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 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$126 - $145
|
2.33K
$198K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.32% |
$126 - $145
|
629
$53.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$126 - $145
|
3.64K
$309K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.43% |
$126 - $145
|
466
$39.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.23% |
$126 - $145
|
856
$72.7K
|
|
|
May 06, 2022
Q1 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$126 - $145
|
3.16K
$269K
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2+ 0.03% |
$126 - $145
|
6.71K
$570K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.0% |
$126 - $145
|
40.6K
$3.45M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$62.8 - $72.5
|
3.46K
$294K
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$62.8 - $72.5
|
6.31K
$536K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.79% |
$62.8 - $72.5
|
57
$4.84K
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$62.8 - $72.5
|
3.37K
$287K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$62.8 - $72.5
|
4.02K
$342K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.76% |
$62.8 - $72.5
|
133
$11.3K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 16.67% |
$62.8 - $72.5
|
7
$595
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.96% |
$62.8 - $72.5
|
105
$8.92K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.02% |
$62.8 - $72.5
|
6.64K
$564K
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$62.8 - $72.5
|
4.36K
$370K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 1.0% |
$62.8 - $72.5
|
99
$8.41K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2- 0.01% |
$126 - $145
|
25.6K
$2.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-3- 0.1% |
$189 - $218
|
3.15K
$267K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-4- 0.05% |
$251 - $290
|
7.73K
$656K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 3.77% |
$251 - $290
|
102
$8.66K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 5.19% |
$251 - $290
|
73
$6.2K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5- 0.07% |
$314 - $363
|
7.48K
$635K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-6- 0.19% |
$377 - $435
|
3.16K
$268K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-7Closed |
$440 - $508
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-8- 0.06% |
$503 - $580
|
13.4K
$1.14M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9- 0.11% |
$566 - $653
|
8.3K
$705K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-10- 0.15% |
$628 - $725
|
6.5K
$552K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10- 0.34% |
$628 - $725
|
2.91K
$247K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-11- 0.19% |
$691 - $798
|
5.86K
$498K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 1.79% |
$691 - $798
|
602
$51.1K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-11- 21.15% |
$691 - $798
|
41
$3.48K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-13- 0.12% |
$817 - $943
|
10.8K
$918K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 0.12% |
$943 - $1.09K
|
13K
$1.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-19- 0.01% |
$1.19K - $1.38K
|
351K
$29.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-20- 0.46% |
$1.26K - $1.45K
|
4.33K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-21- 0.43% |
$1.32K - $1.52K
|
4.91K
$417K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-22- 0.72% |
$1.38K - $1.6K
|
3.04K
$258K
|
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-22- 0.52% |
$1.38K - $1.6K
|
4.21K
$357K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22- 0.05% |
$1.38K - $1.6K
|
46.1K
$3.91M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-23- 0.17% |
$1.45K - $1.67K
|
13.2K
$1.12M
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-25- 4.53% |
$1.57K - $1.81K
|
527
$44.8K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-25- 0.88% |
$1.57K - $1.81K
|
2.81K
$238K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-25- 0.47% |
$1.57K - $1.81K
|
5.28K
$448K
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-29- 0.53% |
$1.82K - $2.1K
|
5.45K
$463K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-29- 0.07% |
$1.82K - $2.1K
|
42K
$3.57M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-29- 1.87% |
$1.82K - $2.1K
|
1.53K
$130K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-30- 0.05% |
$1.89K - $2.18K
|
60.3K
$5.12M
|