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 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-697- 10.42% |
$43.8K - $50.5K
|
5.99K
$503K
|
|
|
Apr 19, 2022
Q1 2022
|
Denali Advisors LLC
|
SELL
|
- |
-700- 6.6% |
$44K - $50.8K
|
9.9K
$831K
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-707- 5.24% |
$44.4K - $51.3K
|
12.8K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-712- 19.36% |
$44.7K - $51.6K
|
2.97K
$249K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-722- 10.7% |
$45.4K - $52.4K
|
6.03K
$506K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-727- 41.57% |
$45.7K - $52.7K
|
1.02K
$85.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-730Closed |
$45.9K - $52.9K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-730Closed |
$45.9K - $52.9K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-741- 5.32% |
$46.6K - $53.7K
|
13.2K
$1.11M
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-755- 12.97% |
$47.4K - $54.7K
|
5.07K
$425K
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-766- 12.25% |
$48.1K - $55.5K
|
5.49K
$460K
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-799- 4.33% |
$50.2K - $57.9K
|
17.7K
$1.48M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-803- 1.55% |
$50.5K - $58.2K
|
51.1K
$4.29M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-803- 3.02% |
$50.5K - $58.2K
|
25.7K
$2.16M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-838- 31.27% |
$52.7K - $60.8K
|
1.84K
$155K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-841- 4.43% |
$52.8K - $61K
|
18.1K
$1.52M
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-850- 6.57% |
$53.4K - $61.6K
|
12.1K
$1.01M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-855- 0.96% |
$53.7K - $62K
|
87.9K
$7.38M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-855- 4.51% |
$53.7K - $62K
|
18.1K
$1.52M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-863- 1.52% |
$54.2K - $62.6K
|
56K
$4.7M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-890- 8.98% |
$55.9K - $64.5K
|
9.03K
$757K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-894- 24.07% |
$56.2K - $64.8K
|
2.82K
$237K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-898- 5.57% |
$56.4K - $65.1K
|
15.2K
$1.28M
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
SELL
|
- |
-912- 2.5% |
$57.3K - $66.1K
|
35.6K
$2.99M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-914- 37.26% |
$57.4K - $66.3K
|
1.54K
$129K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-917- 10.66% |
$57.6K - $66.5K
|
7.68K
$645K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-929- 4.3% |
$58.4K - $67.4K
|
20.7K
$1.74M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-934Closed |
$58.7K - $67.7K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-951- 5.49% |
$59.8K - $69K
|
16.4K
$1.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-958- 17.82% |
$60.2K - $69.5K
|
4.42K
$371K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-968- 4.92% |
$60.8K - $70.2K
|
18.7K
$1.57M
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-977- 8.37% |
$61.4K - $70.8K
|
10.7K
$897K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-977- 0.81% |
$61.4K - $70.8K
|
119K
$9.99M
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-985- 2.45% |
$61.9K - $71.4K
|
39.3K
$3.3M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-988- 1.19% |
$62.1K - $71.6K
|
81.8K
$6.86M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-989- 8.92% |
$62.1K - $71.7K
|
10.1K
$847K
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
SELL
|
- |
-997- 11.18% |
$62.7K - $72.3K
|
7.92K
$664K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1KClosed |
$62.8K - $72.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1K- 18.48% |
$62.8K - $72.5K
|
4.41K
$370K
|
|
|
May 16, 2022
Q1 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.02K- 3.7% |
$63.9K - $73.7K
|
26.5K
$2.22M
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-1.02K- 1.04% |
$64K - $73.9K
|
97K
$8.14M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.03K- 6.13% |
$64.7K - $74.7K
|
15.8K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.03KClosed |
$64.7K - $74.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.04K- 25.91% |
$65K - $75K
|
2.96K
$248K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.11K- 1.34% |
$69.9K - $80.7K
|
82.1K
$6.88M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.11K- 3.09% |
$70K - $80.8K
|
34.9K
$2.93M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.15K- 4.52% |
$72.2K - $83.3K
|
24.3K
$2.04M
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-1.15K- 10.91% |
$72.3K - $83.4K
|
9.39K
$788K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-1.16K- 3.66% |
$72.8K - $84K
|
30.5K
$2.56M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.17K- 45.26% |
$73.5K - $84.8K
|
1.42K
$119K
|