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 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
14.8K+ 18.09% |
$907K - $995K
|
96.5K
$8.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
14.8K+ 6.02% |
$906K - $994K
|
260K
$21.7M
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
14.8K+ 6.02% |
$906K - $994K
|
260K
$21.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.6K+ 19.79% |
$898K - $986K
|
88.6K
$7.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
14.6K+ 1.04% |
$893K - $980K
|
1.42M
$118M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 52.33% |
$880K - $966K
|
41.8K
$3.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 2.56% |
$879K - $964K
|
574K
$47.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14.2K+ 265.21% |
$873K - $959K
|
19.6K
$1.63M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.9K+ 17.57% |
$851K - $934K
|
92.8K
$7.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.7K+ 61.87% |
$842K - $925K
|
35.9K
$2.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
13.6K+ 2.26% |
$836K - $918K
|
618K
$51.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
13.6K+ 56.9% |
$831K - $912K
|
37.4K
$3.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.3K+ 101.7% |
$816K - $895K
|
26.4K
$2.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.9K+ 20.43% |
$789K - $866K
|
75.9K
$6.32M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
12.8K+ 191.53% |
$786K - $863K
|
19.5K
$1.63M
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
12.8K+ 142.22% |
$785K - $862K
|
21.8K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 4.46% |
$777K - $853K
|
297K
$24.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
12.3K+ 5.39% |
$756K - $830K
|
241K
$20.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.3K+ 6.46% |
$754K - $828K
|
203K
$16.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.2K+ 248.01% |
$747K - $819K
|
17.1K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.1KNew |
$744K - $816K
|
12.1K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.1K+ 11.08% |
$741K - $813K
|
121K
$10.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12KNew |
$735K - $807K
|
12K
$998K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.8K+ 0.93% |
$721K - $792K
|
1.28M
$106M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.5K+ 13.82% |
$708K - $777K
|
95K
$7.91M
|
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
BUY
|
- |
11.5K+ 17.67% |
$706K - $775K
|
76.6K
$6.38M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.2K+ 166.73% |
$689K - $757K
|
18K
$1.5M
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11.2K+ 14.31% |
$689K - $756K
|
89.7K
$7.47M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.1K+ 1.87% |
$682K - $749K
|
605K
$50.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
11K+ 2.51% |
$675K - $741K
|
449K
$37.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
10.8K+ 6.43% |
$662K - $727K
|
179K
$14.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
10.4K+ 38.51% |
$636K - $698K
|
37.3K
$3.1M
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
9.91K+ 37.54% |
$608K - $667K
|
36.3K
$3.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.84K+ 130.4% |
$604K - $662K
|
17.4K
$1.45M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
9.23K+ 4.26% |
$566K - $621K
|
226K
$18.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
9KNew |
$552K - $606K
|
9K
$749K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
8.85K+ 1.39% |
$543K - $596K
|
647K
$53.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.47KNew |
$519K - $570K
|
8.47K
$705K
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.33KNew |
$511K - $561K
|
8.33K
$693K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.3K+ 101.45% |
$509K - $559K
|
16.5K
$1.37M
|
|
|
Oct 27, 2021
Q3 2021
|
Groesbeck Investment Management Corp
|
BUY
|
- |
8.1KNew |
$497K - $545K
|
8.1K
$675K
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.07K+ 110.78% |
$495K - $544K
|
15.4K
$1.28M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.95K+ 61.08% |
$488K - $535K
|
21K
$1.75M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7.72KNew |
$473K - $520K
|
7.72K
$643K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.69K+ 25.26% |
$472K - $518K
|
38.2K
$3.18M
|
|
|
Oct 29, 2021
Q3 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
7.65K+ 107.75% |
$469K - $515K
|
14.8K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.56K+ 149.62% |
$464K - $509K
|
12.6K
$1.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
7.5KNew |
$460K - $505K
|
7.5K
$625K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.5K+ 270.71% |
$460K - $505K
|
10.3K
$855K
|
|
|
Nov 15, 2021
Q3 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
7.48K+ 58.93% |
$459K - $503K
|
20.2K
$1.68M
|