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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-25- 0.38% |
$1.53K - $1.68K
|
6.48K
$539K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 0.33% |
$1.53K - $1.68K
|
7.54K
$628K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-27- 61.36% |
$1.66K - $1.82K
|
17
$1.42K
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-28- 0.07% |
$1.72K - $1.88K
|
40K
$3.33M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-28- 0.07% |
$1.72K - $1.88K
|
40K
$3.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-31- 0.3% |
$1.9K - $2.09K
|
10.2K
$846K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-34- 0.5% |
$2.09K - $2.29K
|
6.77K
$564K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-35- 0.69% |
$2.15K - $2.36K
|
5K
$417K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-36- 0.89% |
$2.21K - $2.42K
|
4K
$333K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
SELL
|
- |
-37Closed |
$2.27K - $2.49K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-37- 0.65% |
$2.27K - $2.49K
|
5.62K
$468K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-38- 0.48% |
$2.33K - $2.56K
|
7.84K
$653K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-39- 0.29% |
$2.39K - $2.63K
|
13.4K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-40- 0.81% |
$2.45K - $2.69K
|
4.9K
$408K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 1.17% |
$2.51K - $2.76K
|
3.48K
$289K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 1.17% |
$2.51K - $2.76K
|
3.48K
$289K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44- 0.44% |
$2.7K - $2.96K
|
9.87K
$822K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-47Closed |
$2.88K - $3.16K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-50- 0.7% |
$3.07K - $3.37K
|
7.07K
$589K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50- 1.36% |
$3.07K - $3.37K
|
3.62K
$302K
|
|
|
Nov 02, 2021
Q3 2021
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-51- 0.07% |
$3.13K - $3.43K
|
70.3K
$5.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-51- 0.51% |
$3.13K - $3.43K
|
9.89K
$824K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-51Closed |
$3.13K - $3.43K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-51- 0.17% |
$3.13K - $3.43K
|
29.8K
$2.48M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-51- 8.08% |
$3.13K - $3.43K
|
580
$48.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-55- 11.2% |
$3.37K - $3.7K
|
436
$36.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-55- 0.31% |
$3.37K - $3.7K
|
17.6K
$1.47M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-55- 1.46% |
$3.37K - $3.7K
|
3.7K
$308K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-59- 5.56% |
$3.62K - $3.97K
|
1K
$83.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-60- 1.47% |
$3.68K - $4.04K
|
4.01K
$334K
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-60- 0.13% |
$3.68K - $4.04K
|
47.8K
$3.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-60- 0.55% |
$3.68K - $4.04K
|
10.8K
$897K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-61- 1.18% |
$3.74K - $4.11K
|
5.09K
$424K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-63- 0.07% |
$3.86K - $4.24K
|
87.1K
$7.25M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-64- 0.57% |
$3.93K - $4.31K
|
11.2K
$934K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-66- 1.03% |
$4.05K - $4.44K
|
6.35K
$529K
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-67- 0.2% |
$4.11K - $4.51K
|
33.4K
$2.78M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-68- 0.69% |
$4.17K - $4.58K
|
9.81K
$817K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-69- 0.65% |
$4.23K - $4.65K
|
10.5K
$877K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-70- 0.21% |
$4.29K - $4.71K
|
33K
$2.75M
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-73- 2.34% |
$4.48K - $4.91K
|
3.05K
$254K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-77- 3.45% |
$4.72K - $5.18K
|
2.15K
$179K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-78- 0.7% |
$4.78K - $5.25K
|
11K
$916K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-83- 1.71% |
$5.09K - $5.59K
|
4.77K
$397K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-85- 0.54% |
$5.21K - $5.72K
|
15.6K
$1.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-87- 1.63% |
$5.34K - $5.86K
|
5.24K
$437K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-87- 17.98% |
$5.34K - $5.86K
|
397
$33.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-89- 1.32% |
$5.46K - $5.99K
|
6.63K
$552K
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-91- 2.04% |
$5.58K - $6.13K
|
4.36K
$363K
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-93- 0.26% |
$5.7K - $6.26K
|
35.7K
$2.97M
|