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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-264- 4.64% |
$16.7K - $19.1K
|
5.43K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-265- 15.99% |
$16.8K - $19.1K
|
1.39K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-267- 1.11% |
$16.9K - $19.3K
|
23.9K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-270- 0.94% |
$17.1K - $19.5K
|
28.3K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-280- 40.0% |
$17.8K - $20.2K
|
420
$37.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-283- 45.79% |
$18K - $20.4K
|
335
$29.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-286- 7.83% |
$18.1K - $20.7K
|
3.37K
$298K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-287- 3.92% |
$18.2K - $20.7K
|
7.04K
$622K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-293- 21.0% |
$18.6K - $21.2K
|
1.1K
$97.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-296- 1.2% |
$18.8K - $21.4K
|
24.3K
$2.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-300- 4.05% |
$19K - $21.7K
|
7.1K
$628K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-300- 0.71% |
$19K - $21.7K
|
41.7K
$3.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-312- 1.42% |
$19.8K - $22.5K
|
21.7K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-312- 0.32% |
$19.8K - $22.5K
|
97.3K
$8.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-317- 0.5% |
$20.1K - $22.9K
|
63K
$5.57M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-317- 0.5% |
$20.1K - $22.9K
|
63K
$5.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-318- 3.58% |
$20.2K - $23K
|
8.56K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-318- 0.78% |
$20.2K - $23K
|
40.3K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-322- 1.25% |
$20.4K - $23.3K
|
25.5K
$2.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-323- 1.07% |
$20.5K - $23.3K
|
29.9K
$2.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-327- 1.5% |
$20.7K - $23.6K
|
21.5K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-332- 3.31% |
$21.1K - $24K
|
9.69K
$856K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-333- 3.65% |
$21.1K - $24.1K
|
8.8K
$778K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-348- 1.85% |
$22.1K - $25.1K
|
18.5K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-355- 4.2% |
$22.5K - $25.7K
|
8.1K
$716K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-359- 8.43% |
$22.8K - $25.9K
|
3.9K
$345K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-361- 0.51% |
$22.9K - $26.1K
|
70.3K
$6.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-361- 1.0% |
$22.9K - $26.1K
|
35.7K
$3.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-376- 1.98% |
$23.9K - $27.2K
|
18.6K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-380- 7.76% |
$24.1K - $27.5K
|
4.52K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-381- 2.25% |
$24.2K - $27.5K
|
16.6K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-384- 3.5% |
$24.4K - $27.7K
|
10.6K
$935K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-387- 9.6% |
$24.6K - $28K
|
3.65K
$322K
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-389- 1.71% |
$24.7K - $28.1K
|
22.4K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-390- 4.02% |
$24.7K - $28.2K
|
9.31K
$823K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-391- 7.62% |
$24.8K - $28.3K
|
4.74K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-391- 0.64% |
$24.8K - $28.3K
|
60.4K
$5.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-395- 5.71% |
$25.1K - $28.5K
|
6.52K
$576K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-399- 3.17% |
$25.3K - $28.8K
|
12.2K
$1.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-400- 9.49% |
$25.4K - $28.9K
|
3.81K
$337K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-400- 4.77% |
$25.4K - $28.9K
|
7.99K
$706K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-400- 27.61% |
$25.4K - $28.9K
|
1.05K
$92.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-415- 3.07% |
$26.3K - $30K
|
13.1K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-427- 3.71% |
$27.1K - $30.9K
|
11.1K
$981K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-429- 60.0% |
$27.2K - $31K
|
286
$25.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-432- 3.28% |
$27.4K - $31.2K
|
12.8K
$1.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-438- 91.82% |
$27.8K - $31.6K
|
39
$3.45K
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
SELL
|
- |
-439- 4.93% |
$27.9K - $31.7K
|
8.47K
$748K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-443- 5.66% |
$28.1K - $32K
|
7.39K
$653K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-444- 0.35% |
$28.2K - $32.1K
|
126K
$11.1M
|