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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2021
Q3 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.81K- 2.6% |
$111K - $122K
|
67.7K
$5.64M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.88K- 2.57% |
$115K - $127K
|
71.2K
$5.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.88K- 9.38% |
$116K - $127K
|
18.2K
$1.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
SELL
|
- |
-1.91K- 1.64% |
$117K - $128K
|
115K
$9.55M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.91K- 67.14% |
$117K - $129K
|
935
$77.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.92K- 4.75% |
$118K - $129K
|
38.5K
$3.21M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.93K- 11.21% |
$119K - $130K
|
15.3K
$1.27M
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.95K- 2.14% |
$120K - $131K
|
89.2K
$7.42M
|
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
SELL
|
- |
-1.96K- 23.1% |
$120K - $132K
|
6.51K
$542K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-1.96K- 1.95% |
$120K - $132K
|
98.5K
$8.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2K- 33.9% |
$123K - $135K
|
3.9K
$325K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.15K- 28.42% |
$132K - $145K
|
5.41K
$451K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.18K- 4.86% |
$133K - $146K
|
42.6K
$3.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.18K- 2.12% |
$134K - $147K
|
100K
$8.36M
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.18K- 36.41% |
$134K - $147K
|
3.81K
$318K
|
|
|
Nov 05, 2021
Q3 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.24K- 1.73% |
$137K - $150K
|
127K
$10.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.25K- 22.81% |
$138K - $151K
|
7.61K
$634K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.26K- 11.74% |
$139K - $152K
|
17K
$1.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-2.27K- 18.06% |
$139K - $153K
|
10.3K
$857K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-2.28K- 5.4% |
$140K - $153K
|
39.9K
$3.33M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-2.29K- 26.7% |
$140K - $154K
|
6.28K
$523K
|
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.32K- 41.49% |
$142K - $156K
|
3.27K
$272K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.35KClosed |
$144K - $158K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.38KClosed |
$146K - $160K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.47K- 6.77% |
$152K - $167K
|
34.1K
$2.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.51K- 3.36% |
$154K - $169K
|
72K
$6M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.57K- 24.48% |
$158K - $173K
|
7.93K
$660K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.61K- 3.13% |
$160K - $176K
|
80.7K
$6.72M
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.64K- 23.61% |
$162K - $178K
|
8.54K
$712K
|
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.67K- 1.28% |
$164K - $180K
|
207K
$17.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.74KClosed |
$168K - $184K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.75K- 7.02% |
$169K - $185K
|
36.5K
$3.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.76K- 5.47% |
$169K - $186K
|
47.7K
$3.97M
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2.77K- 1.44% |
$170K - $187K
|
189K
$15.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-2.85K- 30.12% |
$175K - $192K
|
6.61K
$551K
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.9K- 8.9% |
$178K - $195K
|
29.7K
$2.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.98K- 8.61% |
$183K - $201K
|
31.6K
$2.63M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-3K- 44.29% |
$184K - $202K
|
3.77K
$314K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-3.1KClosed |
$190K - $209K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.1K- 40.74% |
$190K - $209K
|
4.52K
$376K
|
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.17K- 23.68% |
$194K - $213K
|
10.2K
$850K
|
|
|
Nov 15, 2021
Q3 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3.2K- 1.62% |
$196K - $215K
|
195K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-3.22K- 5.56% |
$198K - $217K
|
54.7K
$4.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-3.25K- 12.91% |
$200K - $219K
|
21.9K
$1.83M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.26K- 20.93% |
$200K - $220K
|
12.3K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.29K- 1.71% |
$202K - $221K
|
189K
$15.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.32KClosed |
$204K - $223K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.37K- 2.94% |
$206K - $227K
|
111K
$9.25M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-3.37K- 5.55% |
$207K - $227K
|
57.4K
$4.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.38K- 25.06% |
$207K - $227K
|
10.1K
$841K
|