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
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.32K- 20.34% |
$86K - $101K
|
5.15K
$455K
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.33K- 15.64% |
$86.8K - $102K
|
7.16K
$633K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.33K- 70.14% |
$87.2K - $102K
|
568
$50.2K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.34K- 3.92% |
$87.7K - $103K
|
32.9K
$2.91M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.39K- 29.07% |
$90.6K - $106K
|
3.38K
$299K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.39K- 1.73% |
$91K - $107K
|
79.1K
$7M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.4K- 8.31% |
$91.3K - $107K
|
15.4K
$1.36M
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-1.4K- 17.01% |
$91.5K - $107K
|
6.83K
$603K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.4K- 2.14% |
$91.5K - $107K
|
64.1K
$5.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.41K- 2.15% |
$91.9K - $107K
|
64K
$5.66M
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.41K- 2.15% |
$91.9K - $107K
|
64K
$5.66M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.44K- 2.42% |
$94K - $110K
|
58K
$5.13M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.47K- 3.09% |
$95.9K - $112K
|
46K
$4.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.48K- 25.27% |
$96.8K - $113K
|
4.38K
$387K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.5K- 18.47% |
$98K - $115K
|
6.61K
$584K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.5K- 32.09% |
$98.1K - $115K
|
3.18K
$281K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.5K- 3.12% |
$98.3K - $115K
|
46.8K
$4.13M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.51K- 1.65% |
$98.6K - $115K
|
90.1K
$7.96M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.53K- 2.06% |
$99.7K - $117K
|
72.5K
$6.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-1.54K- 58.59% |
$101K - $118K
|
1.09K
$96.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.55K- 29.38% |
$101K - $119K
|
3.73K
$329K
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.56K- 8.82% |
$102K - $120K
|
16.2K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.57K- 13.02% |
$103K - $120K
|
10.5K
$929K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.57K- 0.6% |
$103K - $120K
|
263K
$23.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.58K- 10.36% |
$103K - $121K
|
13.7K
$1.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.59K- 9.27% |
$104K - $121K
|
15.5K
$1.37M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.59K- 22.16% |
$104K - $122K
|
5.6K
$495K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-1.6K- 22.52% |
$105K - $122K
|
5.51K
$487K
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.6K- 1.27% |
$105K - $123K
|
125K
$11M
|
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.6K- 0.77% |
$105K - $123K
|
208K
$18.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.64K- 3.6% |
$107K - $125K
|
43.8K
$3.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.67K- 11.0% |
$109K - $127K
|
13.5K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.69K- 9.61% |
$111K - $129K
|
15.9K
$1.41M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.71K- 14.33% |
$112K - $131K
|
10.2K
$905K
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.73K- 8.83% |
$113K - $133K
|
17.9K
$1.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.74K- 18.1% |
$114K - $133K
|
7.89K
$697K
|
|
|
Aug 12, 2022
Q2 2022
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.77K- 3.74% |
$116K - $135K
|
45.6K
$4.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.77K- 2.47% |
$116K - $136K
|
70.1K
$6.19M
|
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-1.8K- 2.21% |
$118K - $138K
|
79.7K
$7.04M
|
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.82K- 3.93% |
$119K - $139K
|
44.5K
$3.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.84K- 17.1% |
$121K - $141K
|
8.94K
$790K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.91K- 9.53% |
$125K - $146K
|
18.1K
$1.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.94K- 3.22% |
$127K - $149K
|
58.4K
$5.16M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
SELL
|
- |
-1.96K- 2.02% |
$128K - $150K
|
95K
$8.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.97K- 24.33% |
$129K - $151K
|
6.13K
$542K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.98K- 44.21% |
$129K - $151K
|
2.49K
$220K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.99K- 3.32% |
$130K - $152K
|
57.9K
$5.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-2K- 88.89% |
$131K - $153K
|
250
$22.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Reaves W H & CO Inc
|
SELL
|
- |
-2K- 0.15% |
$131K - $153K
|
1.33M
$117M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.02K- 10.67% |
$132K - $155K
|
16.9K
$1.5M
|