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
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 5.18% |
$68.8K - $78.3K
|
19.8K
$1.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.14K- 9.88% |
$72.2K - $82.2K
|
10.4K
$918K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-1.19K- 27.26% |
$75.7K - $86.3K
|
3.19K
$282K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.2K- 0.58% |
$76.1K - $86.6K
|
206K
$18.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.21K- 14.65% |
$76.6K - $87.2K
|
7.03K
$622K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.22K- 1.02% |
$77.1K - $87.8K
|
118K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.22K- 1.39% |
$77.2K - $87.9K
|
86.1K
$7.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.22K- 0.62% |
$77.5K - $88.2K
|
196K
$17.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-1.23K- 10.08% |
$78K - $88.9K
|
11K
$970K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-1.24K- 13.62% |
$78.7K - $89.6K
|
7.86K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.24K- 10.35% |
$78.7K - $89.6K
|
10.7K
$950K
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.24K- 1.17% |
$78.8K - $89.7K
|
105K
$9.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.25K- 5.99% |
$79.5K - $90.5K
|
19.7K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.26K- 2.87% |
$79.8K - $90.9K
|
42.6K
$3.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.26K- 29.71% |
$79.9K - $91K
|
2.98K
$263K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.28K- 21.49% |
$81.2K - $92.5K
|
4.68K
$413K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.3K- 9.07% |
$82.4K - $93.9K
|
13K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.3K- 15.51% |
$82.5K - $93.9K
|
7.08K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 9.76% |
$82.7K - $94.2K
|
12.1K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.33K- 5.89% |
$84.1K - $95.8K
|
21.2K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.34K- 6.17% |
$84.9K - $96.7K
|
20.4K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.34K- 7.8% |
$85.1K - $97K
|
15.9K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.37K- 5.17% |
$87.1K - $99.2K
|
25.2K
$2.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.37K- 15.57% |
$87.2K - $99.3K
|
7.45K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.39K- 8.69% |
$88.1K - $100K
|
14.6K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.39K- 1.12% |
$88.4K - $101K
|
123K
$10.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.42K- 19.78% |
$89.8K - $102K
|
5.74K
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.43K- 5.13% |
$90.4K - $103K
|
26.3K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.47K- 2.93% |
$92.9K - $106K
|
48.5K
$4.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.5K- 20.02% |
$95.2K - $108K
|
5.99K
$530K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.53K- 10.8% |
$97.1K - $111K
|
12.6K
$1.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 3.82% |
$98.7K - $112K
|
39.2K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.57K- 4.5% |
$99.9K - $114K
|
33.4K
$2.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-1.58K- 34.16% |
$100K - $114K
|
3.04K
$269K
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.59K- 12.02% |
$101K - $115K
|
11.6K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.6K- 35.36% |
$101K - $115K
|
2.92K
$258K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.61K- 0.21% |
$102K - $116K
|
770K
$68.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.63K- 0.61% |
$103K - $118K
|
267K
$23.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.64K- 10.77% |
$104K - $118K
|
13.6K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.64K- 13.58% |
$104K - $119K
|
10.4K
$923K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.65K- 3.88% |
$104K - $119K
|
40.8K
$3.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.66K- 12.67% |
$105K - $120K
|
11.4K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.66K- 2.54% |
$105K - $120K
|
63.7K
$5.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.67K- 13.16% |
$106K - $120K
|
11K
$971K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.67K- 3.26% |
$106K - $120K
|
49.5K
$4.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.7K- 35.42% |
$108K - $123K
|
3.1K
$274K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.72K- 4.04% |
$109K - $124K
|
40.8K
$3.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.74K- 15.93% |
$110K - $125K
|
9.16K
$810K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.8K- 5.4% |
$114K - $130K
|
31.5K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.83K- 10.75% |
$116K - $132K
|
15.2K
$1.34M
|