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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.32K- 8.51% |
$226K - $266K
|
35.7K
$3.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3.36K- 7.62% |
$228K - $269K
|
40.7K
$3.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.47K- 4.96% |
$236K - $278K
|
66.6K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-3.48K- 36.68% |
$237K - $279K
|
6.01K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-3.49K- 9.52% |
$237K - $279K
|
33.1K
$2.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.77K- 4.51% |
$256K - $302K
|
79.8K
$6.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.78K- 23.15% |
$257K - $303K
|
12.5K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.82K- 6.17% |
$260K - $306K
|
58.1K
$4.99M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.84K- 17.91% |
$261K - $308K
|
17.6K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.86K- 32.57% |
$262K - $309K
|
7.98K
$685K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.87K- 22.47% |
$263K - $310K
|
13.4K
$1.15M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-3.9K- 21.75% |
$265K - $313K
|
14K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.92K- 21.38% |
$266K - $314K
|
14.4K
$1.24M
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.93K- 15.91% |
$267K - $315K
|
20.8K
$1.78M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-4.03K- 1.99% |
$274K - $323K
|
198K
$17M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.03K- 13.29% |
$274K - $323K
|
26.3K
$2.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.08K- 0.64% |
$277K - $327K
|
638K
$54.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.09K- 1.43% |
$278K - $328K
|
282K
$24.2M
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.09K- 1.43% |
$278K - $328K
|
282K
$24.2M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.09K- 1.43% |
$278K - $328K
|
282K
$24.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-4.09K- 5.41% |
$278K - $328K
|
71.5K
$6.14M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.34K- 51.24% |
$295K - $348K
|
4.13K
$355K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-4.34K- 20.36% |
$295K - $348K
|
17K
$1.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.39K- 55.14% |
$298K - $352K
|
3.57K
$306K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-4.39K- 30.62% |
$298K - $352K
|
9.94K
$854K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.41K- 4.51% |
$300K - $353K
|
93.3K
$8.01M
|
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.5K- 7.65% |
$306K - $361K
|
54.3K
$4.66M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.6KClosed |
$312K - $368K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-4.66K- 19.87% |
$317K - $374K
|
18.8K
$1.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.81K- 26.57% |
$327K - $386K
|
13.3K
$1.14M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-5.01K- 32.51% |
$341K - $402K
|
10.4K
$894K
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-5.02K- 22.34% |
$341K - $402K
|
17.4K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.05K- 5.11% |
$344K - $405K
|
93.9K
$8.06M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.29K- 60.92% |
$360K - $424K
|
3.39K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-5.3K- 13.02% |
$360K - $425K
|
35.4K
$3.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-5.4K- 6.78% |
$367K - $433K
|
74.3K
$6.38M
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
SELL
|
- |
-5.72K- 4.17% |
$389K - $458K
|
132K
$11.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-5.72K- 1.54% |
$389K - $459K
|
367K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.75K- 1.13% |
$391K - $461K
|
503K
$43.2M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.76K- 1.57% |
$392K - $462K
|
361K
$31M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.81K- 0.87% |
$395K - $466K
|
660K
$56.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.97KClosed |
$406K - $478K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.18K- 33.71% |
$420K - $495K
|
12.2K
$1.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-6.47K- 10.46% |
$440K - $519K
|
55.4K
$4.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-6.59K- 3.58% |
$448K - $528K
|
178K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.6K- 20.31% |
$448K - $529K
|
25.9K
$2.22M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-6.66K- 6.2% |
$453K - $533K
|
101K
$8.65M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.66K- 2.34% |
$453K - $534K
|
278K
$23.9M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6.93K- 9.16% |
$471K - $555K
|
68.7K
$5.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-7.02K- 11.5% |
$477K - $563K
|
54K
$4.64M
|