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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-50- 0.32% |
$3.17K - $3.61K
|
15.4K
$1.35M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 0.71% |
$3.17K - $3.61K
|
6.96K
$611K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50- 2.86% |
$3.17K - $3.61K
|
1.7K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-50- 1.01% |
$3.17K - $3.61K
|
4.88K
$429K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-52- 0.36% |
$3.3K - $3.76K
|
14.4K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-53- 0.48% |
$3.36K - $3.83K
|
11.1K
$973K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-54- 1.18% |
$3.43K - $3.9K
|
4.54K
$399K
|
|
|
Jan 27, 2023
Q4 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-55- 0.09% |
$3.49K - $3.97K
|
57.9K
$5.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-56- 1.29% |
$3.55K - $4.05K
|
4.28K
$376K
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-62- 1.69% |
$3.93K - $4.48K
|
3.61K
$317K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-65- 1.6% |
$4.12K - $4.7K
|
4K
$352K
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-66- 1.42% |
$4.19K - $4.77K
|
4.6K
$404K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-70- 0.81% |
$4.44K - $5.06K
|
8.62K
$757K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-71- 10.22% |
$4.5K - $5.13K
|
624
$54.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-73- 0.7% |
$4.63K - $5.27K
|
10.3K
$907K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-74- 0.76% |
$4.69K - $5.35K
|
9.64K
$847K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-75- 0.5% |
$4.76K - $5.42K
|
14.9K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-80- 1.06% |
$5.08K - $5.78K
|
7.47K
$656K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-81- 0.29% |
$5.14K - $5.85K
|
28.3K
$2.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-85- 0.64% |
$5.39K - $6.14K
|
13.2K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-87- 2.0% |
$5.52K - $6.29K
|
4.26K
$374K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-89- 0.82% |
$5.65K - $6.43K
|
10.8K
$946K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-89- 0.34% |
$5.65K - $6.43K
|
26.5K
$2.32M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-92- 1.14% |
$5.84K - $6.65K
|
7.97K
$700K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-92- 1.14% |
$5.84K - $6.65K
|
7.97K
$700K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-93- 2.86% |
$5.9K - $6.72K
|
3.16K
$278K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-96- 6.51% |
$6.09K - $6.94K
|
1.38K
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-98- 0.59% |
$6.22K - $7.08K
|
16.4K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-99- 10.24% |
$6.28K - $7.15K
|
868
$76.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 1.35% |
$6.34K - $7.23K
|
7.32K
$642K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-100- 0.47% |
$6.34K - $7.23K
|
21.1K
$1.85M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-101- 0.14% |
$6.41K - $7.3K
|
70.7K
$6.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-106- 3.42% |
$6.72K - $7.66K
|
3K
$263K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-112- 3.05% |
$7.11K - $8.09K
|
3.56K
$313K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-112- 64.37% |
$7.11K - $8.09K
|
62
$5.44K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-113- 2.44% |
$7.17K - $8.17K
|
4.51K
$396K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-115- 0.68% |
$7.3K - $8.31K
|
16.9K
$1.48M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-119- 2.72% |
$7.55K - $8.6K
|
4.26K
$374K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-127- 2.67% |
$8.06K - $9.18K
|
4.63K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-129- 2.71% |
$8.18K - $9.32K
|
4.62K
$406K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-130- 1.22% |
$8.25K - $9.39K
|
10.5K
$923K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-130- 65.0% |
$8.25K - $9.39K
|
70
$6.15K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-134- 2.01% |
$8.5K - $9.68K
|
6.54K
$574K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-134- 0.88% |
$8.5K - $9.68K
|
15.1K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-135- 0.77% |
$8.56K - $9.76K
|
17.5K
$1.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-136- 1.35% |
$8.63K - $9.83K
|
9.97K
$876K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-137- 18.61% |
$8.69K - $9.9K
|
599
$52.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-139- 0.87% |
$8.82K - $10K
|
15.9K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-144- 3.34% |
$9.14K - $10.4K
|
4.17K
$366K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-145- 1.15% |
$9.2K - $10.5K
|
12.5K
$1.1M
|