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 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1.49K+ 231.88% |
$93.7K - $108K
|
2.13K
$179K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.49K+ 3.4% |
$93.4K - $108K
|
45.2K
$3.79M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.47KNew |
$92.6K - $107K
|
1.47K
$124K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.47K+ 2.72% |
$92.2K - $106K
|
55.4K
$4.65M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.47K+ 1.5% |
$92.2K - $106K
|
99.3K
$8.33M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
1.45K+ 19.58% |
$91.1K - $105K
|
8.86K
$743K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.39K+ 1.57% |
$87.2K - $101K
|
89.7K
$7.52M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.37K+ 14.07% |
$86.2K - $99.4K
|
11.1K
$932K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.37K+ 45.26% |
$85.8K - $99K
|
4.38K
$368K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.36K+ 24.7% |
$85.5K - $98.6K
|
6.87K
$576K
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.35K+ 1.35% |
$84.8K - $97.9K
|
102K
$8.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.31K+ 8.33% |
$82.6K - $95.3K
|
17.1K
$1.43M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.28K+ 3.49% |
$80.4K - $92.8K
|
38K
$3.18M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.26K+ 7.15% |
$79.4K - $91.7K
|
18.9K
$1.59M
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.23K+ 34.95% |
$77K - $88.9K
|
4.73K
$397K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 35.46% |
$77K - $88.8K
|
4.68K
$393K
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 9.98% |
$77K - $88.8K
|
13.5K
$1.13M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.22K+ 36.62% |
$76.5K - $88.2K
|
4.54K
$381K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.2K+ 2.71% |
$75.3K - $86.9K
|
45.4K
$3.81M
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.2K+ 1.48% |
$75.3K - $86.9K
|
81.9K
$6.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.18K+ 13.54% |
$74.2K - $85.6K
|
9.89K
$830K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.18K+ 8.78% |
$74.1K - $85.5K
|
14.6K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.18K+ 15.3% |
$74K - $85.3K
|
8.87K
$744K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.17K+ 0.68% |
$73.6K - $84.9K
|
175K
$14.7M
|
|
|
May 06, 2022
Q1 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.16K+ 0.57% |
$73K - $84.3K
|
205K
$17.2M
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1.16K+ 2.48% |
$72.6K - $83.8K
|
47.9K
$4.01M
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.16K+ 3.95% |
$72.6K - $83.8K
|
30.4K
$2.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.14K+ 8.68% |
$71.4K - $82.4K
|
14.2K
$1.19M
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.13K+ 0.25% |
$71K - $81.9K
|
451K
$37.8M
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.13K+ 4.85% |
$70.8K - $81.6K
|
24.3K
$2.04M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.12K+ 8.93% |
$70.2K - $81K
|
13.6K
$1.14M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.12K+ 33.08% |
$70.1K - $80.8K
|
4.49K
$376K
|
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.1K+ 2.86% |
$69.2K - $79.9K
|
39.6K
$3.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.1KNew |
$69.1K - $79.7K
|
1.1K
$92.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.1K+ 14.16% |
$69K - $79.6K
|
8.85K
$743K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.1K+ 16.26% |
$69K - $79.6K
|
7.85K
$659K
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 8.31% |
$67.6K - $77.9K
|
14K
$1.18M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.07K+ 31.3% |
$67.3K - $77.7K
|
4.49K
$377K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
1.07K+ 10.1% |
$67K - $77.3K
|
11.6K
$975K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.06K+ 2.76% |
$66.3K - $76.5K
|
39.2K
$3.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.05KNew |
$66.1K - $76.3K
|
1.05K
$88.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04K+ 18.75% |
$65.4K - $75.5K
|
6.59K
$553K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 28.56% |
$63.6K - $73.4K
|
4.56K
$382K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.01KNew |
$63.5K - $73.3K
|
1.01K
$84.8K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.01K+ 10.24% |
$63.2K - $72.9K
|
10.8K
$908K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 0.05% |
$63K - $72.7K
|
2.2M
$184M
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1K+ 31.16% |
$62.8K - $72.5K
|
4.21K
$353K
|
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
991+ 4.06% |
$62.3K - $71.9K
|
25.4K
$2.13M
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
991New |
$62.3K - $71.9K
|
991
$83.1K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
960+ 10.75% |
$60.3K - $69.6K
|
9.89K
$830K
|