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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
23+ 0.03% |
$1.45K - $1.67K
|
72K
$6.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
22+ 0.12% |
$1.38K - $1.6K
|
17.8K
$1.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
20+ 0.02% |
$1.26K - $1.45K
|
91.6K
$7.69M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.73% |
$1.26K - $1.45K
|
2.76K
$232K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17+ 0.78% |
$1.07K - $1.23K
|
2.19K
$184K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17+ 0.08% |
$1.07K - $1.23K
|
21.4K
$1.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
16+ 0.21% |
$1.01K - $1.16K
|
7.51K
$630K
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.42% |
$943 - $1.09K
|
3.59K
$301K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.27% |
$943 - $1.09K
|
5.54K
$465K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
15+ 0.07% |
$943 - $1.09K
|
22.4K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
15+ 0.14% |
$943 - $1.09K
|
11K
$925K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
15+ 0.48% |
$943 - $1.09K
|
3.17K
$266K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
15+ 0.31% |
$943 - $1.09K
|
4.78K
$401K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15+ 0.5% |
$943 - $1.09K
|
3.04K
$255K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.14% |
$943 - $1.09K
|
11K
$925K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$817 - $943
|
9.04K
$758K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 0.21% |
$817 - $943
|
6.17K
$518K
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
13+ 0.06% |
$817 - $943
|
21.6K
$1.81M
|
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
13+ 0.11% |
$817 - $943
|
11.7K
$986K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
13+ 0.18% |
$817 - $943
|
7.2K
$604K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 0.41% |
$754 - $870
|
2.97K
$249K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
12+ 0.15% |
$754 - $870
|
8.11K
$680K
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
10+ 0.13% |
$628 - $725
|
7.72K
$648K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 0.08% |
$566 - $653
|
11.9K
$1M
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
9+ 0.27% |
$566 - $653
|
3.32K
$278K
|
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8+ 0.06% |
$503 - $580
|
14K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.22% |
$503 - $580
|
3.63K
$304K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.22% |
$503 - $580
|
3.63K
$304K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$440 - $508
|
14.6K
$1.23M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.16% |
$440 - $508
|
4.49K
$377K
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
6+ 0.07% |
$377 - $435
|
8.54K
$716K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$314 - $363
|
9.59K
$804K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.09% |
$314 - $363
|
5.57K
$467K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5+ 0.04% |
$314 - $363
|
11.5K
$968K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5+ 0.14% |
$314 - $363
|
3.58K
$301K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.13% |
$314 - $363
|
3.89K
$326K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$251 - $290
|
51.1K
$4.28M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.02% |
$251 - $290
|
18K
$1.51M
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$251 - $290
|
7.02K
$589K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 1.03% |
$251 - $290
|
394
$33.1K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.59% |
$251 - $290
|
679
$57K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.02% |
$251 - $290
|
16.6K
$1.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.06% |
$189 - $218
|
4.76K
$399K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
3+ 0.03% |
$189 - $218
|
9.3K
$780K
|
|
|
May 09, 2022
Q1 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
3+ 0.1% |
$189 - $218
|
2.94K
$246K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.2% |
$189 - $218
|
1.47K
$123K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.07% |
$189 - $218
|
4.51K
$378K
|
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$189 - $218
|
4.4K
$369K
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3+ 0.1% |
$189 - $218
|
3.07K
$258K
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3+ 0.07% |
$189 - $218
|
4.62K
$387K
|