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 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-389- -0.0% |
$23.9K - $26.2K
|
8.03M
$712M
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-400- 1.83% |
$24.5K - $26.9K
|
21.4K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-406- 2.33% |
$24.9K - $27.3K
|
17K
$1.51M
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-408- 5.99% |
$25K - $27.5K
|
6.41K
$569K
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-411- 1.87% |
$25.2K - $27.7K
|
21.6K
$1.91M
|
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-419- 0.92% |
$25.7K - $28.2K
|
45K
$4M
|
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
SELL
|
- |
-437- 0.12% |
$26.8K - $29.4K
|
374K
$33.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-439- 5.76% |
$26.9K - $29.6K
|
7.18K
$637K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-446- 4.42% |
$27.4K - $30K
|
9.65K
$856K
|
|
|
Nov 02, 2021
Q3 2021
|
John G Ullman & Associates Inc
|
SELL
|
- |
-450- 1.69% |
$27.6K - $30.3K
|
26.1K
$2.32M
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-450- 11.69% |
$27.6K - $30.3K
|
3.4K
$302K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-454- 2.65% |
$27.8K - $30.6K
|
16.7K
$1.48M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-457- 2.48% |
$28K - $30.8K
|
18K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-469- 1.11% |
$28.8K - $31.6K
|
41.6K
$3.69M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-475- 2.51% |
$29.1K - $32K
|
18.5K
$1.64M
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-476- 3.73% |
$29.2K - $32K
|
12.3K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-478- 3.04% |
$29.3K - $32.2K
|
15.3K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-478- 0.85% |
$29.3K - $32.2K
|
55.4K
$4.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-491- 4.26% |
$30.1K - $33.1K
|
11K
$979K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-494- 0.66% |
$30.3K - $33.3K
|
74.4K
$6.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-496- 10.44% |
$30.4K - $33.4K
|
4.26K
$378K
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
SELL
|
- |
-497- 10.45% |
$30.5K - $33.5K
|
4.26K
$378K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-500- 12.35% |
$30.7K - $33.7K
|
3.55K
$315K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-500- 4.45% |
$30.7K - $33.7K
|
10.7K
$953K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-500- 3.17% |
$30.7K - $33.7K
|
15.3K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-500- 55.01% |
$30.7K - $33.7K
|
409
$36.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-500- 4.25% |
$30.7K - $33.7K
|
11.3K
$1M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500- 52.63% |
$30.7K - $33.7K
|
450
$39.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-509- 10.97% |
$31.2K - $34.3K
|
4.13K
$367K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-510- 4.52% |
$31.3K - $34.3K
|
10.8K
$955K
|
|
|
Nov 09, 2021
Q3 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-510- 0.21% |
$31.3K - $34.3K
|
244K
$21.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-514- 10.27% |
$31.5K - $34.6K
|
4.49K
$398K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-522Closed |
$32K - $35.1K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-522- 5.61% |
$32K - $35.1K
|
8.78K
$779K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-523- 82.23% |
$32.1K - $35.2K
|
113
$10K
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-523- 11.59% |
$32.1K - $35.2K
|
3.99K
$354K
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-525Closed |
$32.2K - $35.3K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-558- 3.59% |
$34.2K - $37.6K
|
15K
$1.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-565- 4.34% |
$34.7K - $38K
|
12.4K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-566- 1.72% |
$34.7K - $38.1K
|
32.4K
$2.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-567- 0.08% |
$34.8K - $38.2K
|
676K
$59.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-578- 0.73% |
$35.5K - $38.9K
|
79.1K
$7.02M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-580- 1.76% |
$35.6K - $39K
|
32.4K
$2.87M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-595- 1.28% |
$36.5K - $40.1K
|
45.9K
$4.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-600- 9.35% |
$36.8K - $40.4K
|
5.81K
$516K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-603- 1.29% |
$37K - $40.6K
|
46K
$4.08M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-621- 1.23% |
$38.1K - $41.8K
|
50K
$4.43M
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-624- 4.1% |
$38.3K - $42K
|
14.6K
$1.29M
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-626- 5.52% |
$38.4K - $42.1K
|
10.7K
$951K
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
SELL
|
- |
-629- 6.52% |
$38.6K - $42.3K
|
9.01K
$799K
|