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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
212+ 1.83% |
$13.9K - $16.2K
|
11.8K
$1.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
209+ 1.97% |
$13.7K - $16K
|
10.8K
$950K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
208+ 1.87% |
$13.6K - $15.9K
|
11.3K
$995K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
207+ 2.53% |
$13.5K - $15.8K
|
8.38K
$736K
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
200+ 5.0% |
$13.1K - $15.3K
|
4.2K
$369K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
200+ 7.08% |
$13.1K - $15.3K
|
3.03K
$266K
|
|
|
Jul 20, 2022
Q2 2022
|
Argyle Capital Management Inc.
|
BUY
|
- |
200+ 0.56% |
$13.1K - $15.3K
|
36.1K
$3.17M
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
200+ 1.21% |
$13.1K - $15.3K
|
16.7K
$1.46M
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
200+ 3.85% |
$13.1K - $15.3K
|
5.4K
$474K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
200+ 1.99% |
$13.1K - $15.3K
|
10.3K
$902K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200+ 2.64% |
$13.1K - $15.3K
|
7.78K
$683K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
199+ 1.38% |
$13K - $15.2K
|
14.6K
$1.28M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
198+ 1.86% |
$12.9K - $15.1K
|
10.8K
$953K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
190+ 6.25% |
$12.4K - $14.5K
|
3.23K
$284K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
185+ 15.92% |
$12.1K - $14.2K
|
1.35K
$118K
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
184+ 39.74% |
$12K - $14.1K
|
647
$56.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
181+ 2.03% |
$11.8K - $13.8K
|
9.1K
$799K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
179+ 4.96% |
$11.7K - $13.7K
|
3.79K
$333K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
179+ 11.63% |
$11.7K - $13.7K
|
1.72K
$151K
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
178+ 3.0% |
$11.6K - $13.6K
|
6.1K
$536K
|
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
174+ 0.61% |
$11.4K - $13.3K
|
28.7K
$2.52M
|
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
170+ 2.78% |
$11.1K - $13K
|
6.3K
$553K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
167+ 59.64% |
$10.9K - $12.8K
|
447
$39.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
156+ 2228.57% |
$10.2K - $11.9K
|
163
$14.3K
|
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
BUY
|
- |
155+ 0.16% |
$10.1K - $11.9K
|
95.5K
$8.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
152+ 0.29% |
$9.94K - $11.6K
|
52.2K
$4.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150+ 5.18% |
$9.81K - $11.5K
|
3.05K
$267K
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
148+ 3.71% |
$9.68K - $11.3K
|
4.14K
$363K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
144+ 1.0% |
$9.42K - $11K
|
14.5K
$1.28M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
144+ 0.38% |
$9.42K - $11K
|
38.1K
$3.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
143+ 0.79% |
$9.35K - $10.9K
|
18.3K
$1.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
142+ 3.11% |
$9.29K - $10.9K
|
4.71K
$414K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
142+ 0.35% |
$9.29K - $10.9K
|
40.8K
$3.58M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
137+ 0.9% |
$8.96K - $10.5K
|
15.3K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
133+ 4.38% |
$8.7K - $10.2K
|
3.17K
$278K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
131+ 0.35% |
$8.57K - $10K
|
37.2K
$3.27M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
130+ 2.19% |
$8.5K - $9.95K
|
6.07K
$533K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
129+ 234.55% |
$8.44K - $9.87K
|
184
$16.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
129+ 3.7% |
$8.44K - $9.87K
|
3.62K
$318K
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
126+ 4.49% |
$8.24K - $9.64K
|
2.93K
$257K
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
123+ 0.19% |
$8.04K - $9.41K
|
65.3K
$5.74M
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
122+ 0.29% |
$7.98K - $9.33K
|
42.7K
$3.75M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
122+ 2.37% |
$7.98K - $9.33K
|
5.26K
$462K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
117+ 13.76% |
$7.65K - $8.95K
|
967
$84.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
116+ 0.46% |
$7.59K - $8.88K
|
25.3K
$2.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
107+ 2.03% |
$7K - $8.19K
|
5.38K
$473K
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
106+ 0.18% |
$6.93K - $8.11K
|
57.8K
$5.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
105+ 2.14% |
$6.87K - $8.03K
|
5K
$439K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
101+ 3.16% |
$6.6K - $7.73K
|
3.29K
$289K
|
|
|
Aug 12, 2022
Q2 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
100+ 2.31% |
$6.54K - $7.65K
|
4.43K
$389K
|