Purchases and Sales Made in Q3 2021 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
552+ 4.2% |
$33.9K - $37.2K
|
13.7K
$1.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
533+ 4.81% |
$32.7K - $35.9K
|
11.6K
$1.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
530+ 28.04% |
$32.5K - $35.7K
|
2.42K
$215K
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
518+ 3.18% |
$31.8K - $34.9K
|
16.8K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
512+ 5.17% |
$31.4K - $34.5K
|
10.4K
$924K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
510+ 2.7% |
$31.3K - $34.3K
|
19.4K
$1.72M
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
502+ 9.27% |
$30.8K - $33.8K
|
5.92K
$525K
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
500+ 9.66% |
$30.7K - $33.7K
|
5.68K
$504K
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500+ 0.37% |
$30.7K - $33.7K
|
136K
$12.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
500+ 6.85% |
$30.7K - $33.7K
|
7.8K
$692K
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
500+ 14.16% |
$30.7K - $33.7K
|
4.03K
$358K
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
494+ 0.56% |
$30.3K - $33.3K
|
88.7K
$7.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
491+ 9.76% |
$30.1K - $33.1K
|
5.52K
$490K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
484+ 7.47% |
$29.7K - $32.6K
|
6.97K
$618K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
482+ 3.46% |
$29.6K - $32.4K
|
14.4K
$1.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
478+ 2.77% |
$29.3K - $32.2K
|
17.7K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
471+ 11.16% |
$28.9K - $31.7K
|
4.69K
$416K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
465+ 0.51% |
$28.5K - $31.3K
|
90.9K
$8.06M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
457+ 1.03% |
$28K - $30.8K
|
45K
$3.99M
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
455+ 2.46% |
$27.9K - $30.6K
|
19K
$1.68M
|
|
|
Nov 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
450+ 2.78% |
$27.6K - $30.3K
|
16.6K
$1.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
447+ 0.77% |
$27.4K - $30.1K
|
58.6K
$5.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
447+ 8.23% |
$27.4K - $30.1K
|
5.88K
$521K
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
447+ 6.25% |
$27.4K - $30.1K
|
7.6K
$674K
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
433+ 0.09% |
$26.6K - $29.1K
|
499K
$44.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
426+ 1.15% |
$26.1K - $28.7K
|
37.3K
$3.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
422+ 0.5% |
$25.9K - $28.4K
|
84.6K
$7.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
420+ 1.53% |
$25.8K - $28.3K
|
27.9K
$2.47M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
420+ 9.88% |
$25.8K - $28.3K
|
4.67K
$414K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
418+ 11.44% |
$25.6K - $28.1K
|
4.07K
$361K
|
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
414+ 1.52% |
$25.4K - $27.9K
|
27.6K
$2.45M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
413+ 1.5% |
$25.3K - $27.8K
|
28K
$2.48M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
400+ 8.84% |
$24.5K - $26.9K
|
4.93K
$437K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
400+ 2.88% |
$24.5K - $26.9K
|
14.3K
$1.27M
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
393+ 6.26% |
$24.1K - $26.5K
|
6.67K
$591K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
390+ 2.12% |
$23.9K - $26.3K
|
18.8K
$1.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
373+ 2.12% |
$22.9K - $25.1K
|
17.9K
$1.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
372+ 3.84% |
$22.8K - $25K
|
10.1K
$892K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
371+ 2.48% |
$22.8K - $25K
|
15.3K
$1.36M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
368+ 0.25% |
$22.6K - $24.8K
|
147K
$13.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
366+ 7.97% |
$22.5K - $24.6K
|
4.96K
$440K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
362+ 2.65% |
$22.2K - $24.4K
|
14K
$1.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
362+ 44.69% |
$22.2K - $24.4K
|
1.17K
$104K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
360+ 6.71% |
$22.1K - $24.2K
|
5.73K
$508K
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
360+ 19.51% |
$22.1K - $24.2K
|
2.21K
$196K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
350+ 2.06% |
$21.5K - $23.6K
|
17.3K
$1.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
337+ 3.78% |
$20.7K - $22.7K
|
9.24K
$820K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
328+ 2.35% |
$20.1K - $22.1K
|
14.3K
$1.27M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
323+ 2.81% |
$19.8K - $21.7K
|
11.8K
$1.05M
|
|
|
Oct 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
318+ 3.0% |
$19.5K - $21.4K
|
10.9K
$967K
|