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 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-450- 2.24% |
$28.5K - $32.5K
|
19.6K
$1.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-450- 2.6% |
$28.5K - $32.5K
|
16.9K
$1.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-453- 0.64% |
$28.7K - $32.7K
|
70.1K
$6.2M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-453- 11.04% |
$28.7K - $32.7K
|
3.65K
$323K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-459- 0.47% |
$29.1K - $33.2K
|
96.6K
$8.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-460- 0.62% |
$29.2K - $33.2K
|
73.8K
$6.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-472- 1.97% |
$29.9K - $34.1K
|
23.5K
$2.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-473- 18.04% |
$30K - $34.2K
|
2.15K
$190K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-489- 8.08% |
$31K - $35.3K
|
5.56K
$492K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-489- 23.99% |
$31K - $35.3K
|
1.55K
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-499- 0.49% |
$31.7K - $36.1K
|
101K
$8.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-500- 9.35% |
$31.7K - $36.1K
|
4.85K
$429K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-511- 2.32% |
$32.4K - $36.9K
|
21.5K
$1.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-514- 9.94% |
$32.6K - $37.1K
|
4.66K
$412K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-515- 6.98% |
$32.7K - $37.2K
|
6.86K
$607K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-517- 5.93% |
$32.8K - $37.4K
|
8.2K
$725K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-518- 48.87% |
$32.9K - $37.4K
|
542
$47.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-520- 1.73% |
$33K - $37.6K
|
29.5K
$2.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-524- 5.76% |
$33.2K - $37.9K
|
8.58K
$758K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-524- 1.5% |
$33.2K - $37.9K
|
34.5K
$3.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-533- 2.11% |
$33.8K - $38.5K
|
24.7K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-534- 7.67% |
$33.9K - $38.6K
|
6.42K
$568K
|
|
|
Jan 25, 2023
Q4 2022
|
Nepsis Inc.
|
SELL
|
- |
-535- 1.91% |
$33.9K - $38.7K
|
27.4K
$2.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-539- 0.82% |
$34.2K - $38.9K
|
65.2K
$5.76M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-544- 1.07% |
$34.5K - $39.3K
|
50.2K
$4.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-550- 64.71% |
$34.9K - $39.7K
|
300
$26.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-550- 0.88% |
$34.9K - $39.7K
|
62.3K
$5.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-552- 2.67% |
$35K - $39.9K
|
20.1K
$1.78M
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-556- 1.37% |
$35.3K - $40.2K
|
40K
$3.54M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-561- 5.08% |
$35.6K - $40.5K
|
10.5K
$926K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-565- 19.54% |
$35.8K - $40.8K
|
2.33K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-567- 2.51% |
$36K - $41K
|
22K
$1.94M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-572- 2.41% |
$36.3K - $41.3K
|
23.1K
$2.05M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-576- 14.44% |
$36.5K - $41.6K
|
3.41K
$302K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-577- 10.49% |
$36.6K - $41.7K
|
4.92K
$435K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-580- 3.42% |
$36.8K - $41.9K
|
16.4K
$1.45M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-585- 26.41% |
$37.1K - $42.3K
|
1.63K
$144K
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-586- 2.96% |
$37.2K - $42.3K
|
19.2K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-588- 1.63% |
$37.3K - $42.5K
|
35.6K
$3.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-598- 0.47% |
$37.9K - $43.2K
|
127K
$11.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-600- 11.51% |
$38.1K - $43.4K
|
4.61K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-600- 5.76% |
$38.1K - $43.4K
|
9.83K
$869K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-600- 11.38% |
$38.1K - $43.4K
|
4.67K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-614- 38.84% |
$39K - $44.4K
|
967
$85.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-616- 6.2% |
$39.1K - $44.5K
|
9.33K
$825K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-625- 6.01% |
$39.7K - $45.2K
|
9.78K
$865K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-629- 8.78% |
$39.9K - $45.5K
|
6.54K
$578K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-640- 3.48% |
$40.6K - $46.2K
|
17.7K
$1.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-642- 17.09% |
$40.7K - $46.4K
|
3.12K
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-660- 0.74% |
$41.9K - $47.7K
|
88.1K
$7.79M
|