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 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.8KNew |
$305K - $347K
|
4.8K
$400K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
4.75K+ 29.6% |
$301K - $343K
|
20.8K
$1.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.74K+ 100.0% |
$300K - $342K
|
9.47K
$789K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
4.72K+ 45.48% |
$299K - $341K
|
15.1K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.71KNew |
$299K - $340K
|
4.71K
$392K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.7K+ 1.6% |
$298K - $339K
|
298K
$24.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.66K+ 9.89% |
$295K - $336K
|
51.7K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.59KNew |
$291K - $332K
|
4.59K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.58K+ 7.48% |
$290K - $331K
|
65.7K
$5.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.51KNew |
$286K - $326K
|
4.51K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4.5K+ 27.28% |
$286K - $325K
|
21K
$1.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.46K+ 2.14% |
$283K - $322K
|
212K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.44KNew |
$282K - $321K
|
4.44K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.44K+ 5.57% |
$282K - $321K
|
84.2K
$7.02M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.44K+ 6.34% |
$282K - $321K
|
74.5K
$6.21M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.44K+ 42.92% |
$281K - $321K
|
14.8K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.41K+ 15.03% |
$280K - $319K
|
33.8K
$2.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.38K+ 13.83% |
$278K - $316K
|
36.1K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.38KNew |
$278K - $316K
|
4.38K
$364K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.37K+ 4.39% |
$277K - $316K
|
104K
$8.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.36K+ 155.31% |
$276K - $315K
|
7.16K
$597K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.27K+ 2.84% |
$271K - $309K
|
155K
$12.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.2KNew |
$266K - $303K
|
4.2K
$350K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.18K+ 1.72% |
$265K - $302K
|
248K
$20.6M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.18K+ 48.24% |
$265K - $302K
|
12.8K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.17KNew |
$265K - $301K
|
4.17K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.14KNew |
$262K - $299K
|
4.14K
$344K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.12K+ 244.34% |
$261K - $298K
|
5.81K
$484K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.1K+ 12.65% |
$260K - $296K
|
36.5K
$3.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
4.08KNew |
$259K - $295K
|
4.08K
$340K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
4.05K+ 31.13% |
$257K - $293K
|
17.1K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
4K+ 44.33% |
$254K - $289K
|
13K
$1.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$254K - $289K
|
4K
$333K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4KNew |
$254K - $289K
|
4K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4KNew |
$254K - $289K
|
4K
$333K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
3.94K+ 0.34% |
$250K - $285K
|
1.17M
$97.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
3.91KNew |
$248K - $283K
|
3.91K
$326K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.9K+ 9.55% |
$248K - $282K
|
44.8K
$3.73M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.89K+ 3.15% |
$247K - $281K
|
127K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
3.87K+ 8.77% |
$246K - $280K
|
48K
$4M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.87KNew |
$245K - $279K
|
3.87K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
3.86K+ 8.47% |
$245K - $279K
|
49.5K
$4.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.84K+ 3.49% |
$244K - $278K
|
114K
$9.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.84KNew |
$244K - $277K
|
3.84K
$320K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.83KNew |
$243K - $277K
|
3.83K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.83KNew |
$243K - $277K
|
3.83K
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.82K+ 136.43% |
$242K - $276K
|
6.62K
$551K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.78K+ 11.39% |
$239K - $273K
|
36.9K
$3.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.77KNew |
$239K - $273K
|
3.77K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.77KNew |
$239K - $272K
|
3.77K
$314K
|