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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-707- 8.53% |
$44.9K - $51.1K
|
7.58K
$631K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-714- 14.23% |
$45.3K - $51.6K
|
4.3K
$358K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-718- 2.22% |
$45.5K - $51.9K
|
31.7K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-726- 7.12% |
$46.1K - $52.5K
|
9.47K
$789K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-731- 24.39% |
$46.4K - $52.8K
|
2.27K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-733- 4.3% |
$46.5K - $53K
|
16.3K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-736- 1.14% |
$46.7K - $53.2K
|
64.1K
$5.34M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-750- 13.36% |
$47.6K - $54.2K
|
4.86K
$405K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-755- 8.79% |
$47.9K - $54.6K
|
7.83K
$652K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-773- 3.28% |
$49K - $55.9K
|
22.8K
$1.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-775- 32.21% |
$49.2K - $56K
|
1.63K
$136K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-782- 6.31% |
$49.6K - $56.5K
|
11.6K
$966K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-783- 82.59% |
$49.7K - $56.6K
|
165
$13.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-800- 2.07% |
$50.8K - $57.8K
|
37.8K
$3.15M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-800- 0.07% |
$50.8K - $57.8K
|
1.22M
$101M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-814- 11.4% |
$51.6K - $58.8K
|
6.33K
$527K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-842- 6.73% |
$53.4K - $60.8K
|
11.7K
$971K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-844- 1.59% |
$53.5K - $61K
|
52.2K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-847- 8.65% |
$53.7K - $61.2K
|
8.94K
$745K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-850- 15.8% |
$53.9K - $61.4K
|
4.53K
$377K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-863- 14.28% |
$54.7K - $62.4K
|
5.18K
$432K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-874- 9.53% |
$55.4K - $63.2K
|
8.3K
$691K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-883- 10.85% |
$56K - $63.8K
|
7.25K
$604K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-897- 4.15% |
$56.9K - $64.8K
|
20.7K
$1.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-900- 6.88% |
$57.1K - $65K
|
12.2K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-911- 3.31% |
$57.8K - $65.8K
|
26.6K
$2.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-916- 3.52% |
$58.1K - $66.2K
|
25.1K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-940- 2.54% |
$59.6K - $67.9K
|
36.1K
$3.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-950- 3.06% |
$60.3K - $68.6K
|
30.1K
$2.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-962- 0.81% |
$61K - $69.5K
|
118K
$9.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-965- 2.03% |
$61.2K - $69.7K
|
46.6K
$3.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-975- 1.09% |
$61.9K - $70.5K
|
88.5K
$7.37M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-990- 3.2% |
$62.8K - $71.5K
|
29.9K
$2.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1K- 4.81% |
$63.4K - $72.3K
|
19.8K
$1.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-1K- 7.57% |
$63.4K - $72.3K
|
12.2K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-1K- 36.74% |
$63.4K - $72.3K
|
1.72K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-1K- 14.94% |
$63.4K - $72.3K
|
5.69K
$474K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.03K- 5.68% |
$65K - $74.1K
|
17K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 13.23% |
$66.5K - $75.7K
|
6.88K
$573K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.05K- 3.02% |
$66.7K - $75.9K
|
33.8K
$2.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.06K- 15.06% |
$67K - $76.3K
|
5.96K
$496K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.06K- 11.63% |
$67.1K - $76.5K
|
8.04K
$669K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.06K- 4.7% |
$67.4K - $76.8K
|
21.5K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.08K- 1.32% |
$68.4K - $77.9K
|
80.6K
$6.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.08K- 10.7% |
$68.6K - $78.2K
|
9.03K
$752K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 5.18% |
$68.8K - $78.3K
|
19.8K
$1.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.14K- 9.88% |
$72.2K - $82.2K
|
10.4K
$865K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-1.19K- 27.26% |
$75.7K - $86.3K
|
3.19K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.2K- 0.58% |
$76.1K - $86.6K
|
206K
$17.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.21K- 14.65% |
$76.6K - $87.2K
|
7.03K
$586K
|