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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
52+ 0.17% |
$3.19K - $3.5K
|
29.8K
$2.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50+ 0.06% |
$3.07K - $3.37K
|
82.8K
$6.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
50+ 0.27% |
$3.07K - $3.37K
|
18.7K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
50+ 0.18% |
$3.07K - $3.37K
|
27.9K
$2.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
46+ 0.29% |
$2.82K - $3.1K
|
16.1K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
45+ 0.13% |
$2.76K - $3.03K
|
34.2K
$2.85M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
42New |
$2.58K - $2.83K
|
42
$3.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
42New |
$2.58K - $2.83K
|
42
$3.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
41+ 0.69% |
$2.51K - $2.76K
|
5.97K
$497K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
41+ 0.71% |
$2.51K - $2.76K
|
5.81K
$484K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
38+ 0.04% |
$2.33K - $2.56K
|
103K
$8.59M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
38+ 0.97% |
$2.33K - $2.56K
|
3.95K
$329K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
37+ 0.41% |
$2.27K - $2.49K
|
9.06K
$755K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
37+ 0.83% |
$2.27K - $2.49K
|
4.48K
$373K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37+ 0.44% |
$2.27K - $2.49K
|
8.45K
$703K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
37+ 0.42% |
$2.27K - $2.49K
|
8.94K
$745K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
37+ 1.0% |
$2.27K - $2.49K
|
3.75K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36+ 1.23% |
$2.21K - $2.42K
|
2.96K
$247K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
35+ 1.82% |
$2.15K - $2.36K
|
1.95K
$163K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
32+ 0.16% |
$1.96K - $2.15K
|
20.4K
$1.7M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.34% |
$1.84K - $2.02K
|
8.96K
$746K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 2.48% |
$1.78K - $1.95K
|
1.2K
$99.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
29+ 0.17% |
$1.78K - $1.95K
|
17.1K
$1.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
29+ 0.34% |
$1.78K - $1.95K
|
8.56K
$713K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
28+ 0.97% |
$1.72K - $1.88K
|
2.92K
$244K
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
28+ 0.42% |
$1.72K - $1.88K
|
6.76K
$563K
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
25+ 0.36% |
$1.53K - $1.68K
|
7.04K
$586K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
24+ 6.63% |
$1.47K - $1.62K
|
386
$32.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
24+ 0.11% |
$1.47K - $1.62K
|
22.1K
$1.84M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
24+ 0.01% |
$1.47K - $1.62K
|
170K
$14.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
23+ 0.48% |
$1.41K - $1.55K
|
4.86K
$405K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
21+ 0.23% |
$1.29K - $1.41K
|
9.11K
$759K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 0.02% |
$1.23K - $1.35K
|
100K
$8.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 0.88% |
$1.23K - $1.35K
|
2.3K
$191K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
20+ 0.39% |
$1.23K - $1.35K
|
5.17K
$431K
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
17+ 0.26% |
$1.04K - $1.14K
|
6.56K
$546K
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
17+ 0.31% |
$1.04K - $1.14K
|
5.47K
$455K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.04% |
$1.04K - $1.14K
|
48.1K
$4.01M
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
17+ 0.03% |
$1.04K - $1.14K
|
64.2K
$5.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
17+ 0.06% |
$1.04K - $1.14K
|
29.6K
$2.46M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.93% |
$981 - $1.08K
|
1.73K
$144K
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
16+ 0.44% |
$981 - $1.08K
|
3.64K
$303K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 0.14% |
$797 - $875
|
9.09K
$757K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12+ 0.35% |
$736 - $808
|
3.45K
$288K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.2% |
$613 - $673
|
4.96K
$413K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 0.17% |
$613 - $673
|
5.76K
$479K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
8+ 0.05% |
$491 - $539
|
14.8K
$1.23M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 0.26% |
$491 - $539
|
3.12K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8+ 0.1% |
$491 - $539
|
7.79K
$649K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
7+ 0.03% |
$429 - $471
|
22.9K
$1.9M
|