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 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
360+ 3.91% |
$23.5K - $27.5K
|
9.57K
$822K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
352New |
$23K - $26.9K
|
352
$30.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
351New |
$23K - $26.9K
|
351
$30.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
350+ 3.92% |
$22.9K - $26.8K
|
9.28K
$797K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
345+ 2.97% |
$22.6K - $26.4K
|
11.9K
$1.03M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
344+ 7.58% |
$22.5K - $26.3K
|
4.88K
$419K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
339+ 18.5% |
$22.2K - $25.9K
|
2.17K
$186K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
339+ 0.36% |
$22.2K - $25.9K
|
95.7K
$8.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
331New |
$21.6K - $25.3K
|
331
$28.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
324+ 186.21% |
$21.2K - $24.8K
|
498
$42.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
323+ 6.89% |
$21.1K - $24.7K
|
5.01K
$431K
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
314+ 3.07% |
$20.5K - $24K
|
10.6K
$907K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
310+ 0.74% |
$20.3K - $23.7K
|
42.5K
$3.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
308+ 6.03% |
$20.1K - $23.6K
|
5.42K
$465K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
306+ 1.26% |
$20K - $23.4K
|
24.6K
$2.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
304+ 2.31% |
$19.9K - $23.3K
|
13.5K
$1.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
302+ 8.31% |
$19.7K - $23.1K
|
3.94K
$338K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
302+ 4.85% |
$19.7K - $23.1K
|
6.54K
$561K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
300+ 17.54% |
$19.6K - $23K
|
2.01K
$173K
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
300+ 6.0% |
$19.6K - $23K
|
5.3K
$455K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
300+ 5.38% |
$19.6K - $23K
|
5.88K
$505K
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
298+ 6.72% |
$19.5K - $22.8K
|
4.73K
$406K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
291+ 0.4% |
$19K - $22.3K
|
72.2K
$6.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
290+ 4.57% |
$19K - $22.2K
|
6.63K
$569K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
286+ 7.22% |
$18.7K - $21.9K
|
4.25K
$365K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
275+ 16.32% |
$18K - $21K
|
1.96K
$168K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
272New |
$17.8K - $20.8K
|
272
$23.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
270+ 10.34% |
$17.7K - $20.7K
|
2.88K
$247K
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
268+ 0.27% |
$17.5K - $20.5K
|
98.9K
$8.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
266+ 0.3% |
$17.4K - $20.4K
|
88.5K
$7.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
265+ 2.26% |
$17.3K - $20.3K
|
12K
$1.03M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
265New |
$17.3K - $20.3K
|
265
$22.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
261+ 2.89% |
$17.1K - $20K
|
9.28K
$797K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
259+ 1.54% |
$16.9K - $19.8K
|
17.1K
$1.47M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
256+ 6.5% |
$16.7K - $19.6K
|
4.19K
$360K
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
252+ 2.21% |
$16.5K - $19.3K
|
11.7K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
250+ 0.03% |
$16.3K - $19.1K
|
941K
$80.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
248+ 1.53% |
$16.2K - $19K
|
16.5K
$1.41M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
248+ 8.47% |
$16.2K - $19K
|
3.18K
$273K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
246+ 2.56% |
$16.1K - $18.8K
|
9.86K
$847K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
234+ 93.6% |
$15.3K - $17.9K
|
484
$41.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
232+ 1.77% |
$15.2K - $17.8K
|
13.3K
$1.15M
|
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
230+ 1.67% |
$15K - $17.6K
|
14K
$1.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
BUY
|
- |
230+ 0.1% |
$15K - $17.6K
|
229K
$19.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
226+ 1.61% |
$14.8K - $17.3K
|
14.3K
$1.23M
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
225+ 2.86% |
$14.7K - $17.2K
|
8.09K
$695K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
221+ 0.27% |
$14.5K - $16.9K
|
83.6K
$7.18M
|
|
|
Jul 21, 2022
Q2 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
215+ 0.9% |
$14.1K - $16.4K
|
24.1K
$2.07M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
214+ 5.17% |
$14K - $16.4K
|
4.35K
$374K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
213+ 0.69% |
$13.9K - $16.3K
|
31.2K
$2.68M
|