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 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.77K+ 10.44% |
$239K - $272K
|
39.8K
$3.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.76KNew |
$239K - $272K
|
3.76K
$313K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
3.76KNew |
$238K - $271K
|
3.76K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$238K - $271K
|
3.75K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.74KNew |
$238K - $271K
|
3.74K
$312K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.74KNew |
$237K - $270K
|
3.74K
$311K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.73K+ 10.52% |
$237K - $270K
|
39.2K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.72KNew |
$236K - $268K
|
3.72K
$309K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
3.71KNew |
$235K - $268K
|
3.71K
$309K
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
BUY
|
- |
3.71K+ 6.72% |
$235K - $268K
|
58.9K
$4.9M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.7K+ 2.47% |
$235K - $267K
|
153K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.67KNew |
$233K - $265K
|
3.67K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.66KNew |
$232K - $264K
|
3.66K
$305K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.65KNew |
$232K - $264K
|
3.65K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.65K+ 0.29% |
$231K - $264K
|
1.26M
$105M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
3.64KNew |
$231K - $263K
|
3.64K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.63K+ 7.03% |
$230K - $262K
|
55.2K
$4.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.6KNew |
$228K - $260K
|
3.6K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.6KNew |
$228K - $260K
|
3.6K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.56KNew |
$226K - $257K
|
3.56K
$296K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.54K+ 3.53% |
$224K - $256K
|
104K
$8.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.54KNew |
$224K - $256K
|
3.54K
$294K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.53K+ 45.18% |
$224K - $255K
|
11.3K
$943K
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.5K+ 26.01% |
$222K - $253K
|
17K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.49KNew |
$222K - $252K
|
3.49K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.48KNew |
$221K - $252K
|
3.48K
$290K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.47K+ 39.57% |
$220K - $251K
|
12.2K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.45KNew |
$219K - $250K
|
3.45K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.41K+ 10.82% |
$216K - $246K
|
34.9K
$2.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.37KNew |
$214K - $244K
|
3.37K
$281K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
3.37K+ 103.28% |
$214K - $244K
|
6.64K
$553K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.37K+ 1.2% |
$214K - $243K
|
284K
$23.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
3.35KNew |
$213K - $242K
|
3.35K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.34KNew |
$212K - $241K
|
3.34K
$278K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.32KNew |
$210K - $240K
|
3.32K
$276K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
3.31K+ 288.5% |
$210K - $239K
|
4.46K
$371K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
3.3KNew |
$209K - $238K
|
3.3K
$275K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.24K+ 82.06% |
$205K - $234K
|
7.18K
$598K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
3.24KNew |
$205K - $234K
|
3.24K
$269K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.21KNew |
$204K - $232K
|
3.21K
$267K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.19KNew |
$203K - $231K
|
3.19K
$266K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.19KNew |
$202K - $230K
|
3.19K
$266K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.18KNew |
$202K - $230K
|
3.18K
$265K
|
|
|
Feb 21, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$201K - $229K
|
3.17K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.1KNew |
$196K - $224K
|
3.1K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.1KNew |
$196K - $224K
|
3.1K
$258K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.07K+ 0.48% |
$195K - $222K
|
641K
$53.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.06KNew |
$194K - $221K
|
3.06K
$255K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3.06K+ 22.67% |
$194K - $221K
|
16.6K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.04KNew |
$193K - $220K
|
3.04K
$253K
|