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 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-88- 2.44% |
$5.53K - $6.38K
|
3.52K
$299K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-89- 2.75% |
$5.59K - $6.45K
|
3.14K
$267K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-89- 0.98% |
$5.59K - $6.45K
|
9.02K
$766K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-90- 2.56% |
$5.66K - $6.53K
|
3.43K
$291K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-92- 1.23% |
$5.78K - $6.67K
|
7.36K
$625K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-92- 0.75% |
$5.78K - $6.67K
|
12.2K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-94- 0.11% |
$5.91K - $6.82K
|
89.2K
$7.57M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-98- 1.15% |
$6.16K - $7.11K
|
8.42K
$715K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 1.27% |
$6.28K - $7.25K
|
7.75K
$658K
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-100- 0.79% |
$6.28K - $7.25K
|
12.6K
$1.07M
|
|
|
Apr 19, 2022
Q1 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-100- 1.41% |
$6.28K - $7.25K
|
6.97K
$592K
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-100- 0.72% |
$6.28K - $7.25K
|
13.8K
$1.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-100- 0.36% |
$6.28K - $7.25K
|
27.9K
$2.37M
|
|
|
Apr 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 0.38% |
$6.28K - $7.25K
|
26K
$2.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-100- 1.05% |
$6.28K - $7.25K
|
9.39K
$797K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 0.45% |
$6.28K - $7.25K
|
22.1K
$1.87M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-102- 1.37% |
$6.41K - $7.4K
|
7.32K
$622K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-107- 19.21% |
$6.72K - $7.76K
|
450
$38.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-109- 0.62% |
$6.85K - $7.9K
|
17.4K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-114- 0.42% |
$7.16K - $8.27K
|
27.3K
$2.31M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-115- 0.6% |
$7.23K - $8.34K
|
19K
$1.61M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-116- 1.64% |
$7.29K - $8.41K
|
6.94K
$589K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-121- 2.37% |
$7.6K - $8.77K
|
4.99K
$424K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-124- 0.99% |
$7.79K - $8.99K
|
12.4K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-124- 3.08% |
$7.79K - $8.99K
|
3.9K
$331K
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-125- 1.73% |
$7.86K - $9.06K
|
7.12K
$605K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-129- 7.11% |
$8.11K - $9.35K
|
1.69K
$143K
|
|
|
May 04, 2022
Q1 2022
|
Nbw Capital LLC
|
SELL
|
- |
-130- 4.29% |
$8.17K - $9.43K
|
2.9K
$246K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-131- 4.31% |
$8.23K - $9.5K
|
2.91K
$247K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-131- 2.01% |
$8.23K - $9.5K
|
6.39K
$543K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-131- 0.5% |
$8.23K - $9.5K
|
26.2K
$2.23M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-132- 4.3% |
$8.29K - $9.57K
|
2.94K
$250K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-132- 3.2% |
$8.29K - $9.57K
|
3.99K
$339K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-133- 66.5% |
$8.36K - $9.64K
|
67
$5.69K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-136- 0.27% |
$8.55K - $9.86K
|
50.4K
$4.28M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-141- 13.8% |
$8.86K - $10.2K
|
881
$74.8K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-145- 0.43% |
$9.11K - $10.5K
|
33.6K
$2.86M
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-147- 0.47% |
$9.24K - $10.7K
|
31.3K
$2.66M
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-147- 3.72% |
$9.24K - $10.7K
|
3.8K
$323K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-150- 4.52% |
$9.43K - $10.9K
|
3.17K
$269K
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-150- 0.31% |
$9.43K - $10.9K
|
47.6K
$4.05M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-153- 2.72% |
$9.61K - $11.1K
|
5.47K
$465K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-155- 7.8% |
$9.74K - $11.2K
|
1.83K
$156K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-157- 3.2% |
$9.87K - $11.4K
|
4.75K
$403K
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-161- 0.2% |
$10.1K - $11.7K
|
81.5K
$6.92M
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-163- 50.15% |
$10.2K - $11.8K
|
162
$13.8K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-164- 5.88% |
$10.3K - $11.9K
|
2.63K
$223K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-166- 3.78% |
$10.4K - $12K
|
4.22K
$359K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
SELL
|
- |
-166- 0.82% |
$10.4K - $12K
|
20K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-169- 3.55% |
$10.6K - $12.3K
|
4.59K
$390K
|