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 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
724+ 12.54% |
$45.9K - $52.3K
|
6.5K
$558K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
716+ 2.1% |
$45.4K - $51.7K
|
34.8K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
707+ 1.58% |
$44.9K - $51.1K
|
45.6K
$3.91M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
701+ 1.96% |
$44.5K - $50.7K
|
36.4K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700+ 5.0% |
$44.4K - $50.6K
|
14.7K
$1.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
699+ 20.85% |
$44.3K - $50.5K
|
4.05K
$348K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
680+ 0.94% |
$43.1K - $49.1K
|
72.9K
$6.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
675+ 19.47% |
$42.8K - $48.8K
|
4.14K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
675New |
$42.8K - $48.8K
|
675
$58K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
674+ 5.21% |
$42.8K - $48.7K
|
13.6K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
668New |
$42.4K - $48.3K
|
668
$57.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
659+ 4.04% |
$41.8K - $47.6K
|
17K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
654+ 2843.48% |
$41.5K - $47.3K
|
677
$58.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
651+ 2.38% |
$41.3K - $47K
|
28K
$2.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
632+ 4.14% |
$40.1K - $45.7K
|
15.9K
$1.37M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
624+ 5.3% |
$39.6K - $45.1K
|
12.4K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
618+ 1.69% |
$39.2K - $44.7K
|
37.2K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
607+ 22.67% |
$38.5K - $43.9K
|
3.29K
$282K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
606+ 0.51% |
$38.4K - $43.8K
|
119K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
602+ 3.62% |
$38.2K - $43.5K
|
17.2K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
602+ 4.44% |
$38.2K - $43.5K
|
14.1K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
599+ 0.75% |
$38K - $43.3K
|
80K
$6.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
596+ 36.7% |
$37.8K - $43.1K
|
2.22K
$191K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
BUY
|
- |
595+ 4.43% |
$37.7K - $43K
|
14K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
590+ 3.5% |
$37.4K - $42.6K
|
17.5K
$1.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
590+ 2.82% |
$37.4K - $42.6K
|
21.5K
$1.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
587+ 7.97% |
$37.2K - $42.4K
|
7.95K
$683K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
581New |
$36.9K - $42K
|
581
$49.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
577+ 37.47% |
$36.6K - $41.7K
|
2.12K
$182K
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
573+ 1.87% |
$36.4K - $41.4K
|
31.3K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
569+ 11.8% |
$36.1K - $41.1K
|
5.39K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
559+ 4.44% |
$35.5K - $40.4K
|
13.2K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
558+ 0.3% |
$35.4K - $40.3K
|
185K
$15.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
557New |
$35.3K - $40.2K
|
557
$47.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
557+ 0.86% |
$35.3K - $40.2K
|
65.6K
$5.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
554+ 13.7% |
$35.1K - $40K
|
4.6K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
549+ 3.39% |
$34.8K - $39.7K
|
16.7K
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
546+ 1.89% |
$34.6K - $39.5K
|
29.5K
$2.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
540+ 0.93% |
$34.3K - $39K
|
58.7K
$5.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
540+ 10.42% |
$34.3K - $39K
|
5.72K
$491K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
534+ 4.92% |
$33.9K - $38.6K
|
11.4K
$978K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
532+ 3.54% |
$33.8K - $38.4K
|
15.6K
$1.34M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
529+ 2.09% |
$33.6K - $38.2K
|
25.9K
$2.22M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
528New |
$33.5K - $38.2K
|
528
$45.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
518+ 7.21% |
$32.9K - $37.4K
|
7.7K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
517+ 8.05% |
$32.8K - $37.4K
|
6.94K
$596K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
515+ 11.11% |
$32.7K - $37.2K
|
5.15K
$443K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
511+ 11.05% |
$32.4K - $36.9K
|
5.14K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
511New |
$32.4K - $36.9K
|
511
$43.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
511New |
$32.4K - $36.9K
|
511
$43.9K
|