Purchases and Sales Made in Q2 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
911+ 15.31% |
$59.6K - $69.7K
|
6.86K
$589K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
909+ 13.79% |
$59.4K - $69.5K
|
7.5K
$644K
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
908+ 31.77% |
$59.4K - $69.5K
|
3.77K
$323K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
906+ 5.31% |
$59.2K - $69.3K
|
18K
$1.54M
|
|
Aug 15, 2022
Q2 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
902+ 5.25% |
$59K - $69K
|
18.1K
$1.55M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
900+ 12.5% |
$58.9K - $68.9K
|
8.1K
$696K
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
892+ 18.09% |
$58.3K - $68.2K
|
5.82K
$500K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
882+ 20.89% |
$57.7K - $67.5K
|
5.11K
$438K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
854+ 1.25% |
$55.8K - $65.3K
|
69.4K
$5.96M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
853+ 4.69% |
$55.8K - $65.3K
|
19K
$1.63M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
850New |
$55.6K - $65K
|
850
$73K
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
849+ 39.51% |
$55.5K - $65K
|
3K
$257K
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
841+ 0.38% |
$55K - $64.3K
|
222K
$19M
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
840+ 3.8% |
$54.9K - $64.3K
|
23K
$1.97M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
815+ 4.45% |
$53.3K - $62.4K
|
19.1K
$1.64M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
807+ 10.79% |
$52.8K - $61.7K
|
8.29K
$712K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
804+ 6.18% |
$52.6K - $61.5K
|
13.8K
$1.19M
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
803+ 6.93% |
$52.5K - $61.4K
|
12.4K
$1.06M
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
802+ 5.86% |
$52.4K - $61.4K
|
14.5K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
794+ 18.24% |
$51.9K - $60.7K
|
5.15K
$442K
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
793+ 5.43% |
$51.9K - $60.7K
|
15.4K
$1.32M
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
788+ 26.59% |
$51.5K - $60.3K
|
3.75K
$322K
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
785+ 3.44% |
$51.3K - $60.1K
|
23.6K
$2.03M
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
777+ 10.56% |
$50.8K - $59.4K
|
8.14K
$699K
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
768+ 3.72% |
$50.2K - $58.8K
|
21.4K
$1.84M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
753+ 3.64% |
$49.2K - $57.6K
|
21.4K
$1.84M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
745+ 22.85% |
$48.7K - $57K
|
4.01K
$344K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
740+ 21.87% |
$48.4K - $56.6K
|
4.12K
$354K
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
716+ 1.81% |
$46.8K - $54.8K
|
40.3K
$3.46M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
713+ 4.2% |
$46.6K - $54.6K
|
17.7K
$1.52M
|
|
Jul 22, 2022
Q2 2022
|
Goodwin Daniel L
|
BUY
|
- |
700+ 24.14% |
$45.8K - $53.6K
|
3.6K
$309K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
698+ 3.64% |
$45.6K - $53.4K
|
19.9K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
696+ 1.89% |
$45.5K - $53.3K
|
37.5K
$3.22M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
688+ 6.54% |
$45K - $52.6K
|
11.2K
$963K
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
684+ 10.18% |
$44.7K - $52.3K
|
7.4K
$636K
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
683+ 5.62% |
$44.7K - $52.3K
|
12.8K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
682+ 5.88% |
$44.6K - $52.2K
|
12.3K
$1.05M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
682+ 2.4% |
$44.6K - $52.2K
|
29.1K
$2.5M
|
|
Feb 13, 2025
Q2 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
677+ 3.41% |
$44.3K - $51.8K
|
20.6K
$1.77M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
676+ 13.48% |
$44.2K - $51.7K
|
5.69K
$489K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
670+ 11.62% |
$43.8K - $51.3K
|
6.43K
$553K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
670+ 11.62% |
$43.8K - $51.3K
|
6.43K
$553K
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
657+ 3.03% |
$43K - $50.3K
|
22.4K
$1.92M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
649+ 9.47% |
$42.4K - $49.7K
|
7.5K
$644K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
648+ 4.44% |
$42.4K - $49.6K
|
15.2K
$1.31M
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
640+ 1.14% |
$41.8K - $49K
|
56.7K
$4.87M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
604+ 9.79% |
$39.5K - $46.2K
|
6.77K
$582K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
603+ 2.69% |
$39.4K - $46.1K
|
23K
$1.98M
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
BUY
|
- |
600+ 4.41% |
$39.2K - $45.9K
|
14.2K
$1.22M
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
600+ 17.38% |
$39.2K - $45.9K
|
4.05K
$348K
|