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
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.35KNew |
$206K - $226K
|
3.35K
$279K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
3.35K+ 5.74% |
$205K - $225K
|
61.6K
$5.13M
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.33KNew |
$204K - $224K
|
3.33K
$277K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.31K+ 14.36% |
$203K - $223K
|
26.4K
$2.19M
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.3KNew |
$203K - $222K
|
3.3K
$275K
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
3.3KNew |
$202K - $222K
|
3.3K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.3KNew |
$202K - $222K
|
3.3K
$275K
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.3KNew |
$202K - $222K
|
3.3K
$274K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.29K+ 0.53% |
$202K - $222K
|
623K
$51.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
3.28K+ 4.6% |
$201K - $220K
|
74.4K
$6.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.27KNew |
$201K - $220K
|
3.27K
$272K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
3.25K+ 19.59% |
$199K - $219K
|
19.8K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.25KNew |
$199K - $219K
|
3.25K
$271K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3.24KNew |
$199K - $218K
|
3.24K
$270K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
3.23K+ 20.81% |
$198K - $217K
|
18.7K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.22K+ 14.22% |
$197K - $217K
|
25.8K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.2K+ 6.11% |
$196K - $215K
|
55.6K
$4.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.14K+ 3.37% |
$193K - $211K
|
96.3K
$8.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
3.06K+ 11.51% |
$187K - $206K
|
29.6K
$2.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.06K+ 0.87% |
$187K - $206K
|
356K
$29.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.04K+ 22.17% |
$187K - $205K
|
16.8K
$1.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
3.03K+ 4.66% |
$186K - $204K
|
68.1K
$5.67M
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
3.01K+ 6.51% |
$185K - $203K
|
49.3K
$4.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3K+ 16.86% |
$184K - $202K
|
20.8K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.98K+ 18.7% |
$183K - $201K
|
18.9K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.98K+ 14.25% |
$183K - $200K
|
23.9K
$1.99M
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.95K+ 36.13% |
$181K - $198K
|
11.1K
$924K
|
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
2.85K+ 37.87% |
$175K - $192K
|
10.4K
$864K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.85K+ 3.32% |
$175K - $192K
|
88.7K
$7.38M
|
|
|
Oct 08, 2021
Q3 2021
|
Cullinan Associates Inc
|
BUY
|
- |
2.8K+ 13.32% |
$172K - $188K
|
23.8K
$1.98M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.8K+ 38.79% |
$172K - $188K
|
10K
$834K
|
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.74K+ 1.47% |
$168K - $185K
|
189K
$15.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.68K+ 2.91% |
$164K - $180K
|
94.6K
$7.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.67K+ 8.42% |
$164K - $180K
|
34.4K
$2.87M
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
2.65K+ 17.11% |
$162K - $178K
|
18.1K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.62K+ 51.15% |
$161K - $176K
|
7.73K
$644K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.6K+ 2.24% |
$159K - $175K
|
119K
$9.89M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
2.56K+ 15.7% |
$157K - $173K
|
18.9K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.54K+ 9.96% |
$156K - $171K
|
28K
$2.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
2.52K+ 21.6% |
$154K - $170K
|
14.2K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.51K+ 2.72% |
$154K - $169K
|
94.8K
$7.89M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.5K+ 23.93% |
$153K - $168K
|
12.9K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.44K+ 7.19% |
$149K - $164K
|
36.3K
$3.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.43K+ 7.51% |
$149K - $163K
|
34.8K
$2.9M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.43K+ 7.88% |
$149K - $163K
|
33.2K
$2.77M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
2.42K+ 1.84% |
$148K - $163K
|
134K
$11.2M
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.4K+ 2.62% |
$147K - $162K
|
94K
$7.83M
|
|
|
Nov 02, 2021
Q3 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
2.39K+ 12.97% |
$147K - $161K
|
20.8K
$1.73M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.38K+ 17.09% |
$146K - $160K
|
16.3K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.35K+ 24.72% |
$144K - $158K
|
11.9K
$989K
|