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 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.94K- 26.53% |
$323K - $378K
|
13.7K
$1.21M
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-5.11KClosed |
$334K - $391K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-5.22KClosed |
$341K - $399K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.28KClosed |
$345K - $404K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.28K- 36.3% |
$345K - $404K
|
9.26K
$819K
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.29KClosed |
$346K - $405K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5.33K- 64.53% |
$348K - $407K
|
2.93K
$259K
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-5.4K- 57.13% |
$353K - $413K
|
4.05K
$358K
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5.4K- 34.05% |
$353K - $413K
|
10.5K
$924K
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-5.49KClosed |
$359K - $420K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.5K- 59.11% |
$360K - $421K
|
3.8K
$336K
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5.53K- 12.45% |
$362K - $423K
|
38.9K
$3.44M
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.57K- 0.06% |
$364K - $426K
|
9.92M
$877M
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5.58K- 1.02% |
$365K - $427K
|
544K
$48M
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-5.6K- 13.27% |
$366K - $429K
|
36.6K
$3.24M
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.62K- 1.6% |
$367K - $430K
|
346K
$30.6M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.71KClosed |
$374K - $437K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-5.72K- 31.95% |
$374K - $438K
|
12.2K
$1.08M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.77KClosed |
$377K - $442K
|
0
$0
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.82K- 8.13% |
$381K - $446K
|
65.8K
$5.82M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-5.9KClosed |
$386K - $452K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.93K- 54.88% |
$388K - $453K
|
4.87K
$431K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-6.01K- 56.39% |
$393K - $460K
|
4.65K
$411K
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6.03KClosed |
$394K - $461K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.12K- 4.42% |
$400K - $468K
|
132K
$11.7M
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-6.19K- 3.86% |
$405K - $473K
|
154K
$13.6M
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-6.2K- 24.01% |
$405K - $474K
|
19.6K
$1.73M
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.22KClosed |
$407K - $476K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.31K- 35.95% |
$413K - $483K
|
11.2K
$994K
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-6.36KClosed |
$416K - $486K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.45K- 25.66% |
$422K - $493K
|
18.7K
$1.65M
|
|
Aug 11, 2022
Q2 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-6.5K- 4.32% |
$425K - $497K
|
144K
$12.7M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.63K- 7.63% |
$434K - $507K
|
80.3K
$7.1M
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-6.64K- 10.36% |
$434K - $508K
|
57.4K
$5.08M
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.66K- 63.39% |
$436K - $510K
|
3.85K
$340K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.68K- 55.4% |
$436K - $511K
|
5.37K
$475K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.68K- 10.78% |
$437K - $511K
|
55.3K
$4.88M
|
|
Jul 20, 2022
Q2 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-6.74K- 8.27% |
$441K - $516K
|
74.8K
$6.61M
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-6.92KClosed |
$452K - $529K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.98K- 47.32% |
$456K - $534K
|
7.77K
$686K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.99K- 16.99% |
$457K - $535K
|
34.1K
$3.02M
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7.6K- 29.14% |
$497K - $581K
|
18.5K
$1.63M
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7.67K- 2.62% |
$501K - $587K
|
285K
$25.2M
|
|
Jul 26, 2022
Q2 2022
|
Kbc Group Nv
|
SELL
|
- |
-7.71K- 12.26% |
$504K - $590K
|
55.1K
$4.87M
|
|
Feb 14, 2024
Q2 2022
|
Kbc Group Nv
|
SELL
|
- |
-7.71K- 12.26% |
$504K - $590K
|
55.1K
$4.87M
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.71K- 0.41% |
$504K - $590K
|
1.87M
$165M
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-7.75K- 16.4% |
$507K - $593K
|
39.5K
$3.49M
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.89K- 4.01% |
$516K - $604K
|
189K
$16.7M
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-7.99K- 2.92% |
$523K - $612K
|
266K
$23.5M
|
|
Aug 01, 2022
Q2 2022
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-8.1KClosed |
$530K - $620K
|
0
$0
|