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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.8K+ 1.9% |
$2.65M - $3.02M
|
2.24M
$187M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
41.6KNew |
$2.64M - $3.01M
|
41.6K
$3.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
40.7K+ 2.16% |
$2.58M - $2.94M
|
1.93M
$161M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
40.1K+ 110.18% |
$2.54M - $2.9M
|
76.4K
$6.37M
|
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
40KNew |
$2.54M - $2.89M
|
40K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
39.6KNew |
$2.51M - $2.86M
|
39.6K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
39.5KNew |
$2.51M - $2.86M
|
39.5K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
38.8K+ 9.49% |
$2.46M - $2.8M
|
448K
$37.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
38.1K+ 2.06% |
$2.42M - $2.75M
|
1.89M
$157M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
37.2K+ 189.55% |
$2.36M - $2.69M
|
56.9K
$4.74M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
37KNew |
$2.34M - $2.67M
|
37K
$3.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
34.8K+ 6.93% |
$2.21M - $2.51M
|
537K
$44.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
34.7K+ 862.96% |
$2.2M - $2.51M
|
38.8K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
34.2K+ 248.18% |
$2.17M - $2.47M
|
47.9K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
34K+ 17.93% |
$2.16M - $2.46M
|
224K
$18.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
32.8K+ 39.57% |
$2.08M - $2.37M
|
116K
$9.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
32.2K+ 232.91% |
$2.04M - $2.33M
|
46K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
31.5K+ 79.72% |
$2M - $2.28M
|
71K
$5.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
31.2K+ 34.97% |
$1.98M - $2.26M
|
121K
$10M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
31.1K+ 1.71% |
$1.97M - $2.25M
|
1.85M
$154M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31K+ 163.28% |
$1.97M - $2.24M
|
50K
$4.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
30.6K+ 20.8% |
$1.94M - $2.21M
|
178K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
29.2K+ 2.59% |
$1.85M - $2.11M
|
1.16M
$96.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.1K+ 180.95% |
$1.84M - $2.1M
|
45.1K
$3.76M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
28.6K+ 455.8% |
$1.81M - $2.06M
|
34.8K
$2.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
26.5KNew |
$1.68M - $1.92M
|
26.5K
$2.21M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
26.1KNew |
$1.65M - $1.88M
|
26.1K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
25.6K+ 106.42% |
$1.62M - $1.85M
|
49.6K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
24.8KNew |
$1.57M - $1.79M
|
24.8K
$2.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
24.6K+ 3.36% |
$1.56M - $1.78M
|
757K
$63.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.5K+ 56.04% |
$1.56M - $1.77M
|
68.3K
$5.69M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.4K+ 31.72% |
$1.55M - $1.76M
|
101K
$8.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
24.3K+ 24.14% |
$1.54M - $1.76M
|
125K
$10.4M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.9K+ 42.08% |
$1.52M - $1.73M
|
80.7K
$6.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.5K+ 40.87% |
$1.49M - $1.7M
|
81K
$6.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
23.2KNew |
$1.47M - $1.68M
|
23.2K
$1.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
23.1K+ 23.1% |
$1.46M - $1.67M
|
123K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22.9KNew |
$1.46M - $1.66M
|
22.9K
$1.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22.5KNew |
$1.43M - $1.62M
|
22.5K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
22.4K+ 8.83% |
$1.42M - $1.62M
|
276K
$23M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
22K+ 69.42% |
$1.4M - $1.59M
|
53.8K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.9K+ 36.63% |
$1.39M - $1.58M
|
81.6K
$6.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
21.8K+ 37.13% |
$1.38M - $1.58M
|
80.6K
$6.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
21.5K+ 26.32% |
$1.36M - $1.55M
|
103K
$8.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
21.3K+ 6.28% |
$1.35M - $1.54M
|
360K
$30M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
20.6K+ 16.9% |
$1.3M - $1.49M
|
142K
$11.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
20.3KNew |
$1.29M - $1.47M
|
20.3K
$1.69M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
20.1K+ 1.08% |
$1.27M - $1.45M
|
1.88M
$157M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
19.9K+ 48.47% |
$1.26M - $1.44M
|
61K
$5.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
18.9K+ 12.38% |
$1.2M - $1.36M
|
171K
$14.3M
|