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
|
Univest Financial Corp
|
SELL
|
- |
-40- 1.35% |
$2.62K - $3.06K
|
2.93K
$259K
|
|
|
Aug 03, 2022
Q2 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-41- 0.6% |
$2.68K - $3.14K
|
6.79K
$600K
|
|
|
Jul 19, 2022
Q2 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-42- 0.78% |
$2.75K - $3.21K
|
5.36K
$474K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44Closed |
$2.88K - $3.37K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-46- 0.43% |
$3.01K - $3.52K
|
10.8K
$952K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-50- 0.64% |
$3.27K - $3.83K
|
7.7K
$681K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-50- 0.54% |
$3.27K - $3.83K
|
9.2K
$814K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-50Closed |
$3.27K - $3.83K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 0.2% |
$3.27K - $3.83K
|
24.7K
$2.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-50- 0.1% |
$3.27K - $3.83K
|
47.8K
$4.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 0.3% |
$3.27K - $3.83K
|
16.8K
$1.49M
|
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-50- 0.94% |
$3.27K - $3.83K
|
5.25K
$464K
|
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-50- 1.09% |
$3.27K - $3.83K
|
4.55K
$402K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-50- 0.04% |
$3.27K - $3.83K
|
119K
$10.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-54- 0.93% |
$3.53K - $4.13K
|
5.74K
$507K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-56- 1.18% |
$3.66K - $4.28K
|
4.68K
$414K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-58- 3.06% |
$3.79K - $4.44K
|
1.84K
$162K
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-61- 0.21% |
$3.99K - $4.67K
|
28.6K
$2.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-63- 0.28% |
$4.12K - $4.82K
|
22.3K
$1.97M
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-65- 1.55% |
$4.25K - $4.97K
|
4.14K
$366K
|
|
|
Jul 13, 2022
Q2 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-67- 0.67% |
$4.38K - $5.13K
|
9.97K
$881K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-67Closed |
$4.38K - $5.13K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-70- 0.71% |
$4.58K - $5.36K
|
9.82K
$868K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-72- 0.21% |
$4.71K - $5.51K
|
34.3K
$3.04M
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-72- 1.72% |
$4.71K - $5.51K
|
4.11K
$363K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-73- 1.82% |
$4.77K - $5.59K
|
3.94K
$349K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-74- 0.79% |
$4.84K - $5.66K
|
9.32K
$824K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-77- 1.48% |
$5.04K - $5.89K
|
5.13K
$453K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-77Closed |
$5.04K - $5.89K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-77- 0.52% |
$5.04K - $5.89K
|
14.6K
$1.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-78- 1.74% |
$5.1K - $5.97K
|
4.42K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-78- 0.49% |
$5.1K - $5.97K
|
15.9K
$1.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-79- 0.1% |
$5.17K - $6.04K
|
81.7K
$7.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-80- 0.92% |
$5.23K - $6.12K
|
8.66K
$766K
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-85- 1.12% |
$5.56K - $6.5K
|
7.53K
$666K
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-85- 0.86% |
$5.56K - $6.5K
|
9.8K
$866K
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-87- 0.66% |
$5.69K - $6.66K
|
13.1K
$1.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-88- 0.72% |
$5.75K - $6.73K
|
12.1K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-89- 1.34% |
$5.82K - $6.81K
|
6.55K
$579K
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-90- 0.32% |
$5.89K - $6.89K
|
27.8K
$2.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-90- 5.58% |
$5.89K - $6.89K
|
1.52K
$135K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-92Closed |
$6.02K - $7.04K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-95- 1.95% |
$6.21K - $7.27K
|
4.77K
$421K
|
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-96- 1.28% |
$6.28K - $7.34K
|
7.41K
$655K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-97- 3.09% |
$6.34K - $7.42K
|
3.05K
$269K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-99- 3.22% |
$6.47K - $7.57K
|
2.98K
$263K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-100- 0.29% |
$6.54K - $7.65K
|
34.6K
$3.06M
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-100- 0.35% |
$6.54K - $7.65K
|
28.6K
$2.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-100- 2.22% |
$6.54K - $7.65K
|
4.4K
$389K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-100- 10.38% |
$6.54K - $7.65K
|
863
$76.3K
|