Purchases and Sales Made in Q4 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.3K+ 25.13% |
$146K - $166K
|
11.4K
$983K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.28KNew |
$145K - $165K
|
2.28K
$196K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.27K+ 8.84% |
$144K - $164K
|
28K
$2.41M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
2.26KNew |
$143K - $163K
|
2.26K
$194K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.23K+ 18.19% |
$141K - $161K
|
14.5K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.18K+ 8.6% |
$138K - $157K
|
27.5K
$2.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.17K+ 0.77% |
$138K - $157K
|
284K
$24.4M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.17K+ 0.77% |
$138K - $157K
|
284K
$24.4M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.17K+ 0.77% |
$138K - $157K
|
284K
$24.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.13KNew |
$135K - $154K
|
2.13K
$183K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.12K+ 4.67% |
$134K - $153K
|
47.4K
$4.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.08K+ 9.0% |
$132K - $150K
|
25.1K
$2.16M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.06K+ 27.3% |
$130K - $149K
|
9.59K
$824K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.04K+ 46.86% |
$129K - $147K
|
6.39K
$549K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 3.34% |
$127K - $145K
|
61.9K
$5.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2K+ 9.05% |
$127K - $145K
|
24.1K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.98K+ 38.04% |
$125K - $143K
|
7.17K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.95K+ 23.55% |
$124K - $141K
|
10.2K
$880K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.94K+ 4.27% |
$123K - $140K
|
47.3K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.9K+ 12.31% |
$121K - $137K
|
17.3K
$1.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.9K+ 3.3% |
$121K - $137K
|
59.5K
$5.11M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.89K+ 4.43% |
$120K - $136K
|
44.6K
$3.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.89K+ 24.74% |
$120K - $136K
|
9.52K
$818K
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.87K+ 3.18% |
$119K - $135K
|
60.7K
$5.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.87K+ 8.77% |
$119K - $135K
|
23.2K
$1.99M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.87K+ 3.56% |
$119K - $135K
|
54.5K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.86K+ 1.28% |
$118K - $134K
|
148K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.85K+ 0.66% |
$117K - $134K
|
284K
$24.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.85K+ 6.86% |
$117K - $133K
|
28.8K
$2.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.85K+ 9.95% |
$117K - $133K
|
20.4K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.83K+ 2.27% |
$116K - $132K
|
82.5K
$7.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.82K+ 3.78% |
$115K - $131K
|
49.8K
$4.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.81K+ 19.68% |
$115K - $131K
|
11K
$945K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.8K+ 8.52% |
$114K - $130K
|
22.9K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 17.24% |
$112K - $127K
|
12K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.76K+ 4.64% |
$111K - $127K
|
39.6K
$3.4M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.76K+ 11.54% |
$111K - $127K
|
17K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.73K+ 10.87% |
$110K - $125K
|
17.7K
$1.52M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.72KNew |
$109K - $124K
|
1.72K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 14.61% |
$108K - $123K
|
13.4K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.7K+ 3.93% |
$108K - $123K
|
45K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 17.55% |
$108K - $122K
|
11.4K
$975K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 7.87% |
$107K - $121K
|
23K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.68K+ 5.73% |
$107K - $121K
|
31K
$2.66M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.67K+ 1.99% |
$106K - $121K
|
85.7K
$7.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.66K+ 8.21% |
$105K - $120K
|
21.8K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
1.62K+ 4.46% |
$103K - $117K
|
38K
$3.26M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.6K+ 29.1% |
$101K - $115K
|
7.08K
$608K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.58K+ 27.94% |
$100K - $114K
|
7.25K
$623K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.56K+ 110.4% |
$99K - $113K
|
2.97K
$255K
|