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 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-289- 2.18% |
$18.9K - $22.1K
|
12.9K
$1.14M
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-289- 5.82% |
$18.9K - $22.1K
|
4.68K
$414K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-293- 1.61% |
$19.2K - $22.4K
|
17.9K
$1.58M
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-295- 0.66% |
$19.3K - $22.6K
|
44.1K
$3.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-299- 62.42% |
$19.6K - $22.9K
|
180
$15.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-300- 4.56% |
$19.6K - $23K
|
6.28K
$555K
|
|
|
Aug 08, 2022
Q2 2022
|
Weybosset Research & Management LLC
|
SELL
|
- |
-300- 9.09% |
$19.6K - $23K
|
3K
$265K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-301Closed |
$19.7K - $23K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-302- 4.62% |
$19.7K - $23.1K
|
6.23K
$551K
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-302- 3.36% |
$19.7K - $23.1K
|
8.7K
$769K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-304- 3.01% |
$19.9K - $23.3K
|
9.79K
$866K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-305- 1.03% |
$19.9K - $23.3K
|
29.3K
$2.59M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-308- 34.41% |
$20.1K - $23.6K
|
587
$51.9K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-309- 5.34% |
$20.2K - $23.6K
|
5.48K
$485K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-310- 5.2% |
$20.3K - $23.7K
|
5.65K
$499K
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-318- 3.75% |
$20.8K - $24.3K
|
8.17K
$722K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-320- 4.05% |
$20.9K - $24.5K
|
7.58K
$670K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-320- 0.81% |
$20.9K - $24.5K
|
39.2K
$3.46M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-320- 5.27% |
$20.9K - $24.5K
|
5.76K
$509K
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-324- 65.06% |
$21.2K - $24.8K
|
174
$15.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-328- 7.96% |
$21.4K - $25.1K
|
3.79K
$335K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-336- 0.55% |
$22K - $25.7K
|
60.6K
$5.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Nepsis Inc.
|
SELL
|
- |
-338- 1.15% |
$22.1K - $25.9K
|
29.1K
$2.57M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-340- 1.12% |
$22.2K - $26K
|
30.1K
$2.66M
|
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-348- 2.96% |
$22.8K - $26.6K
|
11.4K
$1.01M
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-349- 3.44% |
$22.8K - $26.7K
|
9.8K
$866K
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-350- 6.94% |
$22.9K - $26.8K
|
4.69K
$415K
|
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-350- 6.09% |
$22.9K - $26.8K
|
5.4K
$477K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-352- 0.82% |
$23K - $26.9K
|
42.5K
$3.75M
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-353- 6.97% |
$23.1K - $27K
|
4.71K
$417K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-354- 3.92% |
$23.1K - $27.1K
|
8.68K
$768K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-361- 2.08% |
$23.6K - $27.6K
|
17K
$1.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-361- 1.74% |
$23.6K - $27.6K
|
20.4K
$1.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-361- 0.61% |
$23.6K - $27.6K
|
58.9K
$5.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-363- 1.24% |
$23.7K - $27.8K
|
29K
$2.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-365- 1.02% |
$23.9K - $27.9K
|
35.4K
$3.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-376- 1.54% |
$24.6K - $28.8K
|
24K
$2.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-377- 2.44% |
$24.7K - $28.8K
|
15.1K
$1.33M
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-400- 1.58% |
$26.2K - $30.6K
|
24.9K
$2.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-400- 8.95% |
$26.2K - $30.6K
|
4.07K
$360K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-400- 5.62% |
$26.2K - $30.6K
|
6.72K
$594K
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-418- 0.96% |
$27.3K - $32K
|
43.3K
$3.83M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-420- 2.42% |
$27.5K - $32.1K
|
17K
$1.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-420- 3.13% |
$27.5K - $32.1K
|
13K
$1.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-422- 2.37% |
$27.6K - $32.3K
|
17.4K
$1.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-427- 0.68% |
$27.9K - $32.7K
|
62.1K
$5.49M
|
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-432- 7.93% |
$28.2K - $33.1K
|
5.02K
$444K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-433- 0.49% |
$28.3K - $33.1K
|
88.7K
$7.85M
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-439- 6.92% |
$28.7K - $33.6K
|
5.91K
$522K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-440Closed |
$28.8K - $33.7K
|
0
$0
|