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 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
7.35K+ 2.29% |
$451K - $495K
|
328K
$27.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
7.14K+ 78.99% |
$438K - $481K
|
16.2K
$1.35M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
6.84K+ 5.07% |
$420K - $461K
|
142K
$11.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.72K+ 4.73% |
$412K - $452K
|
149K
$12.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Toews Corp
|
BUY
|
- |
6.6KNew |
$405K - $444K
|
6.6K
$550K
|
|
|
Nov 08, 2021
Q3 2021
|
Reaves W H & CO Inc
|
BUY
|
- |
6.48K+ 0.57% |
$397K - $436K
|
1.14M
$94.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
6.43K+ 1516.51% |
$394K - $433K
|
6.85K
$571K
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
6.38KNew |
$391K - $429K
|
6.38K
$531K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.35K+ 2.83% |
$389K - $427K
|
231K
$19.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$376K - $413K
|
6.13K
$511K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.1K+ 1.8% |
$374K - $411K
|
345K
$28.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.9KNew |
$362K - $397K
|
5.9K
$491K
|
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5.83K+ 3.07% |
$357K - $392K
|
196K
$16.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.77K+ 147.01% |
$354K - $389K
|
9.7K
$808K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.77K+ 10.35% |
$354K - $388K
|
61.5K
$5.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
5.63K+ 7.64% |
$345K - $379K
|
79.3K
$6.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
5.58K+ 71.54% |
$342K - $376K
|
13.4K
$1.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.56K+ 7.91% |
$341K - $374K
|
75.8K
$6.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.55KNew |
$340K - $374K
|
5.55K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.54K+ 0.57% |
$340K - $373K
|
980K
$81.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.5K+ 1.45% |
$337K - $370K
|
384K
$32M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.47K+ 7.77% |
$336K - $369K
|
75.9K
$6.32M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.45KNew |
$334K - $367K
|
5.45K
$454K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.45K+ 11.5% |
$334K - $367K
|
52.8K
$4.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
5.31K+ 63.41% |
$326K - $358K
|
13.7K
$1.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.17K+ 0.34% |
$317K - $348K
|
1.52M
$127M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
5.16K+ 78.46% |
$316K - $347K
|
11.7K
$977K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.16K+ 58.83% |
$316K - $347K
|
13.9K
$1.16M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
5.1K+ 88.99% |
$313K - $343K
|
10.8K
$902K
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5.07KNew |
$311K - $341K
|
5.07K
$422K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
5.03KNew |
$308K - $338K
|
5.03K
$419K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.95KNew |
$304K - $334K
|
4.95K
$413K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.92K+ 38.07% |
$302K - $331K
|
17.8K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.83K+ 3.41% |
$296K - $325K
|
147K
$12.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
BUY
|
- |
4.81K+ 3.81% |
$295K - $323K
|
131K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.8K+ 6.93% |
$294K - $323K
|
74K
$6.16M
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4.78K+ 26.81% |
$293K - $322K
|
22.6K
$1.88M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.75KNew |
$291K - $320K
|
4.75K
$396K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.65K+ 16.14% |
$285K - $313K
|
33.4K
$2.78M
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.64K+ 6.05% |
$285K - $312K
|
81.4K
$6.78M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
4.62KNew |
$283K - $311K
|
4.62K
$385K
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.61K+ 4.32% |
$283K - $311K
|
111K
$9.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.59KNew |
$282K - $309K
|
4.59K
$382K
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
4.52KNew |
$277K - $304K
|
4.52K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.5K+ 2.12% |
$276K - $303K
|
217K
$18.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.38KNew |
$268K - $295K
|
4.38K
$365K
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
4.36K+ 14.48% |
$268K - $294K
|
34.5K
$2.87M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
4.35KNew |
$267K - $293K
|
4.35K
$362K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.28K+ 62.03% |
$262K - $288K
|
11.2K
$930K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.27K+ 7.56% |
$262K - $287K
|
60.7K
$5.06M
|