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
|
Nbw Capital LLC
|
BUY
|
- |
3.01KNew |
$191K - $218K
|
3.01K
$251K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3K+ 2.31% |
$190K - $217K
|
133K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3KNew |
$190K - $217K
|
3K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.99K+ 15.27% |
$190K - $216K
|
22.6K
$1.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.97K+ 5.4% |
$188K - $214K
|
57.9K
$4.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.96K+ 45.44% |
$188K - $214K
|
9.47K
$788K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.94KNew |
$187K - $213K
|
2.94K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.94KNew |
$186K - $212K
|
2.94K
$245K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.93KNew |
$186K - $212K
|
2.93K
$244K
|
|
|
Jan 10, 2023
Q4 2022
|
Chickasaw Capital Management LLC
|
BUY
|
- |
2.93KNew |
$186K - $212K
|
2.93K
$244K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.93KNew |
$186K - $212K
|
2.93K
$244K
|
|
|
Jan 20, 2023
Q4 2022
|
Harvey Investment CO LLC
|
BUY
|
- |
2.93KNew |
$186K - $211K
|
2.93K
$244K
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
BUY
|
- |
2.93KNew |
$186K - $211K
|
2.93K
$244K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 18.14% |
$185K - $211K
|
19K
$1.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
2.91K+ 3.36% |
$185K - $210K
|
89.5K
$7.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.9KNew |
$184K - $210K
|
2.9K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2.9K+ 15.28% |
$184K - $210K
|
21.9K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
BUY
|
- |
2.9KNew |
$184K - $210K
|
2.9K
$242K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
2.9KNew |
$184K - $210K
|
2.9K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.9KNew |
$184K - $210K
|
2.9K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.89KNew |
$183K - $209K
|
2.89K
$240K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.89K+ 10.1% |
$183K - $209K
|
31.5K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.87K+ 50.22% |
$182K - $207K
|
8.57K
$714K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.87KNew |
$182K - $207K
|
2.87K
$239K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
2.86KNew |
$182K - $207K
|
2.86K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.84KNew |
$180K - $205K
|
2.84K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.83KNew |
$180K - $205K
|
2.83K
$236K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
2.82K+ 85.06% |
$179K - $204K
|
6.14K
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.82KNew |
$179K - $204K
|
2.82K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.81K+ 1.23% |
$179K - $203K
|
231K
$19.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
2.8K+ 4.64% |
$178K - $202K
|
63.2K
$5.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.8K+ 1.47% |
$178K - $202K
|
193K
$16.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 17.92% |
$177K - $201K
|
18.3K
$1.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
2.78K+ 12.05% |
$176K - $201K
|
25.8K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.62K+ 12.37% |
$166K - $189K
|
23.8K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
2.62K+ 3.72% |
$166K - $189K
|
72.9K
$6.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.62KNew |
$166K - $189K
|
2.62K
$218K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.58K+ 10.74% |
$164K - $187K
|
26.6K
$2.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.56K+ 15.5% |
$162K - $185K
|
19K
$1.59M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2.55K+ 12.21% |
$162K - $185K
|
23.5K
$1.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
2.51K+ 7.06% |
$159K - $181K
|
38K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.49K+ 2.93% |
$158K - $180K
|
87.7K
$7.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.47K+ 18.54% |
$157K - $178K
|
15.8K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.45K+ 7.17% |
$155K - $177K
|
36.6K
$3.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.43K+ 2.32% |
$154K - $176K
|
107K
$8.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.4K+ 5.45% |
$152K - $173K
|
46.4K
$3.87M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 2.57% |
$147K - $168K
|
92.8K
$7.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.3K+ 3.38% |
$146K - $166K
|
70.3K
$5.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.3K+ 25.13% |
$146K - $166K
|
11.4K
$953K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.28KNew |
$145K - $165K
|
2.28K
$190K
|