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 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-99- 2.56% |
$6.07K - $6.66K
|
3.77K
$314K
|
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-99- 1.53% |
$6.07K - $6.66K
|
6.36K
$530K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 1.66% |
$6.13K - $6.73K
|
5.92K
$493K
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.15% |
$6.13K - $6.73K
|
65.9K
$5.49M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-100Closed |
$6.13K - $6.73K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100- 40.82% |
$6.13K - $6.73K
|
145
$12.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-100- 4.42% |
$6.13K - $6.73K
|
2.17K
$180K
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-100- 1.73% |
$6.13K - $6.73K
|
5.67K
$472K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-100Closed |
$6.13K - $6.73K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-100- 2.99% |
$6.13K - $6.73K
|
3.24K
$270K
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-102- 1.6% |
$6.26K - $6.87K
|
6.28K
$523K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-102Closed |
$6.26K - $6.87K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-102- 1.56% |
$6.26K - $6.87K
|
6.44K
$536K
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-103- 0.39% |
$6.32K - $6.93K
|
26.1K
$2.17M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-107- 3.15% |
$6.56K - $7.2K
|
3.29K
$274K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-112- 2.4% |
$6.87K - $7.54K
|
4.56K
$380K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-113- 3.62% |
$6.93K - $7.61K
|
3.01K
$251K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-118- 2.97% |
$7.24K - $7.94K
|
3.86K
$321K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-124- 2.07% |
$7.61K - $8.35K
|
5.87K
$489K
|
|
|
Oct 25, 2021
Q3 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-125- 0.19% |
$7.67K - $8.42K
|
66.9K
$5.57M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-125- 0.26% |
$7.67K - $8.42K
|
47.2K
$3.93M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-130- 0.38% |
$7.97K - $8.75K
|
34.2K
$2.85M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-131- 1.3% |
$8.04K - $8.82K
|
9.93K
$827K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-138- 0.59% |
$8.46K - $9.29K
|
23.1K
$1.93M
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-144- 2.57% |
$8.83K - $9.69K
|
5.46K
$455K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-145- 0.51% |
$8.89K - $9.76K
|
28.4K
$2.37M
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-146- 1.72% |
$8.96K - $9.83K
|
8.33K
$693K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-146- 34.93% |
$8.96K - $9.83K
|
272
$22.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-148- 1.08% |
$9.08K - $9.96K
|
13.6K
$1.13M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-150- 0.44% |
$9.2K - $10.1K
|
33.9K
$2.83M
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-150- 1.06% |
$9.2K - $10.1K
|
14K
$1.16M
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-150- 1.07% |
$9.2K - $10.1K
|
13.9K
$1.15M
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-150- 0.85% |
$9.2K - $10.1K
|
17.5K
$1.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-150- 3.39% |
$9.2K - $10.1K
|
4.28K
$356K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-152- 15.88% |
$9.32K - $10.2K
|
805
$67K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-152- 1.26% |
$9.32K - $10.2K
|
11.9K
$989K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-155- 0.88% |
$9.51K - $10.4K
|
17.6K
$1.46M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-159Closed |
$9.75K - $10.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-160- 1.22% |
$9.81K - $10.8K
|
12.9K
$1.08M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-160- 2.5% |
$9.81K - $10.8K
|
6.23K
$519K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-161- 15.16% |
$9.88K - $10.8K
|
901
$75K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-163- 4.32% |
$10K - $11K
|
3.61K
$301K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-168- 20.29% |
$10.3K - $11.3K
|
660
$55K
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-169- 0.99% |
$10.4K - $11.4K
|
16.9K
$1.41M
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-175- 0.66% |
$10.7K - $11.8K
|
26.4K
$2.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
SELL
|
- |
-183- 1.95% |
$11.2K - $12.3K
|
9.21K
$767K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-184- 2.14% |
$11.3K - $12.4K
|
8.42K
$701K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-185- 2.49% |
$11.3K - $12.5K
|
7.26K
$604K
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-188- 1.27% |
$11.5K - $12.7K
|
14.7K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-194- 2.75% |
$11.9K - $13.1K
|
6.86K
$571K
|