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 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.17K- 8.79% |
$73.7K - $85.1K
|
12.2K
$1.02M
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.18K- 2.56% |
$73.8K - $85.2K
|
44.8K
$3.76M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.18K- 7.18% |
$74.3K - $85.8K
|
15.3K
$1.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.2K- 5.1% |
$75.3K - $86.9K
|
22.3K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.2K- 8.79% |
$75.3K - $86.9K
|
12.4K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-1.2K- 7.89% |
$75.4K - $87K
|
14K
$1.17M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.2K- 21.16% |
$75.4K - $87K
|
4.47K
$375K
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-1.2K- 25.93% |
$75.4K - $87K
|
3.43K
$288K
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.21K- 3.06% |
$76K - $87.7K
|
38.4K
$3.22M
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
SELL
|
- |
-1.22K- 20.06% |
$76.5K - $88.2K
|
4.85K
$407K
|
|
|
Apr 12, 2022
Q1 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.22K- 12.04% |
$76.8K - $88.6K
|
8.93K
$749K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.28K- 3.98% |
$80.6K - $93K
|
31K
$2.6M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.29K- 40.78% |
$81.3K - $93.8K
|
1.88K
$158K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.3K- 9.08% |
$81.6K - $94.1K
|
13K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.32K- 0.42% |
$82.8K - $95.5K
|
310K
$26M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.32K- 9.32% |
$82.9K - $95.6K
|
12.8K
$1.08M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.33K- 21.17% |
$83.7K - $96.6K
|
4.96K
$416K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-1.34K- 5.83% |
$84.4K - $97.4K
|
21.7K
$1.82M
|
|
|
May 02, 2022
Q1 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-1.35K- 5.35% |
$85.1K - $98.2K
|
24K
$2.01M
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.37K- 15.34% |
$86.3K - $99.6K
|
7.58K
$636K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.4K- 82.07% |
$88K - $102K
|
306
$25.7K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.41K- 27.72% |
$88.6K - $102K
|
3.68K
$309K
|
|
|
Apr 20, 2022
Q1 2022
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.43K- 32.75% |
$89.5K - $103K
|
2.93K
$245K
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.45K- 0.84% |
$91.2K - $105K
|
171K
$14.3M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.48K- 15.41% |
$92.8K - $107K
|
8.11K
$680K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.48K- 6.63% |
$93.1K - $107K
|
20.9K
$1.75M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.48K- 23.15% |
$93.2K - $108K
|
4.92K
$413K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.49K- 1.37% |
$93.7K - $108K
|
108K
$9.02M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.5K- 1.5% |
$94.4K - $109K
|
98.6K
$8.27M
|
|
|
May 05, 2022
Q1 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.5K- 2.54% |
$94.4K - $109K
|
57.7K
$4.84M
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 10.61% |
$94.4K - $109K
|
12.7K
$1.06M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.51K- 21.41% |
$94.6K - $109K
|
5.53K
$464K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.51K- 4.49% |
$94.7K - $109K
|
32K
$2.69M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.53K- 15.15% |
$95.9K - $111K
|
8.55K
$717K
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.54K- 2.74% |
$96.5K - $111K
|
54.5K
$4.57M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.56K- 1.18% |
$97.8K - $113K
|
130K
$10.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.6K- 2.37% |
$101K - $116K
|
65.9K
$5.53M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.61K- 0.54% |
$101K - $116K
|
298K
$25M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.63K- 36.35% |
$102K - $118K
|
2.85K
$239K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.65KClosed |
$104K - $120K
|
0
$0
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.68K- 22.63% |
$106K - $122K
|
5.75K
$483K
|
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.7K- 24.25% |
$107K - $123K
|
5.3K
$444K
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.8K- 17.47% |
$113K - $130K
|
8.49K
$712K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-1.81K- 1.35% |
$114K - $132K
|
133K
$11.2M
|
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.83K- 5.52% |
$115K - $132K
|
31.3K
$2.62M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-1.89K- 1.4% |
$119K - $137K
|
133K
$11.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.9KClosed |
$119K - $137K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.91K- 17.16% |
$120K - $138K
|
9.21K
$772K
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.92K- 37.1% |
$121K - $139K
|
3.26K
$273K
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-1.93K- 8.13% |
$121K - $140K
|
21.7K
$1.82M
|