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 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-195- 1.39% |
$12K - $13.1K
|
13.8K
$1.13M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 22.03% |
$12.3K - $13.5K
|
708
$57.7K
|
|
|
Oct 25, 2021
Q3 2021
|
Argyle Capital Management Inc.
|
SELL
|
- |
-200- 0.53% |
$12.3K - $13.5K
|
37.9K
$3.09M
|
|
|
Oct 27, 2021
Q3 2021
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-200- 2.74% |
$12.3K - $13.5K
|
7.09K
$578K
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.08% |
$12.3K - $13.5K
|
266K
$21.7M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-200- 26.67% |
$12.3K - $13.5K
|
550
$44.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-202- 0.72% |
$12.4K - $13.6K
|
27.8K
$2.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-204- 2.47% |
$12.5K - $13.7K
|
8.05K
$656K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-211- 4.98% |
$12.9K - $14.2K
|
4.02K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-215- 1.78% |
$13.2K - $14.5K
|
11.8K
$964K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-225- 69.23% |
$13.8K - $15.1K
|
100
$8.15K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-225- 0.67% |
$13.8K - $15.1K
|
33.4K
$2.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-229- 4.87% |
$14K - $15.4K
|
4.48K
$365K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-232- 10.34% |
$14.2K - $15.6K
|
2.01K
$164K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-243- 0.47% |
$14.9K - $16.4K
|
51K
$4.16M
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-249- 6.81% |
$15.3K - $16.8K
|
3.41K
$278K
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-250- 0.14% |
$15.3K - $16.8K
|
173K
$14.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-253- 2.96% |
$15.5K - $17K
|
8.31K
$677K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-253- 2.04% |
$15.5K - $17K
|
12.2K
$990K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-256- 15.45% |
$15.7K - $17.2K
|
1.4K
$114K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-257- 13.43% |
$15.8K - $17.3K
|
1.66K
$135K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-270- 3.86% |
$16.6K - $18.2K
|
6.72K
$548K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-275- 2.59% |
$16.9K - $18.5K
|
10.4K
$844K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-282- 7.01% |
$17.3K - $19K
|
3.74K
$305K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-294- 3.13% |
$18K - $19.8K
|
9.09K
$741K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-294- 3.13% |
$18K - $19.8K
|
9.09K
$741K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-297- 4.71% |
$18.2K - $20K
|
6K
$489K
|
|
|
Nov 15, 2021
Q3 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-300- 0.01% |
$18.4K - $20.2K
|
2.97M
$242M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-303- 0.65% |
$18.6K - $20.4K
|
46.4K
$3.78M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-306- 1.42% |
$18.8K - $20.6K
|
21.3K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-308- 1.51% |
$18.9K - $20.7K
|
20K
$1.63M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-314- 81.56% |
$19.3K - $21.1K
|
71
$5.79K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-320Closed |
$19.6K - $21.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-320- 11.41% |
$19.6K - $21.5K
|
2.49K
$203K
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-325- 1.13% |
$19.9K - $21.9K
|
28.4K
$2.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-327- 3.9% |
$20.1K - $22K
|
8.05K
$656K
|
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-330- 0.93% |
$20.2K - $22.2K
|
35.2K
$2.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-336- 1.26% |
$20.6K - $22.6K
|
26.3K
$2.14M
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-338- 2.31% |
$20.7K - $22.8K
|
14.3K
$1.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-339- 8.39% |
$20.8K - $22.8K
|
3.7K
$302K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-343- 98.0% |
$21K - $23.1K
|
7
$571
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-348- 1.82% |
$21.3K - $23.4K
|
18.7K
$1.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-351- 2.74% |
$21.5K - $23.6K
|
12.5K
$1.02M
|
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-353- 3.97% |
$21.7K - $23.8K
|
8.54K
$696K
|
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-360Closed |
$22.1K - $24.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-364- 2.47% |
$22.3K - $24.5K
|
14.4K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-373- 2.0% |
$22.9K - $25.1K
|
18.2K
$1.49M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-378- 3.69% |
$23.2K - $25.4K
|
9.86K
$803K
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-381- 1.66% |
$23.4K - $25.6K
|
22.6K
$1.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-389- -0.0% |
$23.9K - $26.2K
|
8.03M
$654M
|