15.4K
$1.28M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 0.71% |
$3.17K - $3.61K
|
6.96K
$580K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50- 2.86% |
$3.17K - $3.61K
|
1.7K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-50- 1.01% |
$3.17K - $3.61K
|
4.88K
$406K
|