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 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.32% |
$39.2K - $45.9K
|
189K
$16.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
592+ 13.18% |
$38.7K - $45.3K
|
5.09K
$437K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
570+ 18.25% |
$37.3K - $43.6K
|
3.69K
$317K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
566+ 12.11% |
$37K - $43.3K
|
5.24K
$450K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
564+ 12.45% |
$36.9K - $43.2K
|
5.1K
$438K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
557+ 2.01% |
$36.4K - $42.6K
|
28.3K
$2.43M
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
556+ 7.02% |
$36.4K - $42.5K
|
8.47K
$728K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
552+ 19.22% |
$36.1K - $42.2K
|
3.42K
$294K
|
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
545+ 0.28% |
$35.6K - $41.7K
|
194K
$16.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
543+ 2.53% |
$35.5K - $41.5K
|
22K
$1.89M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
532+ 18.65% |
$34.8K - $40.7K
|
3.38K
$291K
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
BUY
|
- |
530+ 0.75% |
$34.7K - $40.6K
|
71.1K
$6.11M
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
520+ 13.42% |
$34K - $39.8K
|
4.4K
$378K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
518+ 3.11% |
$33.9K - $39.6K
|
17.2K
$1.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
516+ 3.04% |
$33.7K - $39.5K
|
17.5K
$1.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
510+ 1.98% |
$33.3K - $39K
|
26.3K
$2.25M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
500+ 3.59% |
$32.7K - $38.3K
|
14.4K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500+ 10.56% |
$32.7K - $38.3K
|
5.24K
$450K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
486+ 2.11% |
$31.8K - $37.2K
|
23.6K
$2.02M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
482+ 10.54% |
$31.5K - $36.9K
|
5.05K
$434K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
471+ 13.54% |
$30.8K - $36K
|
3.95K
$339K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
466+ 1.81% |
$30.5K - $35.7K
|
26.2K
$2.25M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
460+ 5.39% |
$30.1K - $35.2K
|
9K
$773K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
458+ 4.14% |
$29.9K - $35K
|
11.5K
$990K
|
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
450+ 7.55% |
$29.4K - $34.4K
|
6.41K
$551K
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
439+ 1.12% |
$28.7K - $33.6K
|
39.7K
$3.41M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
435+ 87.0% |
$28.4K - $33.3K
|
935
$80.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
435+ 9.53% |
$28.4K - $33.3K
|
5K
$429K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
434+ 3.85% |
$28.4K - $33.2K
|
11.7K
$1.01M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
432+ 6.67% |
$28.2K - $33.1K
|
6.91K
$593K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
432+ 6.67% |
$28.2K - $33.1K
|
6.91K
$593K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
428+ 3.01% |
$28K - $32.7K
|
14.6K
$1.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
427+ 25.68% |
$27.9K - $32.7K
|
2.09K
$180K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
424New |
$27.7K - $32.4K
|
424
$36.4K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
421+ 13.07% |
$27.5K - $32.2K
|
3.64K
$313K
|
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
417+ 1.21% |
$27.3K - $31.9K
|
34.8K
$2.99M
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
412+ 5.03% |
$26.9K - $31.5K
|
8.61K
$739K
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
403+ 8.73% |
$26.4K - $30.8K
|
5.02K
$431K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
402+ 0.56% |
$26.3K - $30.8K
|
71.8K
$6.17M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
400+ 7.56% |
$26.2K - $30.6K
|
5.69K
$489K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.6% |
$26.2K - $30.6K
|
67.3K
$5.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 7.42% |
$26.2K - $30.6K
|
5.79K
$497K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
400+ 9.54% |
$26.2K - $30.6K
|
4.6K
$395K
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
397+ 6.88% |
$26K - $30.4K
|
6.17K
$530K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
394+ 3.57% |
$25.8K - $30.1K
|
11.4K
$982K
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
392+ 4.06% |
$25.6K - $30K
|
10K
$863K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
381+ 4.21% |
$24.9K - $29.2K
|
9.44K
$811K
|
|
|
Jul 12, 2022
Q2 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
380+ 0.51% |
$24.8K - $29.1K
|
75.5K
$6.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
378+ 7.38% |
$24.7K - $28.9K
|
5.5K
$473K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
362+ 8.92% |
$23.7K - $27.7K
|
4.42K
$380K
|