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 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.08K- 4.2% |
$481K - $567K
|
161K
$13.9M
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-7.36K- 2.76% |
$500K - $590K
|
259K
$22.2M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.39K- 6.77% |
$503K - $593K
|
102K
$8.74M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.39K- 7.72% |
$503K - $593K
|
88.3K
$7.59M
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-7.52K- 1.64% |
$511K - $602K
|
449K
$38.6M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.73K- 33.6% |
$526K - $619K
|
15.3K
$1.31M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.75K- 12.4% |
$527K - $621K
|
54.7K
$4.7M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.85K- 38.19% |
$534K - $629K
|
12.7K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-7.97K- 13.79% |
$542K - $639K
|
49.8K
$4.28M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.54K- 3.06% |
$581K - $685K
|
271K
$23.3M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.91K- 44.88% |
$674K - $794K
|
12.2K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10K- 55.91% |
$683K - $805K
|
7.92K
$681K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.2K- 8.58% |
$691K - $815K
|
108K
$9.3M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.2K- 35.27% |
$695K - $819K
|
18.8K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-10.2K- 5.16% |
$697K - $821K
|
188K
$16.2M
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-11K- 6.74% |
$750K - $884K
|
153K
$13.1M
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-11.2K- 45.89% |
$762K - $898K
|
13.2K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-11.2K- 23.48% |
$762K - $898K
|
36.5K
$3.13M
|
|
Nov 03, 2022
Q3 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-11.8K- 16.34% |
$802K - $946K
|
60.4K
$5.19M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-12.1K- 98.47% |
$821K - $968K
|
188
$16.1K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 11.95% |
$835K - $984K
|
90.4K
$7.77M
|
|
Nov 08, 2022
Q3 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-12.5K- 3.29% |
$850K - $1M
|
367K
$31.5M
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-13.1K- 22.88% |
$893K - $1.05M
|
44.3K
$3.8M
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-13.3K- 6.54% |
$902K - $1.06M
|
190K
$16.3M
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-13.4K- 53.88% |
$911K - $1.07M
|
11.5K
$985K
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13.7K- 2.4% |
$930K - $1.1M
|
556K
$47.7M
|
|
Nov 08, 2022
Q3 2022
|
Reaves W H & CO Inc
|
SELL
|
- |
-13.8K- 1.04% |
$938K - $1.11M
|
1.31M
$113M
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-13.9K- 32.18% |
$947K - $1.12M
|
29.4K
$2.52M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.8K- 20.15% |
$1.01M - $1.19M
|
58.6K
$5.03M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.9K- 20.59% |
$1.01M - $1.19M
|
57.5K
$4.94M
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-15K- 29.38% |
$1.02M - $1.21M
|
36.2K
$3.11M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-15.1K- 80.59% |
$1.02M - $1.21M
|
3.63K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.1K- 61.05% |
$1.03M - $1.21M
|
9.66K
$829K
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-15.4K- 67.27% |
$1.05M - $1.23M
|
7.49K
$644K
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-16.2K- 9.59% |
$1.1M - $1.29M
|
152K
$13.1M
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
SELL
|
- |
-16.4K- 22.43% |
$1.12M - $1.32M
|
56.8K
$4.88M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-17K- 6.45% |
$1.15M - $1.36M
|
246K
$21.1M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.5K- 6.54% |
$1.19M - $1.41M
|
251K
$21.5M
|
|
Nov 10, 2022
Q3 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-17.8K- 14.49% |
$1.21M - $1.43M
|
105K
$9.03M
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-17.9K- 3.12% |
$1.22M - $1.43M
|
556K
$47.7M
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-18K- 25.6% |
$1.22M - $1.44M
|
52.3K
$4.49M
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-19.1K- 1.08% |
$1.3M - $1.53M
|
1.76M
$151M
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-19.5K- 33.34% |
$1.32M - $1.56M
|
38.9K
$3.34M
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-22.8K- 84.04% |
$1.55M - $1.83M
|
4.33K
$372K
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-23K- 32.39% |
$1.57M - $1.85M
|
48.1K
$4.13M
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-24K- 7.24% |
$1.63M - $1.92M
|
307K
$26.4M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 1.18% |
$1.79M - $2.11M
|
2.2M
$189M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.6K- 16.4% |
$1.94M - $2.29M
|
146K
$12.5M
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-29.4K- 22.55% |
$2M - $2.35M
|
101K
$8.66M
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-29.4K- 25.33% |
$2M - $2.35M
|
86.6K
$7.44M
|