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 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-468- 3.28% |
$29.4K - $33.9K
|
13.8K
$1.16M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-470- 5.62% |
$29.5K - $34.1K
|
7.9K
$663K
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-474- 10.48% |
$29.8K - $34.4K
|
4.05K
$340K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-480- 4.26% |
$30.2K - $34.8K
|
10.8K
$906K
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-482- 4.27% |
$30.3K - $34.9K
|
10.8K
$906K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-484- 2.57% |
$30.4K - $35.1K
|
18.3K
$1.54M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-485- 1.72% |
$30.5K - $35.2K
|
27.7K
$2.33M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-485- 3.16% |
$30.5K - $35.2K
|
14.9K
$1.25M
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-486- 1.85% |
$30.5K - $35.2K
|
25.8K
$2.16M
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-486- 13.0% |
$30.5K - $35.2K
|
3.25K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-489- 3.14% |
$30.7K - $35.5K
|
15.1K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-491- 2.81% |
$30.9K - $35.6K
|
17K
$1.42M
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-495- 0.58% |
$31.1K - $35.9K
|
85.2K
$7.15M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-496- 8.8% |
$31.2K - $36K
|
5.14K
$431K
|
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-500- 2.21% |
$31.4K - $36.3K
|
22.1K
$1.85M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-500- 14.74% |
$31.4K - $36.3K
|
2.89K
$243K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-500- 9.84% |
$31.4K - $36.3K
|
4.58K
$384K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-500- 6.27% |
$31.4K - $36.3K
|
7.48K
$628K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-509- 15.87% |
$32K - $36.9K
|
2.7K
$226K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-521- 1.77% |
$32.7K - $37.8K
|
28.9K
$2.43M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-527- 1.28% |
$33.1K - $38.2K
|
40.6K
$3.41M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-527- 11.75% |
$33.1K - $38.2K
|
3.96K
$332K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-537Closed |
$33.7K - $38.9K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-546- 10.03% |
$34.3K - $39.6K
|
4.9K
$411K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-550- 2.43% |
$34.6K - $39.9K
|
22.1K
$1.85M
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-552- 2.15% |
$34.7K - $40K
|
25.1K
$2.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-557- 5.96% |
$35K - $40.4K
|
8.8K
$738K
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-568- 9.63% |
$35.7K - $41.2K
|
5.33K
$447K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-572- 7.38% |
$35.9K - $41.5K
|
7.18K
$602K
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-584- 5.42% |
$36.7K - $42.3K
|
10.2K
$855K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-588- 8.64% |
$36.9K - $42.6K
|
6.22K
$522K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-591- 7.44% |
$37.1K - $42.9K
|
7.36K
$617K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-600- 16.76% |
$37.7K - $43.5K
|
2.98K
$250K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-603- 0.63% |
$37.9K - $43.7K
|
94.6K
$7.94M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-607- 3.01% |
$38.1K - $44K
|
19.5K
$1.64M
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-609- 4.71% |
$38.3K - $44.2K
|
12.3K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-610- 1.68% |
$38.3K - $44.2K
|
35.7K
$3M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-610- 2.65% |
$38.3K - $44.2K
|
22.4K
$1.88M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-630- 16.48% |
$39.6K - $45.7K
|
3.19K
$268K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-648- 2.26% |
$40.7K - $47K
|
28K
$2.35M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-652- 3.47% |
$41K - $47.3K
|
18.2K
$1.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-661- 7.86% |
$41.5K - $47.9K
|
7.75K
$650K
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-662- 12.4% |
$41.6K - $48K
|
4.68K
$392K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-663- 9.67% |
$41.7K - $48.1K
|
6.19K
$520K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-665- 7.76% |
$41.8K - $48.2K
|
7.9K
$663K
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
SELL
|
- |
-673- 4.09% |
$42.3K - $48.8K
|
15.8K
$1.32M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-675- 62.5% |
$42.4K - $48.9K
|
405
$34K
|
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-676- 1.44% |
$42.5K - $49K
|
46.3K
$3.88M
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-687- 3.91% |
$43.2K - $49.8K
|
16.9K
$1.42M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-690- 3.26% |
$43.4K - $50K
|
20.5K
$1.72M
|