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 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
461+ 1.61% |
$29K - $33.4K
|
29.1K
$2.44M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
459+ 11.36% |
$28.8K - $33.3K
|
4.5K
$378K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
456+ 14.88% |
$28.7K - $33.1K
|
3.52K
$295K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
455+ 22.75% |
$28.6K - $33K
|
2.46K
$206K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
444+ 34.34% |
$27.9K - $32.2K
|
1.74K
$146K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
441+ 1.51% |
$27.7K - $32K
|
29.6K
$2.48M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
440+ 7.45% |
$27.6K - $31.9K
|
6.35K
$532K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
439+ 1.04% |
$27.6K - $31.8K
|
42.8K
$3.59M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
433+ 33.46% |
$27.2K - $31.4K
|
1.73K
$145K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
430+ 1.32% |
$27K - $31.2K
|
33.1K
$2.78M
|
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
410+ 0.51% |
$25.8K - $29.7K
|
81.5K
$6.84M
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
406+ 8.6% |
$25.5K - $29.4K
|
5.13K
$430K
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
400+ 4.7% |
$25.1K - $29K
|
8.92K
$748K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
400+ 2.0% |
$25.1K - $29K
|
20.4K
$1.71M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
399New |
$25.1K - $28.9K
|
399
$33.5K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
393+ 3.08% |
$24.7K - $28.5K
|
13.2K
$1.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Nepsis Inc.
|
BUY
|
- |
378+ 1.3% |
$23.8K - $27.4K
|
29.4K
$2.47M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
376+ 2.02% |
$23.6K - $27.3K
|
19K
$1.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
366+ 7.75% |
$23K - $26.5K
|
5.09K
$427K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
361+ 6.71% |
$22.7K - $26.2K
|
5.74K
$482K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
349+ 4.37% |
$21.9K - $25.3K
|
8.33K
$699K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
344+ 8.97% |
$21.6K - $24.9K
|
4.18K
$350K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
343+ 8.9% |
$21.6K - $24.9K
|
4.2K
$352K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
342+ 2.11% |
$21.5K - $24.8K
|
16.5K
$1.39M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
342+ 4.5% |
$21.5K - $24.8K
|
7.95K
$667K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
341+ 2.45% |
$21.4K - $24.7K
|
14.3K
$1.2M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
337+ 5.66% |
$21.2K - $24.4K
|
6.3K
$528K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
333+ 4.85% |
$20.9K - $24.1K
|
7.2K
$604K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
330+ 14.47% |
$20.7K - $23.9K
|
2.61K
$219K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
330+ 1.9% |
$20.7K - $23.9K
|
17.7K
$1.49M
|
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
329+ 2.44% |
$20.7K - $23.9K
|
13.8K
$1.16M
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
329+ 3.67% |
$20.7K - $23.9K
|
9.3K
$781K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
329+ 0.9% |
$20.7K - $23.9K
|
36.8K
$3.09M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
320+ 2.11% |
$20.1K - $23.2K
|
15.5K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
317+ 1.09% |
$19.9K - $23K
|
29.3K
$2.46M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
317+ 0.44% |
$19.9K - $23K
|
71.8K
$6.03M
|
|
|
May 13, 2022
Q1 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
312+ 0.13% |
$19.6K - $22.6K
|
237K
$19.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
310+ 8.19% |
$19.5K - $22.5K
|
4.1K
$344K
|
|
|
Apr 21, 2022
Q1 2022
|
Cullinan Associates Inc
|
BUY
|
- |
300+ 1.18% |
$18.9K - $21.8K
|
25.8K
$2.17M
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
300+ 0.15% |
$18.9K - $21.8K
|
195K
$16.4M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
300+ 9.23% |
$18.9K - $21.8K
|
3.55K
$298K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
294+ 8.61% |
$18.5K - $21.3K
|
3.71K
$311K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
292+ 37.68% |
$18.3K - $21.2K
|
1.07K
$89.5K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
292+ 3.12% |
$18.3K - $21.2K
|
9.65K
$810K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
290+ 2.13% |
$18.2K - $21K
|
13.9K
$1.17M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
289+ 3.48% |
$18.2K - $21K
|
8.6K
$721K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
280New |
$17.6K - $20.3K
|
280
$23.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
279+ 3.19% |
$17.5K - $20.2K
|
9.04K
$758K
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
279+ 1.13% |
$17.5K - $20.2K
|
25K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
276+ 2.01% |
$17.3K - $20K
|
14K
$1.18M
|