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 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
99+ 1.33% |
$6.47K - $7.57K
|
7.52K
$661K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
99+ 100.0% |
$6.47K - $7.57K
|
198
$17.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
92+ 2.84% |
$6.02K - $7.04K
|
3.33K
$292K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
91+ 1.64% |
$5.95K - $6.96K
|
5.63K
$494K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
91+ 118.18% |
$5.95K - $6.96K
|
168
$14.8K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
88New |
$5.75K - $6.73K
|
88
$7.73K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
87+ 2.0% |
$5.69K - $6.66K
|
4.43K
$389K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
85+ 1.08% |
$5.56K - $6.5K
|
7.93K
$697K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
81+ 2.06% |
$5.3K - $6.2K
|
4.01K
$352K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
80New |
$5.23K - $6.12K
|
80
$7.03K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
77New |
$5.04K - $5.89K
|
77
$6.76K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
77+ 0.55% |
$5.04K - $5.89K
|
14.1K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
76+ 63.87% |
$4.97K - $5.81K
|
195
$17.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
73+ 1.16% |
$4.77K - $5.59K
|
6.38K
$560K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
73+ 0.97% |
$4.77K - $5.59K
|
7.61K
$668K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
70+ 0.2% |
$4.58K - $5.36K
|
35.9K
$3.15M
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
69+ 0.32% |
$4.51K - $5.28K
|
21.4K
$1.88M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
67+ 20.06% |
$4.38K - $5.13K
|
401
$35.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
65+ 0.39% |
$4.25K - $4.97K
|
16.7K
$1.46M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
63+ 0.84% |
$4.12K - $4.82K
|
7.57K
$665K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
61+ 6.92% |
$3.99K - $4.67K
|
942
$82.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
61+ 0.15% |
$3.99K - $4.67K
|
41.5K
$3.64M
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
60+ 0.02% |
$3.92K - $4.59K
|
291K
$25.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
60+ 0.48% |
$3.92K - $4.59K
|
12.6K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
58New |
$3.79K - $4.44K
|
58
$5.09K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
57New |
$3.73K - $4.36K
|
57
$5.01K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
56+ 1.56% |
$3.66K - $4.28K
|
3.65K
$320K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
55+ 3.67% |
$3.6K - $4.21K
|
1.55K
$136K
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
55+ 1.36% |
$3.6K - $4.21K
|
4.11K
$361K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
55+ 1.7% |
$3.6K - $4.21K
|
3.29K
$289K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
55+ 1.74% |
$3.6K - $4.21K
|
3.22K
$283K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
54+ 0.2% |
$3.53K - $4.13K
|
27K
$2.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
53+ 0.05% |
$3.47K - $4.06K
|
103K
$9.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
52+ 0.93% |
$3.4K - $3.98K
|
5.62K
$494K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
52+ 7.7% |
$3.4K - $3.98K
|
727
$63.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
52+ 1.33% |
$3.4K - $3.98K
|
3.95K
$347K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
51New |
$3.33K - $3.9K
|
51
$4.48K
|
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
51+ 0.48% |
$3.33K - $3.9K
|
10.7K
$943K
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
51+ 0.6% |
$3.33K - $3.9K
|
8.52K
$748K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 0.24% |
$3.27K - $3.83K
|
20.6K
$1.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
50+ 0.31% |
$3.27K - $3.83K
|
16K
$1.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
49+ 3.21% |
$3.2K - $3.75K
|
1.57K
$138K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.43% |
$3.07K - $3.6K
|
10.9K
$953K
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
47+ 0.34% |
$3.07K - $3.6K
|
13.9K
$1.22M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
46+ 0.83% |
$3.01K - $3.52K
|
5.56K
$488K
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
44+ 0.64% |
$2.88K - $3.37K
|
6.95K
$611K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
42+ 5.25% |
$2.75K - $3.21K
|
842
$73.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
42+ 0.82% |
$2.75K - $3.21K
|
5.15K
$452K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
41+ 0.09% |
$2.68K - $3.14K
|
45.5K
$3.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
40+ 0.19% |
$2.62K - $3.06K
|
21.5K
$1.89M
|