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
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.83KNew |
$434K - $494K
|
6.83K
$569K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.8KNew |
$432K - $492K
|
6.8K
$567K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
6.76KNew |
$429K - $488K
|
6.76K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.74KNew |
$428K - $487K
|
6.74K
$562K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.44K+ 9.07% |
$408K - $465K
|
77.4K
$6.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.4K+ 14.33% |
$406K - $462K
|
51.1K
$4.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.16K+ 6.91% |
$391K - $445K
|
95.3K
$7.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
6.15KNew |
$390K - $444K
|
6.15K
$512K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
6.14KNew |
$390K - $444K
|
6.14K
$512K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.12KNew |
$389K - $443K
|
6.12K
$510K
|
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
6.12K+ 8.56% |
$388K - $442K
|
77.6K
$6.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.09KNew |
$387K - $440K
|
6.09K
$508K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.08K+ 5.75% |
$385K - $439K
|
112K
$9.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.95K+ 9.7% |
$377K - $430K
|
67.2K
$5.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.93KNew |
$376K - $429K
|
5.93K
$494K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.92K+ 164.24% |
$376K - $428K
|
9.53K
$793K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5.88K+ 126.82% |
$373K - $425K
|
10.5K
$875K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.87KNew |
$372K - $424K
|
5.87K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.86KNew |
$372K - $424K
|
5.86K
$488K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.85K+ 7.4% |
$371K - $423K
|
85K
$7.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
5.84K+ 0.4% |
$370K - $422K
|
1.45M
$121M
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.8KNew |
$368K - $419K
|
5.8K
$483K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.77K+ 13.34% |
$366K - $417K
|
49K
$4.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.75K+ 2.2% |
$365K - $416K
|
267K
$22.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
5.74KNew |
$364K - $415K
|
5.74K
$478K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.73KNew |
$363K - $414K
|
5.73K
$477K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.69KNew |
$361K - $411K
|
5.69K
$474K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.68KNew |
$360K - $410K
|
5.68K
$473K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.65K+ 2.09% |
$359K - $408K
|
277K
$23M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.65K+ 13.89% |
$359K - $408K
|
46.3K
$3.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.64K+ 8.55% |
$358K - $407K
|
71.5K
$5.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
5.63K+ 0.89% |
$357K - $407K
|
640K
$53.3M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.48K+ 3.39% |
$348K - $396K
|
167K
$13.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.37K+ 5.08% |
$341K - $388K
|
111K
$9.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.24K+ 9.35% |
$332K - $378K
|
61.3K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.22K+ 27.28% |
$331K - $377K
|
24.4K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.22KNew |
$331K - $377K
|
5.22K
$434K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.18KNew |
$328K - $374K
|
5.18K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
5.17K+ 0.64% |
$328K - $374K
|
819K
$68.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.14KNew |
$326K - $371K
|
5.14K
$428K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
5.14K+ 1.85% |
$326K - $371K
|
283K
$23.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.14K+ 0.99% |
$326K - $371K
|
522K
$43.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.13KNew |
$325K - $370K
|
5.13K
$427K
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.13KNew |
$325K - $370K
|
5.13K
$427K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.01K+ 25.48% |
$318K - $362K
|
24.7K
$2.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.97K+ 12.48% |
$315K - $359K
|
44.8K
$3.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
BUY
|
- |
4.9K+ 3.99% |
$311K - $354K
|
128K
$10.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.89K+ 1.39% |
$310K - $353K
|
357K
$29.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.87K+ 9.4% |
$309K - $352K
|
56.7K
$4.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.83KNew |
$306K - $349K
|
4.83K
$402K
|