Purchases and Sales Made in Q1 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
700+ 0.41% |
$44K - $50.8K
|
172K
$14.4M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
679+ 3.97% |
$42.7K - $49.2K
|
17.8K
$1.49M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
678+ 3.73% |
$42.6K - $49.2K
|
18.9K
$1.58M
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
677+ 13.35% |
$42.5K - $49.1K
|
5.75K
$482K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
677+ 6.12% |
$42.5K - $49.1K
|
11.7K
$984K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
677+ 6.12% |
$42.5K - $49.1K
|
11.7K
$984K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
673+ 4.65% |
$42.3K - $48.8K
|
15.1K
$1.27M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
666+ 16.87% |
$41.9K - $48.3K
|
4.61K
$387K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
661+ 1.43% |
$41.5K - $47.9K
|
46.8K
$3.93M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
651+ 6.13% |
$40.9K - $47.2K
|
11.3K
$946K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
644+ 7.31% |
$40.5K - $46.7K
|
9.45K
$793K
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
635+ 9.56% |
$39.9K - $46K
|
7.28K
$611K
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
621+ 0.05% |
$39K - $45K
|
1.17M
$98.3M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
620+ 1.7% |
$39K - $45K
|
37.1K
$3.11M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
619+ 9.88% |
$38.9K - $44.9K
|
6.89K
$578K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
607+ 312.89% |
$38.1K - $44K
|
801
$67.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
606+ 3.57% |
$38.1K - $43.9K
|
17.6K
$1.47M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
596+ 1.48% |
$37.5K - $43.2K
|
40.8K
$3.43M
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
582+ 2.62% |
$36.6K - $42.2K
|
22.8K
$1.91M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
576+ 1.09% |
$36.2K - $41.8K
|
53.2K
$4.46M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
575+ 3.27% |
$36.1K - $41.7K
|
18.1K
$1.52M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
574+ 12.21% |
$36.1K - $41.6K
|
5.28K
$443K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
568+ 1.87% |
$35.7K - $41.2K
|
31K
$2.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
562+ 9.79% |
$35.3K - $40.8K
|
6.3K
$529K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
551+ 47.05% |
$34.6K - $40K
|
1.72K
$144K
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
546+ 11.96% |
$34.3K - $39.6K
|
5.11K
$429K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
541+ 0.2% |
$34K - $39.2K
|
267K
$22.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
538+ 16.12% |
$33.8K - $39K
|
3.88K
$325K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
532+ 14.75% |
$33.4K - $38.6K
|
4.14K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
530+ 2.78% |
$33.3K - $38.4K
|
19.6K
$1.65M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
530+ 4.37% |
$33.3K - $38.4K
|
12.7K
$1.06M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
521+ 32.44% |
$32.7K - $37.8K
|
2.13K
$178K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
519+ 6.08% |
$32.6K - $37.6K
|
9.06K
$760K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
517+ 16.73% |
$32.5K - $37.5K
|
3.61K
$303K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
514+ 6.04% |
$32.3K - $37.3K
|
9.03K
$757K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
513+ 8.81% |
$32.2K - $37.2K
|
6.34K
$532K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
507+ 6.28% |
$31.9K - $36.8K
|
8.57K
$719K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.75% |
$31.4K - $36.3K
|
66.9K
$5.61M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
500New |
$31.4K - $36.3K
|
500
$42K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
500+ 1.84% |
$31.4K - $36.3K
|
27.6K
$2.32M
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500+ 8.1% |
$31.4K - $36.3K
|
6.68K
$560K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
498+ 3.37% |
$31.3K - $36.1K
|
15.3K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
496+ 11.72% |
$31.2K - $36K
|
4.73K
$397K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
485+ 2.93% |
$30.5K - $35.2K
|
17.1K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
483+ 14.54% |
$30.4K - $35K
|
3.81K
$319K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
481+ 10.81% |
$30.2K - $34.9K
|
4.93K
$414K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
475+ 2.66% |
$29.8K - $34.4K
|
18.3K
$1.54M
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
473+ 0.45% |
$29.7K - $34.3K
|
106K
$8.93M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
467+ 1.02% |
$29.3K - $33.9K
|
46.4K
$3.89M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
463New |
$29.1K - $33.6K
|
463
$38.8K
|