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 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.25K+ 104.27% |
$260K - $286K
|
8.32K
$693K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
4.23K+ 27.24% |
$260K - $285K
|
19.8K
$1.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.21K+ 28.65% |
$258K - $283K
|
18.9K
$1.57M
|
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
BUY
|
- |
4.2K+ 70.0% |
$258K - $283K
|
10.2K
$849K
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.19K+ 26.42% |
$257K - $282K
|
20.1K
$1.67M
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
4.17KNew |
$256K - $281K
|
4.17K
$347K
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.17K+ 1.24% |
$256K - $281K
|
340K
$28.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.13K+ 103.22% |
$253K - $278K
|
8.13K
$677K
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
4.13KNew |
$253K - $278K
|
4.13K
$344K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$253K - $278K
|
4.13K
$344K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.1K+ 3.62% |
$252K - $276K
|
118K
$9.79M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.09KNew |
$251K - $275K
|
4.09K
$341K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
4.08KNew |
$250K - $275K
|
4.08K
$340K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.08KNew |
$250K - $275K
|
4.08K
$340K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.07K+ 15.39% |
$250K - $274K
|
30.5K
$2.54M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.07K+ 33.43% |
$250K - $274K
|
16.2K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.02KNew |
$247K - $271K
|
4.02K
$335K
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.98K+ 1.18% |
$244K - $268K
|
342K
$28.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.97K+ 94.64% |
$244K - $267K
|
8.17K
$680K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.96K+ 44.26% |
$243K - $267K
|
12.9K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.96K+ 5.26% |
$243K - $266K
|
79.2K
$6.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.95KNew |
$243K - $266K
|
3.95K
$329K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
3.9K+ 33.8% |
$239K - $263K
|
15.4K
$1.29M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.84KNew |
$236K - $259K
|
3.84K
$320K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.83K+ 28.39% |
$235K - $258K
|
17.3K
$1.44M
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.82K+ 6.76% |
$234K - $257K
|
60.3K
$5.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.78K+ 26.41% |
$232K - $255K
|
18.1K
$1.51M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.76KNew |
$230K - $253K
|
3.76K
$313K
|
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.73KNew |
$229K - $251K
|
3.73K
$310K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.66K+ 4.58% |
$225K - $247K
|
83.7K
$6.97M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
3.65KNew |
$224K - $246K
|
3.65K
$304K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3.65K+ 54.27% |
$224K - $246K
|
10.4K
$864K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.62K+ 10.53% |
$222K - $244K
|
38K
$3.16M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.61KNew |
$221K - $243K
|
3.61K
$301K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.58KNew |
$220K - $241K
|
3.58K
$298K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.58K+ 69.01% |
$220K - $241K
|
8.77K
$730K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.58K+ 69.01% |
$220K - $241K
|
8.77K
$730K
|
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.57K+ 77.44% |
$219K - $240K
|
8.18K
$681K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.55KNew |
$217K - $239K
|
3.55K
$295K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.46KNew |
$212K - $233K
|
3.46K
$288K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.44K+ 3.84% |
$211K - $232K
|
93.1K
$7.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.44KNew |
$211K - $231K
|
3.44K
$286K
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.44K+ 12.52% |
$211K - $231K
|
30.9K
$2.57M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.42K+ 20.22% |
$210K - $230K
|
20.3K
$1.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.42K+ 1.96% |
$210K - $230K
|
178K
$14.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
3.41KNew |
$209K - $229K
|
3.41K
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.38KNew |
$208K - $228K
|
3.38K
$282K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.38K+ 27.29% |
$207K - $227K
|
15.7K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.37KNew |
$207K - $227K
|
3.37K
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.36K+ 9.68% |
$206K - $226K
|
38.1K
$3.17M
|