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 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
154+ 0.93% |
$9.45K - $10.4K
|
16.8K
$1.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
150+ 1.03% |
$9.2K - $10.1K
|
14.7K
$1.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
150+ 2.54% |
$9.2K - $10.1K
|
6.05K
$504K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
149+ 18.4% |
$9.14K - $10K
|
959
$79.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
146+ 0.99% |
$8.96K - $9.83K
|
14.9K
$1.24M
|
|
|
Nov 03, 2021
Q3 2021
|
Centre Asset Management, LLC
|
BUY
|
- |
140+ 1.22% |
$8.59K - $9.42K
|
11.6K
$968K
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
140+ 3.06% |
$8.59K - $9.42K
|
4.71K
$392K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
140+ 0.7% |
$8.59K - $9.42K
|
20.3K
$1.69M
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
134+ 1.07% |
$8.22K - $9.02K
|
12.7K
$1.06M
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
133+ 2.9% |
$8.16K - $8.95K
|
4.73K
$394K
|
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
131+ 0.28% |
$8.04K - $8.82K
|
46.5K
$3.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
130New |
$7.97K - $8.75K
|
130
$10.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
129+ 0.52% |
$7.91K - $8.68K
|
24.9K
$2.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
128New |
$7.85K - $8.62K
|
128
$10.7K
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
125+ 0.75% |
$7.67K - $8.42K
|
16.8K
$1.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
125+ 0.95% |
$7.67K - $8.42K
|
13.3K
$1.11M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
123+ 0.99% |
$7.54K - $8.28K
|
12.5K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
122+ 26.52% |
$7.48K - $8.21K
|
582
$48.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
113+ 2.65% |
$6.93K - $7.61K
|
4.38K
$365K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
112+ 1.14% |
$6.87K - $7.54K
|
9.95K
$829K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
106+ 1.25% |
$6.5K - $7.14K
|
8.59K
$715K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
105+ 1.46% |
$6.44K - $7.07K
|
7.32K
$609K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
101+ 3.75% |
$6.2K - $6.8K
|
2.79K
$233K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
100+ 11.33% |
$6.13K - $6.73K
|
983
$81.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
100+ 1.2% |
$6.13K - $6.73K
|
8.44K
$703K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
100+ 26.53% |
$6.13K - $6.73K
|
477
$39.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
95+ 0.24% |
$5.83K - $6.4K
|
39.7K
$3.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
90+ 0.48% |
$5.52K - $6.06K
|
18.7K
$1.56M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
87+ 0.24% |
$5.34K - $5.86K
|
36.2K
$3.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
87New |
$5.34K - $5.86K
|
87
$7.25K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
86+ 1.13% |
$5.28K - $5.79K
|
7.69K
$640K
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
85+ 1.1% |
$5.21K - $5.72K
|
7.8K
$650K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
84+ 0.88% |
$5.15K - $5.65K
|
9.67K
$805K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
84+ 0.24% |
$5.15K - $5.65K
|
35.1K
$2.93M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
81+ 4.3% |
$4.97K - $5.45K
|
1.97K
$164K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
76+ 13.87% |
$4.66K - $5.12K
|
624
$52K
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
76+ 0.17% |
$4.66K - $5.12K
|
44.4K
$3.7M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
71+ 1.61% |
$4.36K - $4.78K
|
4.47K
$372K
|
|
|
Nov 15, 2021
Q3 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
70+ 0.51% |
$4.29K - $4.71K
|
13.7K
$1.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
68+ 17.13% |
$4.17K - $4.58K
|
465
$38.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
68+ 0.12% |
$4.17K - $4.58K
|
55.5K
$4.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66+ 0.99% |
$4.05K - $4.44K
|
6.72K
$560K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
60+ 6.82% |
$3.68K - $4.04K
|
940
$78.3K
|
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
60+ 0.8% |
$3.68K - $4.04K
|
7.58K
$631K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
60New |
$3.68K - $4.04K
|
60
$5K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59+ 0.23% |
$3.62K - $3.97K
|
26.1K
$2.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
55+ 0.66% |
$3.37K - $3.7K
|
8.35K
$696K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
54+ 0.27% |
$3.31K - $3.64K
|
20.2K
$1.68M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
54+ 0.92% |
$3.31K - $3.64K
|
5.9K
$492K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
53+ 4.98% |
$3.25K - $3.57K
|
1.12K
$93K
|