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 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
39+ 1.36% |
$2.55K - $2.98K
|
2.9K
$255K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
39+ 0.85% |
$2.55K - $2.98K
|
4.62K
$406K
|
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
37+ 0.27% |
$2.42K - $2.83K
|
13.8K
$1.21M
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
37+ 0.71% |
$2.42K - $2.83K
|
5.25K
$461K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
36+ 0.34% |
$2.35K - $2.75K
|
10.7K
$939K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
35+ 0.77% |
$2.29K - $2.68K
|
4.59K
$403K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
35+ 3.28% |
$2.29K - $2.68K
|
1.1K
$96.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
34+ 0.19% |
$2.22K - $2.6K
|
17.7K
$1.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
34+ 0.89% |
$2.22K - $2.6K
|
3.86K
$339K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
33+ 0.85% |
$2.16K - $2.52K
|
3.94K
$346K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.02% |
$2.09K - $2.45K
|
1.62K
$142K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31+ 1.43% |
$2.03K - $2.37K
|
2.2K
$193K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
31+ 0.07% |
$2.03K - $2.37K
|
44.1K
$3.87M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30+ 1.03% |
$1.96K - $2.3K
|
2.94K
$259K
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
29+ 0.83% |
$1.9K - $2.22K
|
3.54K
$311K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 0.65% |
$1.83K - $2.14K
|
4.36K
$383K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
28+ 0.74% |
$1.83K - $2.14K
|
3.83K
$336K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27+ 64.29% |
$1.77K - $2.07K
|
69
$6.06K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27+ 0.72% |
$1.77K - $2.07K
|
3.8K
$334K
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
26+ 0.86% |
$1.7K - $1.99K
|
3.04K
$267K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
26+ 0.48% |
$1.7K - $1.99K
|
5.45K
$478K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
26+ 0.65% |
$1.7K - $1.99K
|
4.02K
$353K
|
|
|
Aug 02, 2022
Q2 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
26+ 0.9% |
$1.7K - $1.99K
|
2.91K
$256K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
25+ 0.47% |
$1.63K - $1.91K
|
5.36K
$471K
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
25+ 0.51% |
$1.63K - $1.91K
|
4.94K
$433K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
24+ 0.31% |
$1.57K - $1.84K
|
7.71K
$677K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23+ 0.66% |
$1.5K - $1.76K
|
3.49K
$306K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
22+ 0.28% |
$1.44K - $1.68K
|
7.89K
$693K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
22+ 0.55% |
$1.44K - $1.68K
|
4.01K
$352K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
22+ 0.66% |
$1.44K - $1.68K
|
3.38K
$297K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21+ 0.24% |
$1.37K - $1.61K
|
8.6K
$755K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
20+ 0.26% |
$1.31K - $1.53K
|
7.68K
$675K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20+ 0.38% |
$1.31K - $1.53K
|
5.35K
$469K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 6.25% |
$1.31K - $1.53K
|
340
$29.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 1.78% |
$1.31K - $1.53K
|
1.15K
$101K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 0.58% |
$1.31K - $1.53K
|
3.44K
$302K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.56% |
$1.24K - $1.45K
|
3.44K
$302K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18+ 0.65% |
$1.18K - $1.38K
|
2.78K
$244K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
18+ 0.16% |
$1.18K - $1.38K
|
11K
$970K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
18+ 0.37% |
$1.18K - $1.38K
|
4.88K
$429K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.16% |
$1.18K - $1.38K
|
11K
$970K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
17+ 0.36% |
$1.11K - $1.3K
|
4.78K
$420K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
16+ 0.73% |
$1.05K - $1.22K
|
2.21K
$194K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16+ 0.07% |
$1.05K - $1.22K
|
21.4K
$1.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.85% |
$981 - $1.15K
|
1.78K
$156K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 2.07% |
$981 - $1.15K
|
741
$65.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.25% |
$915 - $1.07K
|
5.55K
$487K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14+ 0.23% |
$915 - $1.07K
|
6.02K
$528K
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
14+ 0.3% |
$915 - $1.07K
|
4.68K
$411K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14New |
$915 - $1.07K
|
14
$1.23K
|