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
|
Altshuler Shaham LTD
|
SELL
|
- |
-170- 15.03% |
$10.7K - $12.3K
|
961
$80.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-174- 3.09% |
$10.9K - $12.6K
|
5.45K
$457K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-177- 3.6% |
$11.1K - $12.8K
|
4.73K
$397K
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-177- 5.38% |
$11.1K - $12.8K
|
3.11K
$261K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-178- 28.8% |
$11.2K - $12.9K
|
440
$36.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-180- 3.32% |
$11.3K - $13.1K
|
5.23K
$439K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-183Closed |
$11.5K - $13.3K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-190- 2.43% |
$11.9K - $13.8K
|
7.63K
$640K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-190- 9.12% |
$11.9K - $13.8K
|
1.89K
$159K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-192- 1.77% |
$12.1K - $13.9K
|
10.7K
$894K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-192- 0.41% |
$12.1K - $13.9K
|
47.2K
$3.96M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-195- 0.32% |
$12.3K - $14.1K
|
59.8K
$5.02M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-197- 1.35% |
$12.4K - $14.3K
|
14.4K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-198- 1.43% |
$12.4K - $14.4K
|
13.7K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-199- 1.54% |
$12.5K - $14.4K
|
12.7K
$1.07M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-200- 1.75% |
$12.6K - $14.5K
|
11.2K
$941K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-200- 1.72% |
$12.6K - $14.5K
|
11.4K
$957K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-200- 63.29% |
$12.6K - $14.5K
|
116
$9.73K
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-200Closed |
$12.6K - $14.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-200- 4.18% |
$12.6K - $14.5K
|
4.58K
$384K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-200- 3.38% |
$12.6K - $14.5K
|
5.72K
$480K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-200- 24.84% |
$12.6K - $14.5K
|
605
$50.8K
|
|
|
May 10, 2022
Q1 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-200- 2.57% |
$12.6K - $14.5K
|
7.59K
$637K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 1.5% |
$12.6K - $14.5K
|
13.1K
$1.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-205- 0.35% |
$12.9K - $14.9K
|
58.6K
$4.92M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-209- 4.2% |
$13.1K - $15.2K
|
4.77K
$400K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-212- 1.07% |
$13.3K - $15.4K
|
19.6K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-214- 1.58% |
$13.4K - $15.5K
|
13.3K
$1.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-220- 5.01% |
$13.8K - $16K
|
4.17K
$350K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-220- 4.13% |
$13.8K - $16K
|
5.11K
$429K
|
|
|
May 09, 2022
Q1 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-223- 0.65% |
$14K - $16.2K
|
34.3K
$2.88M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-226- 32.38% |
$14.2K - $16.4K
|
472
$39.6K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-228- 12.59% |
$14.3K - $16.5K
|
1.58K
$133K
|
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
SELL
|
- |
-228- 7.14% |
$14.3K - $16.5K
|
2.97K
$249K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-229- 7.46% |
$14.4K - $16.6K
|
2.84K
$238K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-229- 6.28% |
$14.4K - $16.6K
|
3.42K
$287K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-231- 2.34% |
$14.5K - $16.7K
|
9.63K
$808K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-246Closed |
$15.5K - $17.8K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-250- 0.98% |
$15.7K - $18.1K
|
25.3K
$2.13M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-250- 2.65% |
$15.7K - $18.1K
|
9.19K
$771K
|
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-250- 2.31% |
$15.7K - $18.1K
|
10.6K
$887K
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-253- 2.21% |
$15.9K - $18.3K
|
11.2K
$941K
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-254- 6.94% |
$16K - $18.4K
|
3.4K
$286K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-257- 18.6% |
$16.1K - $18.6K
|
1.13K
$94.4K
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-259- 6.98% |
$16.3K - $18.8K
|
3.45K
$290K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-260- 48.15% |
$16.3K - $18.9K
|
280
$23.5K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-260- 0.47% |
$16.3K - $18.9K
|
54.5K
$4.57M
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-261- 1.5% |
$16.4K - $18.9K
|
17.1K
$1.44M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-267- 2.81% |
$16.8K - $19.4K
|
9.22K
$774K
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-270- 75.0% |
$17K - $19.6K
|
90
$7.55K
|