Purchases and Sales Made in Q3 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.05K- 4.77% |
$71.5K - $84.2K
|
21K
$1.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
SELL
|
- |
-1.05K- 8.65% |
$71.7K - $84.5K
|
11.1K
$957K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.06K- 1.7% |
$71.9K - $84.8K
|
61.3K
$5.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.07K- 0.89% |
$72.4K - $85.4K
|
119K
$10.2M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
SELL
|
- |
-1.07K- 3.04% |
$72.6K - $85.5K
|
34.1K
$2.93M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-1.09K- 11.67% |
$74K - $87.2K
|
8.23K
$707K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.1K- 7.93% |
$74.5K - $87.8K
|
12.7K
$1.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.11K- 6.01% |
$75.2K - $88.7K
|
17.3K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.13K- 6.5% |
$76.5K - $90.2K
|
16.2K
$1.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Nepsis Inc.
|
SELL
|
- |
-1.14K- 3.93% |
$77.7K - $91.6K
|
28K
$2.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.14K- 1.48% |
$77.7K - $91.6K
|
75.8K
$6.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-1.15K- 11.11% |
$78.2K - $92.2K
|
9.2K
$790K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17K- 0.31% |
$79.3K - $93.5K
|
377K
$32.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.18K- 11.75% |
$80.2K - $94.6K
|
8.86K
$761K
|
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.2K- 2.97% |
$81.5K - $96.1K
|
39.1K
$3.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.23K- 22.33% |
$83.3K - $98.2K
|
4.26K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.25K- 1.86% |
$84.7K - $99.9K
|
65.9K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.25K- 1.95% |
$85K - $100K
|
62.8K
$5.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.27K- 31.24% |
$86K - $101K
|
2.78K
$239K
|
|
|
Nov 10, 2022
Q3 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.27K- 1.54% |
$86.1K - $101K
|
80.7K
$6.93M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.27K- 18.28% |
$86.1K - $101K
|
5.66K
$486K
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.29K- 9.35% |
$87.5K - $103K
|
12.5K
$1.07M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.3K- 4.47% |
$88.2K - $104K
|
27.7K
$2.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.31K- 23.65% |
$89.3K - $105K
|
4.24K
$364K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.33K- 8.08% |
$90.4K - $107K
|
15.1K
$1.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.35K- 19.71% |
$91.9K - $108K
|
5.51K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.37K- 3.53% |
$93.4K - $110K
|
37.5K
$3.22M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.4K- 9.56% |
$95.2K - $112K
|
13.2K
$1.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.42K- 0.75% |
$96.4K - $114K
|
187K
$16.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.42K- 8.18% |
$96.8K - $114K
|
16K
$1.37M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 31.2% |
$97.6K - $115K
|
3.17K
$272K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1.45K- 55.41% |
$98.6K - $116K
|
1.17K
$100K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.45K- 25.54% |
$98.9K - $117K
|
4.24K
$364K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.46K- 18.89% |
$99.3K - $117K
|
6.27K
$538K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 7.25% |
$101K - $119K
|
19K
$1.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.5K- 29.38% |
$102K - $120K
|
3.61K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.53K- 5.25% |
$104K - $122K
|
27.5K
$2.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 6.93% |
$105K - $124K
|
20.7K
$1.78M
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.55K- 6.46% |
$105K - $124K
|
22.5K
$1.93M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.56K- 3.33% |
$106K - $125K
|
45.4K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.58K- 23.27% |
$107K - $126K
|
5.2K
$446K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.58K- 16.05% |
$107K - $127K
|
8.26K
$710K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.67K- 6.46% |
$113K - $134K
|
24.1K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.67K- 16.49% |
$113K - $134K
|
8.45K
$726K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.72K- 2.38% |
$117K - $138K
|
70.8K
$6.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.73K- 6.56% |
$117K - $138K
|
24.6K
$2.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.73K- 38.11% |
$118K - $139K
|
2.81K
$241K
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.76K- 2.9% |
$119K - $141K
|
58.8K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.76K- 1.46% |
$120K - $141K
|
119K
$10.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
SELL
|
- |
-1.8K- 10.71% |
$122K - $144K
|
15K
$1.29M
|