Purchases and Sales Made in Q4 2022 in Southern CO (SO)

SO Quotes by TradingView

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
Jan 10, 2023 Q4 2022
Churchill Management Corp

BUY
 -
1.55K
+ 1.61%
$98K - $112K
97.6K $8.38M
Jan 17, 2023 Q4 2022
Leavell Investment Management, Inc.

BUY
 -
1.54K
+ 0.96%
$97.4K - $111K
161K $13.9M
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
1.53K
+ 11.81%
$97.3K - $111K
14.5K $1.25M
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
1.53K
+ 1.4%
$96.9K - $110K
111K $9.53M
Feb 14, 2023 Q4 2022
Mainstay Capital Management LLC

BUY
 -
1.53K
+ 5.31%
$96.9K - $110K
30.3K $2.6M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
1.5K
+ 3.13%
$95K - $108K
49.3K $4.24M
Jan 20, 2023 Q4 2022
Mechanics Financial Corp

BUY
 -
1.48K
+ 22.4%
$94.1K - $107K
8.11K $697K
Jan 06, 2023 Q4 2022
Goal Vest Advisory LLC

BUY
 -
1.48K
+ 11.45%
$93.8K - $107K
14.4K $1.24M
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
1.48K
+ 34.2%
$93.8K - $107K
5.8K $498K
Feb 10, 2023 Q4 2022
Baldwin Investment Management, LLC

BUY
 -
1.48K
+ 30.73%
$93.6K - $107K
6.28K $539K
Feb 07, 2023 Q4 2022
Fiduciary Group LLC

Savannah, GA
BUY
 -
1.44K
+ 1.3%
$91.6K - $104K
113K $9.7M
Jan 27, 2023 Q4 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
1.43K
+ 34.98%
$90.6K - $103K
5.51K $473K
Jan 24, 2023 Q4 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
1.42K
+ 0.19%
$90.3K - $103K
759K $65.2M
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
1.41K
New
$89.4K - $102K
1.41K $121K
Feb 09, 2023 Q4 2022
Old Second National Bank Of Aurora

BUY
 -
1.4K
+ 30.72%
$88.8K - $101K
5.96K $512K
Jan 26, 2023 Q4 2022
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
1.39K
+ 3.78%
$88.2K - $101K
38.2K $3.28M
Feb 13, 2023 Q4 2022
Epoch Investment Partners, Inc.

New York, NY
BUY
 -
1.39K
+ 7.9%
$88.1K - $100K
19K $1.63M
Feb 08, 2023 Q4 2022
Nordea Investment Management Ab

Stockholm, V7
BUY
 -
1.37K
+ 2.96%
$87.2K - $99.3K
47.9K $4.11M
Feb 10, 2023 Q4 2022
Bison Wealth, LLC

BUY
 -
1.37K
+ 3.61%
$86.7K - $98.8K
39.2K $3.37M
Feb 21, 2023 Q4 2022
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
1.33K
New
$84.3K - $96K
1.33K $114K
Jan 19, 2023 Q4 2022
Ellsworth Advisors, LLC

BUY
 -
1.33K
+ 2.36%
$84.2K - $96K
57.7K $4.96M
Feb 02, 2023 Q4 2022
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
1.31K
+ 6.52%
$83.1K - $94.7K
21.4K $1.84M
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.31K
+ 13.66%
$82.9K - $94.4K
10.9K $934K
Feb 03, 2023 Q4 2022
Old National Bancorp

BUY
 -
1.3K
+ 4.68%
$82.3K - $93.7K
29K $2.49M
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
1.3K
+ 13.61%
$82.2K - $93.6K
10.8K $929K
Feb 13, 2023 Q4 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
1.3K
+ 39.03%
$82.2K - $93.6K
4.61K $396K
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
BUY
 -
1.29K
+ 1.57%
$81.7K - $93.1K
83.3K $7.16M
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
1.29K
New
$81.6K - $92.9K
1.29K $110K
Jan 27, 2023 Q4 2022
City Holding CO

BUY
 -
1.28K
+ 2.33%
$81.2K - $92.5K
56.3K $4.83M
Jan 17, 2023 Q4 2022
Insight Folios Inc

BUY
 -
1.27K
+ 1.41%
$80.7K - $91.9K
91.5K $7.86M
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
BUY
 -
1.26K
+ 1.98%
$80.2K - $91.3K
65K $5.58M
Feb 07, 2023 Q4 2022
Canandaigua National Corp

BUY
 -
1.26K
+ 2.62%
$79.8K - $90.9K
49.4K $4.24M
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.23K
+ 14.84%
$78K - $88.9K
9.52K $818K
Feb 03, 2023 Q4 2022
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
1.22K
+ 31.29%
$77.2K - $87.9K
5.11K $439K
Jan 05, 2023 Q4 2022
Trust CO Of Toledo Na

Holland, OH
BUY
 -
1.2K
+ 18.21%
$76.1K - $86.7K
7.79K $669K
Jan 31, 2023 Q4 2022
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
1.2K
New
$76.1K - $86.7K
1.2K $103K
Feb 13, 2023 Q4 2022
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
1.2K
+ 2.78%
$76.1K - $86.6K
44.3K $3.81M
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.2K
New
$75.8K - $86.4K
1.2K $103K
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.18K
+ 3.45%
$75K - $85.5K
35.5K $3.05M
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
1.17K
New
$74.4K - $84.7K
1.17K $101K
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.17K
+ 2.86%
$74.1K - $84.4K
42K $3.61M
Feb 08, 2023 Q4 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
1.15K
+ 1.48%
$73.1K - $83.2K
79.2K $6.8M
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.14K
+ 24.12%
$72.1K - $82.2K
5.85K $502K
Jan 05, 2023 Q4 2022
General Partner, Inc.

Pittsburgh, PA
BUY
 -
1.13K
New
$71.7K - $81.7K
1.13K $97.1K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
1.13K
+ 5.85%
$71.6K - $81.6K
20.4K $1.75M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
1.13K
+ 108.04%
$71.6K - $81.6K
2.17K $187K
Apr 02, 2024 Q4 2022
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
1.12K
+ 29.77%
$71.3K - $81.2K
4.9K $421K
Jan 11, 2023 Q4 2022
Old Port Advisors

BUY
 -
1.11K
+ 4.96%
$70.4K - $80.1K
23.5K $2.02M
Jan 25, 2023 Q4 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
1.1K
+ 4.78%
$69.9K - $79.6K
24.2K $2.07M

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