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 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.06K- 3.37% |
$65.2K - $71.6K
|
30.5K
$2.54M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.07KClosed |
$65.7K - $72.1K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.09K- 93.8% |
$66.9K - $73.4K
|
72
$6K
|
|
|
Nov 15, 2021
Q3 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.1K- 20.15% |
$67.4K - $74K
|
4.36K
$363K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.12K- 2.74% |
$68.5K - $75.2K
|
39.7K
$3.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-1.15K- 0.84% |
$70.6K - $77.5K
|
135K
$11.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.15K- 3.56% |
$70.7K - $77.6K
|
31.2K
$2.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-1.17K- 0.86% |
$71.6K - $78.6K
|
134K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 2.83% |
$71.6K - $78.6K
|
40.2K
$3.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.19K- 19.44% |
$72.8K - $79.9K
|
4.92K
$410K
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.19K- 9.89% |
$72.8K - $79.9K
|
10.8K
$901K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.19K- 2.14% |
$73K - $80.1K
|
54.5K
$4.54M
|
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.2K- 8.8% |
$73.4K - $80.6K
|
12.4K
$1.03M
|
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 1.7% |
$73.6K - $80.8K
|
69.3K
$5.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.2K- 7.45% |
$73.6K - $80.8K
|
14.9K
$1.24M
|
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.23K- 4.04% |
$75.2K - $82.5K
|
29.1K
$2.42M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.23K- 12.32% |
$75.4K - $82.8K
|
8.76K
$729K
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.24K- 3.48% |
$76K - $83.4K
|
34.4K
$2.86M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.27K- 64.78% |
$78K - $85.6K
|
691
$57.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.29K- 12.7% |
$79.3K - $87K
|
8.89K
$740K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.32K- 18.1% |
$80.8K - $88.7K
|
5.96K
$496K
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 8.91% |
$80.8K - $88.7K
|
13.5K
$1.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.32K- 9.72% |
$81K - $88.9K
|
12.3K
$1.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.33K- 9.94% |
$81.5K - $89.5K
|
12K
$1M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.34K- 9.45% |
$82.2K - $90.2K
|
12.8K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.34K- 8.75% |
$82.3K - $90.3K
|
14K
$1.17M
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.39K- 19.01% |
$85.1K - $93.4K
|
5.91K
$492K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.39K- 10.6% |
$85.3K - $93.6K
|
11.7K
$977K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.41K- 2.82% |
$86.7K - $95.2K
|
48.8K
$4.06M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.47K- 8.65% |
$90.1K - $98.9K
|
15.5K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-1.47K- 8.95% |
$90.2K - $99K
|
15K
$1.25M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.47K- 3.55% |
$90.4K - $99.2K
|
40K
$3.33M
|
|
|
Oct 29, 2021
Q3 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-1.49K- 8.73% |
$91.4K - $100K
|
15.6K
$1.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.5K- 14.51% |
$91.8K - $101K
|
8.82K
$734K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.5K- 28.34% |
$92K - $101K
|
3.79K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.51K- 5.01% |
$92.9K - $102K
|
28.7K
$2.39M
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.53K- 25.84% |
$94K - $103K
|
4.4K
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.58K- 17.66% |
$96.6K - $106K
|
7.34K
$612K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.58K- 14.85% |
$96.9K - $106K
|
9.06K
$754K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.59K- 15.47% |
$97.3K - $107K
|
8.67K
$722K
|
|
|
Nov 04, 2021
Q3 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.62K- 21.76% |
$99.2K - $109K
|
5.82K
$485K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.62K- 4.05% |
$99.4K - $109K
|
38.4K
$3.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.63K- 5.97% |
$100K - $110K
|
25.7K
$2.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-1.66K- 43.45% |
$102K - $112K
|
2.17K
$180K
|
|
|
Nov 01, 2021
Q3 2021
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.68K- 0.8% |
$103K - $113K
|
209K
$17.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.68K- 31.16% |
$103K - $113K
|
3.71K
$309K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.72K- 2.22% |
$106K - $116K
|
75.7K
$6.31M
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-1.72K- 8.31% |
$106K - $116K
|
19K
$1.58M
|
|
|
Nov 09, 2021
Q3 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.75K- 58.09% |
$107K - $118K
|
1.26K
$105K
|
|
|
Oct 21, 2021
Q3 2021
|
Sciencast Management LP
|
SELL
|
- |
-1.78K- 12.77% |
$109K - $120K
|
12.1K
$1.01M
|