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 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.94K- 25.34% |
$122K - $141K
|
5.71K
$479K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.97K- 10.71% |
$124K - $143K
|
16.4K
$1.38M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.98K- 28.33% |
$125K - $144K
|
5.01K
$421K
|
|
|
Apr 27, 2022
Q1 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-2K- 5.28% |
$126K - $145K
|
35.9K
$3.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.04K- 4.41% |
$128K - $148K
|
44.2K
$3.71M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 14.18% |
$130K - $150K
|
12.5K
$1.05M
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-2.08K- 18.89% |
$130K - $150K
|
8.91K
$747K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-2.1K- 3.39% |
$132K - $152K
|
59.7K
$5.01M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.1K- 1.75% |
$132K - $152K
|
118K
$9.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 3.36% |
$133K - $154K
|
61K
$5.12M
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2.16KClosed |
$135K - $156K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.17K- 14.08% |
$136K - $157K
|
13.2K
$1.11M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.23K- 2.88% |
$140K - $162K
|
75.3K
$6.31M
|
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.28K- 6.64% |
$143K - $165K
|
32K
$2.69M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.28K- 91.93% |
$143K - $165K
|
200
$16.8K
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-2.31K- 14.36% |
$145K - $167K
|
13.8K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.37K- 40.55% |
$149K - $172K
|
3.48K
$292K
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.37K- 29.2% |
$149K - $172K
|
5.76K
$483K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.41K- 4.82% |
$151K - $175K
|
47.5K
$3.99M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 31.37% |
$154K - $177K
|
5.35K
$449K
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.46K- 17.52% |
$155K - $178K
|
11.6K
$972K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.48KClosed |
$156K - $180K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
SELL
|
- |
-2.51K- 14.94% |
$158K - $182K
|
14.3K
$1.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2.6K- 17.96% |
$163K - $189K
|
11.9K
$996K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-2.61K- 29.87% |
$164K - $189K
|
6.13K
$515K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.7K- 15.55% |
$170K - $196K
|
14.7K
$1.23M
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.74KClosed |
$172K - $199K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.82K- 1.6% |
$177K - $204K
|
173K
$14.5M
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.89K- 10.92% |
$181K - $209K
|
23.5K
$1.97M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.89K- 8.82% |
$182K - $210K
|
29.9K
$2.51M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.94K- 3.22% |
$185K - $213K
|
88.2K
$7.4M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.94KClosed |
$185K - $213K
|
0
$0
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.96K- 1.69% |
$186K - $215K
|
173K
$14.5M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.97K- 21.07% |
$186K - $215K
|
11.1K
$932K
|
|
|
May 16, 2022
Q1 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3KClosed |
$189K - $218K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-3.01KClosed |
$189K - $218K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.02K- 2.56% |
$190K - $219K
|
115K
$9.65M
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.03KClosed |
$190K - $219K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.03KClosed |
$191K - $220K
|
0
$0
|
|
|
Apr 01, 2022
Q1 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.1K- 4.79% |
$195K - $225K
|
61.6K
$5.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.11KClosed |
$195K - $225K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.14K- 2.09% |
$197K - $228K
|
147K
$12.4M
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.2K- 1.67% |
$201K - $232K
|
189K
$15.8M
|
|
|
Jun 07, 2022
Q1 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.26K- 4.17% |
$205K - $236K
|
74.8K
$6.27M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.28K- 12.61% |
$206K - $238K
|
22.7K
$1.91M
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.36K- 4.88% |
$211K - $243K
|
65.5K
$5.49M
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-3.38K- 15.87% |
$212K - $245K
|
17.9K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-3.42KClosed |
$215K - $248K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
SELL
|
- |
-3.44K- 0.92% |
$216K - $249K
|
372K
$31.2M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-3.45K- 6.15% |
$217K - $250K
|
52.6K
$4.42M
|