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 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.87K- 6.33% |
$127K - $150K
|
27.7K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.92K- 4.25% |
$130K - $154K
|
43.3K
$3.71M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.96K- 7.54% |
$133K - $157K
|
24.1K
$2.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
SELL
|
- |
-2K- 14.14% |
$136K - $160K
|
12.1K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.01K- 2.51% |
$136K - $161K
|
78K
$6.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.02K- 4.58% |
$137K - $162K
|
42K
$3.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-2.05K- 0.7% |
$139K - $164K
|
289K
$24.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.06K- 38.26% |
$140K - $165K
|
3.32K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.08K- 50.0% |
$141K - $167K
|
2.08K
$179K
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-2.1K- 10.7% |
$143K - $168K
|
17.5K
$1.5M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.12K- 34.37% |
$144K - $170K
|
4.05K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.15K- 14.73% |
$146K - $172K
|
12.5K
$1.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.16K- 27.76% |
$147K - $173K
|
5.61K
$482K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.18K- 8.88% |
$148K - $174K
|
22.3K
$1.92M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.18K- 91.61% |
$148K - $175K
|
200
$17.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.22K- 18.08% |
$151K - $178K
|
10K
$863K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.22K- 5.75% |
$151K - $178K
|
36.4K
$3.12M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.23K- 4.85% |
$152K - $179K
|
43.8K
$3.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-2.23K- 48.04% |
$152K - $179K
|
2.41K
$207K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.25K- 11.99% |
$153K - $180K
|
16.5K
$1.42M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.28K- 1.17% |
$155K - $183K
|
192K
$16.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.32K- 18.65% |
$158K - $186K
|
10.1K
$868K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.35K- 23.16% |
$160K - $189K
|
7.8K
$670K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.37K- 69.12% |
$161K - $190K
|
1.06K
$91K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.39K- 22.41% |
$163K - $192K
|
8.28K
$712K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.4K- 8.26% |
$163K - $193K
|
26.7K
$2.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.45K- 3.5% |
$166K - $196K
|
67.5K
$5.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-2.46K- 1.78% |
$167K - $197K
|
135K
$11.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.46K- 3.96% |
$167K - $197K
|
59.7K
$5.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.47K- 3.39% |
$168K - $198K
|
70.5K
$6.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-2.54K- 1.95% |
$172K - $203K
|
128K
$11M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.58K- 0.95% |
$176K - $207K
|
268K
$23M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.65K- 38.98% |
$180K - $213K
|
4.15K
$357K
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-2.72K- 47.95% |
$185K - $218K
|
2.95K
$254K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.73K- 2.06% |
$186K - $219K
|
130K
$11.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.73K- 3.19% |
$186K - $219K
|
82.9K
$7.12M
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.83K- 11.02% |
$192K - $227K
|
22.9K
$1.96M
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.86K- 20.05% |
$194K - $229K
|
11.4K
$978K
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-2.89KClosed |
$196K - $232K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-2.93K- 15.02% |
$199K - $235K
|
16.6K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.99K- 7.03% |
$203K - $239K
|
39.5K
$3.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-2.99K- 2.47% |
$203K - $239K
|
118K
$10.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3K- 2.78% |
$204K - $240K
|
105K
$9.01M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.01K- 9.63% |
$204K - $241K
|
28.2K
$2.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.04K- 3.59% |
$207K - $244K
|
81.7K
$7.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-3.04K- 0.36% |
$207K - $244K
|
845K
$72.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.05K- 10.76% |
$207K - $244K
|
25.3K
$2.17M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.07K- 0.16% |
$209K - $246K
|
1.86M
$160M
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-3.2K- 1.14% |
$218K - $257K
|
277K
$23.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.22K- 16.98% |
$219K - $258K
|
15.7K
$1.35M
|