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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-150- 69.44% |
$9.52K - $10.8K
|
66
$5.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-151- 1.17% |
$9.58K - $10.9K
|
12.8K
$1.06M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-151- 4.03% |
$9.58K - $10.9K
|
3.59K
$299K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-152- 3.84% |
$9.64K - $11K
|
3.81K
$317K
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-153- 2.07% |
$9.71K - $11.1K
|
7.23K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-159- 0.36% |
$10.1K - $11.5K
|
43.6K
$3.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-165- 3.1% |
$10.5K - $11.9K
|
5.15K
$429K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-170- 0.01% |
$10.8K - $12.3K
|
1.22M
$101M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-170- 1.12% |
$10.8K - $12.3K
|
15K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-175- 2.26% |
$11.1K - $12.6K
|
7.57K
$631K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-178- 3.38% |
$11.3K - $12.9K
|
5.08K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-178- 1.07% |
$11.3K - $12.9K
|
16.4K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-182- 3.03% |
$11.5K - $13.2K
|
5.83K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-182- 24.04% |
$11.5K - $13.2K
|
575
$47.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-185- 1.55% |
$11.7K - $13.4K
|
11.8K
$980K
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-190- 0.6% |
$12.1K - $13.7K
|
31.4K
$2.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-190- 0.02% |
$12.1K - $13.7K
|
902K
$75.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-194- 0.45% |
$12.3K - $14K
|
42.9K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-195- 3.77% |
$12.4K - $14.1K
|
4.97K
$414K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-199- 2.09% |
$12.6K - $14.4K
|
9.32K
$776K
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-199- 1.91% |
$12.6K - $14.4K
|
10.2K
$849K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-199- 1.17% |
$12.6K - $14.4K
|
16.8K
$1.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 0.24% |
$12.7K - $14.5K
|
83.3K
$6.94M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 2.62% |
$12.7K - $14.5K
|
7.43K
$619K
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 0.81% |
$12.7K - $14.5K
|
24.5K
$2.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-200- 0.73% |
$12.7K - $14.5K
|
27.1K
$2.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 2.43% |
$12.7K - $14.5K
|
8.03K
$669K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-200- 3.64% |
$12.7K - $14.5K
|
5.29K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-206- 0.98% |
$13.1K - $14.9K
|
20.8K
$1.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-207- 4.23% |
$13.1K - $15K
|
4.69K
$391K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-210- 3.17% |
$13.3K - $15.2K
|
6.43K
$535K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-210- 30.0% |
$13.3K - $15.2K
|
490
$40.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-212- 5.38% |
$13.4K - $15.3K
|
3.73K
$310K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-216- 2.15% |
$13.7K - $15.6K
|
9.83K
$818K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-217- 6.85% |
$13.8K - $15.7K
|
2.95K
$246K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-223- 3.4% |
$14.1K - $16.1K
|
6.33K
$527K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-225- 4.21% |
$14.3K - $16.3K
|
5.12K
$426K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-230- 4.83% |
$14.6K - $16.6K
|
4.53K
$377K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-231- 4.51% |
$14.7K - $16.7K
|
4.89K
$407K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-233- 4.15% |
$14.8K - $16.8K
|
5.38K
$448K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-233- 1.56% |
$14.8K - $16.8K
|
14.7K
$1.22M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-237- 4.95% |
$15K - $17.1K
|
4.55K
$379K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-238- 0.65% |
$15.1K - $17.2K
|
36.3K
$3.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-245- 3.51% |
$15.5K - $17.7K
|
6.74K
$561K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-247- 3.13% |
$15.7K - $17.8K
|
7.64K
$636K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-264- 4.02% |
$16.7K - $19.1K
|
6.31K
$525K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-264- 4.64% |
$16.7K - $19.1K
|
5.43K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-265- 15.99% |
$16.8K - $19.1K
|
1.39K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-267- 1.11% |
$16.9K - $19.3K
|
23.9K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-270- 0.94% |
$17.1K - $19.5K
|
28.3K
$2.36M
|