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
|
Scotia Capital Inc.
|
SELL
|
- |
-664- 8.52% |
$40.7K - $44.7K
|
7.13K
$594K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-676- 1.46% |
$41.5K - $45.5K
|
45.6K
$3.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-680Closed |
$41.7K - $45.8K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-683- 2.79% |
$41.9K - $46K
|
23.8K
$1.98M
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-684- 4.72% |
$42K - $46K
|
13.8K
$1.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-696- 12.1% |
$42.7K - $46.9K
|
5.06K
$421K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-696- 12.1% |
$42.7K - $46.9K
|
5.06K
$421K
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-697- 3.12% |
$42.8K - $46.9K
|
21.6K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-700- 8.8% |
$42.9K - $47.1K
|
7.26K
$604K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-700- 12.88% |
$42.9K - $47.1K
|
4.74K
$394K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-716- 11.57% |
$43.9K - $48.2K
|
5.47K
$456K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-717- 28.53% |
$44K - $48.3K
|
1.8K
$150K
|
|
|
May 20, 2022
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-717- 2.48% |
$44K - $48.3K
|
28.2K
$2.35M
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-724- 9.51% |
$44.4K - $48.7K
|
6.89K
$574K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-727- 0.54% |
$44.6K - $48.9K
|
133K
$11.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-733- 3.31% |
$45K - $49.3K
|
21.4K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-746- 4.77% |
$45.8K - $50.2K
|
14.9K
$1.24M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-748- 5.41% |
$45.9K - $50.4K
|
13.1K
$1.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-771- 1.34% |
$47.3K - $51.9K
|
56.9K
$4.74M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-780- 7.71% |
$47.8K - $52.5K
|
9.34K
$778K
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-800- 2.89% |
$49.1K - $53.9K
|
26.9K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-800- 5.48% |
$49.1K - $53.9K
|
13.8K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-800- 7.38% |
$49.1K - $53.9K
|
10K
$836K
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-824- 0.28% |
$50.5K - $55.5K
|
295K
$24.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-861- 4.2% |
$52.8K - $58K
|
19.6K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
SELL
|
- |
-865- 1.89% |
$53.1K - $58.2K
|
44.8K
$3.73M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-879- 20.28% |
$53.9K - $59.2K
|
3.46K
$288K
|
|
|
Oct 13, 2021
Q3 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-889- 8.32% |
$54.5K - $59.8K
|
9.8K
$816K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-898- 1.78% |
$55.1K - $60.5K
|
49.6K
$4.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-900- 8.76% |
$55.2K - $60.6K
|
9.37K
$781K
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-905- 0.67% |
$55.5K - $60.9K
|
135K
$11.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-914Closed |
$56.1K - $61.5K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-925- 2.9% |
$56.7K - $62.3K
|
31K
$2.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-930- 6.51% |
$57K - $62.6K
|
13.4K
$1.11M
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-932- 1.0% |
$57.2K - $62.7K
|
92K
$7.67M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-943- 4.29% |
$57.8K - $63.5K
|
21.1K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-945- 2.69% |
$58K - $63.6K
|
34.2K
$2.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-956- 32.78% |
$58.6K - $64.4K
|
1.96K
$163K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-960- 4.51% |
$58.9K - $64.6K
|
20.3K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-961- 0.44% |
$58.9K - $64.7K
|
219K
$18.2M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-970- 1.86% |
$59.5K - $65.3K
|
51.1K
$4.25M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-970- 9.57% |
$59.5K - $65.3K
|
9.17K
$763K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1KClosed |
$61.3K - $67.3K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1K- 27.34% |
$61.4K - $67.4K
|
2.66K
$222K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-1K- 4.21% |
$61.4K - $67.4K
|
22.8K
$1.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.02K- 11.76% |
$62.8K - $68.9K
|
7.68K
$640K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.04K- 2.65% |
$63.5K - $69.7K
|
38K
$3.17M
|
|
|
Oct 07, 2021
Q3 2021
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.04K- 2.77% |
$63.7K - $69.9K
|
36.5K
$3.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.05K- 16.05% |
$64.4K - $70.7K
|
5.49K
$457K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 0.77% |
$65.1K - $71.5K
|
137K
$11.4M
|