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 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.35K+ 24.72% |
$144K - $158K
|
11.9K
$997K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.33K+ 6.95% |
$143K - $157K
|
35.9K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 68.6% |
$142K - $156K
|
5.7K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.29K+ 3.97% |
$141K - $154K
|
60K
$5.04M
|
|
|
Nov 17, 2021
Q3 2021
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.29K+ 1.1% |
$140K - $154K
|
210K
$17.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.27K+ 7.86% |
$139K - $153K
|
31.1K
$2.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.18K+ 54.32% |
$134K - $147K
|
6.19K
$519K
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.17K+ 50.77% |
$133K - $146K
|
6.45K
$541K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.12K+ 12.0% |
$130K - $143K
|
19.8K
$1.66M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.12K+ 37.59% |
$130K - $143K
|
7.75K
$651K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
2.02K+ 5.23% |
$124K - $136K
|
40.6K
$3.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.99K+ 3.08% |
$122K - $134K
|
66.6K
$5.59M
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.98K+ 15.81% |
$122K - $133K
|
14.5K
$1.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.96K+ 25.18% |
$120K - $132K
|
9.73K
$817K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.93K+ 2.09% |
$118K - $130K
|
94.3K
$7.92M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.93K+ 6.63% |
$118K - $130K
|
31K
$2.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.91K+ 2.18% |
$117K - $129K
|
89.5K
$7.52M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.89KNew |
$116K - $127K
|
1.89K
$158K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
1.88K+ 3.7% |
$115K - $126K
|
52.7K
$4.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.88K+ 0.34% |
$115K - $126K
|
554K
$46.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.87K+ 6448.28% |
$115K - $126K
|
1.9K
$159K
|
|
|
Oct 13, 2021
Q3 2021
|
Nepsis Inc.
|
BUY
|
- |
1.86K+ 6.62% |
$114K - $125K
|
30K
$2.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.85K+ 2.06% |
$113K - $125K
|
91.6K
$7.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.85K+ 6.94% |
$113K - $124K
|
28.5K
$2.39M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.81K+ 8.1% |
$111K - $122K
|
24.1K
$2.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.81K+ 4.49% |
$111K - $122K
|
42K
$3.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
1.8K+ 29.48% |
$110K - $121K
|
7.91K
$664K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.79K+ 16.06% |
$110K - $121K
|
12.9K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.74K+ 31.25% |
$106K - $117K
|
7.29K
$612K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 2.83% |
$106K - $116K
|
62.7K
$5.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.72K+ 1.68% |
$106K - $116K
|
104K
$8.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.7K+ 16.21% |
$104K - $115K
|
12.2K
$1.02M
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.68K+ 20.61% |
$103K - $113K
|
9.84K
$826K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.68K+ 1.72% |
$103K - $113K
|
99.4K
$8.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.67K+ 3.14% |
$102K - $112K
|
54.7K
$4.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.64K+ 10.67% |
$101K - $110K
|
17K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.64K+ 18.44% |
$100K - $110K
|
10.5K
$882K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 4.24% |
$99.4K - $109K
|
39.9K
$3.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.6K+ 3.78% |
$97.9K - $107K
|
43.8K
$3.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1.59K+ 25.07% |
$97.5K - $107K
|
7.93K
$666K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 5.16% |
$96.6K - $106K
|
32.1K
$2.69M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.52K+ 9.86% |
$93.4K - $102K
|
17K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.48K+ 24.96% |
$90.9K - $99.8K
|
7.42K
$623K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.48KNew |
$90.5K - $99.3K
|
1.48K
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.47K+ 3.7% |
$90.4K - $99.2K
|
41.4K
$3.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.47KNew |
$90.1K - $98.9K
|
1.47K
$123K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.44K+ 2.47% |
$88.1K - $96.7K
|
59.5K
$5M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
BUY
|
- |
1.43K+ 0.54% |
$87.6K - $96.1K
|
267K
$22.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.43K+ 22.68% |
$87.6K - $96.1K
|
7.72K
$649K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.42K+ 9.02% |
$87.1K - $95.6K
|
17.2K
$1.44M
|