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 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.98K+ 48.38% |
$129K - $151K
|
6.06K
$519K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.97K+ 17.04% |
$128K - $150K
|
13.5K
$1.16M
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.95K+ 43.45% |
$127K - $149K
|
6.44K
$551K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.92K+ 51.9% |
$126K - $147K
|
5.63K
$482K
|
|
|
Jun 30, 2022
Q2 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.91K+ 0.97% |
$125K - $146K
|
200K
$17.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.9K+ 8.57% |
$124K - $145K
|
24K
$2.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.89K+ 3.4% |
$123K - $144K
|
57.3K
$4.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.85K+ 0.53% |
$121K - $142K
|
350K
$30M
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.84K+ 1.74% |
$120K - $141K
|
107K
$9.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
1.84K+ 10.4% |
$120K - $140K
|
19.5K
$1.67M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.76K+ 4.2% |
$115K - $135K
|
43.8K
$3.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 19.59% |
$115K - $135K
|
10.7K
$918K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.75K+ 19.4% |
$114K - $134K
|
10.8K
$922K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.71K+ 16.73% |
$112K - $131K
|
11.9K
$1.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.71K+ 3.83% |
$112K - $131K
|
46.3K
$3.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.7K+ 8.04% |
$111K - $130K
|
22.8K
$1.95M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.65K+ 2.4% |
$108K - $127K
|
70.5K
$6.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.65K+ 59.27% |
$108K - $126K
|
4.43K
$379K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
1.65K+ 3.09% |
$108K - $126K
|
54.8K
$4.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.64K+ 0.69% |
$107K - $125K
|
240K
$20.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.63K+ 0.7% |
$107K - $125K
|
235K
$20.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.62K+ 6.96% |
$106K - $124K
|
24.9K
$2.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 8.51% |
$105K - $123K
|
20.6K
$1.76M
|
|
|
Jul 12, 2022
Q2 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
1.6K+ 6.14% |
$105K - $122K
|
27.7K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.6K+ 164.1% |
$105K - $122K
|
2.58K
$220K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.59K+ 1.6% |
$104K - $121K
|
101K
$8.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
1.58K+ 7.67% |
$103K - $121K
|
22.2K
$1.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.58K+ 17.03% |
$103K - $121K
|
10.8K
$926K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.57K+ 11.85% |
$103K - $120K
|
14.9K
$1.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.54K+ 10.47% |
$101K - $118K
|
16.2K
$1.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.5K+ 7.71% |
$98.2K - $115K
|
21K
$1.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
1.5K+ 45.45% |
$98.1K - $115K
|
4.8K
$411K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.5K+ 6.17% |
$98K - $115K
|
25.8K
$2.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.49K+ 24.85% |
$97.4K - $114K
|
7.49K
$641K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.48K+ 16.14% |
$97K - $114K
|
10.7K
$914K
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.46K+ 46.19% |
$95.6K - $112K
|
4.63K
$396K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 17.57% |
$95.4K - $112K
|
9.76K
$836K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.46K+ 23.25% |
$95.3K - $112K
|
7.73K
$661K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.44KNew |
$94.2K - $110K
|
1.44K
$123K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.42K+ 1.33% |
$92.9K - $109K
|
108K
$9.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 6.79% |
$92.5K - $108K
|
22.2K
$1.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 3.13% |
$91.5K - $107K
|
46.1K
$3.94M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.4K+ 7.41% |
$91.4K - $107K
|
20.3K
$1.73M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.39K+ 8.41% |
$91K - $107K
|
17.9K
$1.54M
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.38K+ 3.04% |
$90.2K - $106K
|
46.7K
$4M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.36K+ 1.15% |
$88.7K - $104K
|
120K
$10.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.35K+ 49.83% |
$87.9K - $103K
|
4.04K
$346K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.33KNew |
$87K - $102K
|
1.33K
$114K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.31K+ 10.61% |
$85.4K - $99.9K
|
13.6K
$1.17M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.27K+ 44.42% |
$82.8K - $96.9K
|
4.12K
$352K
|