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
|
Hyman Charles D
|
SELL
|
- |
-2.97K- 0.65% |
$194K - $227K
|
457K
$40.4M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.99K- 10.31% |
$196K - $229K
|
26K
$2.3M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-3.05K- 2.29% |
$199K - $233K
|
130K
$11.5M
|
|
Jul 14, 2022
Q2 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-3.06KClosed |
$200K - $234K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-3.13KClosed |
$205K - $239K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.13K- 6.64% |
$205K - $240K
|
44K
$3.89M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.14KClosed |
$205K - $240K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-3.19KClosed |
$209K - $244K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.2K- 14.15% |
$210K - $245K
|
19.4K
$1.72M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-3.24KClosed |
$212K - $248K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-3.25KClosed |
$213K - $249K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-3.25K- 19.87% |
$213K - $249K
|
13.1K
$1.16M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.26KClosed |
$213K - $249K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.27K- 17.48% |
$214K - $250K
|
15.4K
$1.36M
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.3KClosed |
$216K - $252K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-3.3KClosed |
$216K - $252K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
SELL
|
- |
-3.32KClosed |
$217K - $254K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.33K- 28.41% |
$218K - $255K
|
8.4K
$742K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.33K- 28.41% |
$218K - $255K
|
8.4K
$742K
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.35KClosed |
$219K - $257K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.4K- 6.66% |
$223K - $260K
|
47.7K
$4.22M
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-3.4KClosed |
$223K - $260K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 50.22% |
$226K - $265K
|
3.43K
$303K
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-3.47K- 9.93% |
$227K - $265K
|
31.5K
$2.78M
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-3.49KClosed |
$228K - $267K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.58K- 30.18% |
$234K - $274K
|
8.28K
$732K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.62K- 3.67% |
$237K - $277K
|
94.9K
$8.39M
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.62K- 45.28% |
$237K - $277K
|
4.38K
$387K
|
|
Aug 15, 2022
Q2 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.77KClosed |
$247K - $289K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-3.78K- 0.32% |
$247K - $289K
|
1.17M
$103M
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.82K- 76.09% |
$250K - $292K
|
1.2K
$106K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.83K- 11.37% |
$250K - $293K
|
29.8K
$2.64M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.87K- 2.83% |
$253K - $296K
|
133K
$11.7M
|
|
Aug 15, 2022
Q2 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-3.89KClosed |
$254K - $298K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.08KClosed |
$267K - $312K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-4.12K- 4.68% |
$269K - $315K
|
83.8K
$7.41M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-4.23K- 1.18% |
$277K - $324K
|
354K
$31.3M
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-4.26K- 3.4% |
$279K - $326K
|
121K
$10.7M
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.26K- 59.57% |
$279K - $326K
|
2.89K
$256K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.27K- 24.41% |
$279K - $326K
|
13.2K
$1.17M
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-4.33K- 40.48% |
$283K - $331K
|
6.37K
$563K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.34K- 6.5% |
$284K - $332K
|
62.5K
$5.52M
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.41K- 26.96% |
$288K - $337K
|
11.9K
$1.06M
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.42KClosed |
$289K - $338K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-4.54K- 46.71% |
$297K - $348K
|
5.19K
$458K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.56KClosed |
$298K - $349K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-4.62KClosed |
$302K - $354K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.74K- 2.74% |
$310K - $362K
|
168K
$14.8M
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.74K- 2.74% |
$310K - $362K
|
168K
$14.8M
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.78K- 28.78% |
$313K - $366K
|
11.8K
$1.05M
|