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 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-273- 70.18% |
$17.2K - $19.8K
|
116
$9.85K
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-277- 20.22% |
$17.4K - $20.1K
|
1.09K
$92.8K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-277- 0.27% |
$17.4K - $20.1K
|
102K
$8.66M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-279- 1.28% |
$17.5K - $20.2K
|
21.5K
$1.82M
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-279- 1.01% |
$17.5K - $20.2K
|
27.3K
$2.32M
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-280- 1.49% |
$17.6K - $20.3K
|
18.5K
$1.57M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-281- 39.14% |
$17.7K - $20.4K
|
437
$37.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-281- 1.88% |
$17.7K - $20.4K
|
14.7K
$1.25M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-287- 5.91% |
$18K - $20.8K
|
4.57K
$388K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-287- 0.72% |
$18K - $20.8K
|
39.5K
$3.35M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-288- 9.14% |
$18.1K - $20.9K
|
2.86K
$243K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-291Closed |
$18.3K - $21.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-293- 8.34% |
$18.4K - $21.2K
|
3.22K
$273K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-295Closed |
$18.5K - $21.4K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-300- 4.36% |
$18.9K - $21.8K
|
6.58K
$558K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-300- 1.79% |
$18.9K - $21.8K
|
16.5K
$1.4M
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-302- 2.97% |
$19K - $21.9K
|
9.88K
$839K
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-315- 5.04% |
$19.8K - $22.8K
|
5.94K
$504K
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-317- 4.63% |
$19.9K - $23K
|
6.53K
$555K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-318Closed |
$20K - $23.1K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-325- 1.36% |
$20.4K - $23.6K
|
23.6K
$2.01M
|
|
|
Apr 26, 2022
Q1 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-326- 1.81% |
$20.5K - $23.6K
|
17.6K
$1.5M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-333- 1.85% |
$20.9K - $24.1K
|
17.6K
$1.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-336- 6.46% |
$21.1K - $24.4K
|
4.86K
$413K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-338- 27.19% |
$21.2K - $24.5K
|
905
$76.9K
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-344- 0.34% |
$21.6K - $24.9K
|
102K
$8.63M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-349- 0.36% |
$21.9K - $25.3K
|
95.4K
$8.1M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-358- 10.72% |
$22.5K - $26K
|
2.98K
$253K
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
SELL
|
- |
-359- 11.45% |
$22.6K - $26K
|
2.78K
$236K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-368- 7.55% |
$23.1K - $26.7K
|
4.5K
$382K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-375- 10.42% |
$23.6K - $27.2K
|
3.23K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-387- 4.24% |
$24.3K - $28.1K
|
8.74K
$743K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-397- 8.65% |
$24.9K - $28.8K
|
4.2K
$356K
|
|
|
May 13, 2022
Q1 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-398- 1.62% |
$25K - $28.9K
|
24.2K
$2.05M
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-400- 2.33% |
$25.1K - $29K
|
16.8K
$1.43M
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-400- 6.87% |
$25.1K - $29K
|
5.42K
$461K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-400- 19.88% |
$25.1K - $29K
|
1.61K
$137K
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-402- 5.08% |
$25.3K - $29.1K
|
7.5K
$637K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-403- 10.99% |
$25.3K - $29.2K
|
3.26K
$277K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-404- 2.95% |
$25.4K - $29.3K
|
13.3K
$1.13M
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-406- 1.91% |
$25.5K - $29.4K
|
20.8K
$1.77M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-413Closed |
$26K - $29.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-416Closed |
$26.1K - $30.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-425- 1.92% |
$26.7K - $30.8K
|
21.7K
$1.84M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-435- 1.83% |
$27.3K - $31.5K
|
23.3K
$1.98M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-445- 6.91% |
$28K - $32.3K
|
6K
$509K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-450- 8.49% |
$28.3K - $32.6K
|
4.85K
$412K
|
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-450- 1.64% |
$28.3K - $32.6K
|
26.9K
$2.29M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-462- 0.64% |
$29K - $33.5K
|
72K
$6.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-465- 6.56% |
$29.2K - $33.7K
|
6.62K
$562K
|