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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-181- 0.58% |
$11.8K - $13.8K
|
31.1K
$2.74M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-182- 1.88% |
$11.9K - $13.9K
|
9.5K
$834K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-185- 1.44% |
$12.1K - $14.2K
|
12.6K
$1.11M
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-190- 1.12% |
$12.4K - $14.5K
|
16.8K
$1.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-194- 2.31% |
$12.7K - $14.8K
|
8.22K
$722K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-195- 4.33% |
$12.8K - $14.9K
|
4.31K
$378K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-197- 6.22% |
$12.9K - $15.1K
|
2.97K
$261K
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-197- 1.39% |
$12.9K - $15.1K
|
14K
$1.23M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-198- 0.89% |
$12.9K - $15.1K
|
22.1K
$1.94M
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-198- 0.38% |
$12.9K - $15.1K
|
51.6K
$4.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-199- 2.96% |
$13K - $15.2K
|
6.51K
$572K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-199- 0.76% |
$13K - $15.2K
|
26K
$2.28M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-200- 4.68% |
$13.1K - $15.3K
|
4.08K
$358K
|
|
|
Jul 26, 2022
Q2 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-200- 1.57% |
$13.1K - $15.3K
|
12.5K
$1.1M
|
|
|
Jul 27, 2022
Q2 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-200- 0.77% |
$13.1K - $15.3K
|
25.8K
$2.27M
|
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-200- 1.19% |
$13.1K - $15.3K
|
16.6K
$1.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 0.49% |
$13.1K - $15.3K
|
40.6K
$3.56M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-202- 1.64% |
$13.2K - $15.5K
|
12.1K
$1.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-202- 0.48% |
$13.2K - $15.5K
|
42.1K
$3.69M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-202- 11.03% |
$13.2K - $15.5K
|
1.63K
$143K
|
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-209- 1.68% |
$13.7K - $16K
|
12.2K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-210- 2.72% |
$13.7K - $16.1K
|
7.52K
$660K
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-211- 0.28% |
$13.8K - $16.1K
|
74.2K
$6.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-219- 11.66% |
$14.3K - $16.8K
|
1.66K
$146K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-220- 6.49% |
$14.4K - $16.8K
|
3.17K
$278K
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-220- 0.59% |
$14.4K - $16.8K
|
36.9K
$3.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-225- 1.73% |
$14.7K - $17.2K
|
12.7K
$1.12M
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-225- 4.73% |
$14.7K - $17.2K
|
4.54K
$398K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-228- 4.74% |
$14.9K - $17.4K
|
4.59K
$403K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-233- 24.97% |
$15.2K - $17.8K
|
700
$61.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Madden Securities Corp
|
SELL
|
- |
-235- 1.48% |
$15.4K - $18K
|
15.7K
$1.38M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-244- 5.16% |
$16K - $18.7K
|
4.49K
$394K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-249- 3.63% |
$16.3K - $19.1K
|
6.62K
$581K
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-250- 6.1% |
$16.3K - $19.1K
|
3.85K
$338K
|
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-250- 5.85% |
$16.3K - $19.1K
|
4.03K
$353K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-250Closed |
$16.3K - $19.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-250- 3.48% |
$16.3K - $19.1K
|
6.93K
$608K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-255- 0.41% |
$16.7K - $19.5K
|
62.3K
$5.47M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-259- 2.74% |
$16.9K - $19.8K
|
9.21K
$808K
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-260- 5.09% |
$17K - $19.9K
|
4.85K
$426K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-262- 5.61% |
$17.1K - $20K
|
4.41K
$387K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-262- 85.62% |
$17.1K - $20K
|
44
$3.86K
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-263- 0.66% |
$17.2K - $20.1K
|
39.7K
$3.49M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-273- 4.52% |
$17.9K - $20.9K
|
5.77K
$507K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-274- 0.25% |
$17.9K - $21K
|
107K
$9.42M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-276- 6.7% |
$18K - $21.1K
|
3.85K
$338K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-280Closed |
$18.3K - $21.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-281- 16.27% |
$18.4K - $21.5K
|
1.45K
$127K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-284- 4.13% |
$18.6K - $21.7K
|
6.6K
$579K
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-288- 8.15% |
$18.8K - $22K
|
3.25K
$285K
|