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 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-100- 0.58% |
$6.54K - $7.65K
|
17.2K
$1.51M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 0.9% |
$6.54K - $7.65K
|
11K
$968K
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-100- 3.45% |
$6.54K - $7.65K
|
2.8K
$246K
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-100- 0.26% |
$6.54K - $7.65K
|
38.3K
$3.36M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-101- 1.23% |
$6.6K - $7.73K
|
8.13K
$714K
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-101- 0.55% |
$6.6K - $7.73K
|
18.2K
$1.6M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-102- 1.69% |
$6.67K - $7.8K
|
5.92K
$520K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-104- 3.41% |
$6.8K - $7.96K
|
2.94K
$258K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-104- 12.81% |
$6.8K - $7.96K
|
708
$62.2K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-110- 0.38% |
$7.19K - $8.42K
|
29.1K
$2.55M
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-111- 3.45% |
$7.26K - $8.49K
|
3.11K
$273K
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
SELL
|
- |
-114- 0.8% |
$7.45K - $8.72K
|
14.2K
$1.25M
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-114- 3.24% |
$7.45K - $8.72K
|
3.4K
$299K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-115- 0.23% |
$7.52K - $8.8K
|
50.9K
$4.47M
|
|
Jul 06, 2022
Q2 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-118- 1.02% |
$7.72K - $9.03K
|
11.5K
$1.01M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-122- 1.37% |
$7.98K - $9.33K
|
8.79K
$772K
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-122- 3.97% |
$7.98K - $9.33K
|
2.95K
$259K
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-125- 1.82% |
$8.17K - $9.56K
|
6.73K
$591K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-130- 8.5% |
$8.5K - $9.95K
|
1.4K
$123K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-131- 0.75% |
$8.57K - $10K
|
17.4K
$1.53M
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-132- 1.53% |
$8.63K - $10.1K
|
8.52K
$748K
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-133- 13.42% |
$8.7K - $10.2K
|
858
$75.3K
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-133- 2.78% |
$8.7K - $10.2K
|
4.65K
$408K
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-135- 14.05% |
$8.83K - $10.3K
|
826
$72.5K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-137- 7.71% |
$8.96K - $10.5K
|
1.64K
$144K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-140- 1.1% |
$9.15K - $10.7K
|
12.6K
$1.11M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-140- 3.67% |
$9.15K - $10.7K
|
3.68K
$323K
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-140- 3.33% |
$9.15K - $10.7K
|
4.07K
$357K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-143Closed |
$9.35K - $10.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-150- 3.35% |
$9.81K - $11.5K
|
4.32K
$380K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 27.27% |
$9.81K - $11.5K
|
400
$35.1K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-152- 2.08% |
$9.94K - $11.6K
|
7.17K
$629K
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-155- 2.28% |
$10.1K - $11.9K
|
6.64K
$583K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-155- 0.13% |
$10.1K - $11.9K
|
118K
$10.4M
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-155- 0.94% |
$10.1K - $11.9K
|
16.3K
$1.44M
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-156- 0.99% |
$10.2K - $11.9K
|
15.6K
$1.37M
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-158- 1.08% |
$10.3K - $12.1K
|
14.4K
$1.27M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 5.3% |
$10.3K - $12.1K
|
2.82K
$248K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-160- 1.27% |
$10.5K - $12.2K
|
12.4K
$1.09M
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-160- 3.1% |
$10.5K - $12.2K
|
5K
$439K
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-161- 2.89% |
$10.5K - $12.3K
|
5.41K
$475K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-162Closed |
$10.6K - $12.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-163- 1.24% |
$10.7K - $12.5K
|
13K
$1.14M
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-164- 1.48% |
$10.7K - $12.5K
|
10.9K
$961K
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-164- 2.31% |
$10.7K - $12.5K
|
6.92K
$608K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-165- 9.5% |
$10.8K - $12.6K
|
1.57K
$138K
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-169- 0.44% |
$11.1K - $12.9K
|
38.5K
$3.38M
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-175Closed |
$11.4K - $13.4K
|
0
$0
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-179- 0.66% |
$11.7K - $13.7K
|
27.1K
$2.38M
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-180- 0.41% |
$11.8K - $13.8K
|
44K
$3.87M
|