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 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4.56K- 34.27% |
$289K - $329K
|
8.74K
$773K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.58K- 14.76% |
$290K - $331K
|
26.4K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-4.6K- 7.6% |
$292K - $333K
|
56K
$4.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.63K- 15.08% |
$294K - $335K
|
26.1K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.92K- 1.37% |
$312K - $356K
|
356K
$31.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.25K- 44.5% |
$333K - $379K
|
6.54K
$578K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.29K- 4.46% |
$336K - $383K
|
113K
$10M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.31K- 56.21% |
$337K - $384K
|
4.14K
$366K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.36K- 13.58% |
$340K - $387K
|
34.1K
$3.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-5.39K- 27.52% |
$342K - $389K
|
14.2K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.39K- 0.32% |
$342K - $389K
|
1.68M
$148M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.42K- 8.14% |
$344K - $392K
|
61.2K
$5.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.51K- 8.51% |
$349K - $398K
|
59.1K
$5.23M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5.63K- 7.44% |
$357K - $406K
|
70K
$6.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-5.63K- 66.49% |
$357K - $407K
|
2.84K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.71K- 26.53% |
$362K - $412K
|
15.8K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-5.77K- 83.97% |
$366K - $417K
|
1.1K
$97.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.03K- 9.45% |
$382K - $436K
|
57.8K
$5.11M
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.03K- 9.45% |
$382K - $436K
|
57.8K
$5.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.24K- 36.18% |
$396K - $451K
|
11K
$973K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.31K- 42.11% |
$401K - $456K
|
8.68K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.86K- 70.06% |
$435K - $496K
|
2.93K
$259K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.22K- 25.2% |
$458K - $522K
|
21.4K
$1.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-7.29K- 5.49% |
$463K - $527K
|
125K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-7.62K- 31.85% |
$483K - $550K
|
16.3K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-7.68K- 1.32% |
$487K - $555K
|
574K
$50.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.76K- 39.29% |
$492K - $561K
|
12K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.16K- 4.78% |
$518K - $590K
|
163K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-8.29K- 31.76% |
$526K - $599K
|
17.8K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-8.4K- 5.21% |
$533K - $607K
|
153K
$13.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-8.5K- 3.79% |
$539K - $614K
|
216K
$19.1M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-8.62K- 8.2% |
$547K - $623K
|
96.5K
$8.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
SELL
|
- |
-8.64K- 6.57% |
$548K - $624K
|
123K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-8.7K- 6.04% |
$552K - $629K
|
135K
$12M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8.85K- 8.77% |
$562K - $640K
|
92K
$8.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.9K- 4.54% |
$565K - $643K
|
187K
$16.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-9.02K- 44.72% |
$572K - $652K
|
11.1K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-9.1K- 36.03% |
$577K - $658K
|
16.2K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-9.12K- 12.51% |
$578K - $659K
|
63.8K
$5.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.15K- 75.17% |
$580K - $661K
|
3.02K
$267K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-9.18K- 57.92% |
$582K - $663K
|
6.67K
$590K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.47K- 35.96% |
$601K - $684K
|
16.9K
$1.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-9.67K- 5.14% |
$614K - $699K
|
178K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-9.81K- 3.55% |
$622K - $709K
|
267K
$23.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-10K- 26.7% |
$636K - $724K
|
27.5K
$2.43M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 12.96% |
$648K - $738K
|
68.6K
$6.06M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-10.8K- 32.37% |
$687K - $782K
|
22.6K
$2M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-11.2K- 67.09% |
$710K - $809K
|
5.49K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11.3K- 12.18% |
$715K - $815K
|
81.3K
$7.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12K- 45.73% |
$762K - $868K
|
14.3K
$1.26M
|