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 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.84K- 21.11% |
$358K - $393K
|
21.8K
$1.93M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.94KClosed |
$364K - $400K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-5.99K- 14.24% |
$368K - $403K
|
36.1K
$3.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-6.07K- 17.53% |
$372K - $408K
|
28.5K
$2.53M
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
SELL
|
- |
-6.08K- 41.58% |
$373K - $409K
|
8.54K
$757K
|
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-6.24KClosed |
$383K - $420K
|
0
$0
|
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6.29K- 2.56% |
$386K - $424K
|
239K
$21.2M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.33K- 1.01% |
$388K - $426K
|
621K
$55M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.34K- 22.97% |
$389K - $427K
|
21.3K
$1.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-6.41KClosed |
$393K - $431K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-6.49K- 8.54% |
$398K - $437K
|
69.4K
$6.15M
|
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-6.5KClosed |
$399K - $438K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.53KClosed |
$400K - $439K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.54KClosed |
$401K - $440K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6.59K- 5.19% |
$404K - $444K
|
120K
$10.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6.75K- 5.13% |
$414K - $454K
|
125K
$11.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
SELL
|
- |
-7.16K- 17.91% |
$439K - $482K
|
32.8K
$2.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.21K- 1.27% |
$442K - $485K
|
561K
$49.8M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.38K- 38.88% |
$453K - $497K
|
11.6K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.56K- 43.11% |
$464K - $509K
|
9.98K
$885K
|
|
|
Nov 12, 2021
Q3 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-7.66K- 2.0% |
$470K - $515K
|
375K
$33.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-7.8K- 0.76% |
$478K - $525K
|
1.02M
$90.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-8.09K- 50.0% |
$496K - $545K
|
8.09K
$717K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-8.22KClosed |
$504K - $553K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-8.24K- 47.73% |
$506K - $555K
|
9.03K
$800K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.31K- 53.59% |
$509K - $559K
|
7.19K
$637K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-8.41K- 95.2% |
$516K - $566K
|
424
$37.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.42K- 43.08% |
$516K - $567K
|
11.1K
$986K
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-8.43K- 18.6% |
$517K - $568K
|
36.9K
$3.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.46KClosed |
$519K - $569K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-8.8KClosed |
$540K - $592K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-8.83KClosed |
$541K - $594K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-8.92K- 0.52% |
$547K - $600K
|
1.69M
$150M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.96K- 0.47% |
$549K - $603K
|
1.9M
$169M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.99K- 1.76% |
$551K - $605K
|
501K
$44.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.66K- 29.07% |
$593K - $650K
|
23.6K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-9.69K- 5.14% |
$594K - $652K
|
179K
$15.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-9.83K- 36.24% |
$603K - $662K
|
17.3K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.98KClosed |
$612K - $672K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-10KClosed |
$613K - $673K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-10KClosed |
$613K - $673K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-10.1K- 3.38% |
$619K - $679K
|
289K
$25.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-10.2K- 5.06% |
$626K - $687K
|
191K
$17M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.3KClosed |
$634K - $696K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.7KClosed |
$655K - $719K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-10.7K- 73.99% |
$659K - $723K
|
3.78K
$335K
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-11.1K- 1.32% |
$680K - $747K
|
828K
$73.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.1K- 13.99% |
$681K - $747K
|
68.2K
$6.05M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-11.1K- 14.68% |
$681K - $747K
|
64.5K
$5.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
SELL
|
- |
-11.2K- 2.78% |
$687K - $754K
|
391K
$34.7M
|