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 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.97K- 0.15% |
$125K - $142K
|
1.32M
$110M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-1.99K- 98.03% |
$126K - $144K
|
40
$3.33K
|
|
|
Feb 03, 2023
Q4 2022
|
Searle & Co.
|
SELL
|
- |
-2K- 28.17% |
$127K - $145K
|
5.1K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-2.21K- 0.52% |
$140K - $159K
|
423K
$35.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.25K- 36.25% |
$142K - $162K
|
3.95K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.26K- 3.69% |
$143K - $163K
|
59K
$4.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-2.27K- 94.08% |
$144K - $164K
|
143
$11.9K
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.3K- 4.24% |
$146K - $166K
|
52K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.31K- 18.92% |
$147K - $167K
|
9.9K
$824K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.32K- 19.61% |
$147K - $167K
|
9.5K
$791K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.32K- 32.2% |
$147K - $168K
|
4.89K
$407K
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-2.35K- 1.0% |
$149K - $170K
|
234K
$19.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.4K- 10.13% |
$152K - $173K
|
21.2K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.41K- 25.21% |
$153K - $174K
|
7.16K
$596K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-2.49K- 22.82% |
$158K - $180K
|
8.41K
$701K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.51K- 17.47% |
$159K - $181K
|
11.9K
$987K
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.52K- 5.05% |
$160K - $182K
|
47.3K
$3.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.6K- 2.73% |
$165K - $188K
|
92.5K
$7.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.85K- 28.35% |
$181K - $206K
|
7.2K
$600K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2.87K- 30.37% |
$182K - $207K
|
6.58K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.91K- 6.17% |
$184K - $210K
|
44.2K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.92K- 11.05% |
$185K - $211K
|
23.5K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.96K- 0.59% |
$187K - $214K
|
500K
$41.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-2.98K- 4.64% |
$189K - $215K
|
61.3K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.09K- 1.88% |
$196K - $224K
|
161K
$13.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-3.1K- 7.0% |
$197K - $224K
|
41.2K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.15K- 20.11% |
$200K - $227K
|
12.5K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.36K- 59.93% |
$213K - $243K
|
2.25K
$187K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.48K- 6.33% |
$221K - $251K
|
51.4K
$4.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-3.57K- 22.51% |
$226K - $258K
|
12.3K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.78K- 4.03% |
$240K - $273K
|
90.1K
$7.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.84K- 4.0% |
$243K - $277K
|
92K
$7.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.88K- 4.39% |
$246K - $280K
|
84.4K
$7.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-4K- 26.67% |
$254K - $289K
|
11K
$916K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.02K- 2.57% |
$255K - $290K
|
152K
$12.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.11K- 7.62% |
$261K - $297K
|
49.8K
$4.15M
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-4.21K- 15.01% |
$267K - $304K
|
23.8K
$1.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.25K- 43.69% |
$269K - $307K
|
5.47K
$456K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.27K- 9.74% |
$271K - $308K
|
39.5K
$3.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.31K- 1.22% |
$273K - $311K
|
349K
$29M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.35K- 67.72% |
$276K - $314K
|
2.07K
$172K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-4.36K- 2.59% |
$277K - $315K
|
164K
$13.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-4.41K- 1.2% |
$280K - $319K
|
362K
$30.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.42KClosed |
$281K - $320K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.5K- 18.76% |
$285K - $325K
|
19.5K
$1.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4.56K- 34.27% |
$289K - $329K
|
8.74K
$728K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.58K- 14.76% |
$290K - $331K
|
26.4K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-4.6K- 7.6% |
$292K - $333K
|
56K
$4.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.63K- 15.08% |
$294K - $335K
|
26.1K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.92K- 1.37% |
$312K - $356K
|
356K
$29.6M
|