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
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.19% |
$429 - $471
|
3.61K
$301K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7+ 0.2% |
$429 - $471
|
3.49K
$291K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.26% |
$429 - $471
|
2.67K
$223K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.19% |
$429 - $471
|
3.61K
$301K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.3% |
$368 - $404
|
1.98K
$165K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
5+ 1.72% |
$307 - $337
|
295
$24.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.1% |
$307 - $337
|
5.13K
$428K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$307 - $337
|
12.3K
$1.02M
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$245 - $269
|
7.01K
$584K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.11% |
$245 - $269
|
3.57K
$298K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
3+ 0.01% |
$184 - $202
|
55.3K
$4.61M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.07% |
$184 - $202
|
4.5K
$375K
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.07% |
$184 - $202
|
4.4K
$366K
|
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
2+ 0.06% |
$123 - $135
|
3.4K
$283K
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$123 - $135
|
3.63K
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$123 - $135
|
14.1K
$1.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.07% |
$123 - $135
|
2.94K
$245K
|
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2+ 0.02% |
$123 - $135
|
10.3K
$860K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$61.3 - $67.3
|
2.92K
$243K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$61.3 - $67.3
|
17.1K
$1.42M
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.01% |
$61.3 - $67.3
|
13.3K
$1.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.01% |
$61.3 - $67.3
|
18.5K
$1.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.82% |
$61.3 - $67.3
|
56
$4.66K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.01% |
$61.3 - $67.3
|
13.2K
$1.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.12% |
$61.3 - $67.3
|
807
$67.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$61.3 - $67.3
|
4.04K
$336K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.78% |
$61.3 - $67.3
|
130
$10.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.02% |
$61.3 - $67.3
|
99
$8.24K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1- 0.02% |
$61.3 - $67.3
|
6.33K
$527K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2- 0.11% |
$123 - $135
|
1.75K
$146K
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-2- 0.01% |
$123 - $135
|
16.7K
$1.39M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5- 0.1% |
$307 - $337
|
4.9K
$408K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5- 0.09% |
$307 - $337
|
5.71K
$475K
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6- 0.07% |
$368 - $404
|
8.42K
$701K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7- 0.14% |
$429 - $471
|
4.9K
$408K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-7- 0.43% |
$429 - $471
|
1.61K
$134K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-8- 0.02% |
$491 - $539
|
37.2K
$3.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-10- 0.21% |
$613 - $673
|
4.7K
$391K
|
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 0.09% |
$613 - $673
|
11.5K
$954K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-11- 0.13% |
$675 - $741
|
8.4K
$699K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11- 0.06% |
$675 - $741
|
18.9K
$1.58M
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-15- 0.11% |
$920 - $1.01K
|
13.4K
$1.12M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-17- 0.1% |
$1.04K - $1.14K
|
16.4K
$1.37M
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-19- 0.41% |
$1.17K - $1.28K
|
4.58K
$382K
|
|
|
Oct 13, 2021
Q3 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-20- 0.03% |
$1.23K - $1.35K
|
58.8K
$4.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20- 0.11% |
$1.23K - $1.35K
|
18.9K
$1.58M
|
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
SELL
|
- |
-20- 0.09% |
$1.23K - $1.35K
|
23.4K
$1.95M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-24- 0.36% |
$1.47K - $1.62K
|
6.73K
$560K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-25- 0.38% |
$1.53K - $1.68K
|
6.48K
$539K
|