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 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.5K+ 2.79% |
$666K - $758K
|
387K
$32.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.5K+ 19.93% |
$664K - $757K
|
63K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.3K+ 18.91% |
$656K - $748K
|
65.1K
$5.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10KNew |
$635K - $723K
|
10K
$834K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.93K+ 13.4% |
$630K - $718K
|
84K
$7M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
9.78K+ 96.25% |
$620K - $707K
|
19.9K
$1.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.66K+ 39.16% |
$613K - $698K
|
34.3K
$2.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.57K+ 20.62% |
$607K - $691K
|
56K
$4.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
9.53K+ 2.71% |
$604K - $688K
|
361K
$30M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
9.47K+ 41.61% |
$601K - $685K
|
32.2K
$2.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
9.46K+ 111.27% |
$600K - $683K
|
18K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.39KNew |
$595K - $678K
|
9.39K
$782K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9.24K+ 19.26% |
$586K - $668K
|
57.2K
$4.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.13K+ 10.49% |
$579K - $660K
|
96.2K
$8.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.11KNew |
$578K - $658K
|
9.11K
$759K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.02K+ 41.11% |
$572K - $652K
|
31K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.94K+ 287.64% |
$567K - $646K
|
12K
$1M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
8.92K+ 247.67% |
$566K - $644K
|
12.5K
$1.04M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
8.87K+ 51.55% |
$562K - $641K
|
26.1K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.82K+ 75.02% |
$559K - $637K
|
20.6K
$1.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.69K+ 5.51% |
$551K - $628K
|
166K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
8.59KNew |
$545K - $621K
|
8.59K
$715K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.36K+ 14.32% |
$530K - $604K
|
66.8K
$5.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
8.3K+ 5.64% |
$526K - $600K
|
155K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
8.27K+ 1.97% |
$524K - $597K
|
428K
$35.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8.21K+ 4106.0% |
$521K - $593K
|
8.41K
$701K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
8.2K+ 2.85% |
$520K - $593K
|
296K
$24.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
8.04KNew |
$510K - $581K
|
8.04K
$669K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
7.99K+ 27.1% |
$507K - $578K
|
37.5K
$3.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
7.96K+ 13.87% |
$505K - $575K
|
65.4K
$5.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.77K+ 61.14% |
$493K - $562K
|
20.5K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.76K+ 34.95% |
$492K - $561K
|
30K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
7.76K+ 7.74% |
$492K - $561K
|
108K
$8.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
7.69K+ 2.66% |
$488K - $556K
|
297K
$24.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
7.68K+ 17.7% |
$487K - $555K
|
51.1K
$4.25M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.54K+ 4.02% |
$478K - $545K
|
195K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.43K+ 19.76% |
$471K - $537K
|
45K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
7.42K+ 75.97% |
$470K - $536K
|
17.2K
$1.43M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.39KNew |
$469K - $534K
|
7.39K
$616K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
7.36KNew |
$467K - $532K
|
7.36K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.3KNew |
$463K - $527K
|
7.3K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.18K+ 9.01% |
$455K - $518K
|
86.8K
$7.23M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7.11KNew |
$451K - $514K
|
7.11K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7K+ 63.46% |
$444K - $506K
|
18K
$1.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.97K+ 3.42% |
$442K - $504K
|
211K
$17.6M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
6.93K+ 9.08% |
$440K - $501K
|
83.3K
$6.94M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6.89KNew |
$437K - $498K
|
6.89K
$573K
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
6.88K+ 43.7% |
$436K - $497K
|
22.6K
$1.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.88KNew |
$436K - $497K
|
6.88K
$573K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
6.85KNew |
$435K - $495K
|
6.85K
$570K
|