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 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.91K+ 4.88% |
$183K - $211K
|
62.6K
$5.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Goodwin Daniel L
|
BUY
|
- |
2.9KNew |
$182K - $210K
|
2.9K
$243K
|
|
|
May 10, 2022
Q1 2022
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.9KNew |
$182K - $210K
|
2.9K
$243K
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.9KNew |
$182K - $210K
|
2.9K
$243K
|
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
2.89KNew |
$181K - $209K
|
2.89K
$242K
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.88KNew |
$181K - $209K
|
2.88K
$242K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.88K+ 32.95% |
$181K - $208K
|
11.6K
$973K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
2.87KNew |
$180K - $208K
|
2.87K
$241K
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.87KNew |
$180K - $208K
|
2.87K
$240K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.86K+ 19.7% |
$180K - $207K
|
17.4K
$1.46M
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
2.86KNew |
$180K - $207K
|
2.86K
$240K
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.85K+ 2.48% |
$179K - $207K
|
118K
$9.88M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
2.84KNew |
$178K - $206K
|
2.84K
$238K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.81KNew |
$177K - $204K
|
2.81K
$236K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.81KNew |
$177K - $204K
|
2.81K
$236K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.81KNew |
$176K - $204K
|
2.81K
$236K
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.81KNew |
$176K - $203K
|
2.81K
$235K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$175K - $202K
|
2.78K
$234K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.78KNew |
$175K - $202K
|
2.78K
$233K
|
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2.78KNew |
$174K - $201K
|
2.78K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.78K+ 20.76% |
$174K - $201K
|
16.1K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.77KNew |
$174K - $201K
|
2.77K
$233K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.77KNew |
$174K - $201K
|
2.77K
$232K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.74K+ 33.37% |
$172K - $199K
|
11K
$920K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.74K+ 0.75% |
$172K - $199K
|
367K
$30.8M
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.74K+ 2.38% |
$172K - $198K
|
118K
$9.88M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.73K+ 6.23% |
$171K - $198K
|
46.6K
$3.91M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.72K+ 32.49% |
$171K - $197K
|
11.1K
$931K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.7K+ 4.77% |
$170K - $196K
|
59.2K
$4.97M
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.68K+ 69.61% |
$168K - $194K
|
6.52K
$547K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.66K+ 25.42% |
$167K - $193K
|
13.1K
$1.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.62KNew |
$164K - $190K
|
2.62K
$220K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.61K+ 10.82% |
$164K - $189K
|
26.8K
$2.24M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.52K+ 15.04% |
$158K - $183K
|
19.3K
$1.62M
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.52K+ 5.64% |
$158K - $183K
|
47.2K
$3.96M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.46K+ 20.75% |
$155K - $179K
|
14.3K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.38K+ 10.79% |
$149K - $173K
|
24.4K
$2.05M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.35K+ 1498.73% |
$148K - $171K
|
2.51K
$211K
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
2.28K+ 1.19% |
$143K - $165K
|
194K
$16.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.27K+ 12.78% |
$143K - $165K
|
20K
$1.68M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.25K+ 12.44% |
$141K - $163K
|
20.3K
$1.71M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
2.2K+ 20.89% |
$138K - $159K
|
12.7K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.19K+ 6.7% |
$138K - $159K
|
34.9K
$2.93M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
2.17K+ 25.32% |
$136K - $157K
|
10.7K
$901K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2.17K+ 17.37% |
$136K - $157K
|
14.7K
$1.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
2.12K+ 3.19% |
$133K - $154K
|
68.6K
$5.75M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.12K+ 7.82% |
$133K - $154K
|
29.2K
$2.45M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.12K+ 6.55% |
$133K - $153K
|
34.4K
$2.89M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.1K+ 18.81% |
$132K - $152K
|
13.3K
$1.11M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 16.52% |
$130K - $150K
|
14.6K
$1.22M
|